Tip #193 - Using The Case Timeline To See What Items Were Modified In A Case

A really helpful feature of SmartAdvocate is The Case Timeline, which keeps a “timeline” of significant events that have happened in a case, ie: when a specific document was deleted.

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The Case Timeline, which is accessed from the left menu of the case Summary Screen, is automatically created by the system. There are certain events (mostly when items are created, modified or deleted) that are automatically logged on the Timeline. The items include, but are not limited to:

• Appointments 

• Calendar Entries

• Case Status

• Critical Comments

• Critical Deadlines

• Disbursements (Case Expenses)

• Documents

• eSign

• Incident Information

• Injury

• Liens

• Medical Providers

• Medical Records Requests

• Negotiations

• Notes

• Plaintiffs (Deleted)

• Retainer

• Settlement

• SOL

• Staff

• Status

• Tasks

• UDFs (User-Defined Fields)

• WorkPlans

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For most of the listed items, the Timeline will show the date and time that the items were Created, Modified, or Deleted. It will also show the staff who made the change, a description of the change, and for deleted documents, it will allow you to open the document.

Note: Users cannot modify the Timeline itself, and the items that are displayed on the Timeline cannot be modified or removed. Please also note that The Case Timeline does not show every single modification that happens with a case.

 You can sort and filter items on the Timeline using the date of the event, the event type, the staff who made the change, and the description of the event. You can also export (or export and email in one step) items on the page to a pdf, a Word document, or an Excel spreadsheet.