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Entering Non Rules Based Events: Client Meeting, Follow Ups

Sometimes you need to enter an event on your Calendar associated with your case that is not Court Rules based. There are several examples where manual entry is required.

1) You want to add a single event to your Calendar either as an All Day Event or an Event with Time. IE: Lunch with Client on Friday to discuss case.

2) You want to add a group of Events onto your Calendar to remind you of an upcoming important event. IE: One month, one week, and one day reminders before the day of a trial.

3) You have a Scheduling Order for your Case and need to enter a group of events with custom dates.

To Accommodate these scenarios we offer two rules sets General Reminders & General Reminders II

General Reminders give you the ability to create a group of event reminders associated with a specific date. General Reminders can be used for all three examples. Single events on a designated day, Groups of Reminders, and Scheduling Orders.

To Create Single Event you will need either the General Reminders rule set or the General Reminders II rules set. Click on the Subscription button in the Manage Section of the Sidebar Menu

Next select Other from the State Selection Dropdown Menu and then using the center scroll bar, scroll down to the bottom of the available rule sets. You will see General Reminders and General Reminders II at the bottom of this section.

Note: General Reminders includes the 2 Triggers that are in General Reminders II, but if you only need to create single Events either as All Day Events or Events with Time, you can just use the General Reminders II rule set. It is only $12.00 per year.

General Reminders II includes only 2 Triggers. “0 day reminder”  and “0 day reminder with time” These two triggers are for instances when you simply want to add an event to your calendar linked to your case name in DocketCalendar. 

To create a 0 day event or 0 day event with time, go to the Create Events Screen. Select the Case from the Case Dropdown that you want to create a single event for, and then Click on the Jurisdiction Dropdown to Select General Reminders. Note: The Jurisdiction Dropdown is searchable. You will only have access to General Reminders or General Reminders II if you have added them to your subscription.

Next select either 0 Day Event or 0 Day Event with Time, set your Trigger Date and Time if necessary and then click the Preview Events Button.

You will see a single Event listed at "Day of Event with Time" To customize your Event Title, click the Next: Edit Events / Add Calendars button.

On the Edit Event Screen, Click the Edit Pencil next to the Event Title "Day of Event with Time"

The Event will expand to show a blank field. You can enter any text into the Title Field and then click the Save button on the right side of the Title Field.

Once you click the Save button, your custom text is saved, but the screen will show the default text with (Edited) to indicate that the event has been customized. Click the Add Events To Calendar(s) button.

On the Confirmation Screen you will see your Customized Event Title displayed.

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