Workflow: Support a Fact with Evidence

Applies To: Case Story

In this article

Review the Prerequisites

1. Create a Case

2. Add Documents to a Case

3. Open a Document

4. Open Annotation Tools

5. Create a Fact Citation

Related Topics

This topic contains high-level procedures to help you create a fact and support the fact with case evidence (documents, transcripts, multimedia, etc.).

The following illustration shows the basic process to follow to create facts and associate those facts with case evidence. The numbers correspond to the procedures later in this topic. You can click on the numbered steps in the image to jump to a specific task in the workflow.

The basic workflow diagram, above, and the tasks that follow outline one way you can create a fact and associate relevant case documents, transcripts, or multimedia to the fact. This is the standard, most basic, method for doing so. There may be alternative ways to complete the same process.

Tip: To make it easier to find the procedures you need, the procedures are collapsed. If you want to expand a procedure, click the triangle next to the procedure title to open and close the detailed information.

ClosedReview the Prerequisites

The following table shows the prerequisites that must be in place before you start.

Task

Notes

Links

Install Local

Local must be installed in order to complete the tasks which follow.

Workflow: Install discovery ][ Local

Set Case Story User Preferences

Make sure that you have set up your Case Story user preferences.

Change Case Story User Preferences

Closed1. Create a Case

The first step in the process of using Case Story is the creation of a case. After a case is created, you can create facts and associate case evidence (documents, multimedia, transcripts) to the facts.

Important: if the case that you are creating is a case that you plan on working on along with other team members, you must check the Enable Data Sync button when the case is created. The location for the data path must be a location that all team members have access to.

To create a case, open the Case Manager module and follow the steps below:

  1. Click the Create Case button.

  2. The Create Case wizard appears.

  3. Progress through the steps of the wizard.

  4. Fill in the information on each step of the wizard and click the Next button to progress to the next step.

    Note: Only the case information on the first step, Case Details, is required to create the case. The other steps, Issues, Team Members, and Parties, are only included for your convenience. You will be able to add or import issues, invite team members, and add parties after the case is created.

    The following information can be entered in the Case Details step:

    • Case Name - The name the you want to assign to the case

    • Case Number - The case number assigned to the case

    • Matter No. - The matter number assigned to the case

    • Description - A short description of the case

    • Trial Date - The date the case is expected to go to trial

    • Data Path - Enter the Case Data Path location. This is the location where the case is stored. It must be accessible to all team members assigned to the case.
    • Enable Case Data Sync - Check the Enable Data Sync check box. THIS IS CRUCIAL. You must check this box before proceeding. If you do not enable data sync at the time of case creation, it cannot be changed to be a Data Sync-enabled case later.

  5. When you arrive at the Summary step, click the Create button.

  6. After you click the Create button, the case is created and you can choose from the following options on the Confirmation step:

    • Create New - Create another new case

    • Open Case - Open the case you just created in Case Manager

    • Open in Case Story - Open the case you just created in Case Story

Closed2. Add Documents to a Case

The easiest way to add documents is the drag and drop method. With the case you want to add documents to open, in Case Story, follow the steps below:

  1. Open the file location in the local file explorer.

  2. Note: You may also drag files directly from your desktop.

  3. Hold left click on the files and drag the files over to the Case Story Documents Explorer.

  4. Release left click to drop the files into the Documents Explorer.

  5. After dropping the files into the Documents Explorer, the Add Documents dialog appears.

  6. Review the information in the Add Documents dialog.

  7. Click the Add button.

  8. The documents are added to the case.

Closed3. Open a Document

Once you've added documents to a case, they are visible in the Documents Explorer.

To open a document and review it in the Document Work Area, select the document you want in the Documents Explorer and either double click on it or click the Open Item button in the explorer ribbon bar.

Closed4. Open Annotation Tools

  1. In the Document Explorer, double-click on a document to open it in the Document Work Area.

  2. On the Ribbon Bar, click on the Annotations button to open the Annotations panel.

    The Annotations panel displays.

Closed5. Create a Fact Citation

To create a fact from a document citation, or add a document citation to an existing fact:

  1. Open the Documents Explorer.
  2. Double-click on a document to open it in the Document Work Area.
  3. In the Annotations Panel, click the Fact Citation button.

    Note: If the Annotations panel is not already displayed, in the Document Work Area Ribbon Bar, click the Annotations button.

  4.  

  5. In the Document Work Area, click and drag the area that you want to use as a citation for a fact.

  6. The Add Citation to Fact dialog appears.

    There are two options when creating a fact citation, you can:

    • Create a new fact from a citation
    • Link a citation to one or more existing facts

    Follow the steps outlined below to complete the task based on whether you are creating a new fact or adding to an existing fact.

ClosedOption A: Apply a Citation to an Existing Fact

  1. In the Add Citation to Fact dialog, select the Link Citation to an Existing Facts option.

    The dialog changes to display a grid listing all of the available existing facts.

  2. Select the fact or facts that you want to add the citation reference to.
  3. Click Apply.

    In the Facts GridDetails Pane, for each of the selected facts, the newly added document citation will appear in the Citations area.

Note: You can also create fact citations from transcripts. For more information, see Create a Fact Citation.

ClosedOption B: Create a New Fact from a Citation

  1. In the Add Citation to Fact dialog, select the Create New Fact from Citation option.
  2. Fill in the information for the fact.
  3. Enter the following information in the Add Fact dialog:

    • Fact Name – The name to identify the fact.

    • Description – A short phrase to describe the fact or its purpose.

    • Rating – Up to five stars

    • Status – The status of the fact. The default options are: Disputed, Undisputed, Marked, Admitted, Objection, Awaiting Ruling, Not Admissible, Other.

    • Application – The application of the fact. The default options are: Credibility, Knowledge, Experience, Failure to Act, Perceptions, Other.

    • Date Classification – The options are After, Around, Before, Between, On, On or After, On or Before.
    • Start Date and End Date – Enter the starting and ending dates. The date format is MM/DD/YYYY.

      ClosedClick here for supported date keywords.

      • Wildcards – Use the ? wildcard to replace an unknown day and/or month of the event's date. The wildcard will assume the middle day of the month, or the middle month of the year. For example:
        • ??/03/2004 will result in the date 06/03/2004
        • 06/??/2004 will result in the date 06/15/2004.
      • Yearly Seasons – Use of Spring, Summer, Fall, and Winter keywords is also supported.
        • Winter [December to February] – Entering the keyword Winter and the year will result in the date January 15 for the specified year. For example, entering Winter 2004 will result in the date 01/15/2004.

        • Spring [March to May] – Entering the keyword Spring and the year will result in the date April 15 for the specified year. For example, entering Spring 2004 will result in the date 04/15/2004.
        • Summer [June to August] – Entering the keyword Summer and the year will result in the date July 15 for the specified year. For example, entering Summer 2004 will populate with 07/15/2004.

        • Fall [September to November] – Entering the keyword Fall and the year will result in the date October 15 for the specified year. For example, entering Fall 2004 will result in the date 10/15/2004.

      • Months – Use of Early, Mid, and Late keywords is also supported.
        • Early – Entering the keyword Early and the month will set the date to the 5th day of the specified month. For example, entering Early January 2005 will result in the date 01/05/2005.

        • Mid – Entering the keyword Mid and the month will result in the date 15th day of the specified month. For example, entering Mid January 2005 will result in the date 01/15/2005.

        • Late – Entering the keyword Late and the month will set the date to the 25th day of the specified month. For example, entering Late January 2005 will result in the date 01/25/2005.

      • Yearly Quarters – Use of quarters are also supported.
        • 1st Quarter [January to March] – Entering the keywords 1st Quarter and the year will set the date to middle day of February for that year. For example, entering 1st Quarter 2004 will result in the date 2/15/2004.

        • 2nd Quarter [April to June] – Entering the keywords 2nd Quarter and the year will place the event in the middle day of May for that year. For example, entering 2nd Quarter 2004 will result in the date 05/15/2004.

        • 3rd Quarter [July to September] – Entering the keywords 3rd Quarter and the year will place the event in the middle day of August for that year. For example, entering 3rd Quarter 2004 will result in the date 08/15/2004.

        • 4th Quarter [October to December] – Entering the keywords 4th Quarter and the year will place the event in the middle day of November for that year. For example, entering 4th Quarter 2004 will result in the date 11/15/2004.

    • Start Time and End Time - Enter the start and/or end time that corresponds to the fact.

    • Key Fact – Check this box if the fact is considered a Key Fact.
    • Issues - You can add one or more issues to a fact by selecting the Issue type from the drop down menu and then clicking the Add button.

      Note: To remove an issue, highlight the issue an click the Remove button.

  4. Click the Save button.

    In the Facts GridDetails Pane, for each of the selected facts, the newly added document citation will appear in the Citations area.

 

Related Topics

Overview: Facts

Change Case Story User Preferences

FAQs: Case Story