Osprey Academy - Customer Support & Training

Workflows

Over 50 templated, configurable workflows that help you save time and money

Task 1 Employer – New File Setup

Allocate a Custom Questionnaire

Employer – New File Setup

Allocate a Custom Questionnaire

Employer – Tribunal Details

Send Standard Document

Employer – Client Care Letter

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Add an automatic keydate to matter

CHASECLI. 3 Days – Return client paperwork.

Add a keydate linked to dossier field

CHASECLI. 28 Days – ET3 reply due. Linked to dossier field Date ET1 received from Tribunal

Task 2 Employer – Prepare Response ET3 Form

Meet unmet keydates by type

CHASECLI

Send Standard Document

Employer – ET3 Form

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Send Standard Document

Employer – ET3 Accompanying Statement

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Send Standard Document

Employer – ET3 Form to client for approval

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Add an automatic keydate to matter

CHASECLI. 3 Days – Client to confirm approval of ET3.

Task 3 Employer – Send Response ET3 Form

Meet unmet keydates by type

CHASECLI

Send Standard Document

Employer – Letter to Tribunal enc. ET3 Reply

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Send Standard Document

Employer – Letter Confirming ET3 Sent to Tribunal

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Add an automatic keydate to matter

CHASECOURT. 2 Weeks Chase Case Management Order if not received.

Task 4 Employer – Case Management Order Received

Meet unmet keydates by type

CHASECOURT

Allocate a Custom Questionnaire

Employer – Preliminary Hearing

Send Standard Document

Employer – Notifying of Hearing Date/Next Steps

Add a keydate linked to dossier field

HEARINGDAT. 0 Days – Date of Preliminary Hearing. Linked to dossier field Date of Preliminary Hearing

Display a message to the user

Please add key dates for any directions.

Task 5 Employer – Set up for Final Hearing

Meet unmet keydates by type

HEARINGDAT.

Allocate a Custom Questionnaire

Employer – Set up Final Hearing

Send Standard Document

Employer – Outcome Letter and Notify FH Date

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Add a keydate linked to dossier field

HEARINGDAT. 0 Days – Final Hearing Date. Linked to dossier field Date of Final Hearing

Task 6 Employer – Final Hearing Outcome

Meet unmet keydates by type

HEARINGDAT

Send Standard Document

Employer – Final Hearing outcome and next steps

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Task 7 Employer – Judgement

Meet unmet keydates by type

HEARINGDAT

Allocate a Custom Questionnaire

Employer – Outcome

Send Standard Document

Employer – Successful Outcome Judgement Letter

Will only run with a successful outcome set.

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Send Standard Document

Employer – Unsuccessful Outcome Judgement Letter

Will only run with an unsuccessful outcome set.

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Add an automatic keydate to matter

CHASECLI. 0 Days – Client to confirm if they wish to appeal. Will only run with an unsuccessful outcome set.

Add a keydate linked to dossier field

HEARINGDAT. 0 Days – Remedy/Costs Hearing Date. Linked to dossier field Date of Remedy/Costs Hearing. Will only run when a Date of Remedy/Costs Hearing is set

Task 8 Employer – Remedy/Costs Hearing

Meet unmet keydates by type

HEARINGDAT

Send Standard Document

Employer – Remedy Cost Hearing outcome letter

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Document pack for this workflow

Employer - blank client letter

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Employer - blank letter template

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Employer - blank other party letter

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Employer - blank solicitor letter

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Employer - blank Tribunal letter

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Employer - Client Care Letter

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Employer - ET3 Accompanying Statement

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Employer - ET3 Form

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Employer - ET3 Form to client for approval

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Employer - Final Hearing outcome and next steps

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Employer - Letter Confirming ET3 Sent to Tribunal

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Employer - Letter to Tribunal enc. ET3 Reply

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Employer - Notifying of Hearing Date Next Steps

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Employer - Outcome and Notify Final Hearing Date

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Employer - Outcome Letter and Notify FH Date

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Employer - Remedy Cost Hearing outcome letter

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Employer - Successful Outcome Judgement Letter

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Employer - Unsuccessful Outcome Judgement Letter

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