The Discovery screen allows for the viewing and recording of discovery requests and compliance within a case.
Structure of This Page
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Date the discovery request was entered
Type of discovery
Respondent
Party who requested the discovery
Description of the discovery
The date of the discovery demand or order
Compliance date type
Date to comply with discovery request
Link to documents attached to the discovery request
Indication as to compliance with discovery request
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The respondent
Date discovery request was sent to the client
Date of the client conference related to this discovery request
Date discovery responses are received from the client
Indication as to whether the request has been superseded, waived or complied with
Add date to comply with discovery request to the case calendar
Comments
Respondents Table
The Respondents table is where the details of respondents to a discovery request are stored. The Respondents table is a subtable of the Discovery Table, which means that each row of the Discovery table has an individual Respondents table associated with it, which is specific to the discovery request in that row; open a row of the Discovery table using the open/close icon to reveal the associated Respondents table. Each row of the table represents an individual respondent.
Columns in the Table
The Respondents table contains the following columns:
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Respondent: The name of the respondent.
Comments: Any comments about the respondent.
Superceded/Waived: The date the request was superseded or waived
Complied/Held Date: The date the request was complied with.
Actions: Edit icon, Delete icon.
Editing a Respondent
To edit a respondent:
Click the Edit icon in the Action column of the row representing the respondent you wish to edit. This will bring up an Add/Edit panel for respondents, with the existing information filled in.
Fill the fields in with your desired information.
Click Save to save the changes and close the panel.
If you decide you do not wish to save the changes, click Cancel instead of clicking Save to undo the changes and close the panel. You can also click the white X at the upper right of the panel to do the same thing.
Deleting a Respondent
To delete a respondent:
Click the Delete icon in the Action column of the row representing the respondent you wish to delete. This will bring up a confirmation message (to avoid accidental deletions).
Click the OK button in the message to confirm the deletion.
If you decide you do not wish to delete the respondent, click Cancel instead of clicking OK to cancel the deletion. You can also click the black X at the upper right of the message to do the same thing.
Until you either confirm or cancel the deletion, you may not be able to visit any other tab in your browser.
Adding a Respondent
To add a new respondent:
Click the Add Respondent icon. This will bring up an Add/Edit panel for respondents, blank except for defaults.
Fill the fields in with your desired information.
Click Save to save the respondent and close the panel.
If you decide you do not wish to save the respondent, click Cancel instead of clicking Save to undo the changes and close the panel. You can also click the white X at the upper right of the panel to do the same thing.