Session objective

Diagnose and repair the Litify/Salesforce error Christine hit while cleaning up MRI Status values from report 00OUV00000C9KBt2AN, Accident Treatment No MRI - 30+ Days.

What was accomplished

• Live-validated LITIFY_ORG access and inspected the linked report.
• Confirmed report 00OUV00000C9KBt2AN still filters open Automobile Accident matters in Treatment, 30+ days old, where MRI_Status__c is blank or Not Completed.
• Confirmed MRI_Status__c is a restricted picklist with active values Not Completed, Completed, and Not Needed. Scheduled exists in metadata but is inactive.
• Reproduced the user-facing blocker in rollbacked Apex: before repair, setting MRI_Status__c = Not Needed on a legacy blank-injuries Matter was blocked by Auto_Accident_Injuries_Required.
• Deployed a narrow validation-rule fix so Auto_Accident_Injuries_Required fires only when a Matter is new or when status, case type, active stage, or injuries description changes.
• Rechecked current live state after Sam asked whether another agent may have repaired it.

Evidence

• Live deploy succeeded: 0AfUV000001Yxhp0AC.
• Deployed component: litify_pm__Matter__c.Auto_Accident_Injuries_Required.
• Targeted tests: MatterReviewGatekeeperTest, 4/4 passed.
• Current live formula readback includes the leading gate: ISNEW(), ISCHANGED(litify_pm__Status__c), ISCHANGED(litify_pm__Case_Type__c), ISCHANGED(litify_pm__Matter_Stage_Activity__c), ISCHANGED(Injuries_Description__c).
• Rollbacked save probe after repair: MRI_Status__c = Not Needed succeeds on sample MAT-22042661761; transaction rolled back.
• MRI_Status__c = Completed still fails correctly unless MRI Result, MRI Body Area, and linked MRI_Request__c are present.
• MRI_Status__c = Scheduled still fails as a restricted picklist value because it is inactive.
• Current report count under the same filter: 88 rows.

Key decisions

• Did not activate Scheduled, because the chat context suggested using Not Needed for minors or cases where MRI cannot/should not be obtained.