Workgroup: Difference between revisions
(Created page with "A '''workgroup''' determines the behaviour and semantics of matters in ContactsLaw. Workgroups are used to categorise matters based on their area of law (e.g. Litigation), or a specific service offered by a business (e.g. Demand Letters). They are hierarchical, allowing child workgroups to inherit semantics from their parent workgroup, while also defining their own characteristics. A workgroup is required to create a matter; therefore, every subsc...") |
No edit summary |
||
| Line 4: | Line 4: | ||
A workgroup is required to create a matter; therefore, every [[subscription]] will include at least one workgroup. | A workgroup is required to create a matter; therefore, every [[subscription]] will include at least one workgroup. | ||
== Properties == | |||
Workgroups have the following properties: | |||
* '''Name''' | |||
* '''Allowed matter types''' - Used to restrict the creation of certain types of matters. | |||
* Whether to '''manually commence matters'''; i.e. do not transition to the ''Commenced'' state automatically. | |||
* Content specification for '''matter descriptions''' | |||
* Definitions for: | |||
** '''Members''' | |||
** '''Parties''' | |||
** '''Judicial officers''' | |||
** [[Custom Field|'''Custom fields''']] | |||
** [[Checklist Item|'''Checklist items''']] | |||
== Owned Items == | |||
The following items can only be created at the workgroup level: | |||
* [[Product|Products]] | |||
* [[Quote Template|Quote templates]] | |||
The following items can be created at the workgroup level, as well as other levels: | |||
* [[Document|Documents]] (precedents) | |||
* [[Document Type|Document types]] | |||
* [[Business:Policy|Policies]] | |||
* [[Workflow:Process|Processes]] | |||
==Security== | |||
A subset of the available [[Permission|permissions]] can be set for each workgroup. If not set, the workgroup inherits its permissions from the business. | |||
==Deletion== | |||
A workgroup that was created accidentally can be deleted at any time. A workgroup cannot be deleted once any substantial work has been performed within it. | |||
[[Category:Workgroups]] | [[Category:Workgroups]] | ||
[[Category:Key Terms]] | |||
Revision as of 16:22, 28 August 2024
A workgroup determines the behaviour and semantics of matters in ContactsLaw.
Workgroups are used to categorise matters based on their area of law (e.g. Litigation), or a specific service offered by a business (e.g. Demand Letters). They are hierarchical, allowing child workgroups to inherit semantics from their parent workgroup, while also defining their own characteristics.
A workgroup is required to create a matter; therefore, every subscription will include at least one workgroup.
Properties
Workgroups have the following properties:
- Name
- Allowed matter types - Used to restrict the creation of certain types of matters.
- Whether to manually commence matters; i.e. do not transition to the Commenced state automatically.
- Content specification for matter descriptions
- Definitions for:
- Members
- Parties
- Judicial officers
- Custom fields
- Checklist items
Owned Items
The following items can only be created at the workgroup level:
The following items can be created at the workgroup level, as well as other levels:
- Documents (precedents)
- Document types
- Policies
- Processes
Security
A subset of the available permissions can be set for each workgroup. If not set, the workgroup inherits its permissions from the business.
Deletion
A workgroup that was created accidentally can be deleted at any time. A workgroup cannot be deleted once any substantial work has been performed within it.