What information can be added directly from the case list?

What information can be added directly from the case list?

What information can be added to a case without going to the specific tab?

  1. Events
  2. Relationships
  3. Notes

How to add information to cases without going through each tab?

Select the case(s) in the Case List > Right click Menu > Add > Events/Relationships/Notes

Why would users update information from the Case list?

If an attorney is in court and has a case list of the cases they will be discussing in that trial, the Attorney does not have to go to every tab to add the information. They can select the case, right click to open the menu and add an Event, Relationship, or Note to that case without ever leaving the current screen or flipping through the tabs. If they are working in multiple cases and both cases need the same note or a new relationship, they can also do a bulk update on those cases without needing to go to the tab for each case.

    • Related Articles

    • How to add Events?

      What Are Events? Events are used to capture all significant dates and actions in a case. Examples include: Offense date Arrest Hearings Speedy trial deadlines Depositions, etc. Why create new events? Agencies can use events to track custom data ...

    • What is the Relationship Tab?

      What is the Relationship Tab? The relationship tab is where all parties related to a case are listed. This includes defendants, attorneys, judges, witnesses, officers, agencies, victims, secretaries, investigators, etc. By default, the Relationship ...

    • How to copy notes to other cases?

      Can I copy a Note from one case to another case? Yes, users can copy Notes from one case to another case. It is important to note that users can add multiple notes to a singles case. However, Users can not add notes to multiple cases at the same ...

    • How to Retrieve cases by Directory in the Relationship tab?

      How to Retrieve cases by Directory in the Relationship tab? This tool is useful for users that are looking for other cases the Directory is related to, this will include all cases no matter the relationship in the case. To use this option in the ...

    • How to copy or duplicate cases?

      Copy case vs Duplicate case There are times when a user will need to copy most of the information from a case and instead of creating an entirely new case, they can use the framework of a case that was already created in STAC. In the Wizard there are ...