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Fact Dashboard

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You can quickly assess the overall health of a case by using the Facts Dashboard. Its displays are divided into these areas:

These are the ways you can use the Fact Dashboard to assess your case:

•	Review recent case activity. To see recently added research, issues, facts, documents and more, expand the RECENT ACTIVITY panel.

•	Assess factual support of issues. Refer to the FACTS per ISSUES donut chart. This chart helps you assess case strength, expressed in how strongly the facts are tied to important issues

•	Assess evaluations of facts. Refer to the EVALUATION and TEAM EVALUATION bar graphs. These help you determine whether the facts you have assigned to important issues work for or against your case.

•	Review key case metrics. Refer to the TOTAL counts. This area provides counts of a number of key metrics. For example, the HEALTHY ISSUES metric can give you cited with positive Shepard's Signals, along with counts of winning facts, documents, facts, people, and documents of your case.

You can also refresh the dashboard, which is advised especially when other users are working on the case at the same time as you.

1.	Click Show Recent Activity. This link is located in the upper right corner of the dashboard. The RECENTLY ADDED panel opens in the top of the dashboard.

2.	Do any of the following to work with the panel:

•	To show counts for a different timescale, select the What's new in the last list, then select a different timescale.

•	To add new items, click shortcuts on the panel.

•	To hide the panel, click Hide Recent Activity.

1.	On the Home tab, click Dashboard.

2.	Consult the FACTS per ISSUES (donut) chart. This chart provides a count of all facts, a breakdown of facts associated with each issue in the case marked as Important. Factual coverage of issues is evident.

Click or point to segments of the chart to assess fact-to-issue relationship strength.

3.	Check the chart for the following conditions:

This condition:

Description/Remediation:

A low total number of facts

May indicate a case that needs more data to be added (documents, etc.), more facts to be identified through analysis of existing data, or both.

•	To add more data, start by reviewing any documents, email, or other information pertaining to the case that has not yet been sent to CaseMap.

•	If your CaseMap case already has a good amount of documents and data, but not enough facts, it may be advisable to review the documents and attempt to identify more facts.

For more information, see: About entering data.

Segments with low fact counts

May indicate an issue with insufficient factual support.

•	To see a popup of the issue name and its fact count, point to the segment.

•	To open the Facts spreadsheet filtered to the issue, click the segment.

•	You can also try to find facts that have not yet been assigned to see if they support the issue. To see all unassigned facts, click the UNASSIGNED segment, or click Fact Cards and then expand Uncategorized Facts. For more information on using Fact Cards, see: Fact cards.

Issues missing from chart

Indicates an issue is not marked as Important and/or has no facts assigned to it. For an issue to appear on the chart, it must be marked as Important in the Issues spreadsheet and one or more facts must be assigned to it.

•	To check whether the missing issue is marked as Important in the Issues spreadsheet, click the Edit Important Issues link.

This opens the Issues spreadsheet. From there, place a check mark in the Important field to make it appear in the chart. Then click Fact Dashboard. The issues marked as Important appear in the chart.

•	To check whether any facts have been assigned to the issue, click the Assign Facts link. This will open the Facts spreadsheet.

Chart contains block of unassigned facts

May indicate the need for more analysis to assign facts to issues.

To resolve, review the unassigned facts using either the Facts spreadsheet or the Fact Cards view.

•	To review unassigned facts using the Facts spreadsheet filtered to show unassigned facts, click the gray UNASSIGNED chart segment.

•	To review unassigned facts using the Fact Cards view, click Fact Cards, then expand Uncategorized Facts. For more information on categorizing facts with Fact Cards, see: Fact cards.

1.	On the Home tab, click Dashboard.

2.	Consult the IMPORTANT ISSUES bar charts. For each important issue in your case, this chart provides a count of facts a count, including how the facts have been evaluated as helping or hurting your case.

Point to bar chart segments to see a count of fact evaluations.

3.	Examine the bar charts to check for conditions and apply remediation, as described in the following table:

Condition:

Description/Remediation:

Message says "There are no evaluations for this case"

This situation occurs if the Fact spreadsheet does not contain an Evaluation field.

To add an evaluation field

1.	Click the link, Please add an evaluation field.

2.	In the Select View dialog box, select a view that you want the new Evaluation field to appear in, and then click OK.

A new evaluation field called Team Evaluation is added to the Facts spreadsheet.

For more information on Evaluation fields, see: Evaluation fields.

Message says "There are no important issues designated for this case"

This situation occurs if case does not contain any issues marked as Important.

To add issues or mark them as important

Click the

A high number of unassigned facts

Unassigned facts are those that have not been assigned to an issue.

teamevaluationunassigned

The UNASSIGNED category contains many more facts that the Occupation issue.

This situation may occur if issues are not yet yet defined. Or it may indicate that the case needs more analysis to match facts to issues. Be sure the case issues are well-defined and structured the way that best reflects what the case is about. Next, perform analysis needed to categorize facts according to the issues.

To reduce the number of unassigned facts

1.	Click Edit Important Issues. The Issues spreadsheet opens.

2.	Check that case issues are well-defined and then add or change issues as needed. For more information on editing issues, see: About issues.

3.	Click Facts Dashboard.

4.	In the fact evaluation bar chart area, click Assign Facts. The Facts spreadsheet opens.

5.	On the Home tab, click Issue Linking. The ISSUE LINKING panel becomes visible.

6.	Optionally, right-click a blank Linked Issues field, then select Filter by Selection. Only facts with blank Linked Issues fields show.

7.	Select the Linked Issues field for a fact you want to categorize, then select one or more issues in the ISSUE LINKING panel.

8.	Repeat the previous step as needed for other facts you want to categorize.

9.	Click Facts Dashboard. The bar chart for unassigned facts should be reduced in size or

Issues contain unevaluated facts

1.	Point to the bar for an issue. A popup shows a count of facts in each evaluative category.

2.	Notice the count of facts that are in the Unevaluated category. If the count is greater than zero, it may be helpful to open the unevaluated facts and apply evaluations.

3.	To open unevaluated case facts, click Evaluate Facts. The Fact Cards opens configured to allow you to drag unevaluated facts onto evaluation categories.

4.	Drag unevaluated facts onto evaluation categories. For more information on evaluating facts with Fact Cards, see: Fact cards.

Both the donut and bar chart provide shortcuts for opening spreadsheets and Fact Cards.

1.	Click the button, which is located in the upper right corner of either the donut or bar chart area.

2.	Click one of the following options, depending on what you want to do:

To perform this action:	Click this:
Open Fact Cards to assign categories or evaluations to facts.	Assign Facts to Issues
Open the Issues spreadsheet.	Jump to Issues
Open the Facts spreadsheet.	Jump to Facts
Assign categories or evaluations to facts by using Fact Cards.	Jump to Fact Cards

To check quick metrics for your case, review the following running counts:

HEALTHY ISSUES. Figures are counts of issues coded by color:

•	Green. The count of issues linked to a green Shepard's Signal indicator. Green indicates that citing references in the Shepard's Citations Service contain history or treatment that has a positive impact on your case (for example, affirmed or followed by).

•	Yellow. The count of issues linked to a yellow Shepard's Signal indicator. Yellow indicates that citing references in the Shepard's Citations Service contain history or treatment that may have a significant negative impact on your case (for example, limited or criticized by).

•

Orange. The count of issues linked to an orange Shepard's Signal indicator. Orange indicates that the citing references in the Shepard's Citations Service contain treatment that questions the continuing validity or precedential value of your case because of intervening circumstances, including judicial or legislative overruling.

•	Red. The count of issues linked to a red Shepard's Signal indicator. Red indicates that citing references in the Shepard's Citations Service contain strong negative history or treatment of your case (for example, overruled by or reversed).

To review any yellow-, orange-, or red-coded Shepard's Signals, open the Research spreadsheets. On the HOME tab, expand All Shortcuts, then select Research.

WINNING FACTS. This metric provides a summary of the highest value facts in the case. The top number is the count of winning facts. A fact is defined as winning when it is marked as Substantiated, Material, and Undisputed. The lower number is a total of all case facts.

TOTAL DOCUMENTS. This is a count of all documents in the Documents spreadsheet.

TOTAL FACTS. This is a count of the total number of facts in the Facts spreadsheet.

TOTAL PEOPLE. This is a count of all people in the People spreadsheet.

TOTAL QUESTIONS. This is a count of all questions in the Questions spreadsheet.

Refresh the dashboard to be sure the it is displaying the most current information from the case database.

•	Click , the refresh button. The dashboard queries the case database and updates all displays.

About entering data

About issues

Fact cards

Need additional help? Email the CaseMap Support team at: casemap.support@lexisnexis.com, or contact a support representative at 800.543.6862 (Option 2, then Option 4). The CaseMap Support team is available between the hours of 9:00 a.m. to 7:00 p.m. Eastern Time, Monday - Friday.

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