Choose the type of Search of subject in the box of options, in the upper part of the screen. 

Fill out the field(s) of filter for the search of the lawsuit and click option Search in the menu on the left of the screen; 

In the grid, on the bottom part, view the lawsuit related to the applied filter. Click the record to select it; 

Filled out information according to guidelines described in  Main Fields. 

See also the functionalities available in Other Actions. 

See also the features available Search - Lawsuits.

Configure routines:

• Index,
• Index Values,
• Adjustment Method and
• Updating Values

Configure types of:

• Legal Subjects,
• Search and
• Fields.

View the distribution of the fields on the screen, divided in tabs, according to the selection of the item in the Configuration f the Search: 

Fill out the Configurations and filter. 

Click Search. 

The system returns the records found. 

1. Enter any filter on the search screen
2. Select the Legal Subject then click Edition in Batch
3. View screen requesting the completion of fields that must be edited.
4. Fill out, confirm, then click OK.
5. After viewing the system processing screen, the confirmation screen with the amount of edited records is displayed.
6. To exit, click Close.

Add as Model - Fill out the fields, and to confirm the addition of model, access Other Actions/Save Model, attribute a name, then confirm OK. 

The lawsuit for the substitution of model is the same, then the system asks whether to overwrite file, when the same type and name are used. 

Delete Model - Select one among the models already created, then confirm OK. 

To print reports or export data in Excel, right click the search grid and choose option:

• Add process in the Printing Queue,
• Add all processes in the Printing Queue or
• Add Concessions in the Printing Queue.

View a new grid of Printing Queue, on the right side of the search.

Right click, then we will have options:

• Delete all lawsuits of printing queue, 
• Report printing and Customized Export (Excel), 
• Print lawsuits of printing queue or even 
• Print Concessions in the Printing Queue.

When adding records in the printing queue, the System validates whether they are different types of subjects; if positive, it informs that operation is not possible, otherwise, they are added to the queue.

When selecting Printing Concessions of Printing Queue, view the screen to select report, then wait printing. This option is only available in the Corporate subject and for users with right to access.

When issuing the lawsuit report, the System displays in the Config. Report  field, only the configurations for that type of legal subject.

This configuration is performed in the Auxiliary Register Report Configuration.

Select the Legal Subject then click Export Results; 

View screen to perform configurations; 

Once configure, click Print. 

When option Spreadsheet option, view the screen of Generation of Spreadsheet; 

Select one of the view options, conclude it, then click Confirm 

Query this option with access at Customized Export - JURA108 - Legal Management - P12 

In the search of follow-ups, use this resource to view the commitments of all team on screen, including the use of filter.

The commitments are displayed with different background colors per result:

• Concluded -> Yellow
• Canceled -> Blue
• Pending -> Orange

View the Configure  option on screen, and accessing view Wizard for the configuration of the Work Area;

The screen is explicative, then enter the possible divisions as follows:

• Grid;
• Fields;
• Calendar;
• Chart and
• WebBrowser;

Enter the amount of sections and to proceed, click Next, then start the completion of sections by indicating the vertical proportion and data of columns;

Fill out the fields, only remembering that WebBrowser option is only available in the configuration of the WebBrowser option.

The  View field and Type fields are made available when the option is Chart then proceed the configuration, click Next;

According to the amount of defined sections. Then, see the screen for configuration displayed in columns. Continue in the configurations, and to conclude, click Finalize;

Now, a well-succeeded screen of configuration is displayed, and the view of the configuration is seen on screen.

When the parameter MV_JENVENT has content 1 (enabled), place the cursor in the Entity field, and press F3 key to access the Selection of Entities screen, with the purpose of indicating the type of Entities among :-

• Customers,
• Contacts,
• Suppliers,
• Employees or
• Adverse Parties;

After selecting the Entity click button ? to access the screen of standard query of the selected type;

Select Entity press OK to return to Involved grid;

Filled out information according to guidelines described in  Main Fields.

See also the functionalities available in Other Actions.

See also the features available in Search - Lawsuits.

When  MV_JENVENT  parameter has content entered in 2 (disabled);

1. Fill out the Customer? field with Yes, if the involved is a customer;
2. Fill out the Main? field with Yes, if the involved is the main actor of the process;
3. Fill out the Supplier? field with Yes, if the involved is a supplier;
4. Fill out the remaining fields according to information available;

Filled out information according to guidelines described in  Main Fields.

See also the functionalities available in Other Actions.

See also the features available in Search - Lawsuits

When accessing Other Actions/Incidents select among:

• Open list of incidents or
• Open Origin Process

Select the incident and click in one of the available option on the footer of the page, where: View, Edit, Bind, Add, Delete and/or Unbind and Exit.
Select the Contract Code and click in one of the available option on the footer of the page, where: View, Edit, Bind, Add, Delete and/or Unbind and Exit.

When accessing Other Actions/Bound, the system displays the screen to select the

1. Select the Legal Matter code and click in one of the available option on the footer of the page, where: View, Edit, Bind, Add, Delete and/or Unbind and Exit.
2. When choosing Bind option, see the screen with fields to be filled out in the upper part.
3. Fields with a magnifying glass next to it allow to query registered data.
4. When finishing the registration, confirm in Binding.

When accessing Other Actions/Related, the process relationships screen is accessed. 

In this option, add, edit or delete relationships 

Select the Destination  code and click one of the available option on the footer of the page, where: View, Edit, Bind, Add, Delete and/or Unbind and Exit.
When choosing Bind option, see the screen with fields to be filled out in the upper part. Fields with a magnifying glass next to it allow to query registered data. When finishing the registration, confirm in Binding. 

When accessing Other Actions/Objects, the Objects register screen is accessed. 

In this option, add, edit or delete Objects. 

 When accessing Other Actions/Warranties, the Warranties register screen is accessed.

In this option, add, edit or delete Warranties.

1. In concept, nor all warranties involve values in Financials, however, when an asset is pledged, configure the integration with Financials module (SIGAFIN), as follows:
2. Configure parameter MV_JINTVAL with 1=Yes, to enable the integration and availability of the Fin. Integ. field on screen.
3. If content of parameter is 2=No, the field is not viewed.
4. Besides, configure MV_JALCADA parameter with 2 not to use the control of jurisdictions of Purchases module (SIGACOM);
5. Fill out the fields of the routine and in the Fin.Integ. field, enter Yes.

When accessing Other Actions/Billing select among:

• Contract. In this access, the Contracts of Billing.In this option, you can add, edit or delete Contracts of Billing.
• Fixed Entries In this access, the Fixed Entries screen. In this option, you can only view or research.
• Fixed Entry Batch In this access, the Fixed Entries in Batch screen is displayed. In this option, you can only view or research.

The completion of the Fin. Integration (item 4) with No, prevents the view of the bill, when the option is activated, upon displaying the following message Bill not found for view..

The Type Code and Currency Code fields are not editable any longer cannot be edited.

This option is available in Other Actions/Save Model when the option is add. You can save a model with information of the process, to use the main data next registration. 

When accessing Other Actions/Expenses the following screen is accessed: Expense/Fee 

In this option, add, edit or delete Expenses. 

Find the Payment Term field, then select one among the options available and confirm it. 

Access Other Actions/Attachments

Configure MV_JDOCUME parameter to view the access to this feature in the routine.

Data presented refers to History of Legal Subject Values.

This option enables you to view the edition in closed processes.

Access Other Actions/History, view and select:

• Corresponding - presents the edition in the Correspondent register.
• Process - presents the edition in the proceeding, closed or not, because it can be reopened.

Configure  MV_JTVENPH parameter to block operations when the process is closed.

The MV_JFLXCOR parameter configured with 1 does not allow Corresponding in the instance, but in the Follow-ups register.

When registering Role at Work and configure the User Profile , you can define the access to records, fields, and features for trainees and lawyers.