Overview
The Ancillary Section is a customizable space within the New Case page that supports the addition of supplementary information beyond standard case details. Its purpose is to ensure comprehensive documentation and to provide users with tools to track and manage all relevant data effectively.
Features and Functionalities
Additional Details
The Additional Details sub-section includes pre-configured fields that are crucial for comprehensive case management. Below are the key features:
Client Data
Document client-specific details related to the case. This can include client preferences, history, or any unique attributes that affect case handling.Case Policy
Record policies, guidelines, or procedural instructions specific to the case. This ensures that all stakeholders are aligned and can reference the necessary protocols.Case Performance
Track and evaluate performance metrics related to the case. This helps users monitor progress and identify areas for improvement.Lawyer Performance Grid
Assess and document the performance of lawyers associated with the case, enabling users to make informed decisions about legal representation and strategy.
Editing Ancillary Information
To ensure your ancillary data remains accurate and up-to-date, the section allows for easy edits. Follow these steps:
Navigate to the Action Menu on the New Case page.
Select Edit Case Details from the dropdown options.
Update the ancillary information as needed in the editing interface.
Click Save to confirm changes and ensure your records reflect the most current information.
Customize Fields
The Customize Fields feature empowers users to create new sections tailored to the specific needs of their cases:
Create New Sections: Users can create ancillary sections to accommodate unique case requirements, providing flexibility and ensuring all relevant information is captured.
Edit Existing Fields: Modify existing fields to better suit the case's evolving needs, ensuring the ancillary details remain accurate and relevant.
Organize Custom Fields: Arrange custom fields for optimal accessibility and logical flow, enhancing usability and ensuring critical information is easily retrievable.
By leveraging the functionalities within the Ancillary Section, users can ensure comprehensive and customized documentation of their cases, facilitating better case management and streamlined information access.