Updating a Matter
Overview
Keep workplace matters up to date by adding notes, actions and supporting information as the case progresses.
Before you begin
You'll need:
- Access to an existing Matter
Step 1 – Open Matters
Navigate to Matters.
Step 2 – Select the Matter
Open the Matter you wish to update.
Step 3 – Add information
Update the Matter with:
- Progress notes
- Actions taken
- Key dates
- Supporting information
Step 4 – Save
Select Save to record your changes.
Troubleshooting
My changes aren't saving
Check all mandatory fields have been completed.
Need Support?
If you need further assistance, please contact LEO HR Support through the Help Centre or email