Opening cases

Case files are databases created to store all the data related the case. Some cases are created and saved locally on your organization's network. Other cases are created and stored for remote user access across your organization's Wide Area Network (WAN). For example, cases stored on a WAN can be accessed by CaseMap users across the nation or even in another country. Depending on how the case is created and where it is saved determines how you will open it in CaseMap. Cases that are located on the WAN may take longer to open than those saved locally.

 

Methods of opening a case:

Getting Started pane > Open Case Launches cases saved locally on the network and written to a Microsoft® Access database. These case are saved in network folders where other case data is stored and organized.
File Tab > Open > Recent Cases — Launches cases saved locally on the network and written to a Microsoft® Access database. These case are saved in network folders where other case data is stored and organized.
File > Open > SQL Case — Launches SQL cases stored on the Wide Area Network (WAN) and written to a SQL database. These cases are saved in CaseMap Server, which is a dedicated database server designed to store CaseMap cases.

If you do not have CaseMap Server, you will not see this option on the menu.

 

If you are working in multiple cases, you will need to know which option to use for each case you want to open. If you are opening SQL cases, your system or database administrator will need to provide you with the network server name and which authentication option to use when opening the case.

CaseMap allows you to open one case at a time within an active application window. If you want to work in other cases simultaneously, you'll need to launch additional CaseMap windows to access them. Case names display in your Windows title and status bars so you can differentiate them while working.

 

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If you cannot open a case, contact your system administrator and tell them the case name you need to open. They can ensure that you have proper access to the network location where the case is stored.

 

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If you are working in a SQL case and a menu item is grayed out, you may not have permission to use that feature. Contact your system administrator for more information.

 

hmtoggle_plus1To open a recent case
1.Click the File tab, and then select a case from the Recent Cases list.

You can also click the Open Case button on the Getting Started pane.

On the Open page, click Recent Cases and then select the case to be opened from the Recent Cases list.

2.In the Case Log On dialog box, select your user ID from the Staff Member list.

If only one user is added to a case, the Case Log On dialog box does not display.

If you are logging on as a scribe, select the author for whom you are entering case information. See About adding users.

 

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Do not select the Open Exclusive option in the Case Logon Options dialog box unless you are performing administrative tasks. Doing so locks out all other users until the case is closed and re-opened with regular user permissions.

 

3.Type in your password, then click OK.

If this is the first time you are opening this case, you will need to re-enter your password to confirm the entry.

The case now displays in CaseMap with all current data.

Also notice that the name of the case displays in the center of the CaseMap title bar.

 

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If the Case Jumpstart Wizard opens, click Cancel or clear the Show when opening a new case check box if you do not want it to launch each time you open a case.

 

hmtoggle_plus1To open a SQL case
1.Click the File tab, and then click Open Case button on the Getting Started pane.

If you do not have CaseMap Server, you will not see this option on the File tab.

You can also press CTRL + O to open a SQL case.

2.On the Open page, click SQL Case and then select the case to be opened.
3.In the Connect to CaseMap Server dialog box, type in the server name in the Server Name field.

Your case database administrator will need provide you with the server name and tell you which authentication method to use.

Connect to CaseMap Server

4.Select the authentication you need to use: Windows Authentication or Local User.

If you select Local User, type in your user name and password.

5.Click Connect to continue.
6.In the Select a case to open dialog box, select the case you want to open, then click Open.

Select a SQL Case to Open

The case now displays in CaseMap with all current data.

 

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If the Case Jumpstart Wizard opens, click Cancel or clear the Show when opening a new case check box if you do not want it to launch each time you open a case.

 

hmtoggle_plus1To close a case
1.Click the File tab to display the Getting Started page.
2.Click Close to close the case and display the Getting Started page.

 

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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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