Once you receive or create an SOP record, you process it by changing the phase based on your company's established life cycle. Typically, a record starts in the Intake phase, and may move to the Open phase once someone begins to work on it. At the end of the process, the record may move to the Closed phase.

Additionally, you can use the Create SOP matter phase to use the information in an SOP record to create a TeamConnect matter, or use the Do not create SOP matter phase to eliminate this option.

There are several default phases, and your administrator may create additional phases.

Tasks

You can perform the following tasks to process SOP records:

•Changing the Phase of an SOP Record

•Viewing the Current Phase of an SOP Record

•Creating a TeamConnect Matter

Note: You must be a member of the SOP Manager Group to perform these tasks.