{"id":53111,"date":"2022-12-22T13:05:03","date_gmt":"2022-12-22T13:05:03","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_guide&#038;p=53111"},"modified":"2024-07-30T12:49:58","modified_gmt":"2024-07-30T11:49:58","slug":"setting-matters-for-review-app","status":"publish","type":"pracctice_guide","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/set-matters-for-review-2\/","title":{"rendered":"Setting Matters for Review (App)"},"content":{"rendered":"<div class=\"card\">\n\n    <p class=\"mb-2\"><strong>Who is this guide for?<\/strong><\/p>\n    <p class=\"mb-0\"><i class=\"far fa-user fa-fw mr-2\"><\/i> <strong>Case Workers<\/strong>, <strong>Case Management Supervisors<\/strong> and <strong>System Supervisors<\/strong><\/p>    \n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">This guide will show you how to mark matters as for review in the case management app<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Osprey can be set up to flag matters which need reviewing based on a regular review date, or where they have become dormant. These matters will show on the Home page in Osprey for users who are also fee earners. You can also set the review range which allows you to specify how far into the future you want to see matters for review.<\/p>\n\n\n\n<p class=\"h2 wp-block-paragraph\">Set dormant matters to review based on Last Movement Date<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To set up a matter to automatically display on the fee earner&#8217;s home page, navigate to the Clients and Matters area , edit your matter, and set the <em>Review Period<\/em> <em>only<\/em> as a number of days. For example, if you want to flag the matter to review after 90 days of inactivity, enter 90 here. <\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"684\" height=\"205\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2022\/12\/review-period.jpg\" alt=\"\" class=\"wp-image-53122\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2022\/12\/review-period.jpg 684w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2022\/12\/review-period-300x90.jpg 300w\" sizes=\"auto, (max-width: 684px) 100vw, 684px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">When the matter has not been worked on for 90 days, it will appear in the Fee Earner&#8217;s Matters for Review on the Home page.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">e.g. If you have a matter with a Last Movement Date (LMD) of 05\/03\/2022 and today\u2019s date is 05\/06\/2022 and the Review Period is set to 90, a reminder will be displayed, as it is longer than 90 days since the matter was worked on. If a Review Period is set and the LMD is blank, a reminder will be displayed. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Osprey subtracts the Review Period number from today\u2019s date, and then compares the result to the LMD. So in the example above, 05\/06\/2022 minus 90 = 07\/03\/2022. This date is compared to the LMD, in this case 05\/03\/2022.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If the date is greater than or equal to the LMD the review reminder will be displayed every day until an amendment is made to the Matter and the LMD is updated.<\/p>\n\n\n\n<p class=\"h2 wp-block-paragraph\">Set matters to review based on a date and\/or a frequency. You can also set up reviews to appear on the date you specify, and at regular intervals thereafter. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">From the Client &amp; Matters area of Osprey, edit your matter, and set the <em>Review Date<\/em> as the date you would like to review the matter:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"473\" height=\"211\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2022\/12\/review-date.png\" alt=\"\" class=\"wp-image-53129\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2022\/12\/review-date.png 473w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2022\/12\/review-date-300x134.png 300w\" sizes=\"auto, (max-width: 473px) 100vw, 473px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">When a matter is set with JUST a Review Date and no Review Type, the matter will remain in the list until the review date is amended.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you wish to set a regular interval during which to review your matters, you can use the Review Date and Type combination. Set the Review Date as the first date you&#8217;d like to review your matter on, and the Review Type as one of the following: <\/p>\n\n\n\n<figure class=\"wp-block-image is-resized\"><img decoding=\"async\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2019\/07\/image-207.png\" alt=\"This image has an empty alt attribute; its file name is image-207.png\" style=\"width:870px;height:212px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"h2 wp-block-paragraph\">Viewing Matters for Review<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Navigate to the Osprey Home page to view your Matters for Review. Matters are colour coded to easily identify future (green), current (orange) and overdue (red) dates.  This list is interactive, by clicking on the line of the matter you want to review, the matter will be automatically loaded for you. and you will be directed to the Matter details page. <\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"171\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2022\/06\/image-110-1024x171.png\" alt=\"\" class=\"wp-image-46835\" style=\"width:1060px;height:177px\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2022\/06\/image-110-1024x171.png 1024w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2022\/06\/image-110-300x50.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2022\/06\/image-110-768x128.png 768w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2022\/06\/image-110-1536x256.png 1536w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2022\/06\/image-110.png 1798w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Your fee earners will be able to set up reminders, which will allow them to keep track of certain matters. This guide will go through how to do this.<\/p>\n","protected":false},"author":5382,"featured_media":0,"template":"","categories":[196],"tags":[],"class_list":["post-53111","pracctice_guide","type-pracctice_guide","status-publish","hentry","category-using-client-matters-app"],"acf":{"display_as_dashboard_announcement":false,"announcement_title":"","announcement_type":"New feature","announcement_link_text":"Learn more","announcement_image":null},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Setting Matters for Review (App) - Osprey Approach Customer Support &amp; Training | Osprey Academy<\/title>\n<meta name=\"description\" content=\"This guide will show you how to mark matters as for review in the case management app\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/set-matters-for-review-2\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Setting Matters for Review (App) - Osprey Approach Customer Support &amp; 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