Overview: Create Cases
Case Management provides an easy way for you to create and manage cases. In the Case Management module, you can add, edit, and remove cases. For complete instructions, see Create a Case and Overview: Edit Cases.
Note: By default, you must have Super Administrator rights to perform all Case Management tasks. Those with Case Administrator rights can perform all case management tasks except for creating or deleting cases. These requirements may differ if the Super Administrator modifies privileges for a particular user. |
On the Case Management page you can create, edit, and remove cases.
When you add a case (see Create a Case), your first step is to enter basic case details.
The next step is to choose one of five options for adding the case.
- Option 1: Copy from Existing Case
- Option 2: Load From Case Definition File
- Option 3: Load Fields from a Data Load File
- Option 4: Use Default Template
-
Option 5: Use Native File Ingestion Template
For more information, see Step 2: Load a Case Definition.
After you enter basic case details and select an option for adding a case, you follow the remaining steps in the wizard to create the case. These steps are as follows:
Step 3: Define Database Fields
Step 5: Create Redaction Palette
Once all of your case settings are selected, you review the information on the Summary page of the wizard and then click Create. The system processes the information you entered in the wizard and creates the case.
Note: A client ID is required when you create a case. Create clients (see Overview: Clients) before you create cases associated with a client. |
Cases can be changed after they are initially defined (explained in Overview: Edit Cases).
To complete your new case, continue with additional activities as needed.
Item |
Action |
Page |
Required |
||
Case data/documents |
Import documents/data for the case, and/or ingest image and/or native files. |
|
Case groups and users |
Assign groups and users to the case and associated reviews/batches. (Groups and users must exist and be assigned to a case before a review pass can be set up.) |
|
Recommended |
||
Review batches |
Set up batches for the review of case documents. |
|
Coding forms |
Create coding forms to facilitate efficient field editing. |
|
Case-related documents |
Add instructions, alerts, and other documents to ensure reviews are conducted correctly and consistently. |
Add, Edit, or Delete Case Instructions, Alerts, and Non-Discovery Documents |
As needed |
||
Tags, redactions, stop words |
If tags, redactions, or stop words were not included in case creation or need to be revised, plan the time you will address these items or complete this work now. |
|
Field-level changes |
Edit field definitions; change field-level security if required for your organization. |
|
Print server |
If your firm has large printing needs you can use the IPRO Print Manager to manage print jobs. You configure a print server and it manages your print jobs. |
Version: 2023.8.12
Last Revision: 11/8/2023