Orion Administration
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Orion Administration Overview
The Orion Law Management Systems Administration and Practice Management program allows you to manage clients, contacts, cases
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System Setup
The System Setup group in the Orion Administration Task Bar provides for the setup system-wide default settings for
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Action Setup
The second category in the System Setup Group is Actions. Actions are types of activities that are done on
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Contact and Case Setup
Guide is attached. Please download. Contact_and_Case_Setup.pdf
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Tables and Views
The Tables and Views Group in the Orion Administration Task Bar is for creating and modifying custom tables and
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Document Library Admin Guide
Please download the document attached. Document_Library.pdf
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Critical Dates Admin Guide
Please download the document/guide that is attached on this webpage. Administration_Guide.pdf
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Orion Usage of User ID
Before discussing the usage of User ID in Orion, there are several types of IDs that need to be defined.
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Target Rate and Cost Rate
The Target Rate and Cost Rate fields may be used in any manner your firm desires, and reports can be
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Using a Personal Dictionary for Spell Check
Orion is installed with two lexicons: LEGAL.DCT and ORION.DCT. LEGAL.DCT cannot be modified and
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Message that there are not enough timekeeper licenses when attempting to add a Timekeeper
Open the Orion Admin Program. Click on System Information in the Orion Side Bar.
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Inactivating a Timekeeper
You cannot delete a Timekeeper if there is any activity in the system for the Timekeeper’s ID. Instead, you
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Preventing an User from Accessing Orion
There are several ways you can handle this outside of the Orion program, including removing the User’s
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Changing the Default “Assigned To” on a Section of the Client-Matter Intake Form
When the individual normally responsible for a section of the Client Intake Form and/or the Matter Intake
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Copying Rates from One Timekeeper to Another
Go to the Orion Administration program. Go to User Setup, then Users.
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Creating a New Security Group by Copying an Existing Group
Open the Orion Administration program, access the User Setup Group and click on the Security Groups icon.
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Firm Name Change
If the firm name is stored as a text box on the invoice format, you may edit each format one at a time to
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Merging a Contact Type or Case Type
In the Orion Administration program, access the Contact/Case Setup section and then click on the Contact
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Security rights to edit and delete public views
The ability to do this is controlled by the security setting underneath Application.
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Assignment Event Settings
These settings control what settings are globally passed along to all attendees when a Task or
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View Column Settings
This section controls what fields the User will have available when in Contacts, Matters or Events. The
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Adjusting Objects in Document Library Such as Letterhead or Fax Coversheet
In some cases you may need to change the letterhead or fax coversheet. These adjustments could need
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Home Page that Launches when Orion loads – How to turn off or disable
Go to Orion Administration. Click on System Information. Click on the Other Tab.
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Security Settings that Allow Change of Client Address
To allow Users to change the billing address of a Client without giving them access to File Maintenance,
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File Maintenance Rights Without Rights to Manage Users
To give Users rights to File Maintenance without allowing them access to Manage Users, go into Orion
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Giving access to Bill Preparation for changes to Fee Descriptions Only
To give Users rights to use Bill Preparation but limit them to changes to fee descriptions only, go into
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Rights to Bill Preparation with No Ability to Change Bill Amounts
To give Users rights to use Bill Preparation but limit their ability to change bill values, go into Orion
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Giving Access to Billing Manager for Invoice Reprints Only
To give Users access to the Reprint Invoice features through the Billing Manager without allowing them to
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Copying a Security Group
To create a new Security Group by copying another, take the following steps:
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Assigning Security Group to Multiple Users
You can either edit each User record or you can edit multiple records at a time. To change multiple
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Changing Gender Designation on Multiple User Records
To edit the Gender designation on multiple User records, open the User Manager through Orion
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Changing Capitalization on User Sort Name
To change the Sort Name of multiple User records to all upper case or to initial caps, open the User
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Rights to File Maintenance Matter Manager
To give an User access to File Maintenance Manager without giving the User full rights to File
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Timekeepers
The WIP for the inactive Timekeepers will still be available for billing. Keep in mind that when running
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Adding a Contact Relationship Type
You can add an unlimited number of Contact Types through the Orion Administration program. Open
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New Matter Not Showing in AP Entry – Matter Look-Up
Update: If your Orion software has been updated after April 2014, you can try going to the Help menu in
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Rights to Edit Client and Matter Records without Rights to File Maintenance
To give an user rights to edit Client and/or Matter records without giving them full rights to File
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Matters Not Defaulting to Client Settings for Validate Cost Images
If you want new Matter records for a Client to default to the Cost Validation settings on the Client record,
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Allowing Users to Access File Maintenance without Access to Rates
To give an User rights to everything in File Maintenance except the ability to view and/or edit Rates,
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Can I Give Users Rights to Add/Edit Service/Activity Codes Without Giving Rights to File Maintenance Manager?
To give Users rights to add/edit Service/Activity Codes without giving them rights to File Maintenance
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Finding Table Where Custom Data is Stored
Custom data is written to a separate database called CustomData versus the normal OrionData database.
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Critical Dates – Venues
The Venue Category under Critical Dates in the Administration program is used to set up the location,
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Changing your Firm Address in Orion Admin
Open the Orion Admin program. Go to System Setup, then System Information on the left sidebar, and
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Critical Dates – Date Rules
The Date Rules section allows you to define the Holiday calendar and determine what should happen
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Critical Dates – Protocols
When Critical Events are created, they can be added by Protocol. A Protocol is a pre-defined set of Events
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Document Library – Document Types
The Types Category is used to create document types such as memos, fax forms, and letters. Each merge
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Document Library – Categories
The Categories section of the Document Library is used to create document categories such as
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Document Library – Merge Forms
The Merge Forms category is used to create the actual merge documents to be used from within Orion
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Unable to Assign a Level for an User
If the Level is grayed out and you can’t pick anything from the drop down, check to make sure the User is
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Security for Changing Rates
We’ve run into a huge issue lately where rates are being changed. I believe this is happening in Time
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Timekeeper Changing Last Name
If all you want to do is to change the User’s last name, you just need to call up the User Record (File
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Setting up User Short-Cut Keys in Orion
If you are having an issue with shortcuts not working for an User, the first item to check is to make sure the
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Preventing Users from Purging Conflicts History or Rebuilding Indexes
You may go to Orion Administration, and, under security settings for the Security Group for the User, you
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Write Ups and Write Downs Access in Bill Preparation
If the Security Group for the User has the settings for “Bill Prep-Excluding Bill Values” set to Full this will
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Removing a Stage of an Intake Form
Go to Orion Administration, click on Intake Setup and then on Matter Intake. Highlight the Stage (which
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Duplicate Login ID not Allowed Error
Full Error is: Persistent Error: Unable to Save Object [TBOPerson], Duplicate Login ID not allowed.
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Putting Notes Field in Additional Matter Information on Intake Form
Please read this article on how to fill out the below field from the intake form.
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Impact of Inactivating a Timekeeper
The only thing inactivating a Timekeeper really impacts is the ability to enter new fee transactions for that
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Sharing a Custom Report
If you have created a custom report on your Site-Defined tab and want to make sure the User can “see”
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Document Linking, How to Add a Type of PDF
To have the screen associate a .pdf extension like the below screenshot you need to set up an Action Type.
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Changing Timekeeper from Associate to Partner
Prior to changing the Timekeeper from Associate to Partner, it is suggested that you run your bills and all
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Prevent Users from Deleting Public Views or Grid Detail Reports
If Orion has been updated after April 2014, you have two new security options that can be set to prevent
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Matter Status – Proxy Not Required Security Setting
This security setting controls whether or not an User can open certain matters in Matter Status. If this
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Rights for Conflicts Searches Only
For each Security Group that you want to restrict in this manner, make sure the settings related to
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Rights for Records Management Searches Only
To provide “Search Only” rights to users in Records Management, your settings in the Security Group
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Adding an Action Type
Action Types are set up through the Orion Administration Module. Open Orion Administration and then
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Copying Rates to an Existing Timekeeper
If you are copying rates to a Timekeeper that already has existing rates, you should copy them in the
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Set Up for Prefixes and Suffixes – Look ups under the Full Name Button in Contacts
If you go to the Orion Administration Program and click on System Information there is an option for Full
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Default Fields for Prefix, Suffix, Contact Types, Contact Relationships and Matter Relationships
Dr. Miss Mr. Mrs. Ms. Mr. & Mrs. Dr. & Mrs. Honorable
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Export and Import Custom Tables
Go into the Admin program, then Tables and Views, then Tables.
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Error or Warning – Current Person is not Set Up with a Valid Dataview Profile
Go into the Orion Administration program. Click on User Setup on the left side tool bar.
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Adding a Matter Relationship
To add a Matter Relationship, you must open the Orion Administration program. Once you have that
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Setting Up the System for the Summary Compiler (Dashboards)
There are several setup options for the Orion Summary Compiler, and they are all found in Orion
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We purged our audit trail file but the size of the file on the server did not get any smaller.
When records are purged from the Audit Trail (or deleted from any data file), the records are removed
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Orion Administration Manual
Download/open the attached file to review the Orion Administration Manual.
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Will I Be Able to See the Time of an Inactive Timekeeper?
Yes – the only thing inactivating a Timekeeper does is to prevent you from entering any new time on the
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User Accidentally Hitting F9 instead of F10 to Save a Fee Transaction
You cannot turn off the feature, but you can assign a different “key” to the Clear function. To do this, open
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Security by Location Code
Is there a way to limit what a certain location can access? In other words, we are opening an office that
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Status Codes on Fee Entries ~ Audit Trail
When viewing the audit trail for a fee entry, what do the various Status Codes mean?
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Setting up Shortcuts
If you are having an issue with shortcuts not working for an User, the first item to check is to make sure the