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Working with SOP Manager Object Definitions

Use SOP Manager object definitions to select phases, phase transitions, and rules that apply to SOP Manager.

Tasks

You can perform the following tasks when working with SOP object definitions:

Viewing SOP Manager Object Definitions

Use the Setup link on the main page to view SOP Manager object definitions. SOP Manager provides the following object definitions:

  • Service of Process <RA Name>
  • SOP Settings

Each SOP object definition may have one or more child objects.

To view SOP object definitions

  1. In the upper right corner of the TeamConnect main page, click the Setup link.
    The Designer main page opens.
  2. In the Go to drop-down menu, click Object Definitions.
    The Object Definitions page opens.

    Object Definition Page
  3. Click the appropriate SOP object definition to access the tabbed view which allows you to manage phases, phase transitions and rules.

See the TeamConnect Customization Help for more information about object definitions.

Managing SOP Manager Phases and Phase Transitions

All SOP records have a unique life cycle that includes a set of phases and phase transitions. SOP Manager provides default phase and phase transitions, and your system administrator may create additional phases and phase transitions to meet your company's business needs.

Pre-defined Phases

SOP Manager provides the following pre-defined phases:

  • Intake—Assigned to all new retrieved and manually created SOP records.
  • Create TeamConnect matter—Use the information in an SOP record to create a TeamConnect matter.
  • Do not create TeamConnect matter—This record is processed based on the other phases in the life cycle and is not used to create a matter.
  • Close—This record is not available for further processing unless there is an additional phase, such as Reopen. This is also the phase that is assigned to SOP records that were used to create a TeamConnect matter.

Pre-defined Phase Transitions

SOP Manager provides the following default phase transitions:

  • Intake to Create TeamConnect matter
  • Create TeamConnect matter to Close
  • Intake to Close
  • Intake to Do not create TeamConnect matter
  • Do not create TeamConnect matter to Close

To manage SOP Manager phases and phase transitions

  1. Open the appropriate SOP object definition. See Viewing SOP Manager Object Definitions.
    The tabbed view opens.
  2. Click the Phases tab to view, add, or change SOP phases.

    Phases Page of the Object Definition
  3. Click the Phase Transitions tab to view, add, or change phase transitions.

    Phase Transition Page of an Object Definition
  4. Click Save or Save and Close.
    When you return to the SOP Manager user interface, your changes are visible.

See Phases and Phase Transitions for more information.

Managing SOP Rules

Rules enforce the way that records are processed by performing validations, security checks, and approval processes that control the flow of data.

SOP Manager provides the following default rules:

  • SOP – Record must be 60 days old to delete—Users cannot delete an SOP record until 60 days after its retrieval or manually created date. This is a default value and can be changed by a system administrator.
  • SOP – Name is required—When creating or editing an SOP record manually, users must enter a text in the Name field or the record is not saved.
  • SOP – Send email if answer due—Automatically sends an email message to the appropriate recipients if an SOP record is retrieved with an answer due date within a specified number of days from the creation date. The default is 14 days, but this value can be changed by a system administrator. See Configuring Notification Settings for more information.
    The SOP - Send email if answer due rule is inactive for CT.
  • SOP – Create matter on the phase change—Configuring and activating this rule triggers matter creation based on the related mapping. See Configuring the SOP - Create Matter on the Phase Change Rule for more information.

To manage SOP Manager rules

  1. Open the appropriate SOP object definition. See Viewing SOP Manager Object Definitions.
    The tabbed view opens.

    Rule Page of an Object Definition
  2. Click the Rules tab to view, add, change, activate, or inactivate SOP rules.
  3. Click Save or Save and Close.
    See Rules for more specific information.
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