---
title: Schedule
summary: Manage hearing/deposition schedules, legal file locations, and legal case evaluations (LCE) for a case.
status: draft
owner: <owner>
last_reviewed: 2026-08-21
---

# Schedule

Schedule (`frmSchedule.aspx`) manages hearing/deposition schedules, legal file locations, and legal case evaluations (LCE) for the current legal case, including saving schedule data to Guidewire and triggering Defense Evaluation Form (DEF) print/email flows.

## Entry conditions
- Row select from [Case Search](frm-case-search.md), then menu navigation with case context set.
- Menu navigation from any other case-context screen while a case is in context.

## Fields

| Field | Control type | Purpose | Validation |
| --- | --- | --- | --- |
| `ddlCases` | DropDownList | Case selector | — |
| `dgSchedule` | ig:WebDataGrid | Schedule events (type, status, date, time, duration, ALJ, location, attorney, outside counsel, keep-case flag, notes) | Inline cell editing |
| `dgFileLocation` | ig:WebDataGrid | File location history (date, person, location) | Inline cell editing |
| `dgLCE` | ig:WebDataGrid | Legal case evaluations (excused, due date, filed date, adjuster, transfer date, attorney) | Inline cell editing |
| `cmdInsert` | Button | Insert new schedule event | — |
| `cmdInsertFileLoc` | Button | Insert file location | — |
| `cmdDelete` | Button | Delete schedule (admin only) | Restricted to admin group |
| `cmdPrintDEF` | Button | Print Defense Evaluation Form | — |

## Operations

| Operation | Trigger | Description |
| --- | --- | --- |
| Insert schedule row | `cmdInsert.Click` | Creates new schedule row |
| Insert file location row | `cmdInsertFileLoc.Click` | Creates new file location row |
| Delete schedule | `cmdDelete.Click` | Deletes selected schedule (admin-only) |
| Print DEF | `cmdPrintDEF.Click` | Prints Defense Evaluation Form |
| Save | Toolbar Save | Validates and saves; sends data to Guidewire for qualifying schedule types; handles DEF popup for dismissed/settled/completed cases |
| Confirm DEF action | `ctrlPopupMsg.ConfirmAction` | Handles DEF confirmation — print or email |
| Switch case | `ddlCases.SelectedIndexChanged` (`ShowSelectedCase`) | Switches active case |

## Business rules

| Rule ID | Rule | Enforcement | Source |
| --- | --- | --- | --- |
| [BR-APP-003](../application/business-rules.md#br-app-003-consolidated-case-state-propagation) | Secondary consolidated cases have editing disabled; a message directs the user to the primary case | `frmSchedule.aspx.vb` | `Legal/frmSchedule.aspx.vb:267` |
| [BR-SCR-009](../application/business-rules.md#br-scr-009-schedule-delete-is-restricted-to-the-admin-group) | Delete is restricted to the admin group (`Manager.IsInAdminGroup`) | `frmSchedule.aspx.vb` | `Legal/frmSchedule.aspx.vb:172` |
| [BR-SCR-010](../application/business-rules.md#br-scr-010-schedule-lce-edit-rights-are-split-by-security-group) | LCE due-date updates are restricted to the LCE Due Date group; LCE updates are restricted to the LCE Update group | `frmSchedule.aspx.vb` | `Legal/frmSchedule.aspx.vb:93-94` |
| [BR-APP-006](../application/business-rules.md#br-app-006-guidewire-integration-is-best-effort) | On save, schedule data for the saved case is sent to Guidewire (`Manager.SendDataToGw`) | `frmSchedule.aspx.vb` | `Legal/frmSchedule.aspx.vb:310-313` |
| [BR-LGL-004](../libraries/saif-application-claim-legal/business-rules.md#br-lgl-004-printing-a-def-letter-marks-the-case-def-sent) | DEF is auto-triggered for case statuses DISMS, SETTL, COMP when `SendDefFlag = "Y"` and `DefSentDate` is empty | `frmSchedule.aspx.vb` | `Legal/frmSchedule.aspx.vb:296-303` |
| [BR-SCR-011](../application/business-rules.md#br-scr-011-schedule-loads-federal-vs-state-reference-data-by-claim-type) | Federal vs. State cases load different schedule-type and hearing-location lists based on `ClaimData.IsFederal` | `frmSchedule.aspx.vb` | `Legal/frmSchedule.aspx.vb:108-111` |

## Infragistics components

| Control ID | Control type | SAIF wrapper | Infragistics base | Purpose |
| --- | --- | --- | --- | --- |
| `dgSchedule` | `ig:WebDataGrid` | — | `Infragistics.Web.UI.GridControls.WebDataGrid` (v11.1) | Editable schedule-events grid with `CellEditing`, `DateTimeEditorProvider`, `TextEditorProvider` |
| `dgFileLocation` | `ig:WebDataGrid` | — | `Infragistics.Web.UI.GridControls.WebDataGrid` (v11.1) | Editable file-location history grid |
| `dgLCE` | `ig:WebDataGrid` | — | `Infragistics.Web.UI.GridControls.WebDataGrid` (v11.1) | Editable LCE grid; column-level ReadOnly toggling based on view-only/consolidated status |

## Navigation

| Target | Trigger | Parameters |
| --- | --- | --- |
| Print Preview (`frmPrintPreview.aspx`, utility page) | Toolbar Print / DEF print flow | Report package (DEF print) |
| All screens | `SAIFMenu` side menu | Existing case/claim context |

## Screen flow diagram

The diagram shows Schedule's direct navigation targets: the print preview popup (for DEF letters) and menu-driven navigation to other screens.

```mermaid
flowchart TD
    schedule[Schedule]
    print[Print Preview]
    summary[Case Summary]
    request[Request]
    other[Other menu screens]

    schedule -->|Print DEF| print
    schedule -->|menu| summary
    schedule -->|menu| request
    schedule -->|menu| other
```

## API calls

| Endpoint | Method | Purpose |
| --- | --- | --- |
| Guidewire (via `Manager.SendDataToGw`) | Business-layer call | Sends schedule event data to Guidewire ClaimCenter for qualifying schedule types (HEAR, MED, CCALL, DEPF, FMED) |

## Sources
- `Legal/frmSchedule.aspx`
- `Legal/frmSchedule.aspx.vb`
- `Legal/Scripts/Schedule.js`