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Assignee Roles

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Assignee roles are defined on the Assignee Roles tab of the Advice & Counsel, Dispute, and Transaction object definitions. Some assignee roles are used by other components, so you should proceed with caution when modifying them.

This section provides Matter Management-specific guidelines regarding adding, deleting, renaming, and reordering assignee roles. Performing these procedures is covered by other chapters in this documentation. Additionally, this section highlights assignee roles requiring special attention.

Adding Assignee Roles

Adding new assignee roles has no impact other than the work necessary to add new custom fields, blocks, search views, and rules that may be associated with the new role.

Deleting Assignee Roles

Deleting an assignee role can cause a negative impact if rules depend on it. TeamConnect® Legal Matter Management has the following rules for the Dispute and Transaction objects that depend on the Attorney assignee role:

  • Set Attorney As Main Assignee - Create - SYS
  • Set Attorney As Main Assignee - Update - SYS

If you delete all delivered assignee roles, you should turn off the following rules:

  • Require At Least One Assignee For Matter - Create - SYS
  • Require At Least One Assignee For Matter - Update - SYS
  • Track Changes To Main Assignee - SYS

If an assignee role has no dependent components, its deletion will not cause any issues. However, it is best to proceed with caution by determining whether the assignee roles is used by other components and make any necessary modifications.

When possible, it is preferable to change the name and display order while leaving the unique code as-is rather than deleting an assignee role.

Renaming Assignee Roles

You can edit the names of assignee roles without causing problems because rules and CJBs reference the assignee roles' unique code, not the assignee roles' name. You may have to modify the UI to be consistent with the assignee role name change.

Reordering Assignee Roles

Reordering the display order of assignee roles does not cause any issues because the order of the assignee roles is not referenced by XML files, CJBs, rules, or wizards.