Legal Case Management Help

• Installation
  • Setting up directory permissions
  • The SQL database connection
  • Personal information
• Cases
  • Introduction
  • Case participants
  • Case follow-ups
  • New case stage or status
• Clients
  • Introduction
  • Registration of clients
  • Registration of organisations
• Users
  • Introduction
  • User management
  • Role of administrators
• Tools
  • Agenda
  • Documents
• Site configuration
  • General information
  • Collaborative work
  • Office policy
  • Regional settings
• Archives
  • Introduction
  • Export archives
  • Import archives
• Reports
  • Introduction
  • Customizing a report
• Keywords
  • Introduction
  • Creating a new keyword group
  • Creating a new keyword
  • Removing or deleting a keyword
• About ...
  • Contributors
  • License and terms of use

Keywords

Creating a new keyword group

Only “user” keyword groups can be created, since “system” keyword groups refer to specific features of the software.

To create a new user keyword group, follow these steps:

1. Click on the “Keywords” administrative menu item, then click on the “User keywords” tab located at the top of the screen.
2. Add the bottom of the screen, click on the “Create new keyword group” button.
3. When the “new keyword group” form appears, enter the following information:

   Applies to

   refers to what the keyword will be attached to. Possible values include: case, case stage, client and organisation. The “case stage” is similar to “case”, except that its value can be changed depending on the case stage.

   Policy

   Indicates to the user whether the field is mandatory, recommended or optional. Please note that the software does not enforce the policy of the fields, since the information may only be available at some time in the future. It is meant to be informative.

   Default choice

   When keywords are added to the keyword group, it is possible to propose a default value. For example, for a keyword group “age group”, the default keyword should be “unknown”.

   Code

   Short, unique word used internally by the software. This field is mandatory.

   Title

   Name of the field which will be shown in the details or edit forms.

   Description

   Provided to the user as a form of contextual help. (Note: currently not implemented.)

   One or many

   Specify whether the keywords from this group can be selected one or many times for this group. In case of doubt, say “one”.

   Hidden

   Keywords which are in use by the software cannot be deleted, but it is possible to hide them so that they are no longer used in the future.

4. Click on the “Validate” button in order to save the information.