{"id":45346,"date":"2022-06-16T16:53:13","date_gmt":"2022-06-16T15:53:13","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_workflow&p=45346"},"modified":"2024-08-06T09:39:21","modified_gmt":"2024-08-06T08:39:21","slug":"proceedings","status":"publish","type":"pracctice_workflow","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/proceedings\/","title":{"rendered":"Clinical Negligence Proceedings"},"content":{"rendered":"\nTask 1<\/span> Prepare Court Papers<\/span><\/span>\n\n
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Allocate a Custom Questionnaire<\/strong><\/p>

Prepare Court Papers<\/p><\/div><\/div><\/div><\/div>\n\n\n

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Send Standard Document<\/strong><\/p>

N1 Claim Form<\/strong><\/p>

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Send Standard Document<\/strong><\/p>

EX160 Apply for help with fees<\/strong><\/p>

Wlll only run when Seeking Help with Fees = Yes<\/p>

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Send Standard Document<\/strong><\/p>

Particulars of Claim<\/strong><\/p>

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Send Standard Document<\/strong><\/p>

Schedule of Loss<\/strong><\/p>

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Send Standard Document<\/strong><\/p>

N251 Notice of funding of case or claim<\/strong><\/p>

Only runs when “Type of Funding” = \u201cBTE Insurance\u201d or \u201cCFA\u201d<\/p>

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Send Standard Document<\/strong><\/p>

N235 Certificate of Suitability of Litigation friend details <\/strong><\/p>

Runs only when “Does the Cleint Require a Litigation Friend?” = Yes <\/p>

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Client – Enc Claim for Approval<\/strong><\/p>

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Add an automatic keydate to matter<\/strong><\/p>

Type CLI_CHASE – Has Client Approved Claim Form + 3 days <\/p><\/div><\/div><\/div><\/div>\n\n\nTask 2<\/span> Issue Proceedings<\/span><\/span>\n\n

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Meet unmet keydates by type<\/strong><\/p>

Meet unmet keydates by type CLI_CHASE<\/p><\/div><\/div><\/div><\/div>\n\n

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Send Standard Document<\/strong><\/p>

Court \u2013 Issue Proceedings<\/strong><\/p>

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Client \u2013 Confirm Proceedings Issued<\/strong><\/p>

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Add an automatic keydate to matter<\/strong><\/p>

Type CHASECOURT – “Has Court Confirmed Issue?” + 14 days <\/p><\/div><\/div><\/div><\/div>\n\n\nTask 3<\/span> Notice of Issue Received <\/span><\/span>\n\n

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Meet unmet keydates by type<\/strong><\/p>

Meet Unmet Keydates by Type CHASECOURT<\/p><\/div><\/div><\/div><\/div>\n\n

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Allocate a Custom Questionnaire<\/strong><\/p>

Notice of Issue <\/p><\/div><\/div><\/div><\/div>\n\n\n

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Allocate a Custom Questionnaire<\/strong><\/p>

Allocate a Custom Questionnaire: Defendant 1 Defence<\/p><\/div><\/div><\/div><\/div>\n\n\n

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Add a keydate linked to dossier field<\/strong><\/p>

Add a Keydate linked to Dossier Field: Type ACKNLSERV Acknowledgement of Service Due Date + 0 days \u201cAcknowledgement of Service Due\u201d <\/p><\/div><\/div><\/div><\/div>\n\n

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Add a keydate linked to dossier field<\/strong><\/p>

Add a Keydate linked to Dossier Field: DEFRECVD Defendant 1 Defence Date Due + 0 Days \u201cDefendant 1 Defence Due\u201d <\/p><\/div><\/div><\/div><\/div>\n\n\nTask 4<\/span> Acknowledgement of Service Received<\/span><\/span>\n\n

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Meet unmet keydates by type<\/strong><\/p>

Meet Unmet Keydates by Type: ACKNLSERV<\/p><\/div><\/div><\/div><\/div>\n\n

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Meet unmet keydates by type<\/strong><\/p>

Meet Unmet Keydates by Type: DEFRECVD<\/p><\/div><\/div><\/div><\/div>\n\n

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Allocate a Custom Questionnaire<\/strong><\/p>

Allocate a Custom Questionnaire: Defendant 1 Defence<\/p><\/div><\/div><\/div><\/div>\n\n\n

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Add a keydate linked to dossier field<\/strong><\/p>

Add a Keydate linked to Dossier Field: DEFRECVD – FW_CN_D1_DEF_DT\tDefendant 1 Defence Date Due + 0 Days \u201cDefendant 1 Defence Due\u201d <\/p><\/div><\/div><\/div><\/div>\n\n\nTask 5<\/span> Defence Received<\/span><\/span>\n\n

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Meet unmet keydates by type<\/strong><\/p>

Meet Unmet keydates by type ACKNLSERV<\/p><\/div><\/div><\/div><\/div>\n\n

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Meet unmet keydates by type<\/strong><\/p>

Meet Unmet keydates by type DEFRECVD<\/p><\/div><\/div><\/div><\/div>\n\n

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Allocate a Custom Questionnaire<\/strong><\/p>

Court Details <\/p><\/div><\/div><\/div><\/div>\n\n\n

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Allocate a Custom Questionnaire<\/strong><\/p>

Allocate a Custom Questionnaire: Defendant 1 Defence<\/p><\/div><\/div><\/div><\/div>\n\n\n

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Add a keydate linked to dossier field<\/strong><\/p>

Add a Keydate linked to Dossier Field: DIRQUES Defendant 1 Directions Questionnaire Date Due = 0 Days \u201cDefendant 1 Directions Questionnaire Due\u201d <\/p><\/div><\/div><\/div><\/div>\n\n\nTask 6<\/span> Precedent H (multi-track cases only)<\/span><\/span>\n\n

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Precedent H<\/strong><\/p>

Runs only when Track Type = Multi Track<\/p>

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Directions Order – Multi Track<\/strong><\/p>

Runs only when Track Type = Multi Track<\/p>

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Direction Order \u2013 Fast Track<\/strong><\/p>

Runs only when Track Type = Fast Track <\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n\nTask 8<\/span> Directions Questionnaire<\/span><\/span>\n\n

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Meet unmet keydates by type<\/strong><\/p>

Meet Unmet Keydates by Type – DIRQUES<\/p><\/div><\/div><\/div><\/div>\n\n

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Send Standard Document<\/strong><\/p>

N180 small claims track<\/strong><\/p>

Runs only when Track Type = Small Claims<\/p>

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Send Standard Document<\/strong><\/p>

N181 fast track or multi track<\/strong><\/p>

Runs only when Track Type = Multi Track or Fast Track<\/p>

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Court \u2013 Enclosing Directions Questionnaire<\/strong><\/p>

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Defendant 1 \u2013 Enclosing Directions Questionnaire<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n\nTask 9<\/span> Notice of Allocation Received<\/span><\/span>\n\n

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Allocate a Custom Questionnaire<\/strong><\/p>

Allocate a Custom Questionnaire: Notice of Allocation<\/p><\/div><\/div><\/div><\/div>\n\n\n

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Allocate a Custom Questionnaire<\/strong><\/p>

Allocate a Custom Questionnaire: Defendant 1 Notice of Allocation<\/p><\/div><\/div><\/div><\/div>\n\n\n

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Allocate a Custom Questionnaire<\/strong><\/p>

Allocate a Custom Questionnaire: Case Management Conference \/ Pre-Trial Review<\/p><\/div><\/div><\/div><\/div>\n\n\n

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Add a keydate linked to dossier field<\/strong><\/p>

Defendant 1 Standard Disclosure List Due + 0 Days
\r\n\u201cDefendant 1 Standard disclosure of documents by list and category due\u201d
\r\nCriteria Set \u2013 Will only run if “DIS Defendant 1 Standard Disclosure List Due” is set.<\/p><\/div><\/div><\/div><\/div>\n\n

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Defendant 1 Standard Disclosure Request Due + 0 Days
\r\n\u201cDefendant 1 Request for Standard disclosure due\u201d
\r\nCriteria Set \u2013 Will only run if “Defendant 1 Standard Disclosure Request Due” is set.<\/p><\/div><\/div><\/div><\/div>\n\n

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Add a keydate linked to dossier field<\/strong><\/p>

Defendant 1 Electronic Disclosure Issues Date + 0 Days
\r\n\u201cDefendant 1 Electronic disclosure issues due\u201d
\r\nCriteria Set \u2013 Will only run if “Defendant 1 Electronic Disclosure Issues Date” is set.<\/p><\/div><\/div><\/div><\/div>\n\n

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Add a keydate linked to dossier field<\/strong><\/p>

Defendant 1 Statements BoD\/Causation Due + 0 Days
\r\n\u201cDefendant 1 Statements in respect of breach of duty and causation due\u201d
\r\nCriteria Set \u2013 Will only run if “Defendant 1 Statements BoD\/Causation Due” is set.<\/p><\/div><\/div><\/div><\/div>\n\n

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Add a keydate linked to dossier field<\/strong><\/p>

Defendant 1 Statements Condition\/Prog Due + 0 Days
\r\n\u201cDefendant 1 Statements in respect of condition, prognosis and loss due\u201d
\r\nCriteria Set \u2013 Will only run if “Defendant 1 Statements Condition\/Prog Due” is set.<\/p><\/div><\/div><\/div><\/div>\n\n

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Display a message to the user<\/strong><\/p>

Please record any other key dates that have not already been recorded above<\/p><\/div><\/div><\/div><\/div>\n\n

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Meet unmet keydates by type<\/strong><\/p>

CMC<\/p><\/div><\/div><\/div><\/div>\n\n

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Add a keydate linked to dossier field<\/strong><\/p>

Date of Case Management Conference + 0 Days
\r\n\u201cCase Management Hearing\u201d
\r\nCriteria Set \u2013 Will only run if “Date of Case Management Conference” is set. <\/p><\/div><\/div><\/div><\/div>\n\n\nTask 10<\/span> Experts \u2013 Hearing Dates to Avoid<\/span><\/span>\n\n

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Send Standard Document<\/strong><\/p>

Dates to avoid expert 1<\/strong><\/p>

Criteria Set \u2013 Will only run if “Medical Expert 1 Exists” is set to “True”<\/p>

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Dates to avoid expert 2<\/strong><\/p>

Criteria Set \u2013 Will only run if “Medical Expert 2 Exists” is set to “True”<\/p>

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Dates to avoid expert 3<\/strong><\/p>

Criteria Set \u2013 Will only run if “Medical Expert 3 Exists” is set to “True”<\/p>

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Send Standard Document<\/strong><\/p>

Dates to avoid expert 4<\/strong><\/p>

Criteria Set \u2013 Will only run if “Medical Expert 4 Exists” is set to “True”<\/p>

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Add an automatic keydate to matter<\/strong><\/p>

Medical Expert 1 + 14 Days
\r\n\u201cHave we received a response from Medical Expert 1?\u201d
\r\nCriteria Set \u2013 Will only run if “Medical Expert 1 Exists” is set to “True”<\/p><\/div><\/div><\/div><\/div>\n\n

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Add an automatic keydate to matter<\/strong><\/p>

Medical Expert 2 + 14 Days
\r\n\u201cHave we received a response from Medical Expert 2?\u201d
\r\nCriteria Set \u2013 Will only run if “Medical Expert 2 Exists” is set to “True”<\/p><\/div><\/div><\/div><\/div>\n\n

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Add an automatic keydate to matter<\/strong><\/p>

Medical Expert 3 + 14 Days
\r\n\u201cHave we received a response from Medical Expert 3?\u201d
\r\nCriteria Set \u2013 Will only run if “Medical Expert 3 Exists” is set to “True”<\/p><\/div><\/div><\/div><\/div>\n\n

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Add an automatic keydate to matter<\/strong><\/p>

Medical Expert 4 + 14 Days
\r\n\u201cHave we received a response from Medical Expert 4?\u201d
\r\nCriteria Set \u2013 Will only run if “Medical Expert 4 Exists” is set to “True”<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 11<\/span> Prepare Case Summary<\/span><\/span>\n\n

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Case Summary<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n\nTask 12<\/span> Preparing Disclosure of documents <\/span><\/span>\n\n

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Send Standard Document<\/strong><\/p>

N265 Make a standard disclosure of documents to the court<\/strong><\/p>

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Send Standard Document<\/strong><\/p>

Client \u2013 Advice on Disclosure<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n\nTask 13<\/span> Send List of Documents to Defendant<\/span><\/span>\n\n

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Send Standard Document<\/strong><\/p>

Defendant 1 – Enclosing List of Documents<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n\nTask 14<\/span> Send Requested documents<\/span><\/span>\n\n

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Send Standard Document<\/strong><\/p>

Defendant 1 – Enclosing requested Documents<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n\nTask 15<\/span> Prepare Statement<\/span><\/span>\n\n

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Allocate a Custom Questionnaire<\/strong><\/p>

Allocate a Custom Questionnaire: Witnesses 1 & 2<\/p><\/div><\/div><\/div><\/div>\n\n\n

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Allocate a Custom Questionnaire<\/strong><\/p>

Allocate a Custom Questionnaire: Witnesses 3 & 4<\/p><\/div><\/div><\/div><\/div>\n\n\n

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Allocate a Custom Questionnaire<\/strong><\/p>

Allocate a Custom Questionnaire: Witnesses 5 & 6<\/p><\/div><\/div><\/div><\/div>\n\n\n

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Send Standard Document<\/strong><\/p>

Witness 1 \u2013 Prepare Witness Statement<\/strong><\/p>

Criteria Set \u2013 Will only run if “Witness 1 Surname” is not blank.<\/p>

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Witness 2 \u2013 Prepare Witness Statement<\/strong><\/p>

Criteria Set \u2013 Will only run if “Witness 2 Surname” is not blank.<\/p>

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Witness 3 \u2013 Prepare Witness Statement<\/strong><\/p>

Criteria Set \u2013 Will only run if “Witness 3 Surname” is not blank.<\/p>

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Send Standard Document<\/strong><\/p>

Witness 4 \u2013 Prepare Witness Statement<\/strong><\/p>

Criteria Set \u2013 Will only run if “Witness 4 Surname” is not blank.<\/p>

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Witness 5 \u2013 Prepare Witness Statement<\/strong><\/p>

Criteria Set \u2013 Will only run if “Witness 5 Surname” is not blank.<\/p>

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Witness 6 \u2013 Prepare Witness Statement<\/strong><\/p>

Criteria Set \u2013 Will only run if “Witness 6 Surname” is not blank.<\/p>

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Add an automatic keydate to matter<\/strong><\/p>

Case Witness -7 Days
\r\n\u201cChase Witness 1 re Statement\u201d
\r\nCriteria Set \u2013 Will only run if “Witness 1 Surname” is not blank.<\/p><\/div><\/div><\/div><\/div>\n\n

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Add an automatic keydate to matter<\/strong><\/p>

Case Witness -7 Days
\r\n\u201cChase Witness 2 re Statement\u201d
\r\nCriteria Set \u2013 Will only run if “Witness 2 Surname” is not blank.<\/p><\/div><\/div><\/div><\/div>\n\n

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Add an automatic keydate to matter<\/strong><\/p>

Case Witness -7 Days
\r\n\u201cChase Witness 3 re Statement\u201d
\r\nCriteria Set \u2013 Will only run if “Witness 3 Surname” is not blank.<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Case Witness -7 Days
\r\n\u201cChase Witness 4 re Statement\u201d
\r\nCriteria Set \u2013 Will only run if “Witness 4 Surname” is not blank.<\/p><\/div><\/div><\/div><\/div>\n\n

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Add an automatic keydate to matter<\/strong><\/p>

Case Witness -7 Days
\r\n\u201cChase Witness 5 re Statement\u201d
\r\nCriteria Set \u2013 Will only run if “Witness 5 Surname” is not blank.<\/p><\/div><\/div><\/div><\/div>\n\n

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Add an automatic keydate to matter<\/strong><\/p>

Case Witness -7 Days
\r\n\u201cChase Witness 6 re Statement\u201d
\r\nCriteria Set \u2013 Will only run if “Witness 6 Surname” is not blank.<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 16<\/span> Draft Statements<\/span><\/span>\n\n

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Send Standard Document<\/strong><\/p>

Draft Witness 1 Statement<\/strong><\/p>

Criteria Set \u2013 Will only run if “Witness 1 Surname” is not blank.<\/p>

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Witness 1 \u2013 enclose Draft Statement<\/strong><\/p>

Criteria Set \u2013 Will only run if “Witness 1 Surname” is not blank.<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Draft Witness 2 Statement<\/strong><\/p>

Criteria Set \u2013 Will only run if “Witness 2 Surname” is not blank.<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Witness 2 \u2013 enclose Draft Statement <\/strong><\/p>

Criteria Set \u2013 Will only run if “Witness 2 Surname” is not blank.<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Draft Witness 3 Statement<\/strong><\/p>

Criteria Set \u2013 Will only run if “Witness 3 Surname” is not blank.<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Witness 3 \u2013 enclose Draft Statement <\/strong><\/p>

Criteria Set \u2013 Will only run if “Witness 3 Surname” is not blank.<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Draft Witness 4 Statement<\/strong><\/p>

Criteria Set \u2013 Will only run if “Witness 4 Surname” is not blank.<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Witness 4 \u2013 enclose Draft Statement <\/strong><\/p>

Criteria Set \u2013 Will only run if “Witness 4 Surname” is not blank.<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Draft Witness 5 Statement<\/strong><\/p>

Criteria Set \u2013 Will only run if “Witness 5 Surname” is not blank.<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Witness 5 \u2013 enclose Draft Statement <\/strong><\/p>

Criteria Set \u2013 Will only run if “Witness 5 Surname” is not blank.<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Draft Witness 6 Statement<\/strong><\/p>

Criteria Set \u2013 Will only run if “Witness 6 Surname” is not blank.<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Witness 6 \u2013 enclose Draft Statement <\/strong><\/p>

Criteria Set \u2013 Will only run if “Witness 6 Surname” is not blank.<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Case Witness -7 Days
\r\n\u201cChase Witness 1 re Statement\u201d
\r\nCriteria Set \u2013 Will only run if “Witness 1 Surname” is not blank.<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Case Witness -7 Days
\r\n\u201cChase Witness 2 re Statement\u201d
\r\nCriteria Set \u2013 Will only run if “Witness 2 Surname” is not blank.<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Case Witness -7 Days
\r\n\u201cChase Witness 3 re Statement\u201d
\r\nCriteria Set \u2013 Will only run if “Witness 3 Surname” is not blank.<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Case Witness -7 Days
\r\n\u201cChase Witness 4 re Statement\u201d
\r\nCriteria Set \u2013 Will only run if “Witness 4 Surname” is not blank.<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Case Witness -7 Days
\r\n\u201cChase Witness 5 re Statement\u201d
\r\nCriteria Set \u2013 Will only run if “Witness 5 Surname” is not blank.<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Case Witness -7 Days
\r\n\u201cChase Witness 6 re Statement\u201d
\r\nCriteria Set \u2013 Will only run if “Witness 6 Surname” is not blank.<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 17<\/span> Instruct Counsel<\/span><\/span>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Allocate a Custom Questionnaire: Counsel Details<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Send Standard Document<\/strong><\/p>

Brief to Counsel<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Letter to Counsel Enclosing Brief and Bundle<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase Counsel +7 Days
\r\n\u201cHave we heard back from Counsel?\u201d<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 18<\/span> Exchange Statement(s) Breach of Duty and Causation<\/span><\/span>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Defendant Sol Exch Statement(s) BoD and Causation<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Meet unmet keydates by type<\/strong><\/p>

STAT1<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 19<\/span> Exchange Statement(s) Condition, Prognosis and Loss<\/span><\/span>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Defendant Sol Exch Statement(s) Cond, Prog and Loss<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Meet unmet keydates by type<\/strong><\/p>

STAT2<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 20<\/span> Pre-Trial Checklist Received<\/span><\/span>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Allocate a Custom Questionnaire: Pre-Trial Checklist
\r\nCriteria Set \u2013 Will only run if “Track Type” is set to “Multi Track” or “Fast Track”<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Send Standard Document<\/strong><\/p>

N170 Listing questionnaire<\/strong><\/p>

Criteria Set \u2013 Will only run if “Track Type” is set to “Multi Track” or “Fast Track”<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Form N244 Application notice<\/strong><\/p>

Criteria Set \u2013 Will only run if “Defendant 1 Additional Directions Necessary” is set to “Yes”<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Directions Order – Multi Track<\/strong><\/p>

Criteria Set \u2013 Will only run if “Defendant 1 Additional Directions Necessary” is set to “Yes”<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Proposed Timetable for Trial<\/strong><\/p>

Criteria Set \u2013 Will only run if “Track Type” is set to “Multi Track”<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n<\/span>\r\n\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add a keydate linked to dossier field<\/strong><\/p>

Defendant 1 Pre-Trial Checklist Due + 0 Days
\r\n\u201cDefendant 1 Pre Trial Checklist Due\u201d
\r\nCriteria Set \u2013 Will only run if “Track Type” is set to “Multi Track” or “Fast Track”<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 21<\/span> Send Pre-Trial Checklist to Court<\/span><\/span>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Meet unmet keydates by type<\/strong><\/p>

PTCL
\r\nCriteria Set \u2013 Will only run if “Track Type” is set to “Multi Track” or “Fast Track”<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Letter to Court enc Pre Trial Checklist<\/strong><\/p>

Criteria Set \u2013 Will only run if “Track Type” is set to “Multi Track” or “Fast Track”<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n\nTask 22<\/span> Further Directions Received<\/span><\/span>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Allocate a Custom Questionnaire: Notice of Allocation<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Allocate a Custom Questionnaire: Defendant 1 Notice of Allocation <\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Allocate a Custom Questionnaire: Case Management Conference \/ Pre-Trial Review<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Allocate a Custom Questionnaire: Trial Bundle<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Meet unmet keydates by type<\/strong><\/p>

CMC<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n<\/span>\r\n\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add a keydate linked to dossier field<\/strong><\/p>

Date of Case Management Conference + 0
\r\n\u201cCase Management Hearing\u201d
\r\nCriteria Set \u2013 Will only run if “Case Management Conference” is set.<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n<\/span>\r\n\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add a keydate linked to dossier field<\/strong><\/p>

Date Bundle Due + 0
\r\n\u201cDeadline to file Hearing Bundle\u201d
\r\nCriteria Set \u2013 Will only run if “Date Bundle Due” is set.<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 23<\/span> Notice of Trial Date<\/span><\/span>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Allocate a Custom Questionnaire: Hearing<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Allocate a Custom Questionnaire: Trial Bundle<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Meet unmet keydates by type<\/strong><\/p>

HEARING<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Meet unmet keydates by type<\/strong><\/p>

HRG_DT_7<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Meet unmet keydates by type<\/strong><\/p>

TRIAL_FEE<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n<\/span>\r\n\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add a keydate linked to dossier field<\/strong><\/p>

Hearing Date + 0 Days
\r\n\u201cHearing\u201d
\r\nCriteria Set \u2013 Will only run if “Hearing Date” is set.<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n<\/span>\r\n\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add a keydate linked to dossier field<\/strong><\/p>

Hearing Date -7 Days
\r\n\u201cHearing\u201d
\r\nCriteria Set \u2013 Will only run if “Hearing Date” is set.<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n<\/span>\r\n\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add a keydate linked to dossier field<\/strong><\/p>

Date Trial Fee Due + 0 Days
\r\n\u201cDeadline to Pay Trial Fee\u201d
\r\n<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n<\/span>\r\n\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add a keydate linked to dossier field<\/strong><\/p>

Date Bundle Due + 0 Days
\r\n\u201cDeadline to file Hearing Bundle\u201d
\r\nCriteria Set \u2013 Will only run if “Date Bundle Due ” is set.<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

EX160 Apply for help with fees<\/strong><\/p>

Criteria Set \u2013 Will only run if “Seeking Help with Fees” is set to “Yes”.<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n\nTask 24<\/span> Prepare Bundle<\/span><\/span>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Bundle Index<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n\nTask 25<\/span> File Hearing Bundle<\/span><\/span>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Court \u2013 File Bundle<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Meet unmet keydates by type<\/strong><\/p>

BUNDLE <\/p><\/div><\/div><\/div><\/div>\n\n\nTask 26<\/span> Court Order Received<\/span><\/span>\n\n

<\/i><\/div>

Display a message to the user<\/strong><\/p>

Please record any relevant key dates<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Client – Send Court Order<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>","protected":false},"excerpt":{"rendered":"","protected":false},"featured_media":0,"template":"","tags":[],"pracctice_practice_area":[41],"class_list":["post-45346","pracctice_workflow","type-pracctice_workflow","status-publish","hentry","pracctice_practice_area-clinical-negligence"],"acf":[],"yoast_head":"\nClinical Negligence Proceedings - Osprey Approach Customer Support & Training | Osprey Academy<\/title>\n<meta name=\"description\" content=\"This guide will take you through the contents of our Clinical Negligence Proceedings workflow\" \/>\n<meta name=\"robots\" content=\"noindex, follow\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Clinical Negligence Proceedings - Osprey Approach Customer Support & Training | Osprey Academy\" \/>\n<meta property=\"og:description\" content=\"This guide will take you through the contents of our Clinical Negligence Proceedings workflow\" \/>\n<meta property=\"og:url\" content=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/proceedings\/\" \/>\n<meta property=\"og:site_name\" content=\"Osprey Approach Customer Support & Training | Osprey Academy\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/OspreyApproachUK\/\" \/>\n<meta property=\"article:modified_time\" content=\"2024-08-06T08:39:21+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2023\/04\/image-33.png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:site\" content=\"@OspreyApproach\" \/>\n<meta name=\"twitter:label1\" content=\"Estimated reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/proceedings\/\",\"url\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/proceedings\/\",\"name\":\"Clinical Negligence Proceedings - 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