Case Types Documentation

Case Types Case Types are used to manage case type data throughout the system for case type mapping, case registration, and legal library search. These case types help organize and classify different types of legal cases systematically across the platform. Each case type can be associated with multiple countries, case categories, stages, and position groups to provide comprehensive case classification.

Accessing Case Types

1. Navigate to the Settings section by clicking the settings icon in the header bar on the left side.
2. Under the Cases section, click on Case Types

Navigating to Case Types in Settings

Managing Existing Case Types The Case Types page displays all case types in a table with:

• Case type name (English and Arabic)
• Case categories (comma separated)
• Stages (comma separated)
• Position groups (comma separated)
• Countries (comma separated)
• Status
• Edit action button

You can:

• Add new case types by clicking the Add New button in the top right corner
• Search across all columns to find specific case types
• Edit a case type by clicking the edit button in the action column
• Change status by editing and updating the active toggle

Existing Case Types Grid View

Note: Although, CASENGINE is pre populated with mostly used Case types, you can still find some missing and thus you need to understand how to add a case type and map it for optimal results.

Adding a New Case Type

1. On the Case Types page, click the Add New button in the top right corner
2. In the form, enter:
   • Case Type (English): Enter the case type name in English
   • Case Type (Arabic): Enter the case type name in Arabic
   • Country: Select one or more countries from the dropdown using multi selection. This is important to enable/disable case types in bulk when we enable/disable any country. This will avoid showing a lot of irrelevant case types on the Case registration 
   • Case Category: Select one or more case categories from the dropdown using multi selection. This selection is important to filter out the categories when you select a specific case type on the case registration to avoid human errors. 
   • Case Stage: Select one or more case stages from the dropdown using multi selection. Here you select if the case type is relevant to First instance, Appeal, Cassation, Execution or all of them. This is important to maintain the correct case workflow.
   • Position Group: Select one or more position groups from the dropdown using multi selection
   • Active: Toggle button set to "Active" (default) or "Inactive"
     
     
3. Click Save to create the new case type

Commercial Summary will have category as Commercial, stage as First Instance and position group as Claimant and Defendant.

Same way, Commercial Appeal will have Appeal as the stage and the position group will change to Appellant and Respondent

Term Explanation

Position Group - each group is a set of multiple position titles which can be used for different case parties. 

Stages - consist of primarily First Instance, Appeal, Cassation and Execution and mostly remain unchanged.

Category - used to categorize the cases like Civil, Criminal, Labor and so on.

Adding a new Case Type

Reference:

• Country field references the Country Master
• Case Category field references the Case Categories Master
• Case Stage field references the Stages Master
• Position Group field references the Position Groups Master