There are many ways to assign to create a new matter docket. A common method is to use the New button from the matter's related docket list. Your organization may optionally choose to add the Create Docket button to the button menu on the matter page layout.

1. Matter: will be automatically assigned when creating the docket from the context of a matter. Otherwise select the matter to which the docket will be assigned.

2. Court: will be automatically assigned based on the court the Matter is assigned to. If the matter has not been assigned to a court or the court needs to be overridden an alternate court can be selected.

3. Trigger: select the appropriate CalendarRules trigger for the desired court rules. The available triggers are based on the previously selected court.

4. Trigger Date: enter the based date for which the activities should be scheduled for. This entry is extremely important for establishing the dockets schedule. CalendarRules will automatically assign activities based on the court rules for the selected court.

5. Docket Name: will be used to identify this docket in various docket views. This value will be defaulted to the trigger name and may be subsequently modified.

6. Service Type: when required, used by the CalendarRules service to assist in determining the activity schedule. The list of available Service Types will dynamically refresh based on the Court (new in 1.6).

The activities within the docket are standard AdvoLogix tasks and events whose dates have been assigned by the CalendarRules court rules trigger. 

From left to right, column headings described as follows:

7. Create Activity: enable this checkbox to create an AdvoLogix activity for the trigger item.

8. Type: can be either Task or Event.

9. Activity Date: the activity due date is automatically determined by the CalendarRules trigger. Events also have the ability to set a start time and duration.

10. Subject: identifies the task or event; in the same manner served when creating a calendar activity manually. The default for this value is provided by CalendarRules when the trigger is applied to the docket.

11. Assigned To: represents the individual or user to which the activity will be scheduled. As with standard activities, when enabled, multiple assignees may be selected for events.

12. Reminder: when checked will enable a reminder for the specified activity.

13. Assigned To: activities may be assigned to a single user or group of multiple users.

14. Mass Assign: allows activities to be mass assigned to a specific user or the user specified on a matter lookup field. Completed activities will not be reassigned.

Previously created CalendarRules dockets can be accessed from the primary docket list or from the related lists for matters or the related list for courts.

The docket main list represents all previously created Calendar Rules dockets. A a standard list users have the ability to select fields, filters and sorting criteria for saved views. For quick access, the docket list can be added to your application's main menu or a custom navigation link of your choosing.

A common way to access previously created dockets is from the context of an AdvoLogix matter. The docket related list can be viewed in context with the matter the docket relates to.

The court's related tab provides quick access to previously created dockets for the underlying court.

The primary reason to edit a docket is to modify the Trigger date which in turn can reschedule uncompleted activities. Although activities can be modified from the docket, keep in mind the individual activities created by the docket can be edited throughout AdvoLogix. 

When modifying an existing docket users may choose to recalculate the activity schedule. The Reload Trigger Items (15) button results in the following actions:

• The current trigger rules be be applied to the existing activity list.
• Any previously unselected or (new activities by rule) will be presented for selection. These activities will be unselected by default.
• Uncompleted activities will be recalculated.

When editing a docket, the following actions will reschedule uncompleted activities based on the current CalendarRules trigger. Please note, uncompleted activities are tasks which have a Status other than Completed or Events that were scheduled prior to the current date and time.

• Changing the Trigger Date
• Changing the Service Type
• Using the Reload Trigger Items Button

The Do Not Create list is provided by CalendarRules to allow organizations to exclude specific trigger items from the activities list when creating a new Docket. When a specific trigger item is added to the Do Not Create list, future dockets (for the selected Trigger) will default the item to Do Not Create.

When creating and modifying dockets, users have the ability to include or exclude activities using the Create Activity checkbox in column 1 (as described above). AdvoLogix will automatically monitor these settings and offer to update the Do Not Create list as described below.

When a docket is saved, users will have the option to add unchecked items to the Do Not Create list. This option is only applicable when the excluded item was not previously added to the Do Not Create list.

When a docket is saved, if previously excluded items are enabled in the docket, users will have the option to remove these items from the Don Not Include list.

Certain trigger events in CalendarRules are dependent on date calculations based on when the related parent event occurs.  For such events, if the parent activity date is changed then all related activities (subsequently depending upon that activity) also change and re-calculate the dates.  All such activities will be specifically identified when viewing or editing a Docket.