--- title: Track Service Status at a Glance with Primafact Profile Fields description: Upgrading to Primafact 6 gives you more binder tools that make document review and document export and sharing more efficient than ever. image: https://www.primafact.com/hubfs/Tech%20woman%20pressing%20high%20technology%20control%20panel%20screen%20concept.jpeg --- [![Primafact | Litigation Document Management](https://www.primafact.com/hs-fs/hubfs/Prima_Fact_October2017/images/Primafactlogo_tag_new2_h.png?width=393&name=Primafactlogo_tag_new2_h.png "Primafact | Litigation Document Management")](https://www.primafact.com/) Tel: 1.416.531.0891 Email: [info@primafact.com](mailto:info@primafact.com) # Blog | ## Blog On Document Management For Litigators | | --- | | Fresh Insights On Ways To Enhance Team Efficiency And Improve Your Advocacy. | | --- | ## Track Service Status at a Glance with Primafact Profile Fields ![Tech woman pressing high technology control panel screen concept](https://www.primafact.com/hs-fs/hubfs/Tech%20woman%20pressing%20high%20technology%20control%20panel%20screen%20concept.jpeg?width=1000&height=667&name=Tech%20woman%20pressing%20high%20technology%20control%20panel%20screen%20concept.jpeg) How quickly can your team pull together document service status on a file? Adding service details to your Primafact document profiles makes this information available instantly whenever you review your case. ### Index #### [What are Profile Fields?](https://www.primafact.com/category/blog/track-service-at-a-glance-with-profile-fields#What-are-profile-fields) #### [How do Profile Fields WOrk?](https://www.primafact.com/category/blog/track-service-at-a-glance-with-profile-fields#how-do-pfs-work) #### [How can my team use profie fields to track service?](https://www.primafact.com/category/blog/track-service-at-a-glance-with-profile-fields#tracking-service)   ### What are Profile Fields? Customizable Profile Fields have always been a powerful Primafact feature, and enhancements available in Primafact 6 make it easier than ever to track profile details like service status. Profile Fields are document-level information fields that can be applied to a Primafact document. This makes it easy to record and track document status such as date received, document origin and service details. You can view and apply profile information using the document’s *Profile *tab. Filter and search tools can be used to instantly identify documents with defined profile attributes. ![](https://www.primafact.com/hs-fs/hubfs/image-png-Dec-11-2024-12-20-43-8542-AM.png?width=1762&height=848&name=image-png-Dec-11-2024-12-20-43-8542-AM.png) Primafact 6 Binder View - Document Preview Profile Tab   ### How do profile fields work? Profile fields can be formatted as text fields, dropdown text fields, memo fields, date/time fields, and number or currency fields. Primafact comes packaged with some pre-set profile fields including *Document Date*, and your team can add custom fields to capture information such as *service status* and *service date.* You can create as many Profile Fields as you wish – however, it helps to "start small" and prioritize collecting information that will most benefit your team.   ### How can my team use Profile Fields to track service? #### Field setup First, your team will need to create one or more Profile Fields to track service – I like to use fields for *Service Status *(Text Dropdown), *Service Date* (Date Field) and *Service Details* (Memo Field). Parsing information into three separate fields makes it easy to view high-level information at a glance, while also providing more detail where warranted. (Teams may prefer a mix of Team Flags and Profile Fields for quicker identification in the Binder View.) #### Updating Field Information Your team will need to be disciplined in keeping fields updated – after all, an accurate document summary depends on reliable file administration. Profile Fields should be updated when documents are initially added to Case Binders and as documents are served over time. It only takes a few seconds to preserve information that will benefit your entire team going forward. #### Viewing Profile Details *Document List View: *Configuring a *Saved List view *for Service Details makes it easy to view the service status of your case documents on-demand. A Saved List View consists of selected fields formatted to display your document information in a desired order. You can include filters in your Saved List Views to display very specific list content. Simply click your Saved View using the Saved Views Dropdown on your Documents screen to display Service details – my list, displayed below, groups documents into ***Hold, Served* ** and *Pending Service*** **categories. You can configure your list to to display other fields including Team Flags, and documents can be sorted by service date or other criteria. ![image-png-Dec-11-2024-02-23-54-9406-AM](https://www.primafact.com/hs-fs/hubfs/image-png-Dec-11-2024-02-23-54-9406-AM.png?width=1010&height=503&name=image-png-Dec-11-2024-02-23-54-9406-AM.png) Document List View  - Saved View configured to display *Service Status, Service Date & Service Details* *Binder View:* If you prefer to review your documents within the context of the Binder View, you can filter to see documents coded by Service Status or other criteria using the ***Full Text Search Filter ***bar in the Binder View. First, confirm your search filter includes *Profile Fields.  *Next, type your desired field content into the search bar – in the example below we are searching “***Pending Service****.*” This will filter our binder content to display only documents which meet our *Pending Service *criteria.  ![](https://www.primafact.com/hs-fs/hubfs/image-png-Dec-11-2024-01-41-14-9523-AM.png?width=1764&height=848&name=image-png-Dec-11-2024-01-41-14-9523-AM.png) Primafact 6 Medical Binder filtered to *"Pending Service"* (Note filtering by Profile Field content works best when you code with distinctive, consistent values to eliminate irrelevant potential matches. You may find using Team Flags along with Profile Field coding provides easier binder filtering for users who prefer to review service status in this view.) #### Keeping Service Details up-to-date To ensure your reviews are always accurate, your team should be diligent about updating service details as materials are added, reviewed and served. Taking a moment to record service information saves significant team time and effort overall.   ### Conclusion Primafact profile fields track important document-level status information like service details right alongside your document. Primafact 6 feature enhancements make it easier than ever to review these details, saving time and effort when determining the service status of your file. *Interested in using Primafact 6 to its fullest potential? 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