Granted that you have proper permissions to edit or delete an Attorney appointment, you must first select a client through either the Search application under the Case Manager application or by using the Search Clients search bar in the top right of the screen.
Once a client has been selected, navigate to the Contacts application in the main navigation menu.
Editing an Attorney Appointment #
- Scroll down to the Attorney Appointments
- Select the carrot menu in the appointment you wish to edit
- Select Edit this Appointment
- Modify appointment information
- Press the blue Save button
Attorney Appointment Fields
The Attorney field is a type-ahead drop-down search. Either type the name or scroll through the names and select the Attorney that is assigned.
The Appointment Type drop-down indicates what type of appointment this is classified as. These types can be modified by your administrators.
The Petition field allows you to link this appointment with a specific petition from the Court application via a type-ahead drop-down search.
The Start Date indicates when the appointment will begin.
The End Date optionally indicates when an appointment has ended.
Deleting an Attorney Appointment #
- Scroll down to the Attorney Appointments
- Select the carrot menu in the appointment you wish to edit
- Select Delete this Appointment
- Press the Yes, Delete Appointment button to confirm deletion
