Understanding the Case View

In this article we will understand the CASE view and what all can be achieved from the view. 

TABLE OF CONTENTS

• Manage Case Events
  • Adding a New Hearing

Whenever we click any case number which is represented by {Case Registration Number} / {Year} {Case Type} in entire system, it opens up the Case view as shown below.

As you can see in the above image, the Case View is a 360 degree view of the case that gives you immediate answers to all your queries instantly and allow you to make the next steps and workflow.

The blue section at the top contains the matter and client information, the same can be amended by clicking the edit button. In the same section, you see a download icon button to extract the entire case history in PDF format.

Its important to remember that this page is controlled by ACL (Access Control List) and only authorized users can access/amend or enter information to a case.

Case View

The following actions can be performed as highlighted in the image:

1. Change the Matter
2. Download Case Report with full history of events
3. Amend the Case details
   1. Details like Location, Judicature, Registration Number, Year etc.
   2. You can also change Case Types or add Case Type Mapping if you find one missing
   3. More detailed guide on Case Type Mapping is available at Mapping the Case Types
   4. Add/Remove main case(s)
   5. Amend custom fields
   6. Change the Responsible/Supervising Lawyers
4. Link the counter case or combine to other case
5. Flag case to be shown on the dashboard
6. Transfer Judicature
7. Enable Client Reporting for this case 
8. Edit the case Parties
9. Access the Legal Library to find relevant past judgement
10. Enter the Case Expenses
11. Record Billable/Non-billable time
12. Manage Loan Details (Relevant to loan cases only)
13. Manage the Case Hearing, Meetings, Tasks, Application, Decision, Reports, Documents, Emails and External Links

Manage Case Events

The case events, which can be defined as "Future Events" comprises of 3 key areas:

1. Scheduled/Future Hearings - If the selected case type has a mapping for the case to have hearing, you will get an option to add hearings to the case. 

Please refer Enable Hearing for a Case Type to understand how to map hearings to case types.
For non-hearing case, you may use the Case Deadline feature to manage the SLA.

Learn how to manage hearings from the article Manage Hearings from Case View

2. Scheduled/Future Meetings - Nothing to do with any mapping and you will have meeting option in all the cases

3. Pending/Future Tasks - Tasks are also a crucial element for the case workflow and helps the team to be more efficient by collaborating on tasks

Manage Case Updates

The case updates, which can be defined as "Past Events" also comprises of 6 key areas:

1. Past Hearings - In the case update section, you will find all the hearings for which the hearing minutes have been entered. Till the time hearing minutes have not been entered, the hearings will keep showing in the Case events. You can learn more about managing hearings from the notes mentioned in the Case Event Section above.

2. Past Meetings - In the case update section, you will find all the meetings for which the meeting minutes have been entered. Till the time meeting minutes have not been entered, the meetings will keep showing in the Case events.

The flow for hearings, meetings and tasks remain similar. You create new from the event section, once the minutes are entered or the tasks are completed, they are moved to the Case Update sections

3. Completed Tasks - Tasks once created, can be used to record multiple comments/notes and marked as In progress or Completed. Once the task is marked as complete, they are moved to the Case update section

4. Reports - Reports can be created directly in the Case Updates Section. Any details or document can be uploaded to the report section for record such as memo, legal notice, letters/faxes etc. Its a simple form with few fields and option to attach files.

5. Applications - Applications can also be created directly in the Case Updates Section. Any details or document can be uploaded to the application section. Applications as the name suggest are required to have decisions and thus either you can enter the decision if it is readily available. Otherwise, an automatic task will be created for the user to enter the decision on a later date so that no application is left without a decision. Its a simple form with few fields and option to attach files.

6. Decisions - Decision as the name suggest can be used to enter any internal or court decisions related to the case. These decisions can also be created directly in the Case Updates Section. Again any details or document can be uploaded to the decision section. Although decisions can be used to enter any decisions, final judgement and hearing decisions has to be entered while entering the hearing minutes only.