Assemble focused chronologies and other reports for efficient preparation and review as your case progresses.
- About Annotation Chronologies and Reports
- Get Started: The Annotation Screen
- Assembling your Report
- Create a Chronology
- Exporting Lists and Reports
About Annotation Chronologies and Reports
Chronologies and Other Annotation Reports are filtered annotation lists assembled on your Case's Annotation screen, allowing you to see organized information compiled about a particular annotation issue or timeline. Using structured annotation coding tools (e.g. annotation colors, event date, issues, favorability & importance) makes it possible to assemble chronologies & focused issue lists.
You can create highly customized reports in a table format, based on your requirements. Report examples include:
- Detailed Chronologies
- Issue Chronologies
- Discovery / Witness Preparation Charts
Reports are assembled using the Annotation List View, and can be easily exported to Word, Export, Excel and PDF.
Get Started: The Annotation Screen
Reports are assembled using the Annotation Screen, which can be accessed by selecting the Annotations option on your Blue Case navigation ribbon, at the bottom of the Binder View.
Assembling your Report
To display the specific content required for your Report you will typically filter and sort the Annotations appearing on your List.
To change the displayed annotations from the content displayed by default, you can filter and sort. You can also use Saved Views to quickly apply pre-set Annotation List formatting and filters.
When you have your Annotation List filtered and sorted into the desired content and presentation, you are ready to export your report.
Customizing Annotation List Views
Consider creating Saved Annotation List Views for precise control over the appearance and sort order of exported reports and chronologies.
Creating multiple Saved Annotation List Views in Primafact makes it easy to switch list displays at the touch of a button for more relevant case viewing and report assembly. Customizing views makes it quick and easy to suit your precise needs when viewing Case materials in Primafact.
Annotation List Views can include specific fields and formatting, as well as pre-set filters for quick and consistent list presentation.
One major benefit of customizing Annotation List views is that it enables you to precisely select the data fields and sort order appearing in your exported reports and chronologies.
Create a Chronology
Assembling an Event chronology requires the Event field to be completed on your Annotation forms. Event chronologies use the date in this field to sort by date.
If your list is sorting by another column, you can sort your Event Date column to present your annotations in chronological order.
Simply click on the Event Date column to sort your displayed annotations in ascending or descending date order.
If your displayed view does not include an Event Date column, switch to a view that includes the Event Date by clicking on your View Selection Dropdown.
To add an Event Date column to your Annotation List, you can adjust your List Formatting to include different field selections and ordering.
To export your chronology to Word use the Report Dropdown, as detailed in Export to Word, below.
Filtering by Date of Loss
Primafact includes a built-in DOL filter that allows you to filter to events occurring pre-DOL, or on and after the DOL. To use this tool, the DOL must have been entered into the Case Summary screen.
To filter a List by Date of Loss:
- Select the Event Date filter on your Annotation List
- The Annotation Event Date Filter dialog will appear.
- Click the appropriate checkbox to filter to dates before or after the Date of Loss, as applicable:
- Click OK to apply filter and close dialog.
<<<<MORE TO DO HERE; SEE PDF>>>
VIDEO TUTORIAL: Create a Case Chronology
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Watch our video tutorial for tips on creating your own Case Chronology annotation list view. |
Exporting Lists & Reports
You can export a list to preserve or share your report, in various formats. For a static easily-shared list, Word and Outlook are often preferred, while Excel is recommended for users who will be extensively manipulating these exported lists. The Evidence Brief assembles a PDF of all pages appearing in the List along with the associated annotation, for context.
Export to Word
To export your displayed Annotation List to a Word table
- Click the Report Dropdown and select Copy to Clipboard (for Word)
- Paste into your Word document.