Enter Deadline
Enter a deadline by recording the file, description, start of the deadline, responsibility, file participant with external file reference, and an individual note. The file is pre-selected if you record the deadline in the file view through the Deadlines and Reminders function group. You must choose a pre-configured entry from the selection list as the description. The deadline is pre-set by the office under Administration > Professional Administration (General) > Deadlines with the characteristics and preliminary deadlines. After selecting the start of the deadline, the data for the preliminary deadlines and the end of the deadline automatically update according to the configuration. The main responsible attorney for the file is always pre-selected as the responsible party, but this assignment can be changed for the individual deadline.
Holidays
If a date for a preliminary deadline or the end of the deadline falls on a holiday, it will be highlighted accordingly.
National holidays are displayed in green text. Non-national holidays are displayed in red text. There is no automatic data change for non-national holidays. In these cases, you decide whether you are affected by the holiday in your state and need to adjust the date values.
Edit Deadline
Using the Edit Deadline button, you have several options. You can edit the existing deadline, complete it, or mark the preliminary deadline(s) as seen using the Seen button. Preliminary deadlines in the past are checked as seen. An existing deadline can only be changed regarding the date and the individual note.
The process of completing a deadline cannot be undone. KMS warns of this with a warning notice when completing.
Context Menu
You can switch directly from the deadline entry to other views of the associated file using the context menu.
Complete Multiple Deadlines
If you have selected multiple deadlines in the list, you can complete them in one step using the Complete Deadline button in the Status function group on the ribbon. Unseen preliminary deadlines will be checked as seen.
Mark Multiple Preliminary Deadlines as Seen
If you have selected multiple deadlines in the list, you can mark them as seen in one step using the Preliminary Deadline Seen button in the Status function group on the ribbon. All preliminary deadlines in the past will be marked as seen.
Deadline Overview
You can display the deadlines of the currently filtered view in a report by clicking Deadline Overview.
Individual Deadline Printout
You can display one or more of the selected deadlines in a report as an individual printout by selecting the desired deadlines and clicking Individual Deadline Printout.
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