All SOP records have a unique life cycle that includes a set of phases and phase transitions. SOP Manager provides default phase and phase transitions, and your system administrator may create additional phases and phase transitions to meet your company's business needs.

Pre-defined Phases

SOP Manager provides the following pre-defined phases:

•Intake—Assigned to all new retrieved and manually created SOP records.

•Create TeamConnect matter—Use the information in an SOP record to create a TeamConnect matter.

•Do not create TeamConnect matter—This record is processed based on the other phases in the life cycle and is not used to create a matter.

•Close—This record is not available for further processing unless there is an additional phase, such as Reopen. This is also the phase that is assigned to SOP records that were used to create a TeamConnect matter.

Pre-defined Phase Transitions

SOP Manager provides the following default phase transitions:

•Intake to Create TeamConnect matter

•Create TeamConnect matter to Close

•Intake to Close

•Intake to Do not create TeamConnect matter

•Do not create TeamConnect matter to Close

To manage SOP Manager phases and phase transitions

1.Open the appropriate SOP object definition. See Viewing SOP Manager Object Definitions. The tabbed view opens. 2.Click the Phases tab to view, add, or change SOP phases. Phases Page of the Object Definition 3.Click the Phase Transitions tab to view, add, or change phase transitions. Phase Transition Page of an Object Definition 4.Click Save or Save and Close. When you return to the SOP Manager user interface, your changes are visible. See Phases and Phase Transitions for more information.