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Managing Involved Parties for Projects

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Use the Involved/Assignees page to view, add, and edit the names of people or companies who are involved in a project. Involved parties are participants in a project, but are external to your organization and are not TeamConnect users.

Involved parties may have roles such as witness, plaintiff, outside counsel, or opposing party.

Involved parties have a set of additional pages where you can add information. For example, for each involved party, you can set up an account, establish relationships between other involved parties, or manage documents that are related to an involved party. Even though these pages apply to an involved party, the procedures are the same as for any project in TeamConnect.

Involved party records can only be created and viewed from within their related projects. You can perform the following tasks to manage involved parties for a project:

Adding or Editing Involved Parties

When you add an involved party to a record, a corresponding record is automatically created on the Involvement tab of the selected contact's record. See Viewing Contact Involvement for more information.

To add an involved party

  1. Search for a project and open it.
  2. In the left pane, click the Involved/Assignees link.
  3. In the Involved Parties section, click New.
    The involved party record opens to the General page.
  4. In the Contact field, click the find icon Screen Shot 2017-09-19 at 9.02.36 AM.png, and then enter the appropriate search criteria.
  5. Click Search.
    The Contact Search page opens with a list of contacts who match the search criteria that you selected.

    Tip: If you cannot locate the appropriate contact, you can create it. Click New, select an option, and then follow the instructions to create a new contact. See Creating a Contact for more information. Once you save the new contact, you are returned to the project record and the new contact name appears in the Contact field.
     
  6. On the Contact Search page, click the name of the appropriate contact.
    You are returned to the General page and the selected contact name appears in the Contact field.

    Complete the additional fields. See Involved General page field descriptions for more information.
  7. To activate this involved party, click the Is Active check-box.
  8. Select a save option.
    The new contact is added to the list of involved contacts for the selected project.

To edit an involved party

  1. Search for a project and open it.
  2. In the left pane, click the Involved link.
  3. Click View Involved Party Record next to the appropriate contact.
    If you click the involved party's name, the contact record opens.
  4. Click Edit, and then make the appropriate changes. See Involved General page field descriptions for more information.
  5. If necessary, click a link in the left pane to enter or edit other involved party information, such as historical details, or relationships between projects.
  6. Select a save option.

Involved General Page Field Descriptions

The table below contains the default fields for the involved General page. The fields that you see may vary based on your system settings and assigned rights. Field descriptions are listed in alphabetical order and may display in a different order in the application.

Involved General Page Field Descriptions

Field or control

Description

Contact

The name of the contact that you want to add to this record.

After the record is saved, the contact name is always displayed as a hyperlink to the contact's record.

Default Role

The role that a contact usually has in a project, for example, Attorney or General Counsel. The role that you select is automatically added to the list and set as the default on the Roles page when you save the record.

You can add an involved party to the same project multiple times as long as each entry has a different role.

Is Active

The current status of the involved party. If checked, the involved party status is Active; if unchecked, the status is Inactive.

New

If available, clicking this button opens a drop-down list that lists all active wizards for this related object. Clicking a wizard on the list opens it.

Notes

Notes that may apply to this involved party.

Show Details For

Select the role from the list, the details of which you want to be displayed in this screen.

This drop-down list is linked to the Roles tab and displays all roles added to the contact. If the Default Role has custom fields associated with it, they will be displayed below this drop-down list. If not, nothing will be displayed.

Changing the Status of an Involved Party

Use the involved General page to change the status of an involved party.

To change the status of an involved party

  1. Search for a project and open it.
  2. In the left pane, click the Involved/Assignees link.
  3. Click View Involved Party Record next to the appropriate contact.
  4. The involved party record opens to the General page.
  5. If you click the involved party's name, the contact record opens.
  6. Click Edit.
    In the Is Active field, clear the check-box if you want to inactivate an involved party; select the check-box if you want an involved party to become active.
  7. Select a save option.

Changing an Involved Party Role

Use the Categories page to change an involved party's role in a project.

Typically, companies organize their involved party contacts by categories or roles. Depending on the organization practices, these categories may include subcategories. Contacts may be involved in a project in a number of roles such as respondent, claimant, witness, or outside counsel. One of the roles is always set as the default role for the selected contact.

With the appropriate rights, you can add, view and delete involved party roles.

To change the role of an involved party

  1. Search for a project and open it.
  2. In the left pane, click the Involved/Assignees link.
    The involved party list view opens.
  3. If necessary, in the View drop-down list, select an option to view specific records.
  4. In the Involved Party column, click View Involved Party Record next to the name of the user whose role you want to change.
    The involved General page opens.
  5. In the left pane, click the Roles link, and then click Edit.
    The Categories page opens. This is the page that you use to change involved party roles.
  6. On the Categories page, select the role that applies to this contact for this project.
    The selected role is also added to the Default Role drop-down list on the Involved page.
  7. Verify that the appropriate role is set as the default.
  8. Select a save option.

For details on deleting involved roles, see Deleting Records.

Relating Involved Parties

Use the involved Relations page to define the relationships between contacts who are involved in the same project, such as plaintiff-to-defendant or attorney-to-client. An involved party may have several different relationships with other contacts and more than one relationship with the same contact.

After you create a relationship between contacts in one record, the related contact's Relations page is automatically updated with the same information. See Working with Related Records for more information.

Adding or Editing Involved Party Accounts

Use the involved Party Accounts page if you need to create separate accounts to track specific transactions by contacts involved in the project.

You can do this in any of the following ways:

  • From within the project to which the involved party is related
  • From within the involved record

The procedure for adding an involved party account is the same as it is when you are adding or editing an account in the Finance area.

To add or edit an existing account to an involved contact

  1. Search for a project and open it.
  2. In the left pane, click the Involved/Assignees link.
  3. Select the View Involved Party Record link next to the appropriate involved party.
    If you click the involved party's name, the contact record opens.
  4. In the left pane, click the Accounts link.
  5. Select one of the following options:
    • To add a new account, click New.
    • To edit an existing account, click its link in the Name column, edit the appropriate fields, and then click the Back to Involved Party link to return to the involved party record.
  6. To continue, see Creating or Editing an Account.

The name of the account is automatically added to the list of the accounts in both the involved record and the selected project.

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