Workgroup: Difference between revisions

Latest revision as of 14:42, 13 January 2025

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

Matter Descriptions

The content specification for matter descriptions can contain a mixture of formatted text (Markdown) and expressions.

Assets corresponding to the matter, parties and fields are automatically defined for use within expressions. The naming convention for these assets is so-called "Pascal Case", where spaces and punctuation are removed from the names of roles/fields. For example, a role named "Seller's agent" would be exposed as SellersAgent. A list of the available assets is displayed in the workgroup editor in the Desktop App.

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:

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.

@@ Line 4: / Line 4: @@
 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''']]
+=== Matter Descriptions ===
+The content specification for matter descriptions can contain a mixture of formatted text ([[Markdown]]) and [[Expression|expressions]].
+Assets corresponding to the matter, parties and fields are automatically defined for use within expressions. The naming convention for these assets is so-called "Pascal Case", where spaces and punctuation are removed from the names of roles/fields. For example, a role named "Seller's agent" would be exposed as <code>SellersAgent</code>. A list of the available assets is displayed in the workgroup editor in the [[Desktop App]].
+== 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:
+* [[Disbursement Type|Disbursement types]]
+* [[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:Key Terms]]