File Conference Information Exchange Documents Order (draft order)

Part of

File Minutes of Proposed Orders (Draft Orders)

This Quick Reference Guide shows how to file a Conference Information Exchange Documents Order (draft order).

 

1. From CMS Portal Home page, click: File on One of My Cases. List of cases display.

 

Note: Only cases user previously filed on or requested access to, display.

 

See Quick Reference Guides:

• Locate and view case
• Request case access

 

2. For relevant case, click case number link. Filings tab displays.

3. Click Hearings tab. Hearings tab displays.

4. For relevant hearing, click:  Add Draft Order. Add Draft Order screen displays.

5. To identify filing, type reference in My Reference field.

6. Complete required panels and fields.

 

Order Panels

• Consent Type:  Select relevant option.
• Hearing Notations: Type if required.
• Sub-cases: Select relevant subcase.
• Add Order(s): Select: Information Exchange Documents.

 

7. Click plus icon. Information Exchange Documents panel displays. 

8. Complete required panels and fields. 

 

Panel:  Information Exchange Documents

• Details/Comments: Edit text if required.

 

9. Click:  Add Order. Order Summary displays.

 

Note: Once all orders are added, click Preview button to review order in more detail.      

 

10. Is another order required?

• Yes:      
  • Add order
  • See Quick Reference Guide:  File Minutes of Proposed Orders (Amend, Add or Delete)
• No: Go to next step

 

11. Is Order Summary correct?

• Yes: Go to next step
• No:
  • Amend order
  • See Quick Reference Guide:  File Minutes of Proposed Orders (Amend, Add or Delete)

 

12. In Share with parties or submit to court? field, select relevant option. 

 

Note:

• Share with Parties allows other parties to view and update Minutes of Proposed Orders
• Minutes of Proposed Orders cannot be updated once Submit to Court selected

 

13. Click: Proceed. Confirmation of Filing screen displays.  

 

Note:

• Minutes of Proposed Orders can be updated in Orders tab any time before submission to Court
• Once submitted, Minutes of proposed orders document generates and can be accessed through My Account screen

 

See Quick Reference Guides:  

• File Minutes of Proposed Orders (Amend, Add or Delete)
• Download document