The Case Summary Screen includes settings to help manage your Case, and records significant Case details for ease-of-reference.
The Case Summary Screen is a dedicated view that allows you to record and access Case details, as well as manage Case permissions. Only permitted users may modify information on the Case Summary Screen.
Fields on the Summary Screen are used in Primafact for purposes such as:
- Displaying Case Name and Date of Loss on Case Screens
- Recording Responsible Lawyer and Case Administrator
- Date filtering based on Date of Loss
- Populating auto-generated Title Aliases
Accessing the Summary Screen
The Summary Screen can be accessed by selecting the Summary text button on your Blue Case ribbon. You must select a Case Binder to access the blue Case Ribbon.
What is available on the Case Summary Screen?
The Case Summary screen has fields to record:
Users with Case Administration privileges for the Case may manage case permissions from the Summary screen.
Date of Loss Field
Populating the Date of Loss field on the Case Summy screen records the date of loss in an accessible location, and makes it easy to filter Events by Pre-DOL and Post-DOL using Primafact filter tools. Also, the date of loss is displayed on all Case Binders and Case Views, for convenient reference.
The Date of Loss field is the last of the six fields appearing in the top-left corner of the Case Summary screen:
Adding/Editing the Date of Loss:
- If you have permission to edit the Case Summary screen, you may enter or amend the Date of Loss by clicking the Edit button at the bottom-right corner of the Summary screen.
- Editable fields will change from grey to white. You may populate the Date of Loss field by using the dropdown arrow and selecting the date from the calendar, or simply typing in the date using the default format (usually YYYY-MM-DD).
- Click Save to preserve any updates.
Entering Notes
Notes can be simple Case information, including basic Client details and contact information, or more detailed notes.
- If you have permission to edit the Case Summary screen, you may enter Notes by clicking the Edit button at the bottom-right corner of the Summary screen and typing in in the Notes memo area.
- Formatting tools are available below the Notes memo area.
- Click Save to preserve any updates.
Case Permissions
The Case Administrator has permission to assign Case Permissions to other users. Case Permissions include:
- Case Administration (permits additional Case Administrators in addition to the primary Case Administrator)
- Case Setup (allows users to modify Case settings including setting up annotation issues, annotation colors, team flags and modifying the Case summary)
- Performing Batch Updates
To access Case Permissions (only available to users with Case Administration privileges for the Case):
- Click the Manage Case Permissions button in the bottom-left corner of the Summary screen.
See Managing Case Permissions for details on using the Case Permissions feature.