The All Objects spreadsheet is where you can view all object records in the case in one view. Or you can view case records in one of the many sub-level objects spreadsheets that categorize objects by type (such as persons, organizations, documents, events, etc.).
You can analyze data in each of these spreadsheets as well as link records to source files stored in a network folder. Most of the fields in the All Objects spreadsheet default view have probably been populated with data when you first manually entered the case record, created an initial Cast of Characters using the Case Jumpstart wizard, or imported the data into the case.
However, you may want to double-check certain fields (such as the Key field) to ensure that you've adequately categorized information according to your organization's internal guidelines. The Key field is the primary field used to categorize information in each object spreadsheet. Sub-level objects spreadsheets include fields distinct to each type and may have additional status fields that you want to use to categorize information. For example, the Documents spreadsheet includes the Source of Doc, Privilege, Review Status, Reviewed By that help you further define a case record. The Pleadings spreadsheet includes a Type field specific to the type of pleading entered (Answer, Complaint, Reply). Ensure that you are familiar with each object sub-level spreadsheet fields and which ones case staff has agreed are important to track and categorize case records.
For more information on fields, see Objects spreadsheet field list.
| 1. | In the Case Shortcuts pane, click on the All Objects spreadsheet icon in the Favorites pane or a sub-level spreadsheet icon in the All Shortcuts pane. |
| 2. | Click on the record you want to analyze. |
| 3. | Double-click the Key check box if the record is particularly important to the case. |
| 4. | Continue entering information for any other fields as needed. |
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Not all fields may display in a spreadsheet's default view. Some may be hidden and can be inserted as needed. Right-click on a field title bar and click Insert Fields to select a field you want to add to the spreadsheet. Select the check box for the field you want to add and click OK.
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Data entered in spreadsheet cells is automatically saved as you navigate to a new cell or record.
For more information, see Entering objects.
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When you enter object records, CaseMap is creating short names based off the full name entry for each object record. When you type using short names while entering fact, question, and research records you are automatically linking the object record with the current case record you are working in. As CaseMap recognizes a short name when it's typed in another spreadsheet record, the object name is automatically underlined in blue indicating a link to the object record.
For more information, see About short names, Entering facts, Entering questions, and Entering research.
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| 1. | In the Case Shortcuts pane, click on the All Objects spreadsheet icon in the Favorites pane or a sub-level spreadsheet icon in the All Shortcuts pane. |
| 2. | Click on the Issue Linking button on the Home ribbon to open the Linking Issues pane. |
| 3. | In the Linked Issues pane, select check boxes for each issue that applies to the object record. |
Notice that you can use the Move to Next and Move to Prior buttons in the Issue Linking pane to navigate the records in the spreadsheet.
| 4. | Click in the Linked Issues field for a fact to view all linked issues for this record. |
| 5. | Continue linking object records to case issues as needed. |
Data entered in spreadsheet cells is automatically saved as you navigate to a new cell or record.
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| 1. | In the Case Shortcuts pane, click on the All Objects spreadsheet icon in the Favorites pane or a sub-level spreadsheet icon in the All Shortcuts pane. |
| 2. | Scroll to the far right of the spreadsheet to locate the Linked File field. |
| 3. | Click on the Ellipsis button in the Linked File cell for this record. |
| 4. | In the Linked File Properties box under File Viewers, click on the file viewer needed for opening the source file. |
| 5. | Click the Browse button to navigate to the folder where this source file is stored and select it. |
| 6. | Click to Open and then OK to set the linked path to this source file. |
The file's directory path now displays in the Linked File field for this document record.
| 7. | Scroll to the far left of the spreadsheet and notice that a paperclip icon now displays next the object record. |
| 8. | Click on the paperclip icon to view the native file, directory path, and type of file that is linked to this record. You can also click on this link to view the source file in its original program. |
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If the paperclip icon doesn't automatically display, click the Refresh toolbar button or click the New Record button. If you link to a native source file that isn't added to the CaseMap File Viewer settings, the paperclip and file path won't display until the program is added to the File Viewers dialog box accessible on the Case Tools > Linked Files > File Viewers submenu.
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