...
This list contains case subtypes. Case subtypes are used to provide additional fundamental information about the case type, without affecting how that type is treated by the SmartAdvocate system. For the most part, case subtypes do not interact with the SmartAdvocate system; however, they are used in defining case types in the Case Types administrative page, selected when creating a new case in the Case Wizard, and available as a search filter in the Case SubType tab when using Case Browse. Case subtypes can also be used as a Scope in Automated Procedures. The list is a Basic Picklist Table, except that the non-action column is titled Subtypes instead of Descriptions.
Case Summary Flags
This list contains the possible flags that can appear on your Case Summary page. Case Summary Flags appear as either icons or text messages that alert you to certain details within a case. The columns within this table are:
Flag Text: This is the message that will appear if this flag is present on your dashboard and is selected to display as text. If the flag is selected to appear as an icon, this text will appear when you hover your cursor over the icon.
State: This is the display format of the flag (as an icon or as text). The flag can also be turned off from the State column.
Color: This is the color that will be assigned to the flag when it is displayed as text.
Icon: The icon assigned to the flag when that state is set to icon.
Description: A description of what function the flag will perform when clicked.
Order: The order the flags will appear on the Case Summary screen.
Action: An action column containing an Edit icon. Note: flags cannot be deleted from the system, only turned off using the State dropdown in the edit form.
Case Summary Page Design
From this page you are able to modify what panels appear on the Case Summary page for each different Case Group. The table contains a column for each possible panel that could be visible. Those columns are:
Case Group: The case group that the edits will apply to.
Custom View (0-4) Panel Visible: These are customizable panels that can be created using Email Templates. These checkboxes determine which, if any, customized panels will be visible. Up to 5 panels can be added to case summary page.
Staff Panel Visible: Whether or not the panel displaying the staff assigned to that case will be visible.
Pending Activities Panel Visible: Whether or not the panel displaying pending appointments will be visible.
Court Numbers Panel Visible: Whether or not the panel displaying court(s) assigned to the case, along with docket/index numbers, will be visible.
Last Note Summary Panel Visible: Whether or not the panel displaying the last 5 notes created in a case will be visible.
Tasks Panel Visible: Whether or not the panel displaying open tasks in the case will be visible.
Pending Critical Deadlines Panel Visible: Whether or not the panel displaying pending critical deadlines will be visible.
Plaintiff’s Panel Visible: Whether or not the panel displaying the plaintiff(s)' information will be visible.
Defendants Panel Visible: Whether or not the panel displaying the defendant(s)' information will be visible.
Negotiations and Settlements Panel Visible: Whether or not the panel displaying the most recent Negotiations and Settlements will be visible.
Incident Facts Panel Visible : Whether or not the panel displaying the case incident facts will be visible.
Case Injuries Panel Visible: Whether or not the panel displaying the plaintiff injuries will be visible.
Case Liens Panel Visible: Whether or not the panel displaying the plaintiff’s total liens and the status of those liens will be visible.
Other Cases Panel Visible: Whether or not the panel displaying the other cases the plaintiff is involved in will be visible.
Surrogate Panel Visible: Whether or not the panel displaying the plaintiff death information will be visible.
Bankruptcy Panel Visible: Whether or not the panel displaying information regarding the plaintiff’s bankruptcy case will be visible.
Related Cases Panel Visible: Whether or not the panel displaying any other cases related to this specific case will be visible.
Other Plaintiffs Panel Visible: Whether or not the panel displaying the other plaintiffs at issue in this case will be visible.
Action: An action column containing an Edit icon.
Case Team Assignments
This list displays all team assignments that have been created. Once you have created a Case Team, staff can be assigned to those teams from this page. This table’s columns are:
Team: The team this staff member is assigned to.
Staff: The staff member.
Case Role: The role this staff member will be assigned to within that team.
Action: An action column containing an Edit icon and a Delete icon.
You can add a new row to the table by clicking the Add New Item button. The add/edit form has three dropdowns, for Team (pulling from the Case Team picklist), Staff (pulling from the list of Users in the system) and Case Role (pulling from the Case Roles picklist).
Case Teams
This list displays all Teams that have been created. Case Teams allow you to create groups of staff members that perform a certain function on cases and assign them together. The columns in this table are:
Name: The name of the team.
Description: A description of the team’s function.
Action: An action column containing an Edit icon and a Delete icon.
You can add a new row to the table by clicking the Add New Item button. The add/edit form has text input fields for Name and Description.
Case Values:
This list contains numerical ranges that represent estimates of the value of a case. These are used when setting a case's estimated value from the Case Summary page. Each value range can also be associated with a default disbursement limit; when a case is assigned an estimated value, the disbursement limit is also applied to the case in the Disbursements case page. The table's columns are:
...