Redirect Key Dates from one fee earner to another

Updated Jun 16th, 2020

Who is this guide for?

Accounts Supervisors, Case Management Supervisors and System Supervisors

Should one of your fee earners be away from the office for a period of time, you can redirect their Key Dates to another fee earner, to ensure that important appointments are not missed.

Step 1

To redirect a fee earner’s key dates, navigate to Supervisor and then select System Setup. Then click on Users and look for the user whose key dates you would like to redirect.

Step 2

Right click on the user and select Edit to bring up the Edit User screen. There will be a drop-down box for Redirect Key Dates.

Step 3

Using this drop-down box, select the name of the Fee Earner you would like to redirect the key dates to and then click on the Save button.

All key dates will now be redirected to the relevant Fee Earner.

Please Note: The key dates will still be visible on the original fee earner’s home page and remain allocated against the original fee earner ID.

Also note that only key dates within the specified review date range will be visible on the home page.