The target audience of this document is matter managers who can manage templates.
Once the iSheet has been configured, you need to now configure the template.
Within your site, navigate to the site dropdown and click Manage templates:
The Manage templates screen is displayed. Within the Manage templates screen, navigate to the template called Tracker integrated matter intake (TIMI):
Select this template to view it.
Please note, that within this template, the iSheet we configured previously is already linked. Meaning any changes committed there, will be reflected here.
Once you have selected the template, navigate to Admin:
Within the Admin screen, you can configure your template. Below is an example showing you how to set up permissions for your users, groups and columns etc.
Use case
For this example, we have created some users which are approvers, and some which are requesters:
In addition, we have created a requester/approver group:
In addition, we have created a group for all users, called Legal Department (All).
Each of these groups has permissions assigned, shown below:
The above shows us that users who are just in the Legal Department (All) group, can only view and edit their own records, but those who are chosen to be approvers or reviewers, can view and edit all records.
In addition, we can manage which groups have access to particular columns, via Admin > Module settings > iSheets > > More actions > Manage columns:
The Manage columns screen is displayed. Within the Manage columns screen, navigate to the column you wish to add permissions to and click More actions > Edit permissions:
The Edit permissions screen for that column will be displayed:
Select the permissions you require, and click Save.
Your permissions will now be saved and the template configured.
You now need to configure the workflow. Click here for more information on how to configure the workflow.
Please note that HighQ Site for legal intake should be configured using the TIMI template. Once the site is created using the TIMI template as the starting point, the workflow action needs to be configured which will send the Intake request from HighQ to Tracker.
Navigate to Site Admin > Rule Builder under the Workflow menu in the left hand navigation.
Select the Legal Tracker workflow and use the “More actions” menu to edit the workflow and add a new rule.
