Using Case Dynamics

Question 1

Case Dynamics Life Cycle

Answer 1

Case outline - collaborate & organize ideas for case
Doc Review Prep - Prioritize important information in defining review protocol
Document Review - tag documents with facts to support case
Case Analysis - Organize Supporting Documentation & Link events together
Interview and Deposition Prep - use case details to prepare witnesses
Trial Prep - Analyse evidence for trial preparation

Question 2

Adding and Editing a Fact

Answer 2

From table:
- keyboard shortcut Ctrl + A / Click “New Fact”
- add or edit fact information
- type “@” to bring up “type ahead” feature with pop-up list of Entities
To edit, click a row and click the eyeball, then click “edit”
- to save, click “Save” or Ctrl + S

Question 3

Adding an Outline

Answer 3

To add a new outline, click “New Outline”

Enter a title and “Save” - can also add a color

Question 4

Creating a Timeline Report

Answer 4

1. Case Dynamics tab
2. Timeline builder sub-tab
3. Name
4. Report Title
5. Show Report Title
6. Enter “Conditions” based on a selected field (Optional)
7. Click “Add another condition” (Optional)
8. Click “Save”
9. If you didn’t add conditions, can display Facts by clicking “Link/Unlink”
10. From pop-up picker, select Fact(s) you want to appear on the timeline
11. Click “Add” then click “Set”
12. To add a new fact, click “Add New”
13. Fill in fields in pop-up for Fact and click “Save” [can apply color to the new fact]

Question 5

Creating Case Dynamics Reports - Master Report

Answer 5

Report that selects all Case Dynamics views, including user-created views, in one operation.

1. Click Case Dynamics tab
2. Click the Report Set sub-tab
3. Click “New Report Set” and select “Master Report”
4. Click Save
5. Check the Views for exporting
6. Click “Generate Report”
7. Generated report appears in “Report File” section

Question 6

Creating Case Dynamics Report - Offline Report

Answer 6

Allows you to view Facts, Issues, Key People, Interview Questions, Related Documents offline

1. Case Dynamics tab
2. Report Set sub-tab
3. New Report Set
4. enter information in fields
5. Report Set Type -> Offline Report
   NB - Include document files in offline reports field is set to “Yes” by default
6. Enter information in the Offline Report Settings fields
7. Click Save when finished
8. Select “Link” to include any facts/issues/people/questions
9. Select check boxes next to facts/issues/etc
10. Click “Add” then click “Set” - added facts etc appear under the “Fact” (Report Facts) and/or the issues (Report Issues) sections.

Question 7

Offline Reports - To Run the Report

Answer 7

1. Click “Generate Report” - A .ZIP Dialog displays
2. Save to desired location
3. Open and extract the ZIP to view the fact, issues, people or question files
4. in the HTML report page, click the hyperlinks to view the documents

Question 8

Offline Report - Report Settings Fields

Answer 8

• Include document files in offline reports
• File type [Image / Image or provide native if no image / Native / Produced]
• Production precedence
• When no production is available include [Image / Image or provide native if no image exists / Native / None]