The Progress Items function within Migration Manager allows a user to set a list of documents and activities/tasks in a matter and tack when these tasks/documents are required to be attended to or have been completed. Migration Manager has a built in set of Progress Items checklists available for most visa types that based on the Immigration Department's issued document checklists.
The information in the Progress tab also directly links into Snapshot which allows users to quickly and easily keep track of their caseload activity.
This article covers how to add a basic checklist to a Matter.
1. Open the Matter
Before you can add a Progress Item you must open the relevant matter. To open a matter click the Matters button and then select the Matter to open.
2. Go to the Progress Tab
Once the matter window opens, click the Progress tab.
Note: If your Client File contains multiple Matters, then you will see your Matters listed here, you can click the chevron to the left of the Matter or expand or collapse Progress Lists for each Matter. If you only have one Matter on your Client File, you will simply see the one list.
1. Add Progress Items from a Template
Right-click anywhere in the area beneath the Matter number, then select 'Add Progress Items(s)', then 'From Template'.
2. Select the Checklist to use
Select the list you wish to use (in this case I have chosen the list 'Short List').
3. Un-tick the items you don't want in your checklist
The next step is for you to review the pre-set list of documents/tasks and determine if all of the pre-set items are relevant to the matter at hand. Those items which you determine are not relevant to the matter at hand should be un-ticked.
4. Insert the list
Once you have finished selecting your items,
- Confirm you are inserting this list into the correct Matter.
- Click Insert.
5. Close the Window
You can continue to add more lists if required, or, when finished, simply close the Window.
The list will now appear against the Matter.
If you wish to just add a one-off Progress Item for this Matter (An Item that is not in a progress template and wont be used again), then you can add a One-Off Progress Item.
1. Creating the Progress Item as a One-off
Right-click anywhere in the area beneath the Matter number, then select 'Add Progress Items(s)', followed by 'One Off'
The Progress Item detail window will appear.
2. Complete details of the Progress Item
Complete any relevant fields for your Progress Item:
- Progress Item - The item description (required).
- Group Name - Select a value from the drop-down if you would like to group this item.
- Type - Select the Progress Item Type - Document or Activity (required).
- Required From - select which person the item is required from.
- Comments - Add any comments regarding this item.
3. Save the Progress Item
Once you have amended any fields as required, click Save & Close.
The new Progress Item has now been added.
Once you have started adding items to the Progress tab of a Matter you can then do a number of different things with this list including:
- Add additional items to a matters checklist
- Tracking due and completed dates using the Progress list and Snapshot
- Request documents via the Secure Client Portal