Tip #158 - Make Use Of '”Cases With Overdue Status” Panel On MySmartAdvocate Screen

One of the greatest challenges that most staff members face in managing their cases, is to make sure nothing falls through the cracks. We are constantly juggling deadlines, appointments, tasks, and a multitude of other things as we try to move our cases along. Regrettably, often, we don’t even get a chance to touch a case until we have to put the proverbial fire out! We at SmartAdvocate have designed many dashboards, reports and other features right into the system to help you manage your cases. One such feature is the “Cases With Overdue Status” panel available on the “My SmartAdvocate” Screen. (See our Tip-Of-The-Week for 9/17/18 “Configure Panels in MySmartAdvocate” on how to set up your panels in The My SmartAdvocate Screen).

Our screenshots are interactive! Just click on each one to see enlarged versions for better viewing.

The “Cases With Overdue Status” panel show a list of your cases that have been in a Litigation or Pre-Litigation status for a time period that exceed the number of days set by your firm. [This setting is done in Admin > Picklist Maintenance > Status Intervals].

The panel has radio buttons which allow you to select whether you want to filter and see cases in a Litigation Status, Pre-Litigation status or both, and gives you the total number of case in each category and an overall total. The numbers shown in the Case # column hyperlinks to a list of the cases for that Status.

If you put the “Cases With Overdue Status” panel on your My SmartAdvocate Screen, you can quickly see what cases need attention or at least alert you to investigate why those cases are in a status beyond the time designated.