With Calendar Rules on Litify, you can generate jurisdiction-specific events and add them directly to the matter owner's calendar. This guide shows you how to select a jurisdiction, set a trigger item, set a trigger date, get calendar events, and add events to your calendar. This process creates Calendar Rules Trigger and Event records. Calendar Rules on Litify is integrated with the Calendar Rules database.
Permissions needed: Read, Edit, Create permissions on the CalendarRuleTrigger object
Permission set: Litify Calendar Rules User
In this guide, we'll select the "Arbitration--Hearing" trigger item in the California Superior Court of Los Angeles and add necessary events to our calendar.
1. Navigate to Calendar Rules on a matter. See this setup guide if you have not added the component to your page layout.
2. Enter your login token if you have not logged in yet. See the Calendar Rules setup guide for information about accessing calendar rules.
3. Select the Jurisdiction of this matter.
4. Select the Trigger Item. A trigger item is an important event or occurrence in a case. The trigger item generates the other events you must complete before and after the trigger item. In our example, we're selecting the "Arbitration--Hearing" trigger item.
• There are a lot of trigger items. You can remove any of them and determine what items appear in the Trigger Item dropdown list in Calendar Rules Settings.
5. Select the Trigger Date, the date on which the Trigger Item occurred or will occur. Enter it manually or select the date from the calendar. The time is based on the time zone in your user settings, so make sure your time zone is accurate.
• Note: The time should be entered in the current user's local time zone. For instance, if the jurisdiction is in California (PST), the user is in New York (EST), and the trigger is scheduled to take place at 1:00pm on the court's clock (PST), then the user should enter 4:00pm for the time in the Trigger Date field so that it shows up as 1:00pm PST on the calendar.
6. If necessary, select the Service type. This is based on the selected trigger item. The options are: Personal/Hand, Mail Outside State, Electronic Service, Fax Service, Express/Overnight, Regular Mail.
7. Click Get Events. This generates a complete list of events based on the selected Trigger Item.
8. From the list of events, select the events you want to add to your calendar by checking the boxes next to them. The events are displayed with three columns: one giving a short description of the event, one displaying the court rules that the event is based on, and one displaying the date (and time, if applicable) that the event should take place.
• Hover over the 'i' icons in the Court Rules column to see the legal text behind a given court rule.
• Events with a date and time have a default length of an hour on your calendar.
• Some checkboxes are grayed out. These are children events of the parent events above them. Select the parent event to include all children events. All of these are added to the calendar together.
• You can use the pencil icon next to a given date to change the date. If a date is changed, a reason for the change must be provided. Any child events of the updated event will also be recalculated. You can edit dates now, or edit them after adding events.
• When a parent event is updated, every child event beneath it displays the phrase "Parent Event Updated."
In this image, the "Arbitration Discovery Cutoff" parent event is selected, and all children events are also selected. All parent and child events are added to the calendar together.
9. Once you have selected all events, click Add to Calendar. This adds every selected event to the matter owner’s calendar. If you are not the matter owner, you will not see these events on your calendar.
10. The Activities timeline on the matter displays all events you have added to this matter.
11. Check your calendar to see your upcoming events. Remember, calendar events are only added to the matter owner's calendar.
About Calendar Rules
Set Up Calendar Rules
Update or Edit Calendar Rules Triggers
Calendar Rules Settings
Calendar Rules Field Library
About Calendar Rules Triggers
About Calendar Rules Events