Use the Annotation List screen to identify specific annotation content and build informative reports
- About the Annotations List
- Accessing the Annotations List
- Filtering Annotations
- Using the Annotations Toolbar
About The Annotations List
The Annotations List is a collection of all annotations on a Case. Filtering the Annotations List allows you to limit displayed annotations to specific annotated content for focused review.
Annotation Lists can be easily filtered and sorted, and you can format lists to display desired content in your preferred order. You can save lists to enable easy access to formatted and/or filtered annotations to accommodate different review requirements – for example you may create a view for an issue chronology, and a different view to track witness preparation lists or diagnostic findings.
Annotation Lists can be exported in various formats, including Word and Outlook.
You can create custom Annotation List views to precisely set the columns and sort order of chronology reports exported to Word.
Accessing the Annotations List
The Annotations List view can be accessed by selecting the Annotations option on your Blue Case ribbon. You must select a Case Binder to access the blue Case Ribbon.
Filtering Annotations
Annotation filtering can be accomplished by a combination of the terms you type in the Quick filter and the options available in the Filter drop-down, offering considerably more flexibility in determining the scope of Annotations identified in a search.
Filters may be applied cumulatively, allowing you to filter by any or all filter categories at a time.
HOW FILTERS ARE AGGREGATED: Primafact applies “and” coding for multiple coding values: e.g. selecting Pink Annotation Color and Favorable: Displays results with BOTH values (must be coded pink and favorable)
Multiple selections within a coding variable (e.g. annotation color) – will be an “or” selection, identifying annotations coded with any of the selected colors within that variable.
The Annotations Toolbar
The Annotations toolbar features a number of tools to help filter and review annotations.
