Workflow Status and Dates

For all matter types, Safari organizes Status into three general phases: To Do, On Hold, and Closed. For matters with a Type of "Garnishment," these statuses are specially tailored to garnishment workflows.

 

Within the To Do category, three designations guide you through the account garnishment workflow, each with a corresponding Date Due:

 

1. To Do-Seize Funds | This due date automatically populates with the Date Received.
2. To Do-Answer | Date Due (Answer). If applicable, enter the date the answer is due.
3. To Do-Payment | Date Due (Payment). If applicable, enter the date payment is due.

 

Depending on what happens during the processing of an individual garnishment, other status designations may be appropriate, such as On Hold-Court Action, On Hold-Creditor Action, or On Hold-Legal Review.

 

How do the Status and Date Due fields work together? Due Date fields appear in the Primary section of the left-hand panel. Change the Due Date with the To Do status so that the field indicates the next relevant date based on the Status selected. For example, if you've seized funds and the next step is to supply an answer in five days, you would select To Do-Answer and enter the due date in the Date Due (Answer) field.

 

Below are three examples of variations in the account garnishment workflow and how to use the Status and Date Due fields.