Selecting Flex Fields in your System Options screen allows you to track case information and customize your 341(a) Worksheet. Ten Flex Fields provide users with customizable text fields to track 341(a) meeting-related data and print with merged 341(a) Worksheets. Contact the Stretto Support Center at 800-634-7734 for assistance in modifying your merge documents. Flex Fields are employed in many ways. You can use these fields to input previously gathered information, such as prior bankruptcy filings and the year in which they were filed. You can list the tax refund year and how much the debtor received back, as well as a list of the bank statements the debtor had on the filing date.
Flex Fields can be especially helpful in streamlining 341(a) meetings while ensuring all pertinent information is gathered. Many trustees choose to design the Flex Field descriptions as questions (although this is not mandatory). Doing so allows trustees to provide answers during the review or while conducting the 341(a) meeting. The fields also allow for answers or notes to be placed to the right side of the descriptions. This provides a reminder for trustees and their staff to consistently investigate all aspects of the case within the limited time allocated for each 341(a) meeting.
Flex Fields can also be reordered to display in the order the user prefers and can be added, edited and deleted from this location, as well as incorporated in other reports.
Examples of potential Flex Fields include:
- Do you have copies of the file?
- Do you have rider on HOIP?
- Do you have a PayPal account?
- Did you verify the supp amnt each month?
- Trustee value of real property =
- Are exemptions verified?
- Is conflict check completed?
- Did you request amended schedules?
- Did you request more supp docs?
- Did you review case w/ add’l supp docs?
Defining (Setting up) Flex Fields:
- From the top Main Menu toolbar (File Menu), select ‘File’ > ‘System Options’, which invokes the System Options Screen shown below. Select the ‘System-Wide’ tab.
- Click on the ‘341(a) Flex Fields’ button in the bottom right corner of the screen shown above, which generates the 341(a) Options screen shown below. Users can enter up to 10 unique line items.
- Click in the first available empty white field under the Flex Field Descriptions section on the left side of the screen and begin entering the questions or statements (as preferred) you wish to appear in the ‘341(a)’ tab (shown in the screen below).
- Once the descriptions are entered, simply drag and drop them into the Screen Display Order section on the right side of the screen where you can reorder them.
- If your district uses an “Adjourned” status of the 341(a) meeting, mark the checkbox, ‘Allow use of ‘Adjourned’ Status’. “Adjourned” will now appear as a 341(a) result code in the ‘Details’ tab of your 341(a) Worksheet screen. The “Adjourned” code will work in a similar manner as the “Continued” code.
- Once the descriptions have been entered and customized the way you prefer, click on ‘OK’.
- When the “341(a) options saved” pop-up message displays, click on ‘OK’.
In order to view these changes, exit and log back into Trustee Suite. Once logged in, return to the case on which you were previously working. Then, click on the ‘341(a)’ tab (as shown below) to view your changes. Your updated field changes will appear in the Additional Info section under the header, Field Name, at the bottom of the screen shown below. You can now add details, as necessary, before, during or after the 341(a) meeting.
