Guide December 31, 2018 Versin 9.6.202.10 Fr the mst recent versin f this dcument, visit ur dcumentatin website.
Table f Cntents 1 4 1.1 cmpatibility matrix 4 1.2 life cycle 10 1.3 Installatin and upgrade 12 1.3.1 Security cnfiguratin 12 1.3.2 Migrate data 14 1.3.3 Upgrading 14 1.4 Accessing 14 1.4.1 Viewing a library item 15 1.4.2 Adding and editing a fact 16 1.5 detail fields 17 1.5.1 Adding a Child 18 1.6 Issues 18 1.7 Printing Prfile 25 1.8 Printing prfile layut fields 26 1.9 Wrking with dcuments in 27 1.9.1 Add an excerpt t a new r existing fact 27 1.10 Timeline Builder 28 1.10.1 Creating a Timeline Reprt 29 1.10.2 Timeline Builder ptins 31 1.11 Reprts 32 1.11.1 Offline reprt 32 1.11.2 Reprt Set fields 34 1.11.3 Offline Reprt Settings fields 34 1.11.4 Master reprt 36 1.12 Resurces 37 1.12.1 Prir installatins f 37 1.13 Library data entry fields 37 1.13.1 Issue fields 37 Guide 2
1.13.2 Organizatin fields 38 1.13.3 Peple fields 38 1.13.4 Interview questin fields 38 Guide 3
1 Nte: The fllwing cntent is applicable t installatins 8.0.316.2 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, track client interview questins and answers in fr future case reference. Yu generate a time line reprt with clr-cded facts in t manage and view the case as it prgresses. 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, where yu can dynamically access dcuments in the curtrm fr presentatin using the reprt hyperlinks. 1.1 cmpatibility matrix Case Dynamics 9.4.0-.1176 Case Dynamics 9.4.0- One 9.6.2-84.6 9.6.2-02.1-0 9.6.1-34.7-8 9.6.1-10.3-6 9.6 9.5 9.4.3-98.6-2 9.4 9.3 9.2 Rela- Relativitittiv- 9.1/9-8.2.0 8.1 Guide 4
Guide 5 One 9.6.2-84.6 9.6.2-02.1-0 9.6.1-34.7-8 9.6.1-10.3-6 9.6 9.5 9.4.3-98.6-2 9.4 9.3 9.2 9.1/9-.0 8.2 8.1.1238 Case Dynamics 9.4.0-.997 Case Dynamics 9.4.0-.947 Case Dynamics 9.4.0-.872 Man ager 9.4.0.464 ( Net. 4.6.2 requi red) 9.4.0-.296 cmpatible with.net 4.6.2
Guide 6 One 9.6.2-84.6 9.6.2-02.1-0 9.6.1-34.7-8 9.6.1-10.3-6 9.6 9.5 9.4.3-98.6-2 9.4 9.3 9.2 9.1/9-.0 8.2 8.1 9.4.0-.293 9.4.0-.227 9.4.0-.28 cmpatible with lwer.net versins 9.4.0-.21 9.4.0-.20 (.Net 4.6.2 Required)
9.2.0-.202 9.2.0-.170 9.2.1-29 9.2.0-.94 9.2.0-.79 9.2.0-.49 9.2.0-.18 One 9.6.2-84.6 9.6.2-02.1-0 9.6.1-34.7-8 9.6.1-10.3-6 9.6 9.5 9.4.3-98.6-2 9.4 9.3 9.2 Rela- Relativitittiv- 9.1/9-8.2.0 8.1 Guide 7
Guide 8 One 9.6.2-84.6 9.6.2-02.1-0 9.6.1-34.7-8 9.6.1-10.3-6 9.6 9.5 9.4.3-98.6-2 9.4 9.3 9.2 9.1/9-.0 8.2 8.1 8.2.1-0.51 8.2.1-0.34 8.2.1-0.12 8.2.9-.3 8.2.9-.12 8.2.9-.11 8.2.8-.96 8.2.7-.38
Guide 9 One 9.6.2-84.6 9.6.2-02.1-0 9.6.1-34.7-8 9.6.1-10.3-6 9.6 9.5 9.4.3-98.6-2 9.4 9.3 9.2 9.1/9-.0 8.2 8.1 8.2.7-.25 8.2.7-.13 8.2.5-.10 8.2.4-.3 8.2.3-.23 8.2.3-.19 8.2.3-.9
8.2.3-.1 8.2.1-.20 One 9.6.2-84.6 9.6.2-02.1-0 9.6.1-34.7-8 9.6.1-10.3-6 9.6 9.5 9.4.3-98.6-2 9.4 9.3 9.2 Fr mre infrmatin, see ther user dcumentatin versins nline: 9.5 9.4 9.3 9.1/9.0 8.2 Rela- Relativitittiv- 9.1/9-8.2.0 8.1 1.2 life cycle crrelates facts and issues in all stages f the case life cycle. assists in the fllwing areas f case preparatin: Guide 10
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 11
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 Installing the applicatin n yur current instance invlves the fllwing: n page 4 Upgrading n page 14 Nte: Only a user with the apprpriate system admin rights can imprt applicatin schema. Nte: Yu must have valid Cmmunity credentials in rder t dwnlad any Cmmunity file linked t the dcumentatin site. Yu'll need t enter thse credentials n the Cmmunity lgin screen if yu're nt already lgged in. If yu're already lgged in t the Cmmunity at the time yu click a link, the file is autmatically dwnladed in the bttm left crner f yur screen. If yu get an errr message stating "URL N Lnger Exists" after clicking a Cmmunity link, it may be due t a single sign-n errr related t the SAML Assertin Validatr, and yu shuld cntact yur IT department. 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 buttn. 3. Click Imprt Frm File fr Applicatin Type. 4. Click n the and navigate t the place f yur Schema and select it. 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. 5. Click Imprt. If the install is successful, the tab is visible and is listed n the All Applicatins view. 1.3.1 Security cnfiguratin Yu must cnfigure certain permissins fr prper functinality f. Guide 12
T cnfigure these security settings: 1. Check the fllwing tabs: a. b. c. Issues d. Organizatin e. Peple f. Interview Questin g. Reprt Set h. Timeline Builder i. Printing Prfile j. Listview k. Listview Issues l. Listview Organizatin m. Listview Peple n. Listview Interview Questins 2. Check the fllwing Mass Actins: a. Mass Cpy 3. Check the fllwing Security Permissins with Delete and Add status: a. b. Issues c. Organizatin d. Peple e. Interview Questin f. Reprt Set g. Email Alias h. Printing Prfile i. Reprt File j. Prductin Set MOObject k. Field MOObject l. Timeline Cnditin m. Custm Date Bx n. Custm Legend Guide 13
4. Save grup permissins and clse. is nw is successfully installed. All ther permissins behave in standard fashin within. 1.3.2 Migrate data fr versins 7.4 and higher cntain a Migrate Data buttn in the cnsle f the Cnfiguratin tab. The migrate data functinality is designed t transfer data frm fr 7.3 and lwer t the newly upgraded versin. Once yu've upgraded frm a versin 7.3 r lwer, yu must cnfigure the applicatin. Once cnfigured, use the Migrate Data buttn t transfer the data frm the previus versin int the newly upgraded versin f. Nte: Use the Migrate Data functinality befre entering infrmatin int, because the entered data is verwritten during migratin. 1.3.3 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 release ntes. Nte: If yu have made any mdificatins t Case Dynamics, thse will be lst upn upgrade. 1.4 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 n page 18 Organizatins Peple Interview Questins Printing Prfiles Guide 14
Reprt Set Timeline Builder The guide addresses Reprt Set, Printing Prfile, and Timeline Builder in later sectins. 1.4.1 Viewing a library item Nte: This guide 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. 3. View the list f previusly entered facts. T view additinal details, click. 1.4.1.1 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. Guide 15
1.4.2 Adding and editing a fact T add a new fact, use ne f the fllwing methds: Keybard shrtcut Ctrl + A Click New. Add r edit fact infrmatin frm the Detail screen. See detail fields n the next page. 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. 1.4.2.1 Inline cding keybard shrtcuts and icns Use the fllwing shrtcuts and icns when inline cding. Keybard shrtcut Ctrl + S Ctrl + N Actin Save New fact rw/save and new fact rw Guide 16
Keybard shrtcut Ctrl + A Esc Actin New fact Cancel Add Child. See Adding a Child n the next page. View full details f item Expand/ Cllapse Shws nested relatinships Remves nesting 1.5 detail fields The Detail layut cntains 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. End Date - Recrds the cmpletin f a fact that tk place ver a perid f greater than ne day. 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. Guide 17
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 37. 1.5.1 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. 1.6 Issues Yu can rganize issues in the Issues tab using several methds, including nesting, numeric utlining, drag and drp, and clr cding. 1.6.0.1 Infinite nesting Yu can create issues and nest sub-issues, als knwn as creating parent/child relatinships. There is n nesting level cap. The numeric rdering functinality ccurs when creating an issue. Guide 18
The values aut increment and are editable. As yu build issues ut, the numbering takes the highest number value and increments it by 1 fr the next issue. Children r sub-issues als inherit the clr f the parent issue. 1.6.0.2 Drag and drp T drag and drp an issue, click and drag the issue's rw t: Nest the item in anther issue Rerder the item abve r belw an issue A blue bar indicates where the item will g when yu release yur muse click. In the fllwing nesting example, drpping 2.4 Brazil int 2.3 Peru will nest Brazil as a sub-item f Peru. Guide 19
In the fllwing rerdering example, drpping 2.3 Brazil in between will renumber Brazil t 2.2. The item that yu click and drag autmatically is assciated with the parent item t which yu assign. Guide 20
Deleting issues If yu delete a parent item with children, will unlink any assciated children instead f deleting the child bjects. Yu can delete the child issues by selecting the checkbx(es) next t the child item and perfrming a mass delete. 1.6.0.3 Clr cding Use clr cding t visually distinguish the parent issues and any f its children frm the ther parent issue grups. 1. T create a new issue, click New Issues r press Ctrl + A. By default, a new issue is gray. 2. Select t apply a new issue clr frm the palette. Yu can change the parent issue clr at any pint by selecting the issue, then. 3. Click Save when finished. The chsen parent issue clr is delineated with the same clred line at the bttm f each parent item. Guide 21
1.6.0.4 Keybard shrtcuts Keybard shrtcuts in the Issues tab nly wrk within the issue grup level in which yu're currently wrking. Fr mre infrmatin, see Inline cding keybard shrtcuts and icns n page 16. 1.6.0.5 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. 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. Guide 22
1.6.0.6 Issues RDC imprt (Optinal) Yu can imprt an Excel file cntaining Issues with assigned numeric rder and clr cding. The example belw shws hw each issue and sub-issue crrespnds t the imprt file. Dwnlad a sample Nested Issues Imprt Template file fr use n the 9.2 Dcumentatin site, and refer t the belw list f clr cding hex values when custmizing yur Issues imprt. Hexadecimal value Light Gray Dark Gray Pink Red Yellw Orange Light Blue Dark Blue #e0e0e0 #807e7e #ffd0d8 #cc0000 #ffe060 #ff8c00 #a4d9f3 #1d5ab8 Light Green #addfae Dark Green #339933 Guide 23
T imprt issues int using the Desktp Client (RDC). 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 Issues bject, then click Tls > Imprt > Issues Lad File... 4. Ensure the fllwing settings are selected. Guide 24
5. Map the fields as shwn belw and ensure Append/Overlay is selected befre imprt. 6. Click Imprt > Imprt File. 1.7 Printing Prfile In rder t print frm, yu must create a Printing Prfile. T create a Printing Prfile: 1. Frm the Printing Prfile sub-tab, 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. Frm the mass actins drp-dwn, select Print. Guide 25
7. Select the prfile that yu just created. 8. Click Print. 1.8 Printing prfile layut fields The Printing Prfile layut cntains the fllwing fields: Name - the name f the printing prfile. Orientatin - select an rientatin fr the printut sheet. Guide 26
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 - the prfile name appears here. 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 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. 1.9 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 Nte: Yu can't edit layuts because the applicatin is designed t capture nly fields that are related t the applicatin. 1.9.1 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 27
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. 1.10 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. Guide 28
Pinpint where t search fr dcuments during discvery. Prepare witnesses fr depsitin. Serve as a clr-cded illustrative exhibit during trial. 1.10.1 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. 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. See 8. Click Save. 9. If yu did nt add cnditins, yu can display existing s, by clicking Link/Unlink. Guide 29
10. Frm the pp-up picker, select the (s) yu want t appear in the timeline. 11. Click Add, then 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 32. Guide 30
Click Saved Reprt(s) t access all ther reprts. 1.10.2 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 31
T edit a clr name, click the clr in the legend and enter a new name. - Email the Timeline reprt URL t smene. The persn that yu send this email 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. 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 belw. 1.10.2.1 Applying a clr t a fact T apply a clr t a fact: 1. Ensure that yu're in Paint Mde. The clr palette appears. 2. Select a clr frm the palette. 3. Lcate and click the fact that yu wish t change clr. 4. The fact clr is nw changed. T change the fact t a different clr, repeat steps 2-4. Nte: Yu can select the default light gray clr t "reset" the fact clr. 1.11 Reprts 1.11.1 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. T create an Offline reprt: Guide 32
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 7. 6. Enter infrmatin in the Offline Reprt Settings fields. See Offline Reprt Settings fields n the next page. 7. 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. The Select Items pp-up displays. 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: 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 bject type selected in the Offline reprt settings. Use this t assciate dcuments t the applicable facts, issues, peple, r questin files. Guide 33
Fr example, if yu pened the s sub flder, yu'd see a dcument numbering cnventin starting with F1.0_AZipper_0007293.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. 1.11.2 Reprt Set fields The Reprt Set layut cntains the fllwing fields: 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 36. 1.11.3 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: Guide 34
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 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. Guide 35
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. 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. 1.11.4 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 Guide 36
Excel dcument with wrkbk tabs fr each selected view. View cnditins and srting settings are respected in the Excel utput. 1.11.4.1 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. 1.12 Resurces 1.12.1 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 1.13 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. 1.13.1 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 Guide 37
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 1.13.2 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 1.13.3 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 Email Address - cntact email 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. 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 1.13.4 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 Guide 38
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 39
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. 2018. ODA LLC. All rights reserved. is a registered trademark f ODA LLC. Guide 40