Fact Manager Guide. September 21, 2018 Version Fact Manager Guide 1

Transcription

1 Guide September 21, 2018 Versin Guide 1

2 Fr the mst recent versin f this dcument, visit ur dcumentatin website. Guide 2

3 Table f Cntents cmpatibility matrix life cycle Installatin and upgrade Security cnfiguratin Security permissins Cntrlling mass actins Upgrading Accessing Viewing a library item Adding and editing a fact detail fields Adding and editing an issue Issue detail fields Adding a Child Organizing facts and issues Imprting items Printing Prfile Printing prfile layut fields Wrking with dcuments in Add an excerpt t a new r existing fact Attach a dcument t an item Timeline Builder Creating a Timeline Reprt Timeline Builder ptins Outlines tab Adding and editing an utline View mde Reprts 44 Guide 3

4 Offline reprt Reprt Set fields Offline Reprt Settings fields Master reprt Resurces Prir installatins f Library data entry fields Issue fields Organizatin fields Peple fields Interview questin fields 50 Guide 4

5 1 Nte: The fllwing cntent is applicable t installatins and abve. assists in rganizing and analyzing case details such as facts, issues, rganizatins, peple, interview questins, and dcuments. This analysis helps identify strengths and weaknesses in litigatin strategy and leads t better preparatin fr depsitins, interviews, and trial. Using Imagine yu're an attrney preparing fr the biggest and mst cmplicated case f yur career. Yu're already using as yur dcument review system, but with all the case details yu're gathering, yu need a centralized place t rganize the peple, facts, issues, rganizatins, and dcuments pertaining t the case. Yu're using a generic filing system but are having truble keeping yur infrmatin synced with the case dcuments. Using, yu start tracking case details right in the wrkspace. Yu create new facts, r pieces f infrmatin abut the case, and link existing facts t dcuments n-the-fly during the dcument review phase. This helps yu assciate infrmatin with particular dcuments in. As yu prepare fr the depsitin, yu track client interview questins and answers in fr future case reference. Yu generate a timeline reprt with clr-cded facts in t manage and view the case as it prgresses. Yu link existing facts t a reprt, then generate the reprt t shw yur client during the depsitin. Once yu've trimmed yur dcument set and it's time fr trial, generate an ffline reprt in HTML file frmat and dynamically access dcuments in the curtrm fr presentatin using the reprt hyperlinks. 1.1 cmpatibility matrix Case Dynamics Case Dynamics One / Guide 5

6 Guide 6 One / Case Dynamics Case Dynamics Case Dynamics Mana ger ( Net requir ed)

7 Guide 7 One / cmpatible with.net cmpatible with lwer.net versins

8 (.Net Required) One / Guide 8

9 Guide 9 One /

10 Guide 10 One / Man-

11 ager One / Fr mre infrmatin, see ther user dcumentatin versins nline: / life cycle crrelates facts and issues in all stages f the case life cycle. Guide 11

12 assists in the fllwing areas f case preparatin: Case Outline Organize ideas abut case r investigatin Priritize imprtant facts abut case Cllabrate with clleagues n case strategy Dcument Review Preparatin Define dcument review prtcl Identify initial pssible issues, peple, etc. Dcument Review Include additinal issues and peple Add facts t supprt case Tag dcuments with details Guide 12

13 Case Analysis Add supprting dcumentatin Organize and analyze case details Interview and Depsitin Prep Use pre-rganized case details t prepare witnesses. Add additinal details. Trial Prep Use infrmatin gathered t rganize and analyze details fr trial preparatin. 1.3 Installatin and upgrade Yu can install the applicatin n yur current instance thrugh ne f the fllwing methds: n page 5 Upgrading n page 15 Nte: Only a user with the apprpriate system admin rights can imprt applicatin schema. Nte: Yu shuld install/upgrade during ff-hurs as this disrupts wrkspaces services and causes them t be inaccessible during the install/upgrade perid. The applicatin is available fr dwnlad in the Cmmunity. Use the steps belw t imprt using the Imprt frm file ptin. 1. Click the Applicatins tab. 2. Click the New Applicatin. 3. Next t Applicatin Type, select Imprt Frm File fr Applicatin Type. 4. Click Chse File and select the Schema. 5. Click Open. The fllwing categries n the frm shuld aut-ppulate: Applicatin Infrmatin, Applicatin Artifacts, and Map Fields. Nte: Yu can link the unlinked fields t existing fields, r yu can prceed with the imprt and all unlinked fields autmatically ppulate. 6. Click Imprt. If the install is successful, the tab is visible, and is listed n the All Applicatins view Security cnfiguratin 1.4 Security permissins Yu must cnfigure certain permissins fr prper functinality f. Guide 13

14 1. Navigate t the Wrkspace Details tab. 2. Click Manage Wrkspace Permissins. 3. Click Edit Permissins fr a grup n the Grup Management tab. Or, click Object Security and select a grup frm the Current Grup drp-dwn menu. 4. Enable the fllwing security permissins: Object Security Tab Visibility Other settings - Delete, Add Attachment - Delete, Add Issues - Delete, Add Issues Attachment - Delete, Add Organizatin - Delete, Add Organizatin Attachment - Delete, Add Persn - Delete, Add - Delete, Add Persn Attachment - Delete, Add Interview Questin - Delete, Add Interview Questins Attachment - Delete, Add Outline - Delete, Add Exprt Histry - Delete, Add Reprt Set - Delete, Add Alias - Delete, Add Printing Prfile - Delete, Add Pivt Prfile - Delete, Add Reprt File - Delete, Add Prductin Set MOObject - Delete, Add Field MOObject - Delete, Add Timeline Cnditin - Delete, Add Custm Date Bx - Delete, Add Custm Legend - Delete, Add Issues Organizatin Peple Interview Questin Reprt Set Timeline Builder Printing prfile Listview Listview Issues Listview Organizatin Listview Peple Listview Interview Questins Outlines Listview Outlines Use Pivt/Chart is nw is successfully cnfigured. All ther permissins behave in standard fashin within. Guide 14

15 1.4.1 Cntrlling mass actins As f the March 30, 2016 prduct update, are nw permissin-aware, meaning that system admins can nw cntrl which items a user can use. Fr example, if the user desn't have Delete permissins n the item, they wn't see the Mass Delete ptin. The fllwing list includes the mass actins that system admins can cntrl n a particular item: View N mass actins display Edit Edit Print Replace Exprt t LS Exprt t CSV Edit and Add Edit Cpy Print Replace Exprt t LS Exprt t CSV Edit, Delete and Add Edit Cpy Print Replace Delete Exprt t LS Exprt t CSV Upgrading T upgrade the applicatin, dwnlad the newly released schema frm the Cmmunity and imprt it int the Applicatin Library. Yu can find infrmatin abut prduct updates in the Guide 15

16 release ntes. Nte: If yu have made any mdificatins t, thse will be lst upn upgrade. 1.5 Accessing Access using the tab lcated in the wrkspace where yu installed the applicatin. Nte: The applicatin must be installed n each wrkspace. The applicatin uses libraries where yu can enter and stre infrmatin in relatin t the case. These libraries are: Issues Organizatins Peple Interview Questins Printing Prfiles Reprt Set Timeline Builder Viewing a library item Nte: The fllwing illustrates screen cntent based n the sub-tab. The data entry screens and practices fr the libraries are similar. T view a library item: 1. Click the tab. 2. Click the tab. Guide 16

17 3. T view additinal details, click Setting a default viewing mde Yu can set Parent Mde r List Mde as the default inline view by clicking the Parent Mde r List Mde buttn. Inline view cnsideratins: Yu can add reflective fields t inline views. caps hw many linked items display in inline views in rder t streamline the inline cding prcess Adding and editing a fact T add a new fact, use ne f the fllwing methds: Guide 17

18 Keybard shrtcut Ctrl + A Click New. Add r edit fact infrmatin frm the Detail screen. See detail fields n the next page. In the field, type the "@" symbl fllwed by ne r mre letters t bring up the aut-fill feature. presents a pp-up list f Peple and Organizatins based n the letters yu type. Click the name f the Persn r Organizatin t add them t the details f yur field. als autmatically ppulates the Peple r Organizatins field t link t yur. Click t remve an aut-filled persn r rganizatin frm yur fact. T edit an existing fact, use ne f the fllwing methds: Click a rw. Click, then click Edit. T save a fact, use ne f the fllwing methds: Frm a layut, click Save. Frm a rw, use the keybard shrtcut, Ctrl + S. Use the keybard shrtcut Ctrl + N t save and pen a new fact rw. T brwse between facts n the Detail layut, use the navigatin bar in the tp right crner. Click the arrws t g t the first, previus, next, r last fact. Nte: s are referred t as recrds in the navigatin bar Inline cding keybard shrtcuts and icns Use the fllwing shrtcuts and icns when inline cding. Keybard shrtcut Ctrl + S Ctrl + N Ctrl + A Esc Actin Save New fact rw/save and new fact rw New fact Cancel Add Child. See Adding a Child n page 21. View full details f item Expand/ Cllapse Guide 18

19 Keybard shrtcut Actin Shws nested relatinships Remves nesting 1.6 detail fields Yu can view fact details using tw different layuts. The Basic Layut rganizes item infrmatin using tabbed display and the Extended Layut rganizes item infrmatin as a list. The Detail layut cntains the fllwing fields: Bth layuts cntain the fllwing fields: - A brief title fr the fact. This is a required field. Issues - Assciatin field t link issues t the fact. Impact - Indicates imprtance f the fact t the case - the chice selectins can be custmized t a user s wrkflw. Status - Displays the status f the fact - the chice selectins can be custmized t a user s wrkflw. Descriptin - A field fr describing fact in greater detail. Date Type - Designates whether the event ccurred n r arund a single date, r between tw dates. Primary Date - Dentes the date when the fact ccurred, r the start date fr an event that ccurred between certain dates, including time. End Date - Recrds the cmpletin f a fact that tk place ver a perid f greater than ne day, including time. Excerpt - Stres extracted relevant dcument text supprting the fact. Dcument - Links wrkspace dcuments t the fact. Organizatins - Links a party r multiple parties, usually crprate entities t the fact. Peple - Links peple t the fact. Interview Questin - Links interview questins t the fact. Cmments - Additinal infrmatin, mental impressins r messages t clleagues, related t the fact. System Last Mdified By - The name f the user wh last mdified the entry. System Last Mdified On - The date and time the entry was last mdified. Fr ther library items, see Library data entry fields n page 48. Guide 19

20 1.6.1 Adding and editing an issue T add a new issue, use ne f the fllwing methds: Keybard shrtcut Ctrl + A Click New Issue. Add r edit issue infrmatin frm the Issue Detail screen. See Issue detail fields belw. T edit an existing issue, use ne f the fllwing methds: Click a rw. Click, then click Edit. T save an issue, use ne f the fllwing methds: Frm a layut, click Save. Frm a rw, use the keybard shrtcut, Ctrl + S. Use the keybard shrtcut Ctrl + N t save and pen a new issue rw Inline cding keybard shrtcuts and icns Use the fllwing shrtcuts and icns when inline cding. Keybard shrtcut Ctrl + S Ctrl + N Ctrl + A Esc Actin Save New issue rw/save and new issue rw New issue Cancel Add Child. See Adding a Child n the next page. View full details f item Expand/ Cllapse Shws nested relatinships Remves nesting 1.7 Issue detail fields Yu can view issue details using tw different layuts. The Issue Basic Layut rganizes item infrmatin using tabbed display and the Issue Extended Layut rganizes item infrmatin as a list. The Issue Detail layut cntains the fllwing fields: Guide 20

21 Bth layuts cntain the fllwing fields: Issue - a brief title f the issue Parent Issue - prvides a list f parents fr an issue entry s - assciatin field t link facts t the issue Issue Descriptin - field fr describing the issue in greater detail Issues Dcuments - assciatin field t link dcuments t the issue Issues Peple - assciatin field t link peple t the issue Cmments - field fr ntes, mental impressins, r messages t clleagues that are related t the issues System Last Mdified By - the name f the user wh last mdified the entry System Last Mdified On - the date and time the entry was last mdified Fr ther library items, see Library data entry fields n page Adding a Child Yu can nest r add a Child t s, Issues, and Interview Questins. T add a Child: 1. Click next t the Parent name in the rw. 2. Save the child using shrtcut keys Ctrl + S nce yu ppulate the fields r save and add a new child using Ctrl + N. 3. Once yu've created a Child, the icn appears next t the Parent. Click the arrw t cllapse r expand the Child s Issues views By default, the Issue view is cnfigured t crrectly display Issues. If creating a new Issue view, ensure that the fllwing Set Srt fields are in this rder: Family Order - This whle number field cntains the numeric value f parent issues nly. Guide 21

22 Order - This fixed-length text field cntains the numeric values fr parent and child issues. Family Structure Order - This whle number field helps create the utline structure f all the issues. 1.8 Organizing facts and issues Yu can rganize facts and issues using several methds, including nesting, numeric utlining, drag and drp, and clr cding Infinite nesting Yu can create facts/issues and nest sub-facts/sub-issues, als knwn as creating parent/child relatinships. There is n nesting level cap. The numeric rdering functinality ccurs when creating a fact r issue. The values aut increment and are editable. As yu build items ut, the numbering takes the highest number value and increments it by 1 fr the next item. Children, r sub-facts/sub-issues als inherit the clr f the parent fact/issue Drag and drp T drag and drp a fact r issue, click and drag the item's rw t: Nest the item in anther fact/issue. Rerder the item abve r belw a fact/issue. Guide 22

23 A blue bar indicates where the item will g when yu release yur muse click. In the fllwing nesting example, drpping Venice int Italy will nest Venice as a sub-item f Italy. In the fllwing rerdering example, drpping Italy in between will renumber Italy t Guide 23

24 The item that yu click and drag is autmatically assciated with the parent item t which yu assign. Deleting facts and issues If yu delete a parent item with children, will unlink any assciated children instead f deleting the child items. Yu can delete the child facts/issues by selecting the checkbx(es) next t the child item and perfrming a mass delete Clr cding Use clr cding t visually distinguish the parent facts/issues and any f its children frm the ther parent grups. 1. Create a new fact r issue, r press Ctrl + A. By default, a new fact/issue is gray. Guide 24

25 2. Select t apply a new clr frm the palette. Yu can change the parent item clr at any pint by selecting the item, then. 3. Click Save when finished. The chsen parent item clr is delineated with the same clred line at the bttm f each parent item. 1.9 Imprting items Yu can imprt an Excel file with s, Peple, r Issues with assigned numeric rder and clr cding t the crrespnding item. Fr example, yu might imprt a cntact list t the Peple item r a list f issues t the Issues item. The example belw uses Issues as an example and shws hw each issue and sub-issue crrespnds t the imprt file. Guide 25

26 Dwnlad a sample Nested Issues Imprt Template file fr use n the 9.5 Dcumentatin site, and refer t the belw list f clr cding hex values when custmizing yur Issues imprt. Light Gray Dark Gray Pink Red Yellw Orange Light Blue Dark Blue Hexadecimal value #e0e0e0 #807e7e #ffd0d8 #cc0000 #ffe060 #ff8c00 #a4d9f3 #1d5ab8 Light Green #addfae Dark Green # T imprt issues int using the Desktp Client (RDC). Guide 26

27 1. Ensure that yu've frmatted the Excel imprt file crrectly. 2. Open the RDC and select the wrkspace t which yu are imprting issues. 3. Select the item yu want t imprt t, then click Tls > Imprt > [item] Lad File Ensure the fllwing settings are selected. Guide 27

28 5. Map the apprpriate fields and ensure Append/Overlay is selected befre imprt. 6. Click Imprt > Imprt File Printing Prfile In rder t print frm, yu must create a Printing Prfile. T create a Printing Prfile: 1. Navigate t the Printing Prfile sub-tab, and then click New Printing Prfile. 2. Add infrmatin in the Printing prfile layut. See Printing prfile layut fields n the next page. 3. Click Save. 4. Click the s sub-tab. 5. Select the facts yu want t print. 6. Click the mass actins drp-dwn and select Print. Guide 28

29 7. Select the prfile that yu just created. 8. Click Print Printing prfile layut fields The Printing Prfile layut cntains the fllwing fields: Name - enter the name f the printing prfile. Orientatin - select an rientatin fr the printut sheet. Guide 29

30 Object Type - select an bject type frm the drp-dwn list. The selected bject type determines the available fields t chse frm. Fields - click t select available bject fields t include n the fact printut sheet. Header - Nne - select this ptin t nt include a header name. Wrkspace Name - select this ptin t use the Wrkspace Name as the printing prfile name. Text - select this ptin t enter a custm header. Header psitin - select a psitin fr the header. File type - select an Image r Prduced file type. Print cntrl number n images - select whether t print the cntrl number n imaged dcuments. Include dcument placehlders - select whether t include placehlders fr dcuments that have nt been imaged r prduced Wrking with dcuments in When reviewing a dcument, yu can create a new fact and link it directly t the active dcument. Yu can als link the fllwing t an existing fact: An excerpt frm a dcument Issues Peple Organizatins When viewing an item, yu can attach dcuments directly frm yur desktp withut imprting them int via the RDC r Web Imprt. Yu can d this in the Attachments field Add an excerpt t a new r existing fact T add an excerpt t a new fact: 1. Click the Dcument tab. 2. Click the dcument link. 3. On the dcument, highlight the excerpt, then right-click. A menu appears. 4. Click > Add Excerpt t New. 5. In the Layut pane, the Create New windw pens. This cntains the same New Details fields used when entering a new fact, and shuld be cmpleted in the same way. Guide 30

31 6. Enter the infrmatin and click Save r Save and Next t add anther fact t the dcument. T add an excerpt t an existing fact: 1. Click the Dcument tab. 2. Click the dcuments link. 3. On the dcument, highlight the excerpt, then right-click. A menu appears. 4. Click > Add Excerpt t Existing s. 5. A pp-up cntaining existing facts appears. 6. Check the bxes next t the (s) that apply t the excerpt. 7. Click Add, then click Set. Yu can view the excerpts when yu view s frm the s tab Attach a dcument t an item T attach a dcument t an item: 1. Click the item's tab, fr example, the s tab. 2. Select a and click the View icn. Guide 31

32 3. The Details layut appears. In the Attachments field, click New. 4. The Attachment Layut appears. Click Chse File. 5. Navigate t and select the file yu want t uplad. 6. Click Save. The dcuments appear in the Attachments field. T delete an attached dcument, select the checkbx next t the apprpriate dcuments and click Delete. A pp up cnfirmatin appears. Click Delete again. Guide 32

33 1.13 Timeline Builder Being able t visualize the chrnlgy f s adds value during the stages f a case life cycle. Yu can use timeline reprts t: Dcument the basic flw f events after an initial client cnsultatin. Identify behaviral patterns that aid case strategy develpment. Pinpint where t search fr dcuments during discvery. Prepare witnesses fr depsitin. Serve as a clr-cded illustrative exhibit during trial Creating a Timeline Reprt T create a Timeline Reprt: 1. Click the tab. 2. Click the Timeline builder sub-tab. 3. Enter a Name. 4. Enter a Reprt Title. 5. Select Shw Reprt Title if yu want t include the Reprt Title n the reprt. 6. (Optinal) Enter Cnditins based n a selected field. Cnditins behave as a hybrid between saved searches and keywrd searches. Therefre, whatever field yu select, the crrespnding peratr appears. See the Searching guide. Fr example, the fllwing cnditin returns all applicable facts t the selected user(s). Field - Peple. Operatr - In. Guide 33

34 Value - click t select the available values. In this case, user(s). AND r OR Operatrs - use these peratrs t cnnect the criterin in each rw. 7. (Optinal) Click Add anther cnditin t build ut yur cnditins, and select AND r OR between multiple cnditins t set additinal lgic. 8. Click Save. 9. If yu did nt add cnditins, yu can display existing s, by clicking Link/Unlink. Guide 34

35 10. Frm the pp-up picker, select the (s) yu want t appear in the timeline. 11. Click Add, and then click Set. 12. T add a new, click Add New. 13. Fill in the fields in the pp-up and click Save. The fact is added t yur timeline reprt. - A brief title fr the fact. Date Type - Designates whether the event ccurred n r arund a single date, r between tw dates. Primary Date - Dentes the date when the fact ccurred, r the start date fr an event that ccurred between certain dates. End Date - Recrds the cmpletin f a fact that tk place ver a perid f greater than ne day. Timeline Clr - (Optinal). Select a clr t apply t the new fact. See Applying a clr t a fact n page 37. Guide 35

36 Click Saved Reprt(s) t access all ther reprts Timeline Builder ptins The fllwing Timeline Builder ptins are available t custmize yur Timeline reprt. The ptin is range when selected and blue when de-selected. - Draw Mde. This is the default mde, click and drag facts arund n the timeline t yur specificatin. - Paint Mde. Select this mde t apply a clr t a fact. See Applying a clr t a fact n the next page. - Hrizntal Timeline. This is the default display mde, and displays the timeline hrizntally. - Vertical Timeline. Display the timeline vertically. - Enable /Disable Brders. Select this mde t enable the dtted brder guidelines when saving the reprt t a PDF. Any fact utside f the brder wn't appear in the PDF reprt. - Enable/Disable Clr Legend. Select this mde t shw/hide the clr legend. Only used clrs appear in the legend. Guide 36

37 T edit a clr name, click the clr in the legend and enter a new name. - Cmpress. Select this mde t cmpress the number f facts that fit n yur timeline. - the Timeline reprt URL t smene. The persn that yu send this t must have access. - Exprt the reprt in the selected file type frmat (PDF, LS, CSV, IMAGE). Fr LS exprts, the reprt clumns that appear here are cntrlled by the Timeline s view in the s sub-tab. Fr IMAGE exprts, reprts are saved as a JPG. Create Offline Reprt - Select this buttn t create yur ffline reprt cntaining all f the pre-selected facts frm yur timeline reprt. See Offline reprt n page Applying a clr t a fact T apply a clr t a fact: 1. Ensure that yu're in Paint Mde. 2. Select a clr frm the palette. 3. Lcate and click the fact that yu wish t change clr. T change the fact t a different clr, repeat steps 2-3. Nte: Yu can select the default light gray clr t "reset" the fact clr Outlines tab With the Outlines feature in, yu can easily build case narratives within. Within the Outlines tab, yu can create free-frm utlines, link t existing items and dcuments, and create new items. Guide 37

38 The Outlines tab includes a sample utline that gives a brief verview f hw t use the feature and lets yu test creating and linking items t the utline Adding and editing an utline T add a new utline, use ne f the fllwing methds: Keybard shrtcut Ctrl + N Click New Outline. Enter a title fr yur utline, and then click Save. Yu can als apply a clr t an utline T edit an utline, click. The Outline layut appears. Enter yur text in the rich text editr. Yu can als cpy and paste directly frm Wrd int the utline. Nte: If ne user is editing an utline, the utline will be available as read-nly. A warning message appears t let users knw they can access the read-nly mde and wh is editing the utline. Fr mre infrmatin n the rich text editr's features, see Using the rich text editr. Nte: We recmmend nt editing Outline layuts as this may have adverse effects n Outlines functinality Setting up a saved fnt clr and style fr users T set up r edit a saved fnt clr and style: 1. Edit an utline. 2. Click the User frmat settings tggle ( )fund alng the tp f the rich text editr. 3. The fnt icn ( )is highlighted. Click the drp-dwn t pen the fnt ptins. 4. Chse the designated fnt frmatting fr the user. 5. Click Save. T remve the saved fnt, click the User frmat settings tggle t turn it ff Creating items within an utline Yu can create facts, peple, rganizatins, and interview questins, r link dcuments frm within yur utline. T create a new utline frm within an utline, cmplete the fllwing steps: Guide 38

39 1. Highlight a sectin f text. 2. Right-click and then select the item yu want t create. Yu can als create a new item frm within an utline using keybard shrtcuts. Fr mre infrmatin, see Outlines keybard shrtcuts n page (Optinal) If yu selected as yur item type, cmplete the additinal fllwing fields: - a brief title fr the fact. This field aut-ppulates with the text yu highlighted. Date Type - designates whether the event ccurred n r arund a single date, r between tw dates. Primary Date - the date when the fact ccurred, r the start date fr an event that ccurred between certain date. End Date -the cmpletin f a fact that tk place ver a perid f greater than ne day. 4. Click Add [Item Name] t create yur item. Click Cancel t return t yur utline withut creating a new item. If yu want t view and/r edit the full item details f an item within an utline, right-click n the item tag, and then click View. T remve an item tag frm within an utline, right-click n the item tag, and then click Remve Tag. Guide 39

40 Nte: Remving an item tag remves the item created n the utline. T link a dcument frm within an utline, cmplete the fllwing steps: 1. Highlight a sectin f text. 2. Right click and select Link t dcument. 3. A pp up appears. Navigate t and select the dcument within yu wuld like t link t the utline. Guide 40

41 4. Click Set. 5. A hyperlink in the utline appears linking directly t the dcument. Guide 41

42 Outlines keybard shrtcuts Keybard shrtcut Alt +F Alt + I Alt + P Alt + O Alt + Q Actin Create Create Issue Create Persn Create Organizatin Create Interview Questin Linking t existing items Yu can link t existing items as yu type using the aut-fill feature. In the text editr, type the "@" symbl fllwed by ne r mre letters t bring up the aut-fill feature. presents a pp-up list f facts, issues, peple, rganizatins, r interview questins based n the letters yu type. If yu want t view and/r edit the full item details f an item within an utline, right-click n the item tag, and then click View. If a dcument is linked t an item, that dcument is autmatically linked t the utline. If an item is tagged within an Outline tag, the tags are autmatically linked t each ther. T remve an item tag frm within an utline, right-click n the item tag, and then click Remve Tag. Any dcuments linked t that item will als be unlinked frm the utline Running a cnflict check If yu tag a item in the text editr and then update r delete that item utside the utline, the utline desn't update autmatically. Click Check Cnflicts t reslve r ignre cnflicts. Guide 42

43 View mde When yu save an utline, the utline appears in View mde. Yu can als pen View mde by clicking frm the Outlines tab. Frm View mde, yu can view the full details f an utline including all facts, issues, peple, rganizatins, and interview questins linked t the utline. Yu can als link dcuments t the utline and exprt the utline as a Wrd dcument. An ptin t dwnlad exprt histry f Outline exprt date, user, and files is als available Linking dcuments t an utline T link dcuments t an utline, cmplete the fllwing steps: 1. Click Link. 2. Select the dcuments yu want t link t yur utline, and then click Add. 3. Click Set. T unlink dcuments frm an utline, select the dcuments yu want t unlink, and then click Unlink Exprting an utline T exprt an utline, click the Exprt Outline drp-dwn in the Outline Text sectin, and then click Wrd. Yu can exprt dcuments linked t an utline by checking Include Dcuments. The dcuments will dwnlad as a zip file alng with the utline text. If yu linked any dcuments within the utline, they will appear as hyperlinks. Clicking n the hyperlinks pens the dcuments in the zip file Exprt Histry The Exprt Histry sectin cntains the fllwing fields: Guide 43

44 Exprt File - the files exprted alng with the Outline exprt. System Created By - the user wh cmpleted the exprt. System Created On - the date the files were exprted. Yu can exprt a list f the Exprt histry as a.csv file by clicking the exprt buttn Reprts Offline reprt Yu can view s, Issues, Peple, Interview Questins, and Related Dcuments withut Internet access with an Offline reprt. This is a cnvenient feature fr reviewing case infrmatin while preparing fr and during interviews, depsitins, and trial. Nte: If yu wuld like dates in the ffline reprt t appear with UK date frmatting, change yur language settings in yur brwser t English (United Kingdm). T create an Offline reprt: 1. Click the tab. 2. Click the Reprt Set sub-tab. 3. Click the New Reprt Set buttn. 4. Enter infrmatin in the Reprt Set fields. See Reprt Set fields n the next page. 5. Frm the Reprt set type drp-dwn, select Offline Reprt. The Offline Reprt Setting ptins display. Nte: The Include dcument files in ffline reprts field is set t Yes by default. If yu dn't want t include dcuments in the reprt, select N and prceed t step Enter infrmatin in the Offline Reprt Settings fields. See Offline Reprt Settings fields n page Click Save when finished. Nte: The rder numbers that appear next t the selected prductins in the Prductin precedence field are nt a part f the actual prductin set name. These numbers are nly applied t reflect the rder precedence fr this reprt. 8. Select Link t include any facts, issues, peple, r questins. 9. Select the check bxes next t the fact(s), issue(s), peple, r questin(s). 10. Click Add, then click Set. Once linked, the facts, issues, peple, r questins appear under the (Reprt s) and/r the issues (Reprt issues) sectins. T run the reprt: Guide 44

45 1. Frm the Reprt Set Cnsle, click Generate Reprt. A.ZIP dialg displays. 2. Save this t a desired lcatin. 3. Open and extract the.zip file t view the fact, issues, peple, r questin files. 4. In the.html reprt page, click the hyperlinks t view the applicable dcument in the desired riginal frmat. The Dcuments flder in the.zip file is cntains sub dcument fact, issue, peple, r questin flders, depending n the item type selected in the Offline reprt settings. In the Dcuments flder, yu can assciate dcuments t the applicable facts, issues, peple, r questin files. Fr example, if yu pened the s sub flder, yu'd see a dcument numbering cnventin starting with F1.0_AZipper_ htm. On the.html reprt page, yu can use the ID clumn t match up all f the F1 dcuments t the files listed n the.html reprt Reprt Set fields The Reprt Set layut cntains the fllwing fields: Guide 45

46 Name - the reprt file name in. Reprt title - the reprt title that appears n the ffline reprt. Shw reprt title - select yes r n t include the reprt title n the final reprt. Reprt set type - select Offline Reprt r Master Reprt. See Master reprt n page Offline Reprt Settings fields The Offline Reprt Settings layut appears when yu select Offline Reprt frm the Reprt set type drpdwn and cntains the fllwing fields: Include dcument files in ffline reprts - determine whether t include dcuments in the ffline reprt. The field is set t Yes by default and cntains additinal file type ptins belw. File type - the dcument versin included in the Offline reprt. Image - this ptin nly includes the imaged versin f the dcuments. If an image desn't exist, a dcument wn't be included. Image r prvide native, if n image exists - this ptin tells t first lk fr an imaged versin f a dcument, and if fund the image is included in the reprt. If n image Guide 46

47 exists, lks fr a native and if a native exists, the native is included in the reprt. Native - this ptin nly includes the native versin f the dcuments linked t s and/r Issues. Prduced - this ptin is used t set a prductin precedence. Prductin precedence - click t select the desired prductin(s) in the wrkspace. Click Add, then use the up r dwn arrws t set a prductin rder precedence. Click Save. When n prductin is available include - the dcument versin included in the Offline reprt. Use these ptins in cnjunctin with the Prductin precedence field. Image - this ptin tells s t lk fr dcuments t be a part f the previusly selected prductin sets. If the dcument is nt in any f the prductin sets, then lks fr an imaged versin f the dcument. If the image exists, it is included in the reprt. If n image exists, n dcument is included in the reprt. Image r prvide native, if n image exists - this ptin tells t lk fr an imaged versin f a dcument, and if fund the image is included in the reprt. If n image exists, lks fr a native and if a native exists, the native is included in the reprt. Guide 47

48 Native - this ptin nly includes the native versin f the dcuments linked t s and/r Issues. Nne - this ptin tells t nly include prduced dcuments. If a r an Issue is linked t a dcument that is nt prduced, the dcument is nt included in the reprt; nly a cntrl number displays Master reprt Yu can select views fr exprting with the master reprt. With this reprt yu can select all views, including user created views, in ne peratin. This reprt can cme in handy when archiving a case r if yu need t review all the items in. When generating this reprt, the utput is an Excel dcument with wrkbk tabs fr each selected view Creating a master reprt T create a master reprt: 1. Click the tab. 2. Click the Reprt Set sub-tab. 3. Click New Reprt Set and select Master Reprt frm the Reprt Set Type drp-dwn menu. 4. Click Save. 5. Check the Views fr exprting. 6. Click Generate Reprt. 7. The generated reprt appears in the Reprt File sectin Resurces Prir installatins f Fr installatins f n 7.4 and earlier, lcate the fllwing resurces n the Cmmunity: Installatin Guide Prvided in the Installatin Package.zip file Reference Guide Prvided in the Installatin Package.zip file 1.17 Library data entry fields The fllwing sectins describe the library data entry fields used when adding r editing an Issue, Organizatin, Peple item, and Interview questin. Guide 48

49 Issue fields Issue - a brief title f the issue Parent Issue - prvides a list f parents fr an issue entry s - assciatin field t link facts t the issue Issue Descriptin - field fr describing the issue in greater detail Issues Dcuments - assciatin field t link dcuments t the issue Issues Peple - assciatin field t link peple t the issue Cmments - field fr ntes, mental impressins, r messages t clleagues that are related t the issues System Last Mdified By - the name f the user wh last mdified the entry System Last Mdified On - the date and time the entry was last mdified Organizatin fields Organizatin - the name f party r cmpany invlved in the case Office Lcatin - ffice address Website - website address fr rganizatin Organizatin Peple - assciatin field t link peple t the rganizatin Organizatin Dcuments - assciatin field t link dcuments t the rganizatin Cmments - field fr ntes, mental impressins, r messages t clleagues that are related t the rganizatins System Last Mdified By - the name f the user wh last mdified the entry System Last Mdified On - the date and time the entry was last mdified Peple fields Last Name - the last name f the individual invlved in the case First Name - the first name f the individual invlved in the case Organizatin Peple - assciatin field t link rganizatins t the persn Phne number - cntact phne number fr persn Primary Address - cntact address fr persn Rle in Litigatin - displays the rles fr the persn. The chice selectins can be custmized fr yur wrkflw. Crprate Title - displays the titles fr the persn. The chice selectins can be custmized fr yur wrkflw. Guide 49

50 Cmments - field fr ntes, mental impressins, r messages t clleagues that are related t the persn System Last Mdified By - the name f the user wh last mdified the entry Date Last Mdified By - the date and time the entry was last mdified Interview questin fields Interview Questin - questin fr interview r depsitin use Parent Interview Questin - prvides a list f parents fr an Interview Questin entry Questin Answer - respnse frm interview r depsitin Interview Questin Peple - assciatin field t link persn t the interview questin Interview Questin Dcument - assciatin field t link dcument t the interview questin Interview Questins - assciatin field t link facts t the interview questin System Last Mdified By - the name f the user wh last mdified the entry Date Last Mdified On - the date and time the entry was last mdified Guide 50

51 Prprietary Rights This dcumentatin ( Dcumentatin ) and the sftware t which it relates ( Sftware ) belngs t ODA LLC and/r s third party sftware vendrs. grants written license agreements which cntain restrictins. All parties accessing the Dcumentatin r Sftware must: respect prprietary rights f and third parties; cmply with yur rganizatin s license agreement, including but nt limited t license restrictins n use, cpying, mdificatins, reverse engineering, and derivative prducts; and refrain frm any misuse r misapprpriatin f this Dcumentatin r Sftware in whle r in part. The Sftware and Dcumentatin is prtected by the Cpyright Act f 1976, as amended, and the Sftware cde is prtected by the Illinis Trade Secrets Act. Vilatins can invlve substantial civil liabilities, exemplary damages, and criminal penalties, including fines and pssible imprisnment ODA LLC. All rights reserved. is a registered trademark f ODA LLC. Guide 51