Case Info Tab

The Info tab is where you enter basic information about the new you are creating. Once you have completed the fields on this tab, you must also select at least one location on the Locations tab to conduct your search. A location is where the data you want to search resides. You can also choose to complete the fields in the other tabs before saving your . However, you can always edit your at any time.

The Info tab also gives you the option of having all your data automatically loaded when you first open your new . IPRO Search will search for all documents that are covered by the scope of your and display the first items. If your is large, this may take a bit longer. You can also choose to display only documents when you actually perform your first search.

NOTE
All of the parameters on this tab are designed for convenience and efficiency when handling , and can be adjusted at installation by the administrator. Also, some options in the Status, Class, Type, and Sub Type menus may have been added to, removed, or changed by your administrator.

Properties

Parameter

Description

Usage

Indicates the types of you created: .

Name

The name of your new .

Description

The description of your new which will help you differentiate your when viewing them in the Management dashboard.

Status

Lets you set the status of the . When editing , you can apply the Opened or Closed status.

Class

Lets you choose the category for the new .

Default options include: Claim, Litigation, Non-Litigation, and Potential Claim. Additional options may be available.

Open Date

The date on which you opened the .

Type

Lets you select the type, such as General Liability, Intellectual Property, or Employment.

Sub Type

Lets you select a sub type, such as Workplace.

Close Date

Lets you enter a close date if and/or when the is closed.

Created By

The email address of the manager creating the . This is a read-only field that is automatically filled with the manager's email.

Approved By

Lets you enter the name or email address of the person who originally approved the request for legal hold (ediscovery) or audit.

Requested By

Lets you enter the name or email address of the person who requested the .

Closed By

Lets you enter the email address of the person who is closing the . This may not be applicable during creation but rather during editing.

Internal Number

Lets you enter an internal identification number that can be referenced by IT, legal counsel, or anyone else in the organization.

Number

This is a read-only number that is automatically generated and used for tagging; it is not linked to the internal number.

Load all data on launch

Automatically loads the data when you first open a new . If you do not select this option, you can select the data you need for your after you open the .

NOTE: It may take a few moments for the to load, depending on its size.