Party Role

The Party Role Mini Directory includes the user-defined Party Roles and is a required field on the Party Tab when adding a party to a case. A Party Role defines a person or company’s relationship to the case. The directory provides a standard list of party roles for consistency in data entry and is used when defining user-defined party screens, reporting on party information, or merging party-related documents or forms. The Party Role Mini Directory includes the following two columns of information for each directory item:  Role and Active. If a Case Status user defined screen has been defined for any case type and includes Party information, a Case Status column will also be displayed.

• Adding New Items
• Modifying Items
• Deleting Items
• Saving Items
• Printing the Mini Directory

Adding New Items

To add items to the Party Role Mini Directory,

1. Select the Party Role Mini Directory in the Directory Pane on the left side of the Directory Editor window.
2. Click on the Click to add row in the Items Pane on the right side of the window to open a new row for data entry.
3. Enter a Role, up to 35 characters, in the Role column. The Role field is required and must be unique in order to save a new item and will display a red validation border and icon until a valid Role is entered. Mouse over the validation icon to display the reason for the error.
4. The Active column is selected by default for a new item. Only Active items are displayed in the Party Role dropdown listing for selection on the Party tab.
5. If Party information has been added to the design layout of the Case Status screen in any case type, the Case Status option will be available. Select the Case Status check box if the information from parties with the selected Party Role should automatically display on the Case Status screen in the case. If this check box is not selected, the Case Status check box on the individual party tab will need to be selected manually for each party that should display on the Case Status tab in a case.
6. Click on the Save button to save changes.

Modifying Items

To modify items in the Party Role Mini Directory,

1. Select the Party Role Mini Directory in the Directory Pane on the left side of the Directory Editor window.

The Hide/Show List button on the Header Band can be used to toggle the visibility of the Directory Pane.

2. Click into the column requiring modification in the row of the Items Pane on the right side of the window.
3. Modify the Role, if desired. The Role field is required and must be unique in order to save the changes and will display a red validation border and icon until a valid Party Role is entered. Mouse over the validation icon to display the reason for the error.
4. Click on the Active check box to modify the Active setting for the mini directory item. Only Active items are displayed in the Party Role dropdown listing in a Party Tab item.
5. Change the Case Status option controlling whether the information from parties with the selected Party Role should automatically display on the Case Status screen in the case by selecting or deselecting the check box.
6. Click on the Save button to save changes.

Deleting Items

To delete items in the Party Role Mini Directory,

1. Select the Party Role Mini Directory in the Directory Pane on the left side of the Directory Editor window.

2. Click to select one or more rows to be deleted in the Items Pane for the selected Mini Directory on the right side of the window.

Use CTRL + CLICK to select multiple rows.

3. Click the Delete icon located above the upper right corner of the grid in the Items Pane. The following deletion warning message will display notifying that if items are in use, they cannot be deleted and will be marked as inactive instead.

• Click the Yes button to remove the selected items from the Mini Directory, OR
• Click the No button to cancel the delete process.

4. Click on the Save button to save changes.

Saving Items

Printing the Mini Directory

A list of Mini Directories or a list of items in a Mini Directory can be printed using the Mini Directories report in the Report Library or using one of the options in the Hamburger menu of a grid to print or export the current grid view.

Mini Directories Report

A list of items in a Mini Directory can be printed using the standard Needles Mini Directory report.

You will need the proper permissions to access the Directory Reports.

To access the Mini Directories report,

1. Click the Reports ribbon in Needles.
2. Click the Report Library button on the Reports ribbon.
3. Select the Directories tab on the left-hand side of the Report Library.
4. Double-click the Mini Directories report from the list of reports. You can also click the Run this report icon above the reports grid. The Mini Directories report will display in a new tab window within Needles.
5. On the Parameters pane, select the desired Mini Directory(ies) from the dropdown that you would like the report to filter. (The default parameter setting will print all Mini Directories.)

6. Click the Submit button to run the report. The Mini Directories report displays all columns from each mini directory. Click on bookmarks in the convenient Document Map in the lower left corner of the Print Preview window to easily navigate to the section of the report displaying the desired Mini Directory.

Click the Reset button to reset the fields to the last selections when the Submit button was clicked.

7. From the Print Preview window, click on the appropriate ribbon buttons to search, print, send or export the report.

Grid View

While viewing the list of Mini Directories in the Directory Pane or the list of items for a Mini Directory in Items Pane, the current grid view can be printed by clicking the Hamburger icon in the upper left corner of the grid and selecting the Print option from the menu. Other options include exporting the current grid view in the desired format.

The columns can be repositioned, however they are default and cannot be removed from the grid.

Printing the grid view will only print the list of the Mini Directories or the list of items in a Mini Directory. To print a list of Mini Directories and the corresponding items, use the Mini Directories report in the Report Library.