Task guide
Re-checks when a matter changes
See why a new check ran, settle its results, and understand a warning or a hold on work.
A conflict check records the register as it stood when it ran. Changes can therefore require a fresh check. The earlier check and its decision stay on the file.
What starts a re-check
A party added to a working matter is checked. A party merge or a newly added relationship can start checks on the working matters affected. Reopening a matter checks its parties again. Converting an enquiry checks parties not covered by the enquiry's decided check.
The check's Trigger names the change and links its cause. A triggered check with no matches clears itself, with the reason that no matches exceeded the firm's threshold. One with results waits for a person's decision and notifies the responsible partner and conflict deciders.
Work while a check waits
The matter header and opening checklist link Conflict re-check waiting to the check. The Compliance setting While a conflict re-check waits decides whether it warns or also stops new time and disbursements. Documents remain open so the conflict can be worked on.
If the decision is Conflict found, the existing matter hold applies. Deal with every result and record the decision from the check; neither a warning nor a block can be removed by hiding the notice.
The Compliance department queue and Waiting on me also offer checks that need a decision. A system-cleared check does not wait in either queue.
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