GAR Self Inspection Tool
Purpose: Allows a program to generate a random list of cases as required by LSC for the self-inspection, automatically enter the case from the list, keep track of which cases have been inspected and which ones still need to be done, etc. Programs can record the results in LegalServer and then generate the needed "SI Form" report. In addition, the report and inspected cases/list are stored for historical use. Note: This system uses CSR Eligible = yes, Assigned Office, LSC Self Inspection Office, Date Closed, and Disposition = closed when pulling/randomizing cases to be reviewed.
Cost: None. It may need to be enabled by LegalServer staff. File a ticket (Help menu > Support Request) if you don't see the Admin page.
Case/matter fields required to be set on each case prior for the tool to work properly include: Assigned Office, Disposition, Date Closed, and CSR Eligible.
The LSC Self Inspection Office field must be set for each relevant office on the site's Admin > Offices page.
This tool is located under "Admin", then "Self Inspection". The following fields are present:
Self Inspection Process URL. This is a read only field automatically set by LegalServer.
Total Cases in Sample. This number is calculated by you based upon LSC Self-Inspection Instructions. Once you calculate the number, enter it here.
Minimum Cases in Sample. This number is calculated by you based upon LSC Self-Inspection Instructions. Once you calculate the number, enter it here.
Minimum Cases Per Office. This number is calculated by you based upon LSC Self-Inspection Instructions. Once you calculate the number, enter it here.
Sample Size Date Range. Enter the date range for the self-inspection period.