Case Dynamics fields

The following sections describe the object data entry fields used when adding or editing a fact, issue, key organization, key person, or interview question.

Fact fields

You can view fact details using two different layouts. The Fact Basic Layout organizes item information using tabbed display, and the Fact Extended Layout organizes item information as a list. Both layouts contain the same fields.

  • Fact - a brief title for the fact. This is a required field.
  • Fact Color - a color coded field that can be applied to a fact.
  • Fact Excerpt - a non-editable piece of document text that is associated with a fact. It also contains a hyperlink to a Standalone Viewer containing the excerpt.
  • Fact Issues - association field to link issues to the fact.
  • Impact - indicates importance of the fact to the case - the choice selections can be customized to a user’s workflow.
  • Status - displays the status of the fact - the choice selections can be customized to a user’s workflow.
  • Description - a field for describing fact in greater detail.
  • Date Type - designates whether the event occurred on or around a single date, or between two dates.
  • Primary Fact Date - denotes the date when the fact occurred, or the start date for an event that occurred between certain dates, including time.
  • End Date - records the completion of a fact that took place over a period of greater than one day, including time.
  • Excerpt - a legacy field to store extracted relevant document text supporting the fact. We recommend using Fact Excerpt field with the new workflow. To learn more, see Reviewing documents with Case Dynamics.
  • Fact Documents - links workspace documents to the fact.
  • Key Entities - links key entities to the fact. Key entities are usually key people or organizations.
  • Raw Fact - tracks the Artifact ID of entities linked to the fact through typeahead (@).
  • Fact Interview Questions - links interview questions to the fact.
  • Comments - additional information, mental impressions or messages to colleagues, related to the fact.
  • System Last Modified By - the name of the user who last modified the entry.
  • System Last Modified On - the date and time the entry was last modified.

Issue fields

You can view issue details using two different layouts. The Issues Basic Layout organizes item information using tabbed display, and the Issues Extended Layout organizes item information as a list. Both layouts contain the same fields.

  • Issue - a brief title of the issue.
  • Parent Issue - provides a list of parents for an issue entry.
  • Issue Facts - association field to link facts to the issue.
  • Issue Description - field for describing the issue in greater detail.
  • Issues Documents - association field to link documents to the issue.
  • Key Entities - association field to link key entities to the issue.
  • Comments - field for notes, mental impressions, or messages to colleagues that are related to the issues.
  • System Last Modified By - the name of the user who last modified the entry.
  • System Last Modified On - the date and time the entry was last modified.

Interview question fields

  • Interview Question - question for interview or deposition use.
  • Parent Interview Question - provides a list of parents for an Interview Question entry.
  • Question Answer - response from interview or deposition.
  • Key Entities - association field to link key entities to the interview question.
  • Interview Question Document - association field to link document to the interview question.
  • Fact Interview Questions - association field to link facts to the interview question.
  • System Last Modified By - the name of the user who last modified the entry.
  • Date Last Modified On - the date and time the entry was last modified.

Document object fields

These are Case Dynamics fields added to the Document object. We recommend adding these fields to your views:

  • Facts Case Dynamics - lists facts linked to the document.
  • Interview Questions Case Dynamics - lists interview questions linked to the document.
  • Issues Case Dynamics - lists issues linked to the document.
  • Key Entities Case Dynamics - lists key entities linked to the document.
  • Outlines Case Dynamics - lists outlines linked to the document.