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Juris Suite® Answer Center

Can I prevent entries from being created on certain dates or date ranges?

  • Updated

Take the following rules into consideration:

  • Do not allow time entries to be dated on July 4th.
  • Do not allow expense entries to be dated on Saturday or Sunday.
  • Do not allow entries on the last day of the period.

If your firm needs to enforce these rules as firm policy or via a client mandate, establishing a Date Rule can see that the rules are automatically enforced.

Blackout Dates

Use a Date Rule if you need to create blackout dates to prevent staff from entering time during designated periods.

Creating a Date Rule

The instructions below are to establish a Date Rule using the example rule of:  “Do not allow time entries to be dated on July 4th.” These steps can also be followed to create other Date Rules.

  1. From Juris Suite, select Tools > Rule Designer.

  2. Click the down arrow beside the New icon and select New Date Rule from the drop-down list.

  3. Enter a Code and Description for the rule.  In this example we will name the rule Jul4 and enter 'Do not use July 4' as the description.
  4. Select a Severity: Error, Required, Warning, Message.
  5. If desired a 'Start Date' and 'End Date' can be assigned to the rule.  A start and end date allow you to define a time frame for the Rule. For example if you only want the rule to be run in the year 2006 or a certain month.
  6. Enter instructions for the rule. The instructions will be shown when an item is rejected based on the rule and will give the user specific instructions on how to resolve the violation. In this example we will enter the instructions: Please do not enter time entries dated on July 4th.
  7. On the Definition tab, select the fields where the rule should be applied.  You can expand Time Entry and Expense Entry to see the available fields. In this example we will place checkmarks beside the field Entry Date under Time Entry.
  8. Next on the Definition tab, enter the rule fail criteria.  In this example since we are eliminating a specific date, under the text: 'This rules fails if the selected field(s)... Select 'By Date'; 'Is Equal To' ; '07/04/200X'.
  9. On the Scope Tab, you'll see Time Entry and Expense Entry. The default is checked for both as well as 'Global'. See below for assigning the scope to a particular group.

Defining a Scope

  1. Save the rule by clicking the Save icon.