User Permission Groups

The various staff members of your firm are likely to have very different access needs in SmartAdvocate. For example, you will almost certainly want to limit administrative access to your senior staff and/or IT department, and you might want to keep low-level associates from viewing cases that they are not working on. SmartAdvocate handles access through user permission groups. Users are assigned to one or more permission groups (in the Users administrative page), and those permission groups determine what access the users have to individual pages and cases. If a user belongs to multiple permission groups, that user's access to a given page or case is determined by the group with the most permissions for that page or case; e.g. if a user belongs to a group with Read Only permission for some page and another group with Read Write permission for that page, the user has Read Write permission for the page. The User Permission Groups administrative page is where you can add permission groups and manage their access to pages and cases. The page contains a table listing all of the permission groups in the SmartAdvocate system. The table's columns are:

Group name: The name of the permission group.
Case Access Restrictions: The categories of restrictions that determine whether the permission group has access to a given case. See below.
Actions: An action column containing an Edit icon and a Delete icon

You can also create a new permission group in this page. The add/edit form has a text input field for the name of the group, and the rest of the form is mainly divided into two sections. The top section is for page permissions and the bottom is for case permissions. The page permissions section consists of a dropdown labeled "Bulk change" and a table listing all of the pages in SmartAdvocate.

The table's columns are:

Page title: The name of the page.
Page url: The URL of the page. Only includes parameters after the base URL when the parameter is used to distinguish between entirely different pages (e.g. different types of reports, or different UDF pages).
Page group: The area of the SmartAdvocate site where the page is found. Somewhat approximate.
Page access: What level of access the permission group has to the page. This field contains a dropdown with seven choices: No Access, Read Only, Read Add Edit, Read Add, Read Add EditMy, Read Add EditMyNew, and Full Access.
- No Access: Users cannot reach the page or see it in menus.
- Read Only: Users can reach the page and see it in menus, but they cannot add, change, or delete records on that page.
- Read Add Edit: Users can read any records, add or change records, but cannot delete them.
- Read Add: Users can read any records, add new records, but cannot edit any existing records.
- Read Add EditMy: Users can read any records, add new records, but can only edit records they created.
- Read Add EditMyNew: Users can edit records they created, but only for a limited period of time. This time can be set in Admin -> System Parameters -> User Permission.
- Full Access: Users can perform any action on that page.
- The Page Access column of the User Permission Group page is the only portion of the table that is user editable.

The Bulk Change dropdown has the same choices as "Page access." This dropdown is used to change access to multiple pages simultaneously. To use the dropdown, use the table's filter tools to display only a subset of the available records. (A particularly useful example would be to filter the table to only show pages in the page group Admin). Then select an option in the Bulk change dropdown. All of the records visible in the filtered table will have their page access set to whichever option you chose in Bulk change. Note: "Visible" refers to all records meeting the filter conditions. Even if records are not literally visible because you have to scroll down to see them, or even if records are on a different table page than the one currently showing when you select Bulk change, they will be affected by Bulk change. Only those pages that do not meet the filter conditions will be unaffected by a bulk change.

The Case Access Restrictions section consists of the following fields:

Two radio buttons, labeled "Allow access to all cases" and "Allow access to cases that fit ANY of the following." If the first button is selected, the specific characteristics of a given case do not affect whether the permission group may view the pages for that case, and the rest of the case permissions section is ignored by the SmartAdvocate system. If the second button is selected, the rest of the section is used to set limits on which cases the permission group may view. The description of the rest of this section assumes that the second button is selected.
Assigned: A checkbox. If selected, users in the permission group may only view any case to which they personally are assigned as case staff.
Types: A checkbox-select dropdown of case types. If any of the members of the dropdown are selected, users in the permission group may view any case belonging to one of the selected case types.
Groups: A checkbox-select dropdown of case groups. If any of the members of the dropdown are selected, users in the permission group may view any case belonging to one of the selected case groups.
Statuses: A checkbox-select dropdown of primary statuses. If any of the members of the dropdown are selected, users in the permission group may view any case currently in one of the selected statuses.
Stages: A checkbox-select dropdown of stages. If any of the members of the dropdown are selected, users in the permission group may view any case currently in one of the selected stages.

Note: If one of the above four dropdowns has no items selected, the field will read "(All Case Types)" or "(All Case Groups)," etc. However, this is misleading. "(All Case Types)" does not mean users in the permission group may view all cases belonging to any case type (i.e. all cases, period); it actually means that users' ability to view a case is unaffected by that case's type. If, in an extreme case, the second radio button is selected, Assigned is not selected and no members of any of the four dropdowns are selected, users in the permission group will have no access to any cases at all.
As with most add/edit forms, you must click the Update button to save any changes you make in any of the fields in this form. Even changes made using Bulk change are not automatically saved. Additionally, even changes that are saved generally do not take effect for a user they should affect until the next time that user logs out (or is automatically logged out) and logs back in.
The correlation between selections in the case permissions section and the Case Access Restrictions column of the User Permission Groups table is as follows: If the first radio button is selected, the column will contain the text "No Restrictions." Otherwise, the column will contain the text "Restricted to Assigned," followed by "Cases" if Assigned is selected, followed by a list of the dropdowns that have at least one item selected. So, for example, if Assigned were selected, three case groups were selected in Groups, and one stage were selected in Stages, the column would read, "Restricted to Assigned Cases, Groups, Stages."

Title	URL	Group	Use/Configuration

Title	URL	Group	Use/Configuration
Accounting		Tools	Accounting (a future feature to be installed)
Accounting	/SaRx/Accounting.aspx	Accounting	Accounting (a future feature to be installed)
Accounting Integration	/SaRx/AccountingIntegration.aspx	Accounting	Accounting Integration with third-party application
Add Contact	javascript:AddContactMaster();	Contacts	Add a contact to the database
Add current page to Favorites	javascript:AddFavorite();	Favorites	Add the current page to your list of favorites
Adjourned/Canceled Appointments Report	/SAReports.aspx?reportid=CanceledAdjournedAppointment/CanceledAdjournedCalendarReport	Reports	Reports for Adjourned/Cancelled appointments
Admin		Home	Access to the Administrative Functions (for set up and configuration)
Adverse Exams	/Medical_Provider_AdverseExam.aspx	Plaintiff	Exams conducted by the opposition (e.g., DMIs)
Advertisement Campaigns	/Dashboard_AdvertisementCampaigns.aspx	Financial Dashboards	Financial Dashboards to display Financial Information such as Advertisement Campaigns, etc.
Advertisement Campaigns	/AdvertisementCampaign.aspx	Admin	Set up Advertisement sources and amount spent per period for that source
Advertisement Campaigns	/SAReports.aspx?reportid=AdvertisementReport/AdvertisementReport	Reports	Reports for Advertisement Campaigns
All Contacts	/All_contacts.aspx	Other	List all contacts
All Insurance	/Insurance.aspx	Other	All insurance for all parties
All Vehicles	/Vehicle.aspx?AllParties=true	Other	Vehicle information for both parties
Appeals	/Litigation_Appeals.aspx	Litigation	Access to the Appeals page in the Litigation Section
ARB/Mediations	/ArbitrationMediation.aspx	Other	Arbitration/Mediatio Page
Attorney File Review Overdue	/DashboardStaffReview.aspx?NoteTypeCriteria=81	Overdue Dashboards	Dashboard that displays Attorney File Reviews that are overdue
Attorney Performance	/Attorney_Dashboard.aspx	Performance Dashboards	Dashboard that shows Attorney Performance (cases assigned, etc.)
AttorneyPerformanceReport	/SAReports.aspx?reportid=AttorneyPerformanceReport/AttorneyPerformanceReport	Staff Management Reports	Reposr that shows Attorney Performance
Attorneys	/Plaintiff_Attorney.aspx	Plaintiff	Attorney information for Plainitff(s) on the Plaintiffs' page (attorneys for plaintiffs other that our firm)
Attorneys	/Defendant_Attorney.aspx	Defendant	Attorney information for defendant(s)
Automated Procedure Management	/AutomationCampaigns.aspx	Admin	Automated Procedures management page. Create, Edit and Assign Automated Procedures
Bankruptcy	/Bankruptcy.aspx	Other	Bankruptcy Page - shows bankruptcy information for the parties
Barcode Generation	/CoverGeneration.aspx	General	Allows the creation of a barcode page for document scanning
Calendar	/CaseCalendar.aspx	General	Access to the Office Calendar
Calendar Report	/SAReports.aspx?reportid=CalendarReport/CalendarReportAllActivities	Calendar Reports	Reports generated from the calendar
Calendar Report Advanced	/SAReports.aspx?reportid=CalendarReport/CustomCalendarReport	Calendar Reports	More detailed reports for specific information generated from the calendar
Calendar Reports		Calendar Reports	Acces to Reports generated from the calendar
Callers Info	/CallersInfo.aspx	Integrations	Information from specific calles generated through integrations
Callers Report	/excel_report_new.aspx	Legacy Reports
Caption	/Case_Caption.aspx	General	Access to the Case Caption Page
Case		Home
Case
Case Browse	/Case_Browse.aspx	Admin	Access to the case browse screen to generate lists based on available filters
Case Browse	/SAReports.aspx?reportid=CaseBrowse/CaseBrowse	Reports	Reports that can be generated based on filters saved in case browse
Case Browse Results	/Case_Browse_Results.aspx	Home	Results generated by filters set in case browse
Case Expenses With Interest Report	/SAReports.aspx?reportid=CaseExpensesWithInterest/CaseExpensesWithInterest	Reports	Report of case expenses (disbursements) with interest applied
Case Intake Data	/CaseIntakeData.aspx	Integrations	Case information/data captured from Intake generate through Integrations
Case Menu Configurator	/CaseMenuConfigurator.aspx	Admin	Allow access to change the left menu - Available from the Case's Summary Screen
Case Minimum Settlement Value Not Set	/SAReports.aspx?reportid=CaseMinSettlementValueNotSetReport/CaseMinValueReport	Reports	Reports generated from the minimum settlement value set per case
Case Notes	/SAReports.aspx?reportid=CaseNotesReport/CaseNotesReport	Reports	Reports of notes entered in cases
Case Review	/CaseReview.aspx	Dashboards	Dashboard which displays cases that have been reviewed by attorney and supervisor
Case Settlement Values	/SAReports.aspx?reportid=Case Settlement Value/CaseSettlementValues	Financial Reports	Report that shows settlement over the specified date range
Case Statistics	/SAReports.aspx?reportid=CaseStatistics/CaseStatistics	Reports	Reports that shows new intakes, settlements and Advertisement for the time period specified
Case Statistics	/dashboard_CaseStatistics.aspx	Dashboards	Dashboard that shows new intakes, settlements and Advertisement for the time period specified
Case Status Change	/SAReports.aspx?reportid=CaseStatusChangeReport/CaseStatusChangeReport	Reports	Shows cases with status changed for the period selected
Case Time Tracking	/SAReports.aspx?reportid=CaseTimeTrackingReport/CaseTimeTrackingReport	Reports	Report of time entered for cases over the period designated
Case Type	/CaseType.aspx	Admin	Case Type setup
Case UDF	/UDFs.aspx	General	User Defined Fileds created on the Case UDF page
Case UDF	/UDFs.aspx?UDFFor=Case	Other
Case Value	/CaseValue.aspx	Other	A combination of data entered on various screens that will show special damages and, certain expenses and certain liens
Case Values	/SAReports.aspx?reportid=CaseValues/CaseValues	Financial Reports	Report of the Case Values for Special Damages, etc.
Case Wizard	/Case_Wizard.aspx	Home	Used to create a new matter/case
Case Wizard	/sarx/CaseWizard.aspx	Home	Acces to enter/create a new matter/case
Cases		Favorites	A list of cases that has bee marked as favorite
Cases by Case Type	/SAReports.aspx?reportid=CaseByCaseTypeSummary/CasesByCaseTypeSummaryRpt	Reports	Report of list of cases sorted by Case Type
Cases In Status	/SAReports.aspx?reportid=CasesInStatus/CasesInStatus	Reports	Report of cases in a specific status
Cases In Status	/Dashboard_Sol_V2_ChaseCall.aspx?Criteria=StatusBased	Dashboards	Dashboard show cases in a specific status
Cases With Disbursement Exceeding Limit Report	/SAReports.aspx?reportid=CaseDisbursementExceededReport/CaseDisbursementExceededReport	Financial Reports	Report that shows cases where the case costs/Disbursements exceed the limit set b y the firm
Cases With Long Time In Status	/SAReports.aspx?reportid=LongStatus/LongStatusCases	Staff Management Reports	Report of cases that have been in a specific status longer than the time designated by the firm to be in that status
Cases With No Recent Activity	/SAReports.aspx?reportid=CasesWithNoActivity/CasesWithNoActivity	Staff Management Reports	Report of cases with no recent activity (notes, documents, appointments, tasks, etc.)
Cases Without Incident Date	/SAReports.aspx?reportid=CasesWOIncidentDate/Cases Without IncidentDate	Reports	Repost of cases where no incident date has been entered
Change Password	/Change_Password.aspx	Admin	Access to change user password
Chart of Accounts	/ChartOfAccounts.aspx	Admin	List of accounts for accounting (future feature)
Check Requests For Review	/CheckRequestsForReview.aspx	Tools	List of checks that have been marked for review peior to being sent to QuickBooks for check disbursement
Checks Audit Trail Report	/SAReports.aspx?reportid=ChecksAuditTrailReport/ChecksAuditTrailReport	Financial Reports	Audit trail for checks showing change detail and individual who made the change
Checks Received Report	/SAReports.aspx?reportid=ChecksReceivedReport/ChecksReceivedReport	Financial Reports	Report of settlement checks received
Client Birthday Report	/SAReports.aspx?reportid=ClientBirthdayReport/Birthday Report Closed Cases With Settlement Status	Calendar Reports	Report of client birthdays for the month
Client Contact Overdue	/Dashboard_Sol_V2_ClientContact.aspx	Overdue Dashboards	Dashboard that shows list of cases where the client has not been contacted by the Paralegal within the time designated by the firm
Client Portal	/CaseClientPortal.aspx	General	Access to the Client Ports to sent token/invitation to clients, etc.
Client Portal Administration	/ClientPortalAdmin.aspx	Admin	Access to the Client Ports for administration and set up
Close Reason Statistics	/ClosedCasesStats.aspx	Dashboards	Dashboard that shows list of cases closed and the reson therefore
Closed Cases Analysis	/DashboardClosedCasesReport.aspx	Financial Dashboards	Analysis of closed cases by staff and the fees generated, etc.
Closed Cases With No Fee	/SAReports.aspx?reportid=DisbursmentforClosedCasesWithNoSettlment/DisbursementofClosedCasesNoSettlement	Reports	Report of cases that have been closed with no firm/attorney fee generated
Closed Reason Statistics	/SAReports.aspx?reportid=CloseReasonStatistics/CloseReasonStatistics	Intake Reports	Reports showing cases that have been closed and the reason they were closed with percentages
Codicil Information	/Surrogate_WillInformation.aspx?CodicilInformation=C	Surrogate	Amendment/Codicil to Will of the client
Comparative Yearly Statistics for Intake	/SAReports.aspx?reportid=IntakeMonthlyReport/IntakeMonthlyReport	Intake Reports	Report of cases entered in intake with a comparative yearly analysis
Complaints/Answers	/Litigation_ComplainAnswers.aspx	Litigation	List of complain and answere entered on the Critical Deadlines page and shown in a summary on the Litigation Page
Conflict Report	/SAReports.aspx?reportid=ConflictReport/ConflictReport	Intake Reports	Report of cases showing possible conflicts (same name, same address, same phone numbers, etc.)
Contact Related Add	/Contact_RelatedAdd.aspx	General	Add contact
Contact Rename Report	/SAReports.aspx?reportid=ContactRenameReport/ContactRenameReport	Staff Management Reports	Report of cases where the contact name has been modified
Contact Search	/Contact_List_New.aspx	Contacts	Search contact
Contact Select	/Contact_SelectAdd.aspx
Contacts		Home	Search contacts
Copy/Merge Cases	/CopyAndMergeCases.aspx	Tools	Copy a case or merge two or more cases
Counter Claims/3P	/Counter_Claims3P.aspx	Litigation	Third-Party Litigation
Court	/Case_Court.aspx	General	Court information (Court name, Docket Number, Judge, eyc.)
Court Rules	/CourtRules.aspx	General	Integration through Calendar Rules
Court UDFs	/UDFs.aspx?UDFFor=Court	Litigation	User Defined Files that will display on the Court Page
Create Document	/Create_doc.aspx		Create documents
Created/Modified Contact Search	/SAReports.aspx?reportid=ContactSearchReport/ContactSearchReport	Staff Management Reports	Report of contacts that have been created or modified for the period selected
Critical Comments	/Critical_Comments.aspx	General	Critical Comment that can be set to appear on the case as a popup when the user tries to access the case
Critical Deadline Report	/SAReports.aspx?reportid=Critical Deadline Report/Critical Dealine Report	SOL/Critical Deadline Reports	Report of deadlines
Critical Deadlines	/Case_SOL.aspx	General	Access to the critial deadlines page of the case
Custom View Page 1	/CustomView.aspx?PageID=1	Other	Pages/Panels that can be created to display in the case show information typically populated via merge codes
Custom View Page 2	/CustomView.aspx?PageID=2	Other	Pages/Panels that can be created to display in the case show information typically populated via merge codes
Custom View Page 3	/CustomView.aspx?PageID=3	Other	Pages/Panels that can be created to display in the case show information typically populated via merge codes
Custom View Page 4	/CustomView.aspx?PageID=4	Other	Pages/Panels that can be created to display in the case show information typically populated via merge codes
Custom View Page 5	/CustomView.aspx?PageID=5	Other	Pages/Panels that can be created to display in the case show information typically populated via merge codes
Daily Cases Opened	/SAReports.aspx?reportid=DailyCasesOpened/DailyCasesOpened	Intake Reports	Intake Report show daily cases opened
Daily Single Event Cases Opened	/SAReports.aspx?reportid=SingleEventIntakePattern/SingleEventIntakePatterns	Intake Reports	Intake Report show daily cases opened
Dashboard Designer	/CustomDashboards.aspx?Mode=Designer	Dashboards	Administrative function that allows the design of custom dashboards
Dashboard Group 1	/CustomDashboards.aspx?Group=1	Dashboards	Administrative function that allows the design of custom dashboards
Dashboard Group 2	/CustomDashboards.aspx?Group=2	Dashboards	Administrative function that allows the design of custom dashboards
Dashboard Group 3	/CustomDashboards.aspx?Group=3	Dashboards	Administrative function that allows the design of custom dashboards
Dashboard Group 4	/CustomDashboards.aspx?Group=4	Dashboards	Administrative function that allows the design of custom dashboards
Dashboard Group 5	/CustomDashboards.aspx?Group=5	Dashboards	Administrative function that allows the design of custom dashboards
Dashboard Teams	/TeamManagement.aspx	Admin
Dashboard Viewer	/CustomDashboards.aspx?Mode=Viewer	Dashboards	Dashboard that shows graphical display of Open Cases, Settlements, Leads by Groups, Lead Demographics, Lead Geographics, User Activity
Dashboard(Old)	/Dashboard_Sols.aspx	Admin
Dashboards		Home	Access to Dashboards
Death Compromise	/DeathCompromise.aspx	Surrogate	Procedure in Probate Court
Death Compromise Dist.	/DCDistribution.aspx	Surrogate	Procedure in Probate Court
Decedent Information	/SurrogateDecedentInformation.aspx	Surrogate	Information for decedent entered on the Surrogate/Probate Court page
Defendant		Case	Defendant Main Section on the Summary Screen
Defendant Notes	/CaseNotesNew.aspx?NoteType=Defendant	Defendant	Notes page showing defendants notes
Defendant UDFs	/UDFs.aspx?UDFFor=Defendant	Defendant	User Defined Fields created for the defendants' page
Demand Production	/Dashboard_DemandProduction.aspx	Performance Dashboards	Dashboard showing settlement demands made for the period selected
Depositions	/Litigation_Deposition.aspx	Litigation	Depositions Page under the Litigation Section
Disbursement Report	/SAReports.aspx?reportid=DisbursementReport/DisbursementReport	Financial Reports	Report of case costs/Disbursements
Disbursements	/Case_Disbursement.aspx	General	Disbursements Page
Discovery	/Litigation_Discovery.aspx	Litigation	Discovery page under the Litigation Section
Distributees/Others	/Surrogate_Distributees.aspx	Surrogate	Distributees shown on the Surrogate/Probate information screen
Distribution Check Requests For Review	/DistributionCheckRequestsForReview.aspx	Tools	Dashboard uses to show checks that have been flagged for review that are populated to the special dashboard prior to approval to be sent to QuickBooks
Document Search Report	/SAReports.aspx?reportid=DocumentSearchReport/DocumentSearchReport	Reports	Report to show documents added to a case
Document Templates	/TemplateManagement.aspx	Admin	Access to the document templates used for document generation
Documents	/case_documents.aspx	General	Documents page in the case
Documents Search	/Document_Listing.aspx	Tools	System-wide document search
Email Cache	/EmailCache.aspx	Tools	(Future feature)
Email/Note Templates	/EmailTemplates.aspx	Admin	Create email templates
Emails	/case_documents.aspx?show=EmailsOnly	General	Emails page
Employment	/Plaintiff_Employment.aspx	Plaintiff	Plaintiff's Employment information
Evidence	/Evidence.aspx	Litigation	Evidence page on the Litigation Section
Evidence/Storage Report	/SAReports.aspx?reportid=EvidenceStorage/EvidenceStorage	Reports	Report showing physical evidence being stores
Expense Analysis Report	/SAReports.aspx?reportid=ExpenseAnalysisReport/ExpenseAnalysisReport	Financial Reports	Report showing comparison of case expenses to recovery
Expert	/Expert_Details.aspx	Litigation	Expert page on the litigation section
Expert UDFs	/UDFs.aspx?UDFFor=Expert	Litigation	User Defined Filed for Expert
Favorites		Home	List of filters saved
Fees Awarded	/FeesAwarded.aspx	General	Page for entry of fees awarded in Social Security/Disability, Workers Comp cases, etc.
Fees Deposited	/SAReports.aspx?reportid=FeeDepositReport/FeesDepositedReport	Financial Reports	Report of Firm fees deposited from settlements
Fees Outstanding	/SAReports.aspx?reportid=FeeOutStanding/FeesOutstanding	Financial Reports	Report of Firm fees earned from settlements but not yet deposited (settlement checks not yet received)
Filters		Favorites	Access to saved filters (Calendar, favorite cases, etc.)
Financial Dashboards		Dashboards	Financial Dashboards (settlements, advertisement campaigns, etc.)
Financial Reports		Reports	Financial Reports (Settlements, etc.)
Funding	/Funding.aspx	Other	Page for pre or post-settlement funding requests
Funding Report	/SAReports.aspx?reportid=FundingReport/FundingReport	Financial Reports	Report of funding requests/funding made
General		Case
Hearing	/LitigationHearing.aspx	Litigation	Hearing page under the Litigation section (Workers Comp., etc.)
Help	/help/default.htm	Home	Access to online user help for SmartAdvocate
Home			(Future feature)
Hourly Call Patterns	/SAReports.aspx?reportid=Intake Pattern/IntakePatternReport	Intake Reports	"Call Patters" (Intakes) done over a specified period
Import Case/Contact	/ImportCaseContacts.aspx		Import case contacts from spreadsheet
Import/Export Cases	/ImportCase.aspx		Import or Export case information to a spreadsheet
Incident	/Case_Incident.aspx	General	The incident Page (initially completed during intake)
Incident Date/State	/Case_Incident.aspx#Incident	General	The incident date (date of accident)
Incident Information Changed Report	/SAReports.aspx?reportid=IncidentInformationChangedReport/IncidentInformationChangedReport	Staff Management Reports	Report of any changes made to information on the Incident page
Incomplete Cases	/Incomplete_Cases_New.aspx	Tools	A log of "cases/intakes" where the Case Wizard (Intake) was commenced but not completed where a new case/new matter was created
Injuries	/Case_Injury.aspx	Plaintiff	Injuries page for plaintiff
Injuries-Prior	/Medical_Provider_Priorsubsequentinjuries.aspx	Plaintiff	Page where "prior" injuries (injuries of the plaintiff/claimant that occurred before the incident at issue)
Insurance	/Plaintiff_Insurance_Company.aspx	Plaintiff	Insurance informatin for the plaintiff
Insurance	/Defendants_Insurance_Company.aspx	Defendant	Insurance information for the defendant
Insurance	/Plaintiff_Insurance_Company.aspx?Defendant=True	Defendant	Insurance information for the defendant
Insurance Company Report	/SAReports.aspx?reportid=Insurance Company Report/Insurance Company Report	Reports	Report of insurance companies and settlements made by those companies
Intake Analysis	/SAReports.aspx?reportid=IntakeAnalysis/IntakeAnalysisCount	Intake Reports	Intake data showing leads from applicable sources, leads by case group, and optional settlement information generally defaulted for the last 24 hours
Intake Dashboard	/DashboardIntake.aspx	Performance Dashboards	Dashboard showin intake statistics, including leads generated, conversion percentage, signed up leads, and referred out leads for the period selected
Intake Follow Up Dashboard	/Dashboard_Sol_V2_ChaseCall.aspx	Dashboards	Dashboard showing cases in the intake stage where the client has not yet been retained
Intake Performance	/DashboardIntakeReport.aspx	Performance Dashboards	Dashboard showing intake statistics, including leads generated, conversion percentage, signed up leads, and referred out leads for the period selected
Intake Performance Report	/SAReports.aspx?reportid=IntakePerformanceReport/IntakePerformanceReport	Intake Reports	Report showing intake statistics, including leads generated, conversion percentage, signed up leads, and referred out leads for the period selected
Intake Reports		Reports	Access to the Intake Reports
Intake Review	/IntakeReview.aspx	Dashboards	Dashboard showing cases in the intake stage that have been marked to be rejected, but need to be reviewed by a supervisor
Intake Statistics	/Dashboard_NewCases.aspx	Dashboards	Dashboard showing graphical rendition of intake statistics, by source and case type year to date and month over month for tha past four years
Integration Page 1	/Integration1.aspx	Other	Third Party Integrations
Integration Page 2	/Integration2.aspx	Other	Third Party Integrations
Integration Page 3	/Integration3.aspx	Other	Third Party Integrations
Integration Page 4	/Integration4.aspx	Other	Third Party Integrations
Integration Page 5	/Integration5.aspx	Other	Third Party Integrations
Integrations		Tools
Investigations	/Investigations.aspx	General	Third Party Investigationss
Item Templates	/WorkPlanTemplatesAdmin.aspx	Work Plans	SmoartAdvocate WorkPlans (Create, modify, assign)
Last Modified Note Report	/SAReports.aspx?reportid=LastModifyBy/Last Modified By Report	Reports	Report showing notes last modified
Lawyer Referral By Closing date	/SAReports.aspx?reportid=LawyerReferralSource/LawyerReferralSource	Reports	Repoirt showing referral by attorney
Lead Analysis Report	/SAReports.aspx?reportid=LeadAnalysisReport/LeadAnalysisReport	Intake Reports	Intake Report showinggraphical rendition of lead by gender, age and case group for the period selected
Legacy Dashboards		Dashboards
Legacy Reports		Reports
Letter of Administration	/Surrogate_Letter_Of_Admin.aspx	Surrogate	Letters of administration from Probate/Surrogate Court
Lien Report	/SAReports.aspx?reportid=Lien Report/LienReport	Financial Reports	Financial Report showing liens in cases
Lien Tracking	/Plaintiff_LienTracking.aspx	Plaintiff	Page where liens are entered in the case
Lienor Report	/SAReports.aspx?reportid=LienorCreationReport/LienorCreationReport	Reports	Report of liens in cases
Links		Favorites	Links for URLs or pages outside of SmartAdvocate
Litigation		Case	The Litigation Page
Litigation Stage	/Dashboard_Sol_V2_LigNew.aspx	Legacy Dashboards
Litigation Stage	/StageDashboard.aspx?stage=2	Stage Dashboards	Dashboard showing cases in the Litigation Stage
Manage Favorites	/CaseFavorite.aspx	Favorites	Access to mage the user lists of favorites (filters, etc.)
Map Cases	/MapCases.aspx	Home	Map showing geographic location of plaintiffs based on their address
Map Dashboard	/MapsIntegration.aspx	Dashboards	Dashboard showing Map showing geographic location of plaintiffs based on their address
Mass Contact Import	/MassContactImport.aspx	Tools	Import tool to import contacts in bulk from spreadsheet
Mass Document Upload	/Document_Scanning.aspx	Tools	Upload tool to upload multiple documents to a case simultaneously
Mass Emailing	/MassEmail.aspx	Tools	Tool to send multiple emails simultaneously
Mass Mailing	/Mass_Mailing.aspx	Tools	Tool to send document to multiple plaintiffs simultaneously
Mass Sending Errors	/MassSendingErrors.aspx	home	Page that logs error from mass sending operations
Mass Texting	/MassSMS.aspx	Tools	Tool to send text messages in bulk to multiple pplaintiffs
Mass Time Tracking Entry	/MassTimeEntry.aspx	Tools	Page that allows the entry of time tracking information to multiple cases simultaneously
MDL Cases	/MDL.aspx	Other	List of cases in Multi District Litigation
Medical Bill Vs Policy Limit	/SAReports.aspx?reportid=MedicalBillVsPolicyLimits/MedicalBillVsPolicyLimits	Reports	Report showing medical bills and policy limits in the case
Medical Chronology	/Plaintiff_Medical_Chronology.aspx	Plaintiff	Medicals chronology for treatment by the medical providers
Medical Provider Referral Report	/SAReports.aspx?reportid=MedicalProviderReferralReport/MedicalProviderReferralReport	Medical Reports	Report of cases where the firm referred clients to those providers
Medical Providers	/Plaintiff_Medical_Provider.aspx?current=true	Plaintiff	Page where medical providers for the plaintiff are entered (treatment for "current" injuries)
Medical Providers-Prior	/Plaintiff_Medical_Provider.aspx?Prior=true	Plaintiff	Page where medical providers for prior treatment are entered
Medical Record Request Types	/MedicalRecordType.aspx	Admin	Types of medical records requests (hospital records, pharmacy records, MRI, etc.)
Medical Records Request Report	/SAReports.aspx?reportid=ExternalMedicalRequests/ExternalMedicalRequests	Medical Reports	Report of medical records requests made
Medical Records Requests (external)	/Dashboard_MedicalRequests.aspx?Ext=True	Dashboards	Dashboard showing medical records requests made and the records have not been received
Medical Records Requests (internal)	/Dashboard_MedicalRequests.aspx?Ext=False	Dashboards	Dashboard showing medical records requests that have been logged to the case, but not yet sent out
Medical Records Requests Summary Report	/SAReports.aspx?reportid=MedicalRecordsRequestsSummary/MedicalRecordsRequestsSummary	Medical Reports	Summary Report of medical records request made
Medical Records Retrieval Performance Report	/SAReports.aspx?reportid=MedicalRecordsRetrievalPerformanceReport/MedicalRecordsRetrievalPerformanceReport	Medical Reports	Report of medicalrecords request made through retrieval service and received by date range
Medical Records Update Report	/SAReports.aspx?reportid=MedicalRecordsUpdateReport/MedicalRecordsUpdateReport	Medical Reports	Report of update requests for medical records from retrieval service
Medical Testing	/MedicalTesting.aspx	General	Page showing test ordered by the medical provider
Medical Visits Report	/SAReports.aspx?reportid=MedicalVisitsReport/MedicalVisitsReport	Medical Reports	Report of visits by provider for the case
Missing Barcoded Documents	/SAReports.aspx?reportid=MissingBarcodedDocuments/MissingBarcodedDocuments	Reports	Report of documents that were scanned without a barcode cover page
Modified Notes Report	/SAReports.aspx?reportid=ModifiedNotesReport/ModifiedNotesReport	Staff Management Reports	Report of notes that have been modifies by staff
Money In Trust Account	/SAReports.aspx?reportid=MoneyInTrustAccountReport/MoneyInTrustAccountReport	Financial Reports	Report of settlement funds being held in Trust
Monthly Intake Statistics	/SAReports.aspx?reportid=IntakeDetailedAnalysis/IntakeDetailedAnalysis	Intake Reports	Report of Intakes per month
Motions	/Litigation_Motion.aspx	Litigation	Motions Page under the Litigation Section
My Cases	/Dashboard_Sol_V2_ChaseCall.aspx?Criteria=AllCalls	Dashboards	Dashboard show list of open cases assigned to the staff member
My Medical Records Requests	/Dashboard_ParalegalMedicalRequests.aspx	Dashboards	Dashboard showing list of medical records requests assigned to the staff member
My SmartAdvocate	/MySmartAdvocatePanels.aspx	Home	Home page in SmartAdvocate
Negotiation Follow-Up	/Dashboard_SettlementNegotiation.aspx	Dashboards	Dashboard showing list of cases where a demand or offer has been entered but not yet settled
Negotiation Follow-Up	/SAReports.aspx?reportid=NegotiationFollowUp/NegotiationFollowUp	Reports	Report showing list of cases where a demand or offere has been entered but not yet settled
Negotiation/Settlement	/Negotiation.aspx	General	Negotiation/Settlement page where demands, offere and settlements are entered
Negotiation/Settlement (Checks Panel)	/Negotiation.aspx#Checks	General	Checks received from Settlement
Negotiation/Settlement (Negotiations Panel)	/Negotiation.aspx#Negotiations	General	Settlement information
Negotiation/Settlement (Settlements Panel)	/Negotiation.aspx#Settlements	General	Negotiation/Settlement panel on the Negotiation/settlement page where demands, offere and settlements are entered
New Case Report	/SAReports.aspx?reportid=NewCaseReport/IntakePatternsReferralSource	Reports	Report of new cases entered for the period
New Cases	/Dashboard_Sol_V2_NewCaseLive.aspx	Dashboards	News cases from Probate/Dashboards Court
No Fault Report	/SAReports.aspx?reportid=No Fault Report/No Fault Repot	SOL/Critical Deadline Reports	Report showing "No Fault" deadlines
Notes	/CaseNotesNew.aspx	General	Page where notess are entered the case
Notes	/CaseNotesNew.aspx?NoteType=Expert	Litigation	Litigation notes
Notes	/CaseNotesNew.aspx?NoteType=Court	Litigation	Litigation notes
Notes Overdue by Type	/DashboardStaffReview.aspx	Overdue Dashboards	Dashboard showing note types that have not been entered for the specified period
Notes Search	/NoteSearch.aspx	Tools	Tool that allows searching of notes system wide
Notes Search Report	/SAReports.aspx?reportid=NotesSearchReport/NotesSearchReport	Reports	Report of notes that have been entered
Notice of Claim Report	/SAReports.aspx?reportid=Notice of Claim/Notice of Claim Report	SOL/Critical Deadline Reports	Report showing "Notices of Claim" deadline
Notifications Setup	/NotificationsSetup.aspx	Admin	Set up for notification sent to staff based on certain occurrences
Office Calendar	/OfficeCalendar.aspx	Home	Main Office (Central) Calendar
Open Cases	/OpenCases.aspx	Dashboards	Dashboard showing list of open cases
Other		Case	Other unrelated cases for the plaintiff
Other Cases	/OtherCases.aspx	Other	Other unrelated cases for the plaintiff
Other Providers	/Medical_Provider_OtherProvider.aspx	Plaintiff	Other medical providers (other than those entered for "current" treatment)
Outstanding Items	/Outstanding_Items.aspx	Other	Page showing list of items with "open" dated (e.g., open medical records request, Motion pending and no decision date, discovery with no satisfied date, etc.)
Overdue Dashboards		Dashboards	Dashboard showing overdue items (client contact overdue, attorney file review overdue, supervisor file review)
Overdue Report	/SAReports.aspx?reportid=OverDueReport/OverDueReport	Staff Management Reports	Report showing overdue items (client contact overdue, attorney file review overdue, supervisor file review)
Overdue Status Summary	/SAReports.aspx?reportid=OverDueStatusSummary/OverDueStatusSummary	Staff Management Reports	Report showing list of cases where they have been in a status longer than the time designated
Overdue Tasks Report	/SAReports.aspx?reportid=OverDueTasksReport/OverDueTasksReport	Staff Management Reports	Report of tasks that are open with a past due date
Performance Dashboards		Dashboards	Dashboard showing staff performance (cases assigned, etc.)
Photograph	/Case_Photograph.aspx	General	Photographs page showing photographs that have bee added to the case
Picklist Maintenance	/PickList.aspx	Admin	Admin section to configure certain items such as those shown in drop-down lists
Plaintiff		Case
Plaintiff Fact Sheet	/UDFs.aspx?UDFFor=PFS	Plaintiff	Page where a PFS can be designed/set for the case
Plaintiff UDFs	/UDFs.aspx?UDFFor=Plaintiff	Plaintiff	Page where User Defined Fields for the plaintiffs can be designed/set
Policy Limit Settlement Report	/SAReports.aspx?reportid=PolicyLimitSettlementReport/PolicyLimitSettlementReport	Financial Reports	Report showing settlements and the policy limits for the insurance entered in the case
Prelit Unit Status	/DashboardSingleEventStatusReport.aspx	Performance Dashboards	Dashboard show staff performance which includes total settlements, fee generated, average times, etc.
Pre-Litigation Stage	/Dashboard_Sol_V2_PreLitNew.aspx	Legacy Dashboards
Pre-Litigation Stage	/StageDashboard.aspx?stage=1	Stage Dashboards	Dashboard showing cases in the Pre-Litigation Stage
Prescriptions	/Prescriptions.aspx	Plaintiff	Page showing medications prescribed for the plaintiff
Presign - Signup Not Scheduled	/PresignNotScheduled.aspx	Dashboards	Dashboard showing leads where a sign-up kit has not been sent
Prior Claims	/Plaintiff_Prior_claims.aspx	Plaintiff	Priors claims made by this plaintiff
Problem Cases	/Dashboard_Sol_V2_ProblemCase.aspx	Dashboards	Dashboard showing cases where critical information is missing (missing incident date, missing incident facts, etc.)
Problem Cases Report	/SAReports.aspx?reportid=ProblemCasesReport/ProblemCasesReport	Reports	Report showing cases where critical information is missing (missing incident date, missing incident facts, etc.)
Project Details	/Project_Details.aspx	Home	Campaigns for mass tors, class action, etc., showing target plaintiff, potential intake issues, etc. A general guide for the Intake Team for special types of cases generally in the Mass tort arena
Query Tool (Alpha)	javascript:var w=window.open("http://saweb2008a/querytool/","contacts","");	Tools
Quick Injury	/QuickInjuryManagement.aspx	Admin	Admin section to designate quick injuries (check boxes to enter injuries) typically used in intake
QuickBooks Disbursements Report	/SAReports.aspx?reportid=QBDisbursements/QuickBooksDisbursements	Financial Reports	Report showing disbursements/Case Costs sent to QuickBooks
Recent Cases		Home	List of last 20 cases accessed by the user
Recently Accessed Cases	/RecentlyAccessedCases.aspx	Recent Cases	List of cases recently accessed by the user
Refer-Out Rules	/ReferOutRules.aspx	Admin	Set up which case type are referred to designated attorney/law firms
Referrals By Clients	/SAReports.aspx?reportid=ReferralsByClients/ReferralsByClients	Reports	Report showing cases referred to the firm by former/current clients
Referred Out	/RetainerReferral_Out.aspx	General	Page showing referred out firm
Referred Out Firm Follow-up	/Dashboard_Sol_OutLawFirm.aspx	Dashboards	Dashboard that displays list of cases referred to firms/attorneys
Referred-Out Firm Performance	/SAReports.aspx?reportid=ReferredOutFirmPerformance/ReferredOutFirmPerformance	Reports	Report showing list of cases referred to to firms/attorneys
Reports		Home	Access to Reports
Retainer Staff	/RetainerStaffManagement.aspx	Admin	Set up staff that are assigned when a matter is retained
Retainer/Referral	/Case_Retainer_Referral.aspx	General	Page where Retainer and Referral information is entered for the case
SA Pages		Favorites	List of favorite filters
School/Other Activities	/Plaintiff_SchoolAndOtherActivity.aspx	Plaintiff	School and other activity information for the plaintiff
Settlement Dashboard	/DashboardSettlement.aspx	Financial Dashboards	Dashboard showing settlement information for the period selected
Settlement Forecast Report	/SAReports.aspx?reportid=SettlementForecastReport/SettlementForecastReport	Financial Reports	Report showing anticipated settlement for a designated period
Settlement Performance (Min. Value)	/SAReports.aspx?reportid=SettlementPerformanceMinValueReport/SettlementPerformanceMinValueReport	Financial Reports	Report showing forecasted settlements for the minimum settlement valu set.
Settlement Report	/SAReports.aspx?reportid=Settlement Report/Settlement Report	Financial Reports	Access to Financial Reports
Settlement/Fee Production	/Dashboard_SettlementProduction.aspx	Financial Dashboards	Dashboard showing settlements and firm/attorney fees generated from those settlements
Settlements By Case Group/Type	/SAReports.aspx?reportid=SettlementsByCaseGroupAndType/SettlementsByCaseGroupAndType	Financial Reports	Report showing settlements by Case Group
Shared Documents	/Case_SharedDocuments.aspx	General	Documents shared with "outside" sources/contacts
Sign Up Stage	/Dashboard_Sol_V2_Signups.aspx	Legacy Dashboards	Dashboard showing list of cases in the Sign Up Stage broken down by statuses in that stage
Sign Up Stage	/StageDashboard.aspx?stage=3	Stage Dashboards	Dashboard showing cases in the Sing-Up Stage
SignUp Kit To Go Out	/Dashboard_SignUpKit.aspx	Dashboards	Dashboards showing cases in the specific status for "Sign-Up Kits" to be sent to the designated leads
Single Event Case Listing	/DashboardSingleEventCaseListing.aspx	Dashboards	Dashboard showing list of open "single event" type cases
Social Security Disability	/SocialSecurityDisability.aspx	General	Page for Social Security/Disability type matters
SOL Report	/SAReports.aspx?reportid=SOLReportv2/SOL Short Report V2	SOL/Critical Deadline Reports	Report showing Statute of Limitations (SOL) deadlines
SOL/Critical Deadline Reports		Reports	Report showing Statute of Limitations (SOL) deadlines
Special Damages	/PlaintiffSpecialDamage.aspx	Plaintiff	Page showing special damages for the plaintiff
Staff Activity Report	/SAReports.aspx?reportid=StaffActivity/StaffActivity	Staff Management Reports	Report showing staff activity over the designated period
Staff Management Reports		Reports	Access to Staff Management Reports
Staff Performance	/DashboardStaffPerformance.aspx	Performance Dashboards	Dashboard showing staff activity over a designated period
Staff Performance Report	/SAReports.aspx?reportid=StaffPerformanceReport/StaffPerformanceReport	Staff Management Reports	Report showing staff activity over a designated period
Stage Dashboards		Dashboards	Dashboard showing cases by Stages
Stage Overdue by Staff	/DashboardStageOverdue.aspx	Stage Dashboards	Dashboard showing cases in designated stages that are beyond the time frame set by the firm
Stages Setup	/StagesSetUp.aspx	Admin	Administrative function to set up the desired Stage for cases
Status Setup	/StatusSetUp.aspx	Admin	Administrative function to set up the desired Statuses for cases
Statute of Limitations	/Dashboard_Sol_V2.aspx	Dashboards	Dashboard showing the Statute of Limitations deadlines for cases
Suggestion	/Suggestion.aspx	Home	Send suggestions to SmartAdvocate
Suggestion Report	/SAReports.aspx?reportid=SuggestionReport/Suggestion Report	Reports	Report showing suggestions for SmartAdvocate
Summary	/CaseSummary.aspx	General	Access the case summary screen
Summary	/Case_Plaintiff.aspx	Plaintiff	Access the summary page for plaintiff
Summary	/Defendant.aspx	Defendant	Access the summary page for defendant
Summary	/Litigation_Index.aspx	Litigation	Access the summary page for litigation
Summary (Close Case)	/CaseSummary.aspx#CloseCase	General	Access the summary (close case) page
Summary (Staff Panel)	/CaseSummary.aspx#Staff	General	Access summary of staff assigned to the case to date
Summary (Status Panel)	/CaseSummary.aspx#Status	General	Access summary of different statuses assigned to the case over time
Summary (Value Panel)	/CaseSummary.aspx#Value	General	Access summary of case value
Supervisor File Review Overdue	/DashboardStaffReview.aspx?NoteTypeCriteria=80	Overdue Dashboards	Dashboard showing Supervisor file review overdue
Surrogate		Case	Surrogate (Probate Court) section
System Parameters	/AdminParams.aspx	Admin	Administrative functions to set certain parameters for SmartAdvocate
System Parameters (Internal)	/AdminInternalParams.aspx	Admin	Administrative functions to set certain parameters for SmartAdvocate
Task Groups	/TaskGroupManagement.aspx	Admin	Administrative function to set task groups
Task Templates	/TaskTemplateManagement.aspx	Admin	Administrative function to create task templates
Tasks	/Dashboard_Tasks.aspx	Dashboards	Dashboard to access tasks system wide
Tasks	/Case_Tasks.aspx	General	Page that shown tasks that have been assigned in the case
Template Editor	javascript:var w=window.open("Template_Editor.aspx","editor");	Admin	Access the template editor page for admin
Template Page 1	/CustomView.aspx?PageID=1&Template=true	Other	Access the template page 1 page for other
Template Page 2	/CustomView.aspx?PageID=2&Template=true	Other	Access the template page 2 page for other
Template Page 3	/CustomView.aspx?PageID=3&Template=true	Other	Access the template page 3 page for other
Template Page 4	/CustomView.aspx?PageID=4&Template=true	Other	Access the template page 4 page for other
Template Page 5	/CustomView.aspx?PageID=5&Template=true	Other	Access the template page 5 page for other
Template Pages Configuration	/TemplatePagesConfig.aspx	Admin	Administrative function to create/set up custom pages
Template Panel 1	/CustomView.aspx?PanelID=1&Template=true	Other	Custom Panel
Template Panel 2	/CustomView.aspx?PanelID=2&Template=true	Other	Custom Panel
Template Panel 3	/CustomView.aspx?PanelID=3&Template=true	Other	Custom Panel
Template Panel 4	/CustomView.aspx?PanelID=4&Template=true	Other	Custom Panel
Text Message Templates	/TemplateEditForm.aspx	Admin	Administrative function to create/edit text message templates
Time Tracking	/Case_TimeTracking.aspx	Other	Time Tracking Page
Time Tracking Review	/TimeTrackingReview.aspx	Tools	Tools to review time tracking entries
Timeline	/CaseTimeline.aspx	General	General time line (audit trail) of certain activities in the case
Tip of the week	https://smartadvocate.atlassian.net/wiki/spaces/KB/pages/928382993/TipoftheWeek-MasterList	Help	Access the tip of the week page for help
Tip of the week Admin	/TipOfTheWeekAdmin.aspx	Help	Administrative function to add update Tip-Of-The-Week
Tools		Home	Access to the Tools tab on the top tool bar
Top Search	/TopSearchResults.aspx	Top Search	Main search function for cases in SmartAdvocate
Treatment Report	/SAReports.aspx?reportid=TreatmentReport/TreatmentReport	Medical Reports	Report of medical treatment
Trial Prep	/Litigation_TrialPrep.aspx	Litigation	Page available under the Litigation Section to enter Trial Prep information
UDF Editor	/UDFManagement.aspx	Admin	Administrative function to create/edit/modify User Defined Fields
UDF Export	/UDF_Export.aspx	Tools	Tools to export User Defined Filed information
UDF Report	/SAReports.aspx?reportid=UDF Values Report/UDFCasesValues	Reports	Report of data entered in User Defined Fields
UDFs #1	/UDFs.aspx?UDFFor=Other1	Other	Custom Page for UDF
UDFs #2	/UDFs.aspx?UDFFor=Other2	Other	Custom Page for UDF
UDFs #3	/UDFs.aspx?UDFFor=Other3	Other	Custom Page for UDF
UDFs #4	/UDFs.aspx?UDFFor=Other4	Other	Custom Page for UDF
UDFs #5	/UDFs.aspx?UDFFor=Other5	Other	Custom Page for UDF
Unassigned Documents	/Document_Scanning.aspx?un_mode=1	Tools	Tools to list documents that have not be assigned to a case
Upside Down Medicals Report	/SAReports.aspx?reportid=UpsideDownMedicalsReport/UpsideDownMedicalsReport	Financial Reports	Report of medical bills that exceeds insurance policy limits
User Manual	http://app.smartadvocate.com/Help/SmartAdvocate_User_Manual_07_2019.pdf	Help	User Manual
User Permission Groups	/PagesInRoles.aspx	Admin	Administrative access to User Permission Groups
User Preferences	/UserPreference.aspx	Admin	Administrative access to set user preferences
Users	/UserMaintenance.aspx	Admin	Administrative access to configure users
VA Claims	/VeteransAffairsClaims.aspx	Litigation	Page for VA claims under the Litigation section
Vehicles	/Vehicle.aspx?plaintiff=true	Plaintiff	Vehicle information for plaintiff
Vehicles	/Vehicle.aspx	Defendant	vehicle information for defendant
Verdict	/Verdict.aspx	Litigation	Verdict page under litigation section
ViewStat Report	/SAReports.aspx?reportid=ViewStat/Quick Status Rpt	Reports	A quick status report showing specific information for the specified case (incident detail, assigned staff, critical deadlines)
Web Importer	/Web_Intake.aspx	Tools	(Future planned feature)
Who is where tomorrow	/SAReports.aspx?reportid=WhosWhere/WhosWhereUpdated	Calendar Reports	Access the who is where tomorrow page for calendar reports
Will Information	/Surrogate_WillInformation.aspx	Surrogate	Page where wills are entered the case
WorkPlan Assignments	/WorkPlanAssignment.aspx	Work Plans	SmartAdvocate WorkPlans (Create, modify, assign)
WorkPlan Edit	/WorkPlanEdit.aspx		Edit existing WorkPlans
WorkPlan Management	/WorkPlanAdmin.aspx	Work Plans	SmartAdvocate WorkPlans (Create, modify, assign)
WorkPlans	/WorkPlans.aspx	General	Access the workplans page in the case to assign WorkPlan to the Case, edit the WorkPlan items, etc.
WorkPlans		Admin	Administrative access to WorkPlan Management
WorkPlans in Cases	/WorkPlanCases.aspx	Work Plans	List of WorkPlans that are assigned to cases