Entering questions

When you first start a case, you want to enter questions that are standard tasks that need to be tracked for each case and/or any generic questions you have that are applicable to specific case types. As the case evolves, you can then add more case specific questions and tasks. You also have the option of entering questions directly from the Facts spreadsheet if something occurs to you while entering or analyzing case information.

 

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If you have a list of questions that you want to use for each case, save them in a case template that can be imported into a new case.

 

 

hmtoggle_plus1To enter questions in the Questions spreadsheet
1. On the Home tab, click the New Record button, and the click Question.

Enter questions example

2.In the Question text cell, type in the question.

Notice that if you type question text using short names (e.g, ThomasK, indicated by dotted underline), you will automatically link the question record to an object (such as a person).

Enter questions example

3.In the Due Date cell, type in the date the question should have an answer.
4.In the Assigned To cell, click or type the name of the person responsible for researching the question.
5.In the Criticality cell, click on the selection that best categorizes this question's importance.
6.In the Answer Status cell, leave the status as Unaddressed at this time.

Notice that all questions default to a status of Unaddressed. When the team member assigned to the question starts to research this task, he or she can change the status to In Progress.

7.Click on the New button, and click Questions to continue entering question records.

You can also press the Insert key to add a new blank record into a spreadsheet.

Record data is automatically saved as you navigate to a new cell or record.

 

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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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