How to define Workflow Transitions.

You can assign Matter Types to matters for better organization and more accurate reporting. You can also build cases statuses and status transitions to track case progress individually and on a firm-wide level. Once you have added a Matter Type, create some Workflow Statuses and build Workflow Transitions to outline a roadmap for how a particular Matter Type case should progress.

Workflow statuses allow you to define phases that cases typically go through. They can be broad and general or they can be very specific, depending on the level of granularity and reporting transparency you would like to achieve. Statuses can also be tied to Matter Templates so when a case transitions into a new phase, tasks and events can be layered on automatically.

Workflow transitions are rules used to define how cases are able to flow from one status to another.

 

1. Navigate to 'Settings' (Only administrators will have access).

2. In Rocket Project Management, click on 'Edit Workflow Transitions'.

3. Select your 'Matter Type'.

Note: Any previously assigned transitions to this  matter type will automatically appear if applicable.

4. Add a 'Status Transition' by clicking on the green plus sign in the right corner.

5. *IMPORTANT* Your first 'From Status' must be "No Status" and can transition to the status of your choice.

6. Choose your 'From Status' and the 'To Status' it can transition to.

Workflow transitions are rules used to define how cases are able to flow from one status to another.

6. To allow multiple options for the case to transition to, add another status with the same 'From Status' and choose another 'To Status'.

7. Be sure to click 'Save Changes' when you're finished.

For additional support, please contact Support at 888-432-1529.

Looking for additional personalized assistance in setting up your statuses and transitions? Contact Rocket Matter to schedule a consultation with Rocket Matter's Head Trainer.