Things to know
A case in the “Family Law Enquiry”, “Non Family Law Enquiry” or “Online Application” case type is automatically excluded from all reports with the sole exception of the Risk Register report.
|A person is placed on the applications record (and appears on the Applications Record 1st Consultation Report) when…|
The milestone “Case is updated from an enquiry to a specific case type” in the workflow APP001.Application Received is Completed and when this action is actually carried out.
(For migrated cases, the date they started waiting is the date of applicant’s signature in the checklist in the Means Test Form on the Applications Database.)
|A person receives a date of first consultation (and appears on the Applications Record 2nd Consultation Report) when…|
The milestone “First Consultation Attended” in the workflow APP003.First Consultation is Completed.
(For migrated cases, the date of first consultation is the Triage Date in the LAA3 on the Applications Database, if completed)
|A person receives a date of second consultation when…|
The milestone “Client Attends for Second Consultation” in the workflow APP006.Awaiting Second Consultation is completed.
(For migrated cases, the date of second consultation is the 1st Consultation Date in the LAA3 on the Applications Database, if completed, or the date a First Consultation Form was created on the Applications Database)
If more than one solicitor is assigned to the case, only the last added solicitor will be recognised as the resource on reports.
A solicitor MUST be assigned to the case with the solicitor role, even if they are a managing solicitor. If a solicitor is assigned to the case with the managing solicitor role, or with no role (if they created the case, or the case was transferred directly to them from another law centre), they won’t be recognised as the solicitor assigned to the case. In this situation the solicitor must be removed from the case and then reassigned with the Solicitor role in order to be recognised as the solicitor on the case.
A case is closed when an Outcome is set (it will have either “CLOSED” or “ARCHIVED” in the case summary bar on EOS). However, depending on the report, certain outcomes will exclude a case from the report in question. Contact Civil Operations if you have a query about any particular report.
Once an applicant has a date started waiting, a date of first consultation, or a date of second consultation, it cannot be removed!