Best Practice Former Solicitor From/To Dates

Joanne Felci 2

Hello!


Wondering how you handle solicitor assignment from/to dates


Besides of a variety of reporting I have a couple Solicitor Types I only want once on any given record, so I set up a Former Gift Officer type to track when reassignments happen so we can see who was working the account previously


Question came up about From/To dates


What I've been doing is the Former Gift Officer Type has the From date of when they started being the gift officer and the To date is when they were unassigned 


Obviously if I had a Gift Officer solicitor type multiple times on a record that is how I'd use the From/To dates


How do you use From/To dates and/or solicitor relationships

Austen Brown

Hi Joanne Felci‍ - We use the dates for "Former Solicitors" in the same way you do: from - when the solicitor was assigned, to - when they were unassigned.  Because we have multiple solicitor types active, we also enter what type of solicitor they were to the note section of the solicitor record.  If a staff member has been assigned to be a solicitor multiple times on the same record, when the change is made from either their current listing or former listing we update the note section to include any previous information. 

 

Christine Cooke 2

I have not utilized a Type of Former.  Instead I use the From and To Dates to distinguish from year to year.  Solicitors are assigned by fiscal year.  From 07/01/2018 To 06/30/2019 for example.  And if they are still the Solicitor for that record the next year then I add it again with the new FY From and To.  It has made pulling lists easier in my book, because you only pull on the current FY, not a window of time that could possibly be a hit or miss.

Elizabeth Johnson

We use solicitor relation to and from dates and do not worry about the former type. We use an attribute (which is a tad redundant I know) and allows us to have a one-to-one field for exporting purposes. It only needs to be maintained when there is a change and not annually as we have just over 1100 records that have active solicitors. The attribute description is the last name (none repeat for us) and the comment is their initials (also none repeat). The date field is populated to match the same date field. 


I have an audit query (As it happened I did my periodic review of it to make sure there were no issues minutes ago) that compares the two fields.


We have a small shop and have been using this system for 5 years and it has worked well for us. 


I'm curious to hear more of what others are doing.