Acct.Gar. - Workflow Status & Dates

Workflow Status and Dates
For all matter types, Safari organizes Status into three general phases: To Do, On Hold, and Closed. Status appears as a dropdown at the top of the page.

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

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

Task

Status

Applicable Date Due

Court order served on garnishee/FI

Legal analysis

To Do-Seize Funds

Date Due automatically populates with the Date Received

(Note: if you pre-fill the due dates for Answer and Payment, the Date Due on the All Matter Listing page displays the Date Received.)

Seize funds

When you've seized funds, change status from To Do-Seize Funds to To Do-Answer

Date Due (Answer)

Answers to interrogatories / other notices

When you've sent the answer, change status from To Do-Answer to To Do-Payment

Date Due (Payment)

Payment to Creditor/Garnishor

When funds are paid, change the status from To Do-Payment to Closed Funds Paid.

N/A

Task	Status	Applicable Date Due
Court order served on garnishee/FI Legal analysis	To Do-Seize Funds	Date Due automatically populates with the Date Received (Note: if you pre-fill the due date for Payment, the Date Due on the All Matter Listing page displays the Date Received.)
Seize funds	When you've seized funds, change status from To Do-Seize Funds to To Do-Payment (skip the To Do-Answer status)	Date Due (Payment)
Payment to Creditor/Garnishor	When funds are paid, change status from To Do-Payment to Closed Funds Paid.	N/A

Task	Status	Applicable Date Due
Court order served on garnishee/FI Legal analysis	To Do-Seize Funds	Date Due automatically populates with the Date Received (Note: you can pre-fill the Date Due (Answer) field but should leave Date Due (Payment) blank. The Date Due shown on the Matter Listing page is the Date Received.)
Seize funds	When you've seized funds, change status from To Do-Seize Funds to To Do-Answer	Date Due (Answer)
Answers to interrogatories / other notices	When you've sent answers, change status from To Do-Answer to On Hold-Court Action	Leave Date Due (Payment) blank
Payment to Creditor/Garnishor	When funds are paid, change status from On Hold-Court Action to Closed Funds Paid.	N/A

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