About Criteria Tabs

The Criteria Tabs allow for extensive filtering of cases in SmartAdvocate. The Criteria Tabs work alongside the date range, searching, and favorites panels.

By default, tabs without specific selections will include all items in the tab. The Criteria Tabs tool does not perform the search itself. It is provided to make navigating among the items in a given tab easier. Before selecting the SEARCH CASES button, you may navigate among the various tabs.

Case Group

To filter a search by Case Group:

Select SELECT ALL VISIBLE to place checkmarks for every Case Group.
Select UNSELECT ALL VISIBLE to remove checkmarks for every Case Group.
Place a checkmark in the Mass Tort checkbox to include all Case Types that have been defined as Mass Torts.
Place a checkmark in the Non Mass Tort checkbox to include all Case Types that have been defined as Non Mass Torts.
Place a checkmark in the Exclude checkbox and select individual Case Groups manually to exclude specific Case Groups from the search.
Place checkmarks in the individual Case Groups to narrow the search results.
If applicable, enter additional information in other Criteria Tabs.
Select SEARCH CASES.

If any of the items in the Case Group tab are selected, the items in Case Type and Case SubType tabs will be narrowed automatically to only offer those that are members of at least one of the selected Case Groups.

This is true even if Exclude is also selected. The Case Type tab will only display those Case Types that are members of the groups you are already excluding.

Therefore, if you wish to do any further filtering on Case Types or subtypes, it is not generally recommended to use the Exclude button in Case Group.

Case Type

Search for the Case Type by selecting from the Start with or Contains radio buttons,
or
Select the letter from the alphabet list.
Select SELECT VISIBLE to place checkmarks for every Case Type.
Select UNSELECT VISIBLE to remove checkmarks for every Case Type.
Place a checkmark in the Exclude checkbox and select individual Case Types manually to exclude specific Case Types from the search.
Place a checkmark in the Show Inactive Types checkbox to make Inactive Case Types available for filtering.
Place checkmarks in the individual Case Types to narrow the search results.
If applicable, enter additional information in other Criteria Tabs.
Select SEARCH CASES.

If any of the items in the Case Group tab are selected, the items in Case Type and Case SubType tabs will be narrowed automatically to only offer those that are members of at least one of the selected Case Groups.

This is true even if Exclude is also selected. The Case Type tab will only display those Case Types that are members of the groups you are already excluding.

Therefore, if you wish to do any further filtering on Case Types or subtypes, it is not generally recommended to use the Exclude button in Case Group.

The entries in the UDF tab, if any, are dependent on what is selected in this tab. Unless exactly one Case Type is selected, the UDF tab will be blank. If exactly one Case Type is selected, the UDF tab will be automatically populated by the UDFs associated with that Case Type.

Case SubType

Search for the Case SubType by selecting from the Start with or Contains radio buttons,
or
Select the letter from the alphabet list.
Select SELECT VISIBLE to place checkmarks for every Case SubType.
Select UNSELECT VISIBLE to remove checkmarks for every Case SubType.
Place a checkmark in the Exclude checkbox and select individual Case SubTypes manually to exclude specific Case SubTypes from the search.
Place checkmarks in the individual Case SubTypes to narrow the search results.
If applicable, enter additional information in other Criteria Tabs.
Select SEARCH CASES.

If any of the items in the Case Group tab are selected, the items in Case Type and Case SubType tabs will be narrowed automatically to only offer those that are members of at least one of the selected Case Groups.

This is true even if Exclude is also selected. The Case Type tab will only display those Case Types that are members of the groups you are already excluding.

Therefore, if you wish to do any further filtering on Case Types or subtypes, it is not generally recommended to use the Exclude button in Case Group.

State

Select SELECT VISIBLE to place checkmarks for every State.
Select UNSELECT VISIBLE to remove checkmarks for every State.
Place a checkmark in the Exclude checkbox and select individual States manually to exclude specific States from the search.
Place checkmarks in the individual States to narrow the search results.
If applicable, enter additional information in other Criteria Tabs.
Select SEARCH CASES.

Status

Select SELECT VISIBLE to place checkmarks for every Status.
Select UNSELECT VISIBLE to remove checkmarks for every Status.
Place a checkmark in the Exclude checkbox and select individual Statuses manually to exclude specific Statuses from the search.
Select the Only cases with from the dropdown menu and select the number of days in status.
Place checkmarks in the individual Statuses to narrow the search results.
The list of statuses in this tab also includes all the possible stages. The stages are in bold, with the statuses contained in each stage listed below their respective stage. Selecting any stage will automatically select every status contained in that stage.
You can deselect a status and retain the stage.
If applicable, enter additional information in other Criteria Tabs.
Select SEARCH CASES.

Sub-Status

Search for the Sub-Status by selecting from the Start with or Contains radio buttons,
or
Select the letter from the alphabet list.
Select SELECT VISIBLE to place checkmarks for every Sub-Status.
Select UNSELECT VISIBLE to remove checkmarks for every Sub-Status.
Place a checkmark in the Exclude checkbox and select individual Sub-Statuses manually to exclude specific Sub-Statuses from the search.
Select the Status Type from the dropdown menu.
Whichever Status Type is selected, the list of items will change to include all possible instances of that Status Type.
Place checkmarks in the individual Sub-Statuses to narrow the search results.
If applicable, enter additional information in other Criteria Tabs.
Select SEARCH CASES.

Referral Status

Select SELECT VISIBLE to place checkmarks for every Referral Status.
Select UNSELECT VISIBLE to remove checkmarks for every Referral Status.
Place checkmarks in the individual Referral Statuses to narrow the search results.
If applicable, enter additional information in other Criteria Tabs.
Select SEARCH CASES.

Staff

Search for the Staff by selecting from the Start with or Contains radio buttons,
or
Select the letter from the alphabet list.
Select SELECT VISIBLE to place checkmarks for every Staff.
Select UNSELECT VISIBLE to remove checkmarks for every Staff.
Place a checkmark in the Exclude checkbox and select individual Staff manually to exclude specific Staff from the search.
Select the Show Only (Firm Role): from the dropdown menu.
Select the Search Only for Case Role: from the dropdown menu.
Place checkmarks in the individual Staff to narrow the search results.
If applicable, enter additional information in other Criteria Tabs.
Select SEARCH CASES.

Case Value

Select SELECT VISIBLE to place checkmarks for every Case Value.
Select UNSELECT VISIBLE to remove checkmarks for every Case Value.
Place a checkmark in the Exclude checkbox and select individual Case Values manually to exclude specific Case Values from the search.
Place checkmarks in the individual Case Values to narrow the search results.
Enter the Liability Coverage From amount and the Liability Coverage To amount.
Enter the Min. Settlement Value From amount and the Min. Settlement Value To amount.
Enter the Settlement Value From amount and the Settlement Value To amount.
If applicable, enter additional information in other Criteria Tabs.
Select SEARCH CASES.

Law Firm

Search for the Law Firm by selecting from the Start with or Contains radio buttons,
or
Select the letter from the alphabet list.
Select SELECT VISIBLE to place checkmarks for every Law Firm.
Select UNSELECT VISIBLE to remove checkmarks for every Law Firm.
Place a checkmark in the Exclude checkbox and select individual Law Firms manually to exclude specific Law Firms from the search.
Place checkmarks in the individual Law Firms to narrow the search results.
The law firms in the image have been blurred intentionally.
If applicable, enter additional information in other Criteria Tabs.
Select SEARCH CASES.

Court

Search for the Court by selecting from the Start with or Contains radio buttons,
or
Select the letter from the alphabet list.
Select SELECT VISIBLE to place checkmarks for every Court.
Select UNSELECT VISIBLE to remove checkmarks for every Court.
Place a checkmark in the Exclude checkbox and select individual Courts manually to exclude specific Courts from the search.
Place checkmarks in the individual Courts to narrow the search results.
If applicable, enter additional information in other Criteria Tabs.
Select SEARCH CASES.

Referral Source

Search for the Referral Source by selecting from the Start with or Contains radio buttons,
or
Select the letter from the alphabet list.
Select SELECT VISIBLE to place checkmarks for every Referral Source.
Select UNSELECT VISIBLE to remove checkmarks for every Referral Source.
Select from the radio buttons for Advertising Source, Referral Law Firm, Referral Attorney, Other Referral, or Any Referral.
Place a checkmark in the Exclude checkbox and select individual Referral Sources manually to exclude specific Referral Sources from the search.
Place checkmarks in the individual Referral Sources to narrow the search results.
If applicable, enter additional information in other Criteria Tabs.
Select SEARCH CASES.

Text Search

Enter text in the search box.
Place a checkmark in any of the Search in checkboxes.
If applicable, enter additional information in other Criteria Tabs.
Select SEARCH CASES.

Misc

Place a checkmark in the Product ID/Use Confirmed checkbox.
Place a checkmark in the Product ID/Use Not Confirmed checkbox.
Place a checkmark in the Master Case checkbox.
Determined by Master Case for MDL.
Place a checkmark in the Death checkbox.
Place a checkmark in the Serious Injury checkbox.
Place a checkmark in the Corporate/Municipal Defendant checkbox.
Select the radio button for the Plaintiff or Doctors/Hospital location. Enter the location information.
DMA - Designated Market Area
Enter the Plaintiff Date of Birth range.
Enter the Plaintiff Date of Death Range.
Select the Case Creation Method from the dropdown menu.
Select Tags from the dropdown menu.
Enter specific Case Number(s).
If applicable, enter additional information in other Criteria Tabs.
Select SEARCH CASES.

UDF

Select exactly one Case Type in the Case Type tab.
See https://smartadvocate.atlassian.net/wiki/spaces/DOC/pages/96076638/Criteria+Tabs#Case-Type for additional information.
Select the UDF tab. The user-defined questions will be displayed under the corresponding radio buttons.
Each question will be followed by its respective inputs (for example, text fields, a set of checkbox options, etc.), and there will also be an additional checkbox marked Unanswered after the set of inputs.
Select from the Incident, Case, Plaintiff, Defendant, Court, Expert, PFS, or Other radio buttons.
Answer the questions.
If you select or fill in the input for a question, the search results will only include cases where the answer matches your input.
Otherwise, mark the question Unanswered.
If you check the Unanswered box for a question, the search results will only include cases where that question was unanswered.
If applicable, enter additional information in other Criteria Tabs.
Select SEARCH CASES.

https://smartadvocate.atlassian.net/wiki/spaces/DOC/pages/2168487938

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About Criteria Tabs

Case Group

Case Type

Case SubType

State

Status

Sub-Status

Referral Status

Staff

Case Value

Law Firm

Court

Referral Source

Text Search

Misc

UDF

Related Pages