Case analysis requires a team of staff to help build a case for depositions and trial. Each user may use different aspects of CaseMap to assist in case analysis and management.
CaseMap is simplified to two user types: authors and scribes. User designations are case-specific, so a user can be an author in one case and a scribe in another. Before adding users, we recommend you take some time to determine who the case users are and designate whether they need full access to case data or play a more limited role in assisting case staff.
Having a CaseMap license does not allow users to open cases, they must each be entered as a user in each case. There is no limit on the numbers of users a case can accommodate, however user access should be limited to case staff to preserve the integrity of the case.
Adding users to the case is best done after the case is created and after any custom fields or views are designed. If you add users to a case beforehand, they will each need to re-create any custom fields or spreadsheet views that are prepared for all case users. |
For more information on how to create SQL cases and add users to SQL cases, refer to your CaseMap Server documentation. |
Review the following information to determine how you may differentiate user access for case staff. If you are intent on tracking use history, we recommend that you make all users authors.
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Use the following checklist to help you determine user access to cases.
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