Every time you have a 341 meeting, there are probably several action items you need to attend to in regard to that event. The court sends you a notice of the time and date so you know when to show up, but what if you could automatically add those other reminders as a batch when calendaring the 341? Well, you can. I-Got-Notices calls these Sequenced Events.
For example, if you want I-Got-Notices to create reminders to send the tax transcripts for your client several days before the 341 meeting, and then, because you are cautious to a fault, you want to create a reminder to follow up with the Trustee’s office to make sure they know they have those transcripts. By using sequenced events, you can have I-Got-Notices add all three items as a set.
Setting up a Sequenced Event
To define your Sequenced Event (with any number of items), go to Settings (Gear icon) – Program Options – Calendar – Sequenced Events. Select New and name your Sequenced Event (e.g., 341). The description box gives you additional space for information about what the Sequenced Event contains. You can also assign a category to the sequenced event to group similar items together (e.g. Chapter 7 Items, Chapter 13 Items, etc.).
On the next dialog (Sequenced Event Items), you’ll begin adding the items to your Sequenced Event. Select New and in the Sequenced Event/Tasks Details window, you’ll specify the parameters for each item you add to the Sequenced Event. The subject is the item that will actually appear on your calendar.
For this example, you will be adding the Sequenced Event to the 341 Meeting date and time event you’re adding to the calendar, so the distance field will relate to that date whatever it is (e.g., 7 days before (the 341 Meeting, 3 days after the 341 Meeting). You can set a label color for the item on the calendar for each item. Note: Label colors can be modified to fit your operations.)
You can specify if you would like I-Got-Notices to give you a reminder for the particular item. If you check the “Confirmation” checkbox, when I-Got-Notices adds that specific item to the calendar, it will give you an opportunity to change that specific item before it added to the calendar. If you don’t check the Confirmation box, I-Got-Notices will just add the item without asking as part of your Sequenced Event. The Skip Weekends checkbox will only use business days (Monday – Friday) when calculating the event placement. You can also assign specific resources for each item (e.g., you will give the tax transcripts to the Trustee, but your paralegal will get them from the client).
Adding a Sequenced Event to the calendar
Once you have set up your Sequenced Event items, the fun begins. Find the event you wish to add to the calendar. There are several places to see this event. You can add the event with a right click on the auto event item at the bottom of the mail tab; you can add the event from the Auto Events tab on the calendar tab; or you can double-click on the Auto Event item on the calendar display to bring up the list of auto events on that day. Once you find your 341 Meeting event, right click on it and choose Move and Sequence, or click on the button that says Move & Sequence. If you’re on the event in the mail tab, the menu item will be Move to Calendar and Sequence.
I-Got-Notices will first add the original event (in this example, the actual 341 Meeting) to the calendar. Then your list of Defined Sequences will appear and you can select the appropriate set to be added in relation to your original calendar item. In this example, you would select your 341 Meeting Sequence. The items contained in that Sequenced Event will be automatically added to your calendar as you have instructed when you click on Execute or Execute and Close.
You can set up any type of Sequence Event (not just 341 Meetings) to add multiple items related to another calendar event with very few keystrokes. By using Sequenced Events, you don’t leave out something important and you don’t have to add them one at a time.