In order to create a new handler or fee earner profile, you'll need access to either Handler Maintenance or Option Maintenance. To add a new handler in either of the programs, follow the steps below:
Handler Maintenance
Open Handler Maintenance.
At the bottom of the screen, click New.
On the Details tab, fill in the full name of the new handler.
From the drop-down, select the associated user name.
Click the Case Type tab and then select the first case type you want to allocate the new handler.
Complete the fields for that case type.
Note: Some of the fields are not mandatory, although it's best to fill them in if known.Ensure that the In Use field is set to Yes.
If you'd like to allocate additional case types, repeat steps 5 - 7.
Click the Details tab and then check that all the codes chosen show up in the alias box.
Note: If you've used the same code, it will only show up once as these codes are linked to each case type.Click Save then click Exit.
Tip: To see the changes, you need to log out and back in again.
Option Maintenance
Open Option Maintenance.
Select the Case Type.
Note: You can either select the global case type or an individual case type.Select Fee Earner.
At the bottom of your screen, click Update.
Populate each one of the columns for the new entry.
Note: At this step, if the Handler Maintenance program opens, complete steps 2 - 10 from the Handler Maintenance instructions.Click Save then click Exit.
In Old Version of Proclaim, some users will be listed as Current Case handler for different Case types.
1) Open Option Maintenance.
2) Select the Case Type.
3) Check Current Case Handler option.
4) Add and Save.