Overview
The "My Cases" page within the Litigation Module is a vital tool for managing and monitoring your legal cases. It provides flexibility in how you view your case data, offering both a Default View for standardized access and a Custom View that allows for tailored displays based on your specific needs. This article will guide you through the functionalities of both views, ensuring you can effectively manage your cases.
Navigating Views
The tabs at the top of the My Cases page represent your saved views. Click any tab to switch to that view. The views shown depend on what has been configured for your organisation.
Customising Columns
Click the columns icon (|||) at the top right of the cases table to choose which columns are displayed.
Toggle on or off the columns you want to show or hide. Available columns include Prev. Date, Next Date, NDOH Remarks, Hearing Status, Auto/Manual, Activity Status, and others.
Drag columns using the grid handle on the left to reorder them.
Click Submit to apply your changes.
Creating a Custom View
Click + View at the top of the page to open the view management panel.
Enter a name for your new view in the Name view & click save field.
Click Save. The new tab appears alongside the existing tabs at the top of the page.
Managing Views
Within the + View panel, you can manage all your views:
Pin -- click the pin icon next to any view to pin it for quicker access
Delete -- click the red bin icon to remove a view you no longer need
Reorder -- drag views using the grid handle to change their order in the tab bar
Toggle -- turn any view on or off to show or hide it from the tab bar
Conclusion
Custom views let you segment your case list in a way that matches how your team works. Saving frequently used views reduces the time spent filtering and reconfiguring the page each session.