03 Oct 2016

Tasty Tricks to Turn Out TIRs with Ease

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October is upon us, which likely means you are or will be conducting your TIR (Trustee Interim Report) soon.

The UST Handbook states that:

“…the trustee must implement a system to review the progress of each case and must be able to demonstrate that this review is performed on a regular basis. 28.U.S.C. § 586.  It is recommended that the review of all cases be conducted monthly, but it must be conducted not less than quarterly.  It is also acceptable for the trustee to review individual cases on a rotating basis, as long as each case is reviewed at least quarterly.

Check out the tasty tricks below to get your CaseLink software set up to generate your TIRs easily every time:

CaseLink²

Step 1: Select the ‘Reports’ tab from the SideKick

Step 2: Be sure that you have selected ‘Global Reports’ at the top of the Sidekick and then navigate to ‘Global > Other > Quarterly Report’

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Step 3: Set up parameters for the Quarterly Report you wish to run. You will be able to save your parameter selections to skip set up for future Quarterly Reports.

  1. Trustee Case Set:  Select the appropriate option from the drop-down menu.
  2. Choose the Report Period Date range.
  3. Select Cases for Query – including or excluding cases based on appropriate criteria.
  4. Name the Report to reference the period chosen. It is auto-populated as ‘QUARTERLY REPORT’ but can be changed as preferred.
  5. Select fields to be included on the report by choosing them from the Column Data box on the left and clicking on the arrow button in the middle to move the item to the Selected Columns box on the right.*
    *Note: Adjust COLUMN SIZE as needed so that the maximum width does not exceed 11.5”.

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Step 5: When you are finished entering these parameters, click the ‘Save as Default’ checkbox.

Step 6: Click ‘Print’ to download a PDF version of the report to your local drive which can then be opened or printed.

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Every time you choose this report, these default settings will be saved so you can easily run the report again by just adjusting the date range. Sweet!

 

CaseLink Web

Step 1: Click on ‘Reports > Global Reports’ from the Global Menu at the top of the screen to access the ‘Global Reports’ screen.

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Step 2: Click on ‘Quarterly Report’ (found at the bottom of the “Other” column) to access the Global Reports parameters screen shown below.

Step 3: Set up parameters for the Quarterly Report you wish to run. You will be able to save your parameter selections to skip set up for future Quarterly Reports.

  1. ‘Trustee Case Set’:  Select the appropriate option from the drop-down menu.
  2. ‘Report Period’:  Select a ‘Period Begin’ and ‘End’ date via the provided calendar boxes.
  3. ‘Include:’ checkboxes:
    • ‘No Asset cases where it has been more than x (enter a number in the text field) days since the IDE date’
    • ‘Signature Line’:  Select if you wish to insert a signature line on the report.
  4. ‘Report Title’:  Auto-populated as ‘QUARTERLY REPORT’ but can be changed as preferred.
  5. Select fields to be included on the report by choosing them from the Column Data box on the left and clicking on the arrow button in the middle to move the item to the Selected Columns box on the right.*
    *Note: Adjust COLUMN SIZE as needed so that the maximum width does not exceed 11.5”.

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Step 5: When you are finished entering these parameters, click the ‘Save as Default’ checkbox.

Step 6: Click ‘Print’ to download a PDF version of the report to your local drive which can then be opened or printed.

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Every time you choose this report, these default settings will be saved so you can easily run the report again by just adjusting the date range. Sweet!

 

CaseLink Office

To generate the Quarterly Report in CaseLink Office:

Step 1: Click on ‘Reports’ from the Quick Links bar (directly below the Global Menu)

Step 2: Select ‘UST Reports’

Step 3: Select ‘Quarterly Reports’

Step 4: Customize the Report parameters

  • Enter the quarterly date range
  • Place check mark in box next to the Signature line
  • Decide whether to include Adversary Cases or not

Step 5: Select Preview or Print
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Step 6: Review the generated report for accuracy.

Step 7: Update information in the ‘Next Action’ memo for each case, as appropriate.
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Step 8: Sign the Report

Step 9: Save a copy of your Quarterly Report in QuikDocs.

Every time you choose this report, these default settings will be saved so you can easily run the report again by just adjusting the date range. Sweet!

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