Navigating the New Case Page in the Litigation Module
The New Case page in the Litigation Module offers several options to help you efficiently manage and customize your view of legal cases related to your organization. Below is a detailed explanation of the available features and how to use them effectively.
Overview of Options Available on the New Case Page
On the New Case page, you will find various options designed to streamline your case management process. These options are located on both the right-hand and left-hand sides of the page.
Right-Hand Side Options
Show Rows:
This option allows you to control the number of cases displayed per page. You can adjust the view to show more or fewer rows depending on your preference and the volume of cases you are managing.
Filter:
The Filter option enables you to narrow down the list of cases by applying specific criteria. You can filter cases based on factors such as case type, date range, court, or any other relevant parameter. This feature is particularly useful when dealing with a large number of cases and helps you quickly find the cases that matter most to you.
Custom View:
If you want to include additional fields in the view page, such as CNR, City, State, or Stage, you can easily enable these fields to tailor the information displayed to your needs. Here’s how to do it:
Enable Additional Fields:
Navigate to the Custom View option on the New Case page.
Select the fields you wish to include in your view, such as CNR, City, State, or Stage.
Once you have selected the desired fields, submit your changes to update the view.
Important Note:
Please note that after enabling these additional fields, if you refresh the page, the view will revert to the default settings.
Left-Hand Side Options
Add:
The Add option provides a quick and easy way to include new cases in your tracking list. You can add multiple cases simultaneously, saving you time and effort.
Download Excel:
If you need to download specific cases for offline analysis or record-keeping, the Download Excel option allows you to export the selected cases into an Excel spreadsheet. This feature is useful for generating reports or sharing case information with colleagues.
Delete:
The Delete option lets you remove unwanted cases from your view in bulk. This is helpful for keeping your case list relevant and uncluttered.
How to Use These Options
Managing Case Display: Start by selecting the number of displayed rows using the Show Rows option. If you need to focus on specific cases, you can just apply the necessary filters using the Filter option. Customize the display further using Custom View to ensure you only see the most relevant information.
Bulk Actions: Use the Add, Download Excel, and Delete options on the left-hand side to perform bulk actions. Whether you're adding new cases, exporting data, or cleaning up your case list, these tools make it easy to manage multiple cases at once.
By understanding and utilizing these features, you can optimize your workflow on the New Case page, ensuring that you have all the necessary tools at your disposal to efficiently manage your legal cases.