Team - Back-dating a role change completed with the wrong date

Correction of Role Change Effective Date

Use Case

The following process corrects the effective dates for team role changes.

Situation

The matter responsible role was changed from (73) Jennifer Waldorf to (84) Fred Cinndy effective May 1^st instead of April 1^st.

Process

Step 1:

Change the matter responsible role to the firm lawyer - in this case it is (8888) Morgan Porter – effective the intended effective date for the role change to (84) Fred Cinndy, which was April 1^st. Once committed press OK to exit and save and create the log entry.

Step 2:

Change the matter responsible role to (84) Fred Cinndy with the same effective date. Once committed press OK to exit and save and create the log entry.

Step 3:

Confirm the role change log to have member (84) Fred Cinndy as of the intended date (April 1^st) to the incorrect date (May 1^st), and again from the incorrect date onwards.