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Overview

Expedientes are conciliation files that track mediation and dispute resolution proceedings. Each expediente is linked to a client and can have multiple submaterias (subject matters), invitados (invited parties), and conciliadores (conciliators) assigned.

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Prerequisites

An expediente must be associated with a client. Ensure you have registered clients before creating expedientes.
Required permissions: encargado, admin, or asistente role

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Creating a New Expediente

1

Navigate to Expedientes Module

Access the conciliation module from the main menu and go to /conciliacion/expediente.
2

Start New Expediente

Click “Create” or “Nuevo Expediente” to open the creation form.
3

Enter Required Fields

Complete the mandatory information:
  • Expediente Number (n_expediente): Unique identifier for this conciliation file
  • Start Date (fecha_inicio): Date when the conciliation process begins
  • Status (estado): Current state (e.g., Active, Pending, Resolved, Closed)
  • Client (id_cliente): Select the client for this expediente
4

Add Optional Information

Optionally provide:
  • End Date (fecha_final): Completion date for concluded expedientes
  • Description (descripcion): Details about the conciliation matter
5

Submit and Create

Click “Save” to create the expediente. Success message: “Expediente registrado correctamente.”

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Validation Requirements

'n_expediente' => 'required',
'fecha_inicio' => 'required',
'fecha_final' => 'nullable',
'descripcion' => 'nullable',
'estado' => 'required',
'id_cliente' => 'required'
Use a consistent numbering system for expedientes to make them easy to reference and track.

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Expediente States and Status

Expedientes progress through various states during the conciliation process:
  • Active: Currently in progress
  • Pending: Awaiting parties or information
  • In Mediation: Active mediation sessions ongoing
  • Resolved: Agreement reached
  • Closed: Process completed or terminated
  • Archived: Historical records

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Updating Expediente Status

1

Access Expediente Details

Click on an expediente from the list to view details at /conciliacion/expediente/{id}.
2

Edit Expediente

Click the “Edit” button to modify expediente information.
3

Change Status

Update the estado field to reflect the current status.
4

Save Changes

Submit to update. Confirmation: “Expediente Actualisado correctamente.”

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Assigning Submaterias (Subject Matters)

Submaterias categorize the legal subject matter of the conciliation.
1

Open Expediente Details

Navigate to /conciliacion/expediente/{id} for the specific expediente.
2

Find Submaterias Section

Locate the “Submaterias” or “Subject Matters” section on the page.
3

Select Submateria

Choose one or more submaterias from the dropdown (e.g., Contract Disputes, Property, Family Matters).
4

Assign to Expediente

Click “Assign” or “Asignar Submateria”. Success message: “Submateria asignado.”

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Removing Submaterias

To remove an incorrectly assigned submateria:
  1. Locate the submateria in the expediente details
  2. Click the remove or delete button
  3. Confirm removal - you’ll see: “Submateria Removido.”
An expediente can have multiple submaterias assigned simultaneously.

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Adding Invitados (Invited Parties)

Invitados are the parties invited to participate in the conciliation process.
1

Access Expediente Details Page

Open the expediente where you want to add invitees.
2

Navigate to Invitados Section

Find the “Invited Parties” or “Invitados” section.
3

Select or Create Invitado

Choose from existing invitados or create a new invited party with their contact information.
4

Assign to Expediente

Click “Assign” to link the invitado. Confirmation: “invitado asignado.”

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Removing Invitados

  1. Find the invited party in the expediente details
  2. Click the remove button
  3. Confirm - you’ll see: “invitado Removido.”
Maintain up-to-date contact information for invitados to ensure effective communication during the conciliation process.

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Assigning Conciliadores (Conciliators)

Conciliadores are the mediators or conciliators assigned to facilitate the process.
1

Open Expediente

Go to the expediente detail page.
2

Locate Conciliadores Section

Find the “Conciliators” or “Conciliadores” section.
3

Select Conciliador

Choose a conciliator from the list of registered conciliators.
4

Assign to Expediente

Click “Assign” or “Asignar Conciliador”. Success message: “Conciliador asignado.”

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Removing Conciliadores

  1. Locate the assigned conciliator in the expediente details
  2. Click the remove button
  3. Confirm removal - you’ll see: “Conciliador Removido.”
Multiple conciliators can be assigned to a single expediente for complex cases requiring multiple mediators.

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Searching Expedientes

Quickly locate expedientes using the search functionality:
1

Use Search Bar

On the expedientes index page at /conciliacion/expediente, use the search input field.
2

Search Criteria

The search function filters by:
  • Expediente number (n_expediente)
  • Status (estado)
3

View Results

Results display with pagination (5 expedientes per page).

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Deleting Expedientes

Expedientes can only be deleted if they have no assigned resources (documents, activities, invitados, submaterias, conciliadores). Remove all connections first.
1

Locate Expediente

Find the expediente to delete from the list.
2

Initiate Deletion

Click the delete or trash icon.
3

Confirm Action

Confirm deletion. If successful: “Expediente eliminado correctamente.”
If the expediente has dependencies, you’ll receive an error: “No puede eliminar! Tiene asignado recursos.”

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Complete Workflow Example

Here’s a typical workflow for managing a conciliation expediente:
1

Create Base Expediente

Create the expediente with basic information and link it to the client.
2

Categorize Matter

Assign relevant submaterias to categorize the dispute.
3

Add Parties

Add all invitados who will participate in the conciliation.
4

Assign Conciliator

Select and assign the conciliator(s) who will facilitate the process.
5

Upload Documents

Upload relevant documents to the expediente.
6

Schedule Sessions

Create activities for conciliation meetings.
7

Track Progress

Update the status as the conciliation progresses.
8

Close Expediente

Set the end date and final status when resolved or closed.

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Best Practices

  • Detailed Descriptions: Include comprehensive details in the description field for future reference
  • Timely Updates: Update status regularly to reflect current progress
  • Complete Documentation: Ensure all relevant parties and submaterias are assigned
  • Clear Numbering: Use a logical numbering system (e.g., EXP-YYYY-NNN)
  • Communication: Keep invitados informed through documented activities
  • Resource Management: Assign appropriate conciliators based on expertise and availability
Common next steps after creating an expediente:

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Technical Reference

Controller: ExpedienteController.php Key Routes:
  • List expedientes: GET /conciliacion/expediente
  • Create expediente: POST /conciliacion/expediente
  • View expediente: GET /conciliacion/expediente/{id}
  • Update expediente: PUT /conciliacion/expediente/{id}
  • Delete expediente: DELETE /conciliacion/expediente/{id}
  • Assign submateria: POST /conciliacion/expediente/{id}/submaterias
  • Assign invitado: POST /conciliacion/expediente/{id}/invitados
  • Assign conciliador: POST /conciliacion/expediente/{id}/conciliadores
Model: Expedientes with relationships to Cliente, Submaterias, InvitadoConciliacion, Conciliador

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