Manage conflict actions

Conflict actions are added to formal conflict search results to create a history of how a potential conflict was handled. SurePoint Cloud includes a set of standard conflict action types, but a system administrator needs to create the exact actions that a Conflict Management team member can select as decisions about the potential conflict have been made. These conflict actions are displayed in the Action field on the Conflict Actions & Attachments and Conflict Actions & Attachments (Bulk Action) screens.

1. On the Home screen, click Settings and then click SureClear. You can also click on any other screen and select SureClear under Settings.

2. Optionally click Work on behalf of next to the Account menu and select the user to work on behalf of.

   If you do not need to work on behalf of someone else, make sure another user's name is not displayed to the left of the Account menu.

3. Click the Conflict Actions tab.

   The Conflict Actions screen appears.

   

4. Click + Action to add an action.

   An empty row is added to the top of the list.

5. Select the Action Type. Available action types include:

   Action type	Description
   Consented - Verbal	Verbal consent was provided
   Consented - Written	Written consent was provided
   Consented - Revoked	The previously issued consent has been revoked
   Forwarded	The search result was forwarded to another team member for review and the final action to take
   Researched - No Conflict	No conflict was found after appropriate research was completed
   Declined Representation	The party declined legal representation
   Withdrew	The party withdrew their request for legal representation

6. Enter the Action.

7. Select a Start Date for the action.

   Optionally select an End Date if the action is only needed for a specific time period.

   

8. Click to save the action.

9. To remove a conflict action, click next to it, enter an End Date, and then click . If you set today at the end date, the action is deactivated immediately. If you set a future end date, the action is active through 11:59 PM on the selected date.