Case Type Mapping Documentation

Case Type Mapping 

Once the Case Types are added, they need to be mapped with locations and other case related parameters like appeal period. In this article we will understand how to create a case type mapping.

Case Type Mapping is used to manage the mapping between case types and locations throughout the system for case registration. These mappings define the specific configuration of categories, judicatures, stages, position groups, hearing settings, and appeal periods that will be available when registering cases for a particular case type and location combination, helping standardize case processing systematically across the platform.

Accessing Case Type Mapping

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 Type Mapping

Navigating to Case Type Mapping in Settings

Managing Existing Case Type Mappings The Case Type Mapping page displays all case type mappings in a table with:

• Case type name
• Location
• Category
• Judicatures
• Stages
• Position group
• With hearings (Yes/No)
• Appeal period for all three outcomes (In our favour, Partial, Not in our favour)
• Status
• Edit action button

You can:

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

Existing Case Type Mappings Grid View

Adding a New Case Type Mapping

1. On the Case Type Mapping page, click the Add New button in the top right corner
2. In the form, select:
   • Case Type: Select the case type from the dropdown using single selection
   • Location: Select the location from the dropdown using single selection

Once the user selects the above two fields, the system will check if the mapping for the selected combination already exists. If found, the system will populate the upcoming fields based on the saved mappings, otherwise all upcoming fields will appear unselected.

Only one combination of case type and location mapping can exist, example you can have single mapping for Commercial Plenary + Dubai or Commercial Plenary + Abu Dhabi and so on.

• Category: Select categories using checkbox group with multi selection. These options come from the categories selected in the case type master for the above selected case type. If no category is selected here, during case registration for this case type and location combination, the categories will be shown from the case type master.
  
  Map all categories you want to see on the case management for this mapping, example Commercial Plenary should ideally map with Commercial category so while registering the case with Commercial Plenary the category is selected as default to avoid human error.
  
  Note: List of categories that you see in mapping can be adjusted from the case type master
  
  
• Judicature: Select judicatures using checkbox group with multi selection from the judicatures selected in the case type master for the above selected case type, you have to select all the courts where you can register selected type of case in the selected location, example for Commercial Plenary + Abu Dhabi the judicature should be Abu Dhabi Courts.
  
  
• Stages: Select stages using checkbox group with multi selection from the stages selected in the case type master for the above selected case type, example Commercial Plenary + Abu Dhabi in Abu Dhabi Courts can only be registered as First Instance.
  
  Note: List of stages that you see in mapping can be adjusted from the case type master
  
  
• Mappings to Clerks: Select users using checkbox group with multi selection. This shows user names in the system whose role is clerk and for whom auto mapping is not enabled for the selected location. All selected users will have their mappings updated with this case type and location. This setting is shown only when creating a new mapping and not while editing. Court clerks or similar users who get access to the cases based on the case type + location mapping, can be selected here.
  
  
• Auto Mapped Clerk: This displays the names of users with clerk role for whom auto mapping is enabled for this location. This is for information purposes only as users cannot be removed or unchecked. This setting is shown only when creating a new mapping and not while editing
  
  
  
  
  
• Position Group: Select the position group from the dropdown using single selection from the position groups selected in the case type master for the above selected case type. You can select only one position group per case type + location mapping.
• Case summary entry is required: Check this checkbox to create a task in the system for case summary entry if the case summary is not entered while registering the case, the system will automatically creates a task to add case summary to the newly registered case so that the lawyer keeps getting reminders to adding the case summary.
  
  
• With Hearings: Check this checkbox to enable hearing settings. When checked, the user will be asked to select if there can be a single hearing or multiple hearings using radio buttons. If single hearing is selected, only one hearing can be created at a time in the case, otherwise multiple hearings can be created
  • Single Hearing (mostly used) - means you can add next hearing after entering the hearing minutes for the last hearing once its adjourned
  • Multiple Hearing (need basis) - means you can add many hearing dates in the future 
    
    
• Do you have additional information: Check this checkbox to access additional settings including auto tasks, appeal periods, and main case warning options

Enable Hearings

Important Note - If you do not see an option to add a hearing in any case, please cross check the mapping if the hearing is enabled for the case type for which the case is registered. Once you enable this option, you will see the Hearing option in all cases related to this case type + location.

Additional Information Settings (visible when "Do you have additional information" is checked):

Auto Tasks (Recommended)

As the name suggests, this section can be used to create automatic tasks for this case type + location mapping for the selected user as soon as the case is registered in CASENGINE.

For example, if the case is filled by the client party then first step could be to "Follow up and notify the opponent" or "To serve the legal notice to the opponent"

• Select Auto Task (if the case is filed by our Clients): Select auto tasks using checkbox group with multi selection. The tasks selected here will be shown while registering the case once the user adds the first party and the position title type of this party is "Registered By"
• Select Auto Task (if the case is filed against our Clients): Select auto tasks using checkbox group with multi selection. The tasks selected here will be shown while registering the case once the user adds the first party and the position title type of this party is "Against"
  
  

Whatever task you map here will automatically show to be assigned to users while registering the case eliminating the mistake of missing out an important step.

New tasks can be added or existing tasks can be amended from the Auto task masters, by going to Master Settings -> Cases -> Auto Tasks. Once the tasks are created in the master, you can map them from the Case Type Mapping page to show them automatically on case Registration.

Appeal Period and Main Case

Another important to set up appeal. In this segment you can

1. Mention the appeal period for the selected case type + location mapping for 3 types:
   1. Appeal period if the Judgement is in our favor -  Enter number of days 
   2. Appeal period if the Judgement is not in our favor -  Enter number of days 
   3. Appeal period if the Judgement is neutral -  Enter number of days 
2. Set Main Case Warning - which means while filing an appeal, you may highlight this for the user to select the main case by enabling this option.

Whatever appeal period you set here will work as a default/standard for all cases registered under the selected case type + location mapping. However you will be able to amend the same while filing the judgement for any case.

Setting appeal period is also important to show the appeal deadline on the dashboard. For all the cases where the judgement is issued and appeal period is set, the system will show them on dashboard under the "Deadlines" tab with number of days remaining to file appeal to take timely actions

Active: Toggle button set to "Active" (default) or "Inactive"

For all checkbox groups, users have the option to select all checkboxes which will select all entries in the group.

3. Click Save to create the new case type mapping

Adding a new Case Type Mapping

References:

• Case Type field references the Case Type Master
• Location field references the Locations Master
• Category field references the Case Categories Master
• Judicature field references the Judicatures Master
• Stages field references the Stages Master
• Position Group field references the Position Groups Master
• Auto Task fields reference the Auto Tasks Master