|
 
Staff
Turnover
In the
event of staff turnover, Amicus Attorney 2008 Small Firm Edition
easily allows you to transfer the previous team member's license
to a new user. There is no need to purchase another license
since the total number of users is going to remain the same.
We also recommend against simply changing the name of the
user in the database. This can impact historical records,
and any reference to the work product of the former team member
will be lost.
To accommodate
this need there is a Transfer License Feature in Amicus Administrator.
Not only
does the feature provide a way to add a new team member in
place of former team members, it also transfers records from
the former to the new team member.
Check
List
Before a team member can be made inactive, all unposted time
entries must be either posted or deleted. The license transfer
will not begin if there are any unposted time entries. After
posting, any accounting link team member settings should be
changed manually. Also, any sensitive personal information
should be removed, as it will be assigned to the new active
team member. When the above procedures are complete, the former
team member's office should be uninstalled from the workstation.
To replace
an existing team member with a new user, first add the new
user in the Add/Remove users dialog in Amicus Administrator.
Adding
the User
Open the Users menu, and choose Management, then choose Add/Remove.
The window at right appears.
Click
the Add New User button, then Type the new user's name and
initials in the text boxes.
Click the Save Changes To This User button. To optionally
add additional information click the View Profile For Selected
User button.
Now that
the new user has been added to the database, the license can
be transferred from the previous user.
Transfer
a License
Under
the Users menu option select User Management > Transfer License.
This will bring up
the Transfer License dialog.
Select
the two firm members (one licensed and one unlicensed) you
would like to switch and click OK.
All necessary
record reassignments are automatically made to allow the new
user to assume the role of the former team member. The new
team member will be assigned to the following items belonging
to the former user:
- Contacts
- Files,
including responsible Lawyer assignments
- Future
events
- Outstanding
phone messages
- Assignment
on precedents where the former team member was set as a
default
- Personal
Library records
- Email
and messages not dealt with
On completion
of the transfer, the new team member may be installed.
For more
information on Amicus Attorney 2008 Small Firm Edition visit
www.amicusattorney.com.
|
