Contents
The Questions spreadsheet is used to track both questions about the case or upcoming depositions, as well as to enter and assign task items for staff to complete. To evaluate case progress and ensure you are meeting targeted deadlines, mark questions or tasks with a Criticality status and run searches to instantly review outstanding items. If you have a question about a document, you can attach that source file to the question record and assign it to a case user to research. You can also enter questions for witnesses and link the record to people in the Questions For field so you can print a report for an upcoming deposition.
Discuss with case staff the variety of ways you can use this spreadsheet to benefit case research and progress. This spreadsheet can be updated throughout the life of the case.
Sort the Questions spreadsheet by Assigned To field status, then email a report of questions assigned to a case user so he or she can start working on the tasks.
Primary fields used to track information include : Question Text, Due Date, Assigned To, Answer, Answer Status, Question For, Linked Elements, and other similar field types.
Primary fields used to analyze/categorize include : Criticality, Linked Issues, Category, among others.
For more information on fields, see Questions spreadsheet field list.
| 1. | In the Case Shortcuts pane, click on the Questions spreadsheet icon in the All Shortcuts pane. |
