System Setup

The System Setup group in the Orion Administration Task Bar provides for the setup system-wide default settings for the software (some of which may be changed from within individual modules based on the firm's preference). These settings are usually set up by Orion personnel at the onset of live installation.  

When you first access the System Setup group by clicking on the System Setup Group Header, the following panel appears in the Orion Administration Task Bar.

System Information

The System Information category allows you to define system wide settings and the email system your firm uses. It also provides default settings for Third-Party Document Management integration (i.e. Worldox/NetDocuments). 

Unlike some of the other Categories and Groups available on the Orion Administration Task Bar, you cannot add or delete records within the System Information category.

To access the System Information records, click the System Information category. The following screen appears.

Setting Up Addresses

The Orion software maintains state and country information. You can define how states and countries are abbreviated, and whether the abbreviations or the full name appear on reports. By allowing you to define these addresses you ensure that the addresses are consistent across all documents, reports and other material. Following is an example of the Address Info Setup screen that shows the information you can define. Contact Orion Support (support@orionlaw.com) for more information. 

Adjusting Captions 

You can adjust the captions in your screens to show how your company defines legal cases. For example, you may adjust the caption for these predefined terms:

• Case
• Cases
• Type of Law
• Law Types 

Audit Trail Viewer

The system tracks and records actions made, such as entering a new event or deleting a contact, by an User. You can search on specific criteria to display the action audit trail. The criteria include the object, such as a case, event, or accounting transaction, on which an User performed an operation. You also define the specific time for which to display an object’s audit trail.

The following screen capture shows the Audit Trail Viewer.

The viewer displays the:

• Date an User performed an action
• Operation such as the deletion or creation of an object
• User who performed the operation

You can move the columns to display the audit data in a particular order.

Validating Links

The Validate Links record utility reads your database to ensure that contacts, cases, and events are correctly linked. This utility runs immediately upon accessing the icon so make sure you want to do this.

To validate links:

 1.      Click Validate Links.

 2.      After processing, if Invalid Links are found, do one of the following:

•  To delete all invalid links, select Delete All Invalid Links and click OK.
•  To delete only your selected invalid links, select the links to delete and click OK.
•  To copy the invalid links to the Clipboard to paste them into another application for review, select Copy to Clipboard and click OK.

If no invalid links are found, click OK to save the validation. The status bar indicates that the test was completed.

Defining the View Column Settings

The View Column Settings record allows you to determine what fields will be available to users in the Orion Contact and Practice Management module for view on the Contacts, Cases, and Events screens. You can change the fields displayed in your Contacts, Cases, and Events lists.

 To define the view column settings:

1. Click the View Column Settings record and click Edit, or double-click the View Column Settings record. 
2. Choose the View you want to work with (Contact, Case or Event), and then choose the columns you want the Users to have access to for display purposes.
3. Once you are finished, click OK to save your settings.