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.
Default View
The Default View is the system's standard layout, providing a comprehensive overview of all your cases without any need for customization. This view is designed to give you quick access to essential case details, ensuring you can efficiently monitor and manage your legal matters.
Within the Default View, users have four distinct options to categorize and view their cases:
All Cases: This option displays all cases that are currently available in your "My Cases" section. It provides a holistic view, encompassing every case you are managing, whether ongoing or disposed of.
Ongoing: The "Ongoing" view filters your cases to show only those that are currently active. This is particularly useful when you need to focus on cases that require immediate attention, such as upcoming hearings or pending actions.
Disposed: The "Disposed" view allows you to see all cases that have been resolved or closed. This helps you easily track the outcomes of your cases and review any judgments or orders that have been issued.
Archive: The "Archive" view displays cases that have been archived, meaning they are no longer active and have been moved out of the "All Cases" section. This view is useful for historical reference, allowing you to access older cases that may no longer be in active management but are still important for record-keeping or review.
Custom View
The "My Cases" section in the LMT Module allows you to create custom views tailored to your specific needs, enabling you to organize and manage your cases efficiently. Follow the steps below to create, customize, and manage your views.
Steps to Create a Custom View
Access the "My Cases" Section:
Navigate to the "My Cases" section within the LMT Module.
Enable Relevant Fields:
Select the fields you wish to include in your custom view by enabling them. These fields can be related to case status, dates, or other relevant information that suits your requirements.
Submit Your Selection:
Once you've selected the desired fields, click the **Submit** button to apply these settings.
Create a New Custom View:
After submitting, click the "+ View" button to start creating your custom view.
Name and Save Your Custom View:
Enter a unique name for your custom view in the prompt that appears, then click "Save". Your custom view will now be saved.
View the New Custom View:
Once saved, your custom view will be added to the top of the page. You will now see a new tab along with the existing tabs: All, Ongoing, Disposed, Archive, and your new custom view.
Additional Custom View Management
Maximum Number of Views:
You can create and save up to six views, including both predefined and custom views.
Hiding Unwanted Views:
If you prefer not to see the "Archive" section on your page, you have the option to hide it. By hiding the Archive view, you can create up to three additional custom views.
Managing Custom Views:
You have full control over your custom views. You can delete any custom view that is no longer needed or pin any default and custom view to make it more accessible.
For more information please refer to this link:
By following these steps, you can fully customize the "My Cases" section to better align with your workflow and preferences, allowing for a more streamlined and efficient case management experience.