Navigating CaseMap

CaseMap's user interface is designed so your spreadsheet data displays in the primary workspace pane for maximum viewing. This workspace pane is where you will enter and track facts, objects, documents, and issues in individual spreadsheets. To move quickly between each spreadsheet, you will use the Navigation pane on the left side of the application. The Navigation pane has two interchangeable panes: Case Shortcuts and Search Results. Each pane is then divided into task panes where tools or shortcuts are organized by groups.

When you are working in a case, use the Case Shortcuts pane to access CaseMap spreadsheets and the Search Results pane to review and narrow search results. You can run full-text searches in either pane.

The tools you need to search, sort, edit, and analyze data as well as create reports are primarily performed by clicking on Standard toolbar buttons or clicking on commands in drop-down menus. All administrative tasks are located on menus.

 

CaseMap user interface

 

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1.Title Bar & Menu

The Title bar displays the current case name and the Menu bar contains menu items to perform CaseMap tasks.

2.Standard Toolbar Buttons

The Standard Toolbar contains buttons that let you add or delete records, print, adjust fonts, access record details, add questions, perform multi-level sorting of data on spreadsheets, and more. Some buttons only activate with certain spreadsheets.

3.Navigation Pane

The Navigation pane runs vertically along the left side of CaseMap and provides access to two different panes: Case Shortcuts and Search Results. Click on the Navigation buttons at the bottom of the pane to access each set of tools.

The Case Shortcuts pane provides access to all CaseMap spreadsheets.

•Search pane — Allows full-text searches to be run on case records and linked files.
•Favorites pane — Provides quick access to the five default spreadsheets that you will likely use most: Facts, All Objects, Persons, Documents, and Issues.
•All Shortcuts pane — Provides access to all individual object category spreadsheets, as well as the Questions and Research shortcut. The Research shortcut is comprised of three separate spreadsheets: Authorities, Extracts from Authorities, and Authorities and Extracts.

 

The Search Results pane displays search results for spreadsheet hits as well as any linked document hits.

•Search pane — Allows full-text searches to be run on case records and linked files.
•Narrow Results pane — Provides options for narrowing search results by search hits located in spreadsheets, linked file content, and annotation notes.
•Results pane — Displays all spreadsheets that contain records or linked files with search hits. The number of search hits located for each displays to the right of the spreadsheet name.
•Resources pane — Provides access to three search results reports.

 
4.Workspace

Displays the various spreadsheets you will work in for your case, including the Facts, Persons, Documents, Issues, Events, Pleadings, Proceedings, Questions, and Research spreadsheets, among others. These spreadsheets are where you will enter, modify, and track your case data. Spreadsheet entries are called objects and are collectively displayed in the All Objects spreadsheet.

 

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Need additional help? Email the CaseMap Support team at: casemap.support@lexisnexis.com, or contact a support representative at 1-800-833-3346 (option 3). The CaseMap Support team is available between the hours of 9:00 a.m. to 9:00 p.m. Eastern Time, Monday - Friday.

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