The Change Phase button lets you set the current position in the life cycle of an SOP record. Each time that you change the phase of a record, you move it along in the life cycle.
When an SOP record is retrieved from your RA or created manually, it is in the Intake phase. Intake is typically the first phase and Closed is usually the last phase. The phase to which you transition depends on the life cycle that is established by your business practices.
When you change the phase of an SOP record, the record is processed accordingly. For example, if you change a record from Intake to Create TeamConnect matter, the information in the selected SOP record is used to create a TeamConnect matter. If you select Do not create SOP matter, the record is available for further processing based on the available phases.
SOP Manager Default Phases
SOP Manager provides four default phases:
•Intake—Assigned to all pending SOP records.
•Create SOP matter—Create a TeamConnect matter using the information in an SOP record.
•Do not create SOP matter—Process normally based on the set phases and your organizations business practices.
•Closed—Action is resolved.
Your SOP administrator can define additional phases as necessary.
Changing the Phase
To return to the last viewed SOP list, click the Back to Service Of Process - <RA name> link.
