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(info) The Case Type and Case Group for Drug, Medical Device, or Product , or Class Action should be created before you create the Project Details.

  1. Select Project Details from the Top Tool Bar.

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  2. Select Add New Project.Click the check box for the item being targeted (

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  3. Select from Drug, Medical Device, Product, Class Action, Other).

  4. Enter a name for this new Project Detail.

  5. Enter the remaining Project Detail information as appropriate (see example in screen shot below). Note that some of the fields may change based on the item being targeted chosen.

  6. Click the "Save" button in the lower right corner of your screen (or the "Update" button if you are editing an existing project detail).

  7. In the Incident/Injury screen in Case Wizard, click the "Show Project Details" tab on the Incident/Injury screen or Other.
    (info) Some fields below may change based on which item is selected.

  8. Enter a unique Name.

  9. Enter a Description.

  10. Select a Litigation status.

  11. Select a Firm Status.

  12. Enter Our Take on Litigation.

  13. Enter Manufacturers.

  14. Enter Intake Issues.

  15. Enter a Generic Name.

  16. Enter a Class of Drugs.

  17. Enter FDA Cleared Users.

  18. Enter a Serial / Model / Lot #.

  19. Select an FDA Approval Date.

  20. Enter any Related Drugs.

  21. Select a Black Box Warning Date.

  22. Enter any Off Label Uses.

  23. Select a Voluntary Withdrawn Date.

  24. Select a Notice Date.

  25. Enter Black Box Comments.

  26. Select from the Target Injuries, Label Changes, Notes, or Documents tabs. Enter any additional information.

  27. Select SAVE.

  28. Otherwise, select CLOSE to return to the previous screen.

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  29. In the Incident Details screen in the Intake Wizard, select Show Project Details to display information specific to this " Project" (i.e., Project Details as defined previously in steps 1 through 6 above)..

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  30. The Project Details will be displayed (superimposed) on the Incident/Injury screen for information purposes only.

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Related Pages

https://smartadvocate.atlassian.net/wiki/spaces/DOC/pages/edit-v2/96077131

Intake Wizard