Case Date Labels are date fields that act as a quick reference for important dates in a Case. Case Date Labels are created in the Mini Directory, configured by Case Type on the Case Dates Tab and displayed on the Case Tab of a Case Folder. Case Dates are used in the Case Checklist as reference points to calculate due dates for associated checklist items. They can also be merged into documents or searchable in reports.
NOTE: You must have Enabled, Add, Modify, and/or Delete permissions to Directories > Mini Directories as needed.
>TIP: Sample Case Date Labels for a personal injury Case Type are shown below:
Client Released/MMI
Demand Sent
Filed Suit
Service Complete
Discovery Deadline
Arbitration
Mediation
Trial
Miscellaneous
To add a new Case Date Label, click the + Add button. A blank entry will display in the first row of the grid. Double-click the Label field of the new entry to enter edit mode. Label is a required and unique field. Up to 20 characters can be entered in the Label column. New Case Date Labels are Active by default.
Reports, such as "Case Listing by Selected Case Date" can be run to locate cases by Case Dates.
To delete a Case Date Label, click the delete icon to the far right of the entry.
Click the Yes button to delete the item if it is not in use. If it is being used, the item will be marked inactive.
Click the No button to abort the deletion.
Click the Save button to keep your changes.
