A chart is available that provides a breakdown of the due dates by person, depending on the persons responsibility for the matter. This allows a broad assessment of upcoming workload.
The chart only shows outstanding due dates where the date has NOT yet been flagged as confirmed.
The chart groups the due dates by person acting, person assisting or person responsible, depending upon the option selected. It then provides the ability to monitor by date range, with the following options:
Overdue – the due date is yesterday or before;
Today - the due date is today;
Next 7 days – the due date is from tomorrow to 7 days time;
Next 8 – 30 days – the due date is from 8 days from today until 30 days from today;
All – all due dates.
When used on the Firm Dashboard the chart shows the due dates for all staff for the firm, office, department or team, depending upon the scope selected.
The drilldown shows a list of the matters that have due dates either from the total or from one of the individual bars.
When used on the Fee Earner Dashboard the chart provides a handy overview of the users personal matters with due dates outstanding.
The expand chart button in the top right is available to show greater than 10 persons.
The RedView Team