Technicolor - Thomson West Case Notebook - Manual (Page 35)

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Managing Key Facts
West Case Notebook allows you to create key facts to quickly and easily organize, view, and share the
most important facts in the litigation.
Creating a Key Fact
To create a key fact, complete these steps:
1. Click the New arrow on the Main Menu toolbar and choose Key Fact from the menu. The Key Fact Properties
dialog box is displayed.
2. Type a name for the key fact, e.g., Investigation Report, in the Title text box.
3. Select the Start Date check box, if desired. If you have not previously created any key facts, the current day’s
date is entered in the text box automatically. Otherwise, the start date of the last key fact you created is entered.
Type a new start date or click the arrow to select another start date.
4. Select the Set Time check box, if desired. If you have not previously created any key facts, 12:00PM is entered
in the text box automatically. Otherwise, the start time of the last key fact you created is entered. Type a
different start time, if desired.
5. Select the End Date check box, if desired. If you have not previously created any key facts, the current day’s
date is entered in the text box automatically. Otherwise, the end date of the last key fact you created is entered.
Type a new end date or click the arrow to select another end date.
6. Select the Set Time check box, if desired. If you have not previously created any key facts, 12:00PM is entered
in the text box automatically. Otherwise, the end time of the last key fact you created is entered. Type a
different end time, if desired.
7. Type a description, e.g., Request for investigation made by supervisor, in the Description text box.
8. Select the Undisputed check box, if desired.
9. Click the Issues tab and select one or more issues, if desired. Issues will be listed on this tab only if they have
previously been created. See “Working with Issues” on page 33.