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Purpose

Meet the needs of Legal Departments of companies to Manage Contingencies, Power of Attorneys and Societal Documents, and facilitate the relationship with partner offices and provide greater synergy between Accounting and Human Resources. 

Provide great organization and management of information belonging to the company's sectors and businesses, increasing the reach of the Legal Department, aligning it to the company's business strategy, making it the holder of information required in strategic decision making, independently from other offices. 

Apart from following up processes with constantly updated data, it allows total control over the value of services provided. 

This way, it offers the following results: 

    • Optimization of intellectual production;
    • Effective contingency management;
    • Improved performance analysis of external offices;
    • Easy information exchange with HR;
    • Updated process information;
    • Electronic process and knowledge base.

Technical Data

Some features that enable the system administrator to customize the system according to its needs: 

The feature Attachment makes it possible to attach a document via GED (Electronic Document Manager) and you may add it to any routine. 

To use this routine you must integrate the tool Interwoven and Microsiga through a Delphi project (DLL for integration between languages). 

The folder GEDIntegration is used to save the project. 

This folder contains the directory structure Repository\FrameWork\Components\Imanage to add the Interwoven Delphi components. 

The name of the DLL generated is SIGAGEDW.dll and it is located on the same folder as the executable file TotvsSmartClient.exe. 

Feature - Attachment
OpenDisplay a document, already attached, for you to read.
Import

Display screen with documents, allowing you to select a document and attach it to the routine.

Select a document from the local machine, import it to the worksite and to attach it to the record.
Attach

Display the screen with the documents, allowing you to select a document and attach it to the routine.

Select a document already imported in the worksite to attach it to a record.
UnattachDelete attached documents.
ExitExit the Attachment screen.
Informações
titleNote
Completion Rules
Routine Caption 
Field Grouping
Informações
titleNote

The system offers a specific search by key word in some routines of the system, which allows you to search the columns listed in the query without needing to select an index, use special characters or lower/upper case letters.

Parameters/Configurations  

Informações
titleNote

You may edit parameters in the routine Parameters of the Configurator module. 

Parameters used in the Legal Management module of Microsiga Protheus® are: 

Deck of Cards
effectDuration0.5
historyfalse
idsamples
effectTypefade
Card
defaulttrue
id1
labelE
NameDescriptionContent
MV_ECMEMP
Code of company for integration with ECM.
 
MV_ECMPSW
Enter password of user with administration privilege on ECM.
 
MV_ECMURL
Enter URL of integration with ECM.
 
MV_ECMUSER
User with administration privilege on ECM.
 
Card
defaulttrue
id2
labelJ
Parameter nameDescriptionDefault Content
MV_JAJUENC
Define which reason to enter to add stages to closed processes
 
MV_JALCADA
Use scope control of the Purchase module? 1-Yes 2-No
2
MV_JALTCT
Adjust contract information when editing client's default data? .T. True - Adjustment  .F. False – No adjustment.
.T.
MV_JANDAUTReceive stages automatically. 1-Yes; 2-No2
MV_JANDCAN
Restrict manipulation of entries regarding stages? 1- Yes; 2 - No.
MV_JANDEXCDefine if it stops receiving stages automatically when the process finishes 1-Yes; 2-No.1
MV_JAPROVE
Enter default Approval Group used in Guarantee approval.
 
MV_JATLIMI
Display message to confirm field update when registering a stage as temporary injunction? 1- Yes; 2 - No.
1
MV_JATOAUTCode of procedural act used to include Stages automatically. 
MV_JAVALIA
Enable evaluation of participation of accredited attorneys, involved parties, and representatives on follow-up?  1- Yes; 2 - No.
1
MV_JBLQDIS
Block record addition/edition when the date is before distribution date? 1-Yes; 2-No.
 
MV_JBLQDTF
Block record addition/edition when the date is after current date? 1-Yes; 2-No.
2
MV_JBLQFER
Allow including follow-ups in weekends and holidays? 1- Yes; 2 - No.
2
MV_JBLQINC
Block edition of Prognosis and Object fields when the process in an Incident? .T. True - Block  .F. False – No block.
.F.
MV_JBSIZE
Define percentage for grid in a FMWBrowse in SIGAJURI for resolutions 800, 1024 and 120 DPIs.
60,70,80
MV_JCAGENC
Enter code of bank branch indicated upon creation of automatic surveys when financial/accounting integration is active.
 
MV_JCASO1Define numbering sequence of Case. 1-By client; 2-Regardless of client.1
MV_JCASO2Reuse blanks in numbering? .T. True - Reuse .F. False – Do not reuse.F.
MV_JCASO3
Preserve number of original Case in case relocation? .T. True - Maintain .F. False – Do not maintain.
.F.
MV_JCAWFCO
Model path of html of correspondent acceptance workflow.
\WORKFLOW\MODELOS\ACEITE_CORRESPONDENTE.HTM
MV_JCBANCO
Enter code of bank when creating automatic survey with active financial/accounting integration. Example:  033 (Santander Bank)
 
MV_JCCONTA
Enter number of checking account indicated upon creation of automatic surveys when financial/accounting integration is active.
 
MV_JCDWFCO
Code of correspondent acceptance workflow process registered in workflow configurator.
000001
MV_JCFGFIX
Indicate of search settings have Fixed or Configurable fields. .T. True - Fixed  .F. False – Configurable.
.F.
MV_JCLDTFP
Enter number of months prior to the due date of the grant to calculate the final date of the protocol.
12
MV_JCLDTIP
Enter number of months prior to the due date of the grant to calculate the initial date of the protocol.
6
MV_JCMOPRO
Code of currency - if not entered - used on provision update in Legal Matter.
01
MV_JCNATUT
What is the financial nature of the indexation and interest values of the surveys? Example: 01NATLEV
 
MV_JCRYSER
Define if Crystal report is generated by Server or Smartclient. .T. True - Server; .F. False – Smartclient. (Discontinued after deployment of FWMSPrinter technology)
.F.
MV_JCTBFIN
Is the accounting of surveys via Accounting or Financial module? 1- Accounting; 2 - Financial.
1
MV_JCTIPOT
What is the type of bill for indexation and interest values of surveys?
NDF
MV_JDESCLI
Enter Ledger Account used for clients' expenses.
 
MV_JDISURLEnter address of distribution webservices. 
MV_jDISUSREnter login which will receive distributions. 
MV_JDOCPAI
Document ID Code in root folder where Legal documents structure is created.
 
MV_JDOCUME
Enter type of attachment integration: 1-Worksite; 2-Knowledge base. 3-Fluig
1
MV_JDTENCE
Number of days to enter closing date.
 
MV_JDTENTR
Number of days to enter entry date.
0
MV_JDTVLMO
You must enter the fields: Date, Currency, and Amount? Yes; No.
1
MV_JENCACR
Define type of proceeding termination when registering an Agreement. 1- Automatic; 2 - Manual.
2
MV_JENCAUT
Automatically close when process finishes? 1- Yes; 2 - No.
2
MV_JENCINC

Close Incidents automatically? 1- Yes; 2 - No.

1
MV_JENVENT

Enable fixed registration of involved parties from external entity information? 1-Yes; 2-No.

1
MV_JENVTAB

Indicate if registration of Involved parties is fixed, thus requiring entering Client and Store. 1- Yes; 2 - No.

2
MV_JEXPPTA

Enable custom export by type of Legal Matter? 1- Yes; 2 - No.

1
MV_JFLSUBP

Name of folders created from the Case folder. (separate names with ;)

 
MV_JFLTPED

Is the field Funds Request of the Order with Value filtered by the Legal Matter object?  1- Yes; 2 - No.

2
MV_JFLUIGA

Is the integration with Fluig active? 2=Yes; 2=No

2
MV_JFLXCOR

Correspondent flow by follow-up or Legal Matter? 1 - Follow-up; 2 - Legal Matter

1
MV_JFTJURI

Do you have to enter Billing Office and Fee Table in the customer's register due to integration between JURI and PFS? 1- Yes; 2 - No.

1
MV_JGEDATU

Enable document update between bases? 1- Yes; 2 - No.

1
MV_JGEDBMA

Is the invoice broken down when the amount exceeds the amount in the contract? .T. True – Ask operator; .F. False - Do not ask operator.

.T.
MV_JGEDBME

Is the invoice broken down when the amount is lower than the amount in the contract? .T. True – Ask operator; .F. False - Do not ask operator.

.T.
MV_JGEDDAN
Define name of database for documents in progress. 
MV_JGEDDEN
Define name of database for closed documents. 
MV_JGEDDLL
Define .dll for integration with GED (Worksite).SIGAGEDW.dll
MV_JGEDSEN
Define Server for closed documents. 
MV_JGEDSER
Define GED Server (WORKSITE). 
MV_JGEDTL

Enable Trust Login on integration with GED (WORKSITE)?  .T. True; .F. False

.T.
MV_JHBPESA

Enable Stage search screen? 1- Yes; 2 - No.

1
MV_JHBPESD

Enable Cost and Expense search screen? 1-Yes; 2-No

2
MV_JHBPESF

Enable Follow-up search screen? 1- Yes; 2 - No.

1
MV_JHBPESG

Enable Guarantee/Court Order search screen? 1- Yes; 2 - No.

2
MV_JHEXPO

Remove dash and use grouping line in custom export? 1- Yes; 2 - No.

1
MV_JIMPAUT

Enable automatic document import? 1- Yes; 2 - No.

 
MV_JIMWFCO
Path with image displayed in the correspondent acceptance workflow html.http://www.totvs.com/sites/all/themes/totvs/logo.png
MV_JINDPSW
Indicate password used to download index updates from TOTVS repository 
MV_JINDUSR
Indicate user/login used to download index updates from TOTVS repository 
MV_JINDPSWIndicate password used to download index updates from TOTVS repository 
MV_JINSTST

Does the publication imported to Stage Register as Sentence have the field Instance completed with the current Instance?  1- Yes; 2 - No.

2
MV_JINTERH

Integrate with HR? 1- Yes; 2 - No.

2
MV_JINTJUR

Enable legal base integration? 1 - Active; 2 - Inactive 

2
MV_JINTVAL

Use integration of values with Financial and Accounting modules? 1- Yes; 2 - No

2
MV_JKPASS
Define password to connect with Kurier Webservice. 
MV_JKURL
Define a Kurier Webservice URL for connection. 
MV_JKUSER
Define a user for Kurier Webservice connection. 
MV_JLEVGAR

Close process only when judicial amount of Guarantee is zero (0)? 1-Yes; 2-No.

 
MV_JLFORNTWhich is the supply store to enter in automatic creation of recoveries with active financial/accounting integration? 
MV_JNATDESIndicate nature of expense used when saving bill to Accounts Payable. 
MV_JNATGARIndicate nature of guarantee used when saving bill to Accounts Payable.IRF
MV_JNRCCASDefine code of field Custom of GED (WORKSITE) Case. 
MV_JNRCCLIDefine code of field Custom of GED (WORKSITE) Client. 
MV_JNT4CLI

Show clients the stages when importing publication? 1-Yes; 2-No.

 
MV_JNT4FASEnter code of Procedural Stage used in publication import.001
MV_JNUCLI

Use gaps in Client numbering? .T. True - Use .F. False – Do not use.

.T.
MV_JNUMCNJ

Validate CNJ number in case number? 1=Yes; 2=No.

2
MV_JNUMPRO

Block entering case number twice? 1- Enable; 2 - Disable.

2
MV_JOBRENC

Is the completion of fields in the Closing tab mandatory? 1- Yes; 2 - No

2
MV_JOBRENV

Completing fields Client and Store in Involved Party is mandatory: 1-Enabled; 2-Disabled.

2
MV_JORDENA

Enter search order and process report: 1-Client\Store\Case; 2-Author\Defendant.

1
MV_JPERLEVWhat is the percentage over guarantee amount allowed in survey. 
MV_JPESPEC

Enable field General Search to filter information of Proceeding Number; Name of Involved Party and Object Detailing in research and projects. 1- Yes; 2 - No.

2
MV_JPROCFWSuggest inclusion of a follow-up after process registration?2
MV_JPWDEXTUser password to attach documents in worksite through SmartClientHTML (External). 
MV_JQMES1ANumber of months to estimate the end of the proceeding, from the date of 1st instance. 
MV_JQMES2ANumber of months to estimate the end of the proceeding, from the date of 2nd instance. 
MV_JQMESDTNumber of months to estimate the end of the proceeding, from the distribution date. 
MV_JQMESTSNumber of months to estimate the end of the proceeding, from the date of Superior Court sentence. 
MV_JQTDIACNumber of days to accept correspondent when a follow-up is sent to them.5
MV_JRELCON

Enter code of type of involvement to consider in report. If there is more than one code, separate using bars (/).

 
MV_JRESUFWDefine a default code for follow-up outcome to add. 001
MV_JRSTCAD

Enter if basic register restriction is active. 1-Yes; 2-No.

1
MV_JRTPAS

Restrict by Type of Legal Matter when searching proceedings to attach? 1-Yes; 2-No.

 
MV_JSIWFCOPath of site opened when you click on the image of the correspondent acceptance workflow html.http://www.totvs.com/
MV_JSOCANDEnter code of Involved Party Status register as: In Progress. 
MV_JSUGPRO

Automatically suggest prognostic according to object? 1- Yes; 2 - No..

2
MV_JTER95B

Enter code of Type of Involvement for corporate report. If there is more than one code, separate using bars (/). Example: 01/02/03.

 
MV_JTETVCO

Enter code of type of involvement to hold concessions. If there is more than one code, separate using bars (/).    Example: 01/02/03/04

 
MV_JTHEDTM

Record Overtime (OT) on the day of first register, when type of overtime of the next day is the same and the content of parameter MV_APHEDTM is S?  1- Yes; 2 - No.

 
MV_JTLATVR
Enter which screen the system displays for update when you register a stage as sentence. 1-Process values; 2-Values in discussion.
 
MV_JTPANAUOperation method of automatic progress routine. 1-By proceeding; 2-By instance.1
MV_JTPDOC
Enter type of legal document; <R> Network; <G> GED (Worksite).
G
MV_JTPENAC
Enter which code of closing reason to suggest when a new agreement is entered.
 
MV_JTPIMP
Enter type used in file import: 1-XML; 2-Kurier; 3-Both;
 
MV_JTPLEAU
Enter code of Type used in the Automatic Guarantee Survey.
 
MV_JTPSGAR
Enter Type of Relationship between guarantee and court order to calculate judicial balance: 1 - With attachment; 2 - No attachment.
1
MV_JTRFWDR
Block retroactive follow-up? 1- Yes; 2 - No.
1
MV_JTRVADT
Block inclusion of Stages with date before or after distribution date? 1- Yes; 2 - No.
1
MV_JTRVEMP
Lock field Company in Involved Parties screen when option Client says 'No'? 1-Yes; 2-No.
2
MV_JTVCONC
Enable locking Concessions per Partner? 1-Yes; 2-No
 
MV_JTVENAN
Block operations on Stage screen when the process closes? 1- Yes; 2 - No.
1
MV_JTVENDP
Block operations on Expense screen when process closes? 1-Yes; 2-No.
1
MV_JTVENFW
Block operations on the Follow-up screen when the process closes? 1- Yes; 2 - No.
1
MV_JTVENGA
Block operations on the Guarantee screen when the process closes? 1- Yes; 2 - No.
1
MV_JTVENJF
Enable justified editing of screens blocked in Process Closing?  1- Yes; 2 - No.
1
MV_JTVENPD
Block operations on the Orders screen when the process closes? 1- Yes; 2 - No.
1
MV_JTVENPH
Block operations on the HR Docs Order when the process closes? 1-Yes; 2-No.
1
MV_JTVENPR
Block operations on the Process screen when it is closed? 1- Yes; 2 - No.
1
MV_JVLPROV
Indicate if the provision amount is the amount indicated in the Process (1) or if it comes from the orders' value screen (2)
 
MV_JTVRSEN
Does the system display the confirmation message to update values when you register a Stage as Sentence? 1- Yes; 2 - No.
1
MV_JURHS1
Enable saving histories? .T. True - Yes  .F. False – No.
.T.
MV_JURHS2
Edit registers / adjust history from previous month? .T. True – Year-Month before the current one. .F. False – Current year/month and updated histories are cleared.
.T.
MV_JURHS3
Use history for Client/Case participations? .T. True - Use .F. False – Do not use.
.T.
MV_JURLAN1
Enter number of business days to enter expenses of closed cases.
10
MV_JUSREXT
User to attach documents in worksite through SmartClientHTML (External).
 
MV_JVINCAF
Enable association between Stages and Follow-ups? 1- Yes; 2 - No.
1
MV_JVLENOB
Is completing the field Involved Value mandatory? 1- Yes; 2 - No.
2
MV_JVLHIST
Indicate if indexation historic values are saved. 1-Yes, 2-No.
1
MV_JVLPROV
Indicate if the provision amount is the amount indicated in the Process (1) or if it comes from the orders' value screen (2).
1
MV_JVLRCO
Define if simplified or complete version with all tabs is used in the value/orders screen. 1-Complete; 2-Simplified.
2
MV_JWFAPRV
Parameter that records the ID of the workflow of activity approval created on Fluig.
 
MV_JWFCONS
Parameter that records the ID of the workflow of activity query/opinions inclusion created on Fluig.
 
MV_JWSPESQ
Activate Client/Case filter on GED (WORKSITE) search? 1- Yes; 2 - No.
2
Card
id3
labelM
NameDescriptionContent
MV_MCUSTO
Is the currency used for checking credit limit the same entered in Client Register?  1- Yes; 2 - No.
2
Card
id4
labelS
NameDescriptionContent
MV_SABFERI

Consider Saturdays as holidays when using ValidDate()

S
Card
id5
labelW
NameDescriptionContent
MV_WFBFERI

IP ou nome do servidor HTTP                      

127.0.01

Updates

Menu options are: 

Deck of Cards
effectDuration0.5
historyfalse
idsamples
effectTypefade
Card
defaulttrue
id1
labelAdministrative
Card
defaulttrue
id2
labelLegal

Legal Matters

Involved Parties

Stages

Follow-ups

Concessions

Card
defaulttrue
id3
labelLegal Matters

 

Card
defaulttrue
id4
labelIndexation

Indexation

  • Indexes
  • Value of index
  • Indexation Method
  • Upgradable Values
  • Update Log
Card
defaulttrue
id5
labelConfiguration
  • Searches
  • Customized Export
  • E-mail Delivery
  • Worksite Attachments
  • Restrictions of Basic Registers

Reports

  • Legal Matters Report
  • Report Parameters
  • Start Reports
  • Report Layouts
  • Texts
  • Variables
Card
defaulttrue
id6
labelGraphs
  •  Cases Open Monthly
  • Cases Open Period

Queries 

Menu options are:

  • Generic

Miscellaneous 

Menu options are: 

Deck of Cards
effectDuration0.5
historyfalse
idsamples
effectTypefade
Card
defaulttrue
id1
labelConfigurations
  • Completion Rules
  • Routine Captions
  • Field Grouping
  • Legal Integration Log
  • Publication Import Log
  • Integration Fluig