When you enter facts in the Facts spreadsheet, we recommend that you type using short names so that you automatically link the fact record to any objects already populated in the case.
| 1. | On the Home tab, click New Record, and then select Fact. |
A blank fact record automatically displays at the bottom of the spreadsheet for you to start entering data.
| 2. | In the Date & Time cell, type in the date and time the fact occurred. |
| 3. | In the Fact Text cell, type in a short summary of the fact, using short names for objects. |
Additional fact information can be added to the Description field for this record.
Notice that when you type using short names you are automatically linking the fact record to objects (people, organizations, documents, etc.)
| 4. | In the Source(s) cell, type the source for this fact (such as Interview Notes). |
| 5. | In the Material cell, click No, Unsure, or Yes. |
| 6. | In the Status cell, click on the applicable disputed or undisputed status. |
| 7. | Click on the New Record button and click Fact to continue entering fact records. |
Record data is automatically saved as you navigate to a new cell or record.
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| 1. | In the Facts spreadsheet, click to select the fact record you want to delete. |
| 2. | Click the Delete Record button on the Standard toolbar. |
| 3. | Click Yes in the confirmation screen. |
The fact record is now permanently deleted from the case.
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When you delete a Fact record, you also delete links between the fact and any associated case elements. Be sure to make note of any linked data prior to deleting a fact.
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