This screen is primarily used to enable the user to select a matter to work on. The screen holds a list of matters for the author in one of the following options:
- My and Recently Worked on Matters
Displays all current matters of which the logged on author is in charge of the matter. It also contains all matters he/she has recently worked on. A recently worked on matter is a matter, which has been worked on (had time recorded or file notes saved) within the last 30 calendar days (does not have to be a matter on which the logged on author is in charge);
- Recently Worked on Matters
Displays all matters worked on by the logged on author within the last 30 calendar days.
As to whether the Recent Matters screen shows 1 or 2 is dependent upon whether the Menubar > Parameters > Set Parameters > Matter and Client > Lawyers Workbench Options > Operations tab "Only Display Recent Matters" option is ticked or not.
a. Matters in the Lawyers Recent Matters list were assigned to another Lawyer thus removing them from the My and Recently Worked on Matters list; and/or
b. No time or file note had been saved on the matters that disappeared by that Lawyer in the last 30 days.
NOTE: rolling of the end of month doesn't affect the recent matters list
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