Record-level security state in which the record cannot be modified as a result of the rights assigned to it or for workflow reasons, for example, when the record is pending approval, and the approval rule prevents anyone from modifying the record. This relates to Record Security and not to the Read-only Mode display state.
A record is a collection of data about something or someone with reference to a particular matter, such as a lawsuit, meeting, or financial transaction, saved in the database. Records have a number and a name assigned to identify the record in the database and help you search for it.
An association between one record and another. They are typically displayed as hyperlinks on the screen, and can be established through Search Module fields, or the Relations tab.
Associated records that can be accessed from within other records (often collectively referred to as `parent records') by clicking hyperlinks. Often they may be represented by a separate tab or section in the parent record, which has the structure of a Search Screen. For example, appointments, tasks, histories, expenses, documents, milestones, involved, and accounts are related records within Projects.
An attempted operation by a user that is not completed until it has been approved by the approvers in a specified approval route. A request can be tracked by the requestor, the approvers who receive the request, and possibly a Process Manager, if one is specified for that approval process.
A user who performs an action that triggers an approval process, such as posting an invoice, voiding an invoice, or changing the phase of a project (such as a matter). The request is sent to approvers according to the approval route that is defined for that workflow process. The requestor's request is approved or rejected by the approvers. Requestors can view the progress of their requests on the My Requests screen. They can also cancel a request if necessary.
Fields that must have a value entered or selected in them to save the record. TeamConnect typically indicates which fields are required whenever you attempt to save a record with no values in the required fields. The labels of required fields, by default, are displayed in red with an asterisk next to them. You can change the display settings for required fields through the Appearance options accessible from the Options drop-down list on the Main menu bar.
A type of Account where the money is allocated from the Budget for the settlement of matters, such as paying outside counsel fees and other costs accrued while working on a matter, or an amount set aside for claim payments.
Means and facilities necessary for conducting an event, for which an appointment has been scheduled. For example, you may need to book a conference room or a projector.
A user who is asked by an approver to review an approval request. Reviewers are not approvers, so they do not approve or reject the request. They can provide feedback to the approver who makes a decision in the process. Reviewers can view their requests for review on the My Approvals screen.
Permissions to perform operations in TeamConnect, such as accessing, creating, updating (editing), and deleting whole records or parts of them. Rights are assigned to you by your TeamConnect system administrator based on your role within the organization.
A defined path of users whose Approval is required to authorize an operation in TeamConnect, such as posting an invoice. The path can consist of one or more Stops, that can each contain one or more members who can approve or reject the operation. Routes are used for Workflow purposes, to help define and control your business processes.