Entering a Record Manually

  1. Access the relevant matter.
  2. Click
    Documents
    .
  3. From the
    Add
    drop-down, select
    Service of Process
    .
  4. Complete the New Service of Process form.
    The
    SOP Person Responsible
    is a required field. This field lets you assign a Tracker user that will be responsible for recording the response information, if required.
  5. On the bottom right of the New service of process window, click
    Save
    .
When the record is saved, an action alert on to the user's Action Items indicates that a new record is pending review. The alert will remain until the user has completed all required fields within the SOP record.