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Exclude Deadlines from a Trigger

The Excluded Events tab provides advanced functionality that allows individual users to exclude events from being created during rules calculations. On the Excluded Events tab, you can:

  • Exclude events for individual Triggers from a selected Jurisdiction.
  • View the excluded events.
  • Restore the excluded events if they were excluded by mistake or need to be included for any other reason

To excluded events for a Trigger:

  1. Display the DCO Add-In, click on the Options tab and then click on the Excluded Events tab.

The Excluded Events screen will be displayed, showing the jurisdictions and Triggers, where events have been excluded. Clicking on the

(plus) sign before a Trigger discloses the list of excluded events.

  1. Click the Add button.

The Jurisdiction and Trigger dropdown fields will be displayed.

  1. Choose a Jurisdiction in your subscription from the Jurisdiction dropdown list.
  2. Choose a Trigger whose list of related events includes the events you want to exclude.
  3. Click the Preview Events button.

The list of events for the selected Jurisdiction and Trigger will be displayed.

  1. Check off the events you wish to exclude.
  2. Click the Save button when you are done.

A menu will be displaying with two choices (above).

  1. Choose whether you want to apply the exclusions only to the selected jurisdiction or to all related jurisdictions that contain the same Trigger.
  • Selecting “Apply To Selected Jurisdiction” will exclude the checked events for the single jurisdiction chosen.
  • Selecting “Apply To All Jurisdictions” will excluded the checked events in every jurisdiction in your subscription with the same Trigger and events as selected on the screen.

Note:  Use this feature where several jurisdictions include the same trigger and related events. This will generally apply where two or more jurisdictions employ the same procedural rules—for instance, if your subscription includes several federal bankruptcy courts or district courts.

A dialog will be displayed confirming that the Excluded Events List was successfully updated.

To view Excluded Events:

  1. Display the DCO Add-In, click on the Options tab and then click on the Excluded Events tab.
  2. Display the list of Jurisdictions and Triggers where events have been excluded.
  • If you have not added events to the the Excluded Events list during the current session, you will see the list of Jurisdictions and Triggers on the screen.
  • If you have added events to the list during the current session, or you only see a partial list of Jurisdictions and Triggers, click the View All button which will be present on the screen.
  1. To view the excluded events, click the plus sign next to the Trigger where the events are listed.

The plus sign next to the Trigger will change to a minus sign.  

The list of events that have been excluded will be displayed below the Trigger preceded by a checked check.

To restore Excluded Events:

  1. View the excluded events on the Excluded Events Screen.
  2. Uncheck the events you wish to remove from the list of Excluded Events.
  • If you uncheck a Jurisdiction, all excluded events for that Jurisdiction will be restored.
  • If you uncheck a Trigger, all excluded events for that Trigger will be restored.
  • If you uncheck an excluded event, only that event will be restored.

3. Click the Save button

  • Selecting “Apply To Selected Jurisdiction” will restore the checked events for the single jurisdiction chosen.
  • Selecting “Apply To All Jurisdictions” will restore the checked events in every jurisdiction in your subscription with the same Trigger and events as selected on the screen.

The confirmation dialog will be displayed confirming that the Excluded Events List was successfully updated.

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