Case Section: Booking Company

Modified on Thu, 25 Jul, 2024 at 1:24 PM

OVERVIEW

All Reporting Service cases contain section Booking Company which captures relevant case information about the requestors of the service.

This article covers all potential fields stored in section Booking Company (and CM).

Service	IM	OT	FR	SR	MR	MN
Available?	y	y	y	y	y	y

Field Name	Definition/Notes	Field Type
Booking Company	Business requesting the service Companies are stored as a User Account New Companies can be created within a case	List (Companies)
Booking Case Manager	Requestor of the service and the main individual managing the case for the Booking Company Case Managers (CMs) are stored as a User Account New CMs can be created within a case	List (Case Managers)
Booking Solicitor	Additional Case Manager associated with the case	List (Case Managers)
Paying Company	Company responsible for managing the service invoice	List (Companies)
Sub-Booking Company	Additional Company associated with the case	List (Companies)
Sub-Booking CM / Solicitor	Employers of the Sub-Booking Company	List (Case Managers)
Report Receiving Contact(s)	Personnel receiving the final report up to 2 recipients can receive the final report per case	List (Case Managers)
Purchase Order Number		Text
Authorised Purchase Amount		Amount