Facts & Issues

Location: Analysis >> Facts & Issues

General

The Facts & Issues feature is used to organize facts, issues, and dynamic timelines specific to a case. Facts may be associated with one or more issues. Each fact may link to one or more underlying documents which support the fact. Facts with dates will automatically display in a dynamic timeline when in the timeline view. Facts & Issues can be exported to excel for review outside of LEP.

Creating an Issue

1. Click on the blue and white + icon in the upper left corner of the Facts & Issues Page to add an issue.

2. The Add Issue window will open. Populate the Title field with the Issue and fill in the Description field if desired.

3. Click Ok to add the issue to the case.

4. Issues will appear in an alphabetized list on the left side of the screen.

Editing an Issue

1. Hover over the issue you wish to edit

2. Click the pencil icon to open the Edit Issue window

3. Make the desired edits and click OK to save

Deleting an Issue

1. Hover over the issue you wish to delete

2. Click the X that appears next to the issue title

3. The Delete Issue window will open asking the user to confirm the deletion

4. Click OK to delete

Issues List

Facts: Creating, Editing, and Deleting

Creating a Fact

Click on the blue plus sign in the white circle located in the upper right corner
The Edit Fact window will open and the following fields will appear:

Fact Title. Enter the substance of the fact in this field. Facts are easier to work with when the Title refers to one fact and not several or compound facts.
Date Range: Enter a date or date range to which the fact applies.
Contested: This field allows the user to indicate whether a fact is Not Contested, Contested, Unsure, or Prospective.
Material: This field allows users to select whether a fact is material or not.
Linked Issues: Assign the fact to one or more Issues by:

- Manually checking the boxes next to the applicable Issues

- Clicking All to select all of the Issues

- Clicking None to uncheck any Issues to which the fact is already assigned

Linked Documents: This field cannot be updated through this page; however, hyperlinks to any documents added to a fact via the Doc Viewer will appear here. A discussion of how to add documents to facts via the Document Viewer is discussed in detail later in this Help Note.

Click Save to add the fact to the case

**Facts can also be added from the Document Viewer. See discussion further below.

Editing a Fact

1. Identify the fact you wish to edit

2. Click on the Fact Title

3. Update any of the abovementioned fields

4. Click Save to save any changes

Deleting a Fact

1. Identify the fact you wish to delete

2. Locate the trashcan icon to the right of Material field and click on it

3. The Delete Fact window will appear

4. Click OK to delete the fact, or Cancel to keep it

Linking a Document to a Fact from the Document Viewer

When you are reviewing documents (either from Browse or from within a review set), you can link documents to certain existing facts in the case or add new facts directly from the Document Viewer. Any facts added and documents linked from the Document Viewer will then be displayed on the Analysis >> Facts and Issues page.

1. From within the Document Viewer, click the small blue and white square icon at the bottom of the Coding/Metadata section on the left, and select Manage Facts. (Fig. 1)

2. To link the document to an existing fact, click the blue + in the upper right corner. (Fig. 2)

3. This will display a screen with all of the facts currently in the case. Select the desired fact to link the document. (Fig. 3)

4. Once a fact is selected, you can update the fact title (if desired), assign a page number to the fact, and choose Contested, Material, and assign a date range for the fact.

NOTE: Entering a Date Range is required as the date range adds the fact into the timeline.

5. You can assign a custodian to the fact or assign the fact to an additional issue by clicking the small edit icons next to Custodian and Linked Issues.

6. Once the information related to the fact is entered, click Save Fact. (Fig. 4)

Fig. 1 - Accessing Facts from the Doc Viewer

Fig. 2 - Link Doc to an Existing Fact

Fig. 3 - Selecting an Existing Fact to Link

Fig. 4 - Editing the Fact Information

Creating a NEW Fact within the Document Viewer

If there is not an existing fact already in the case to select to link the document, you can create one in the document viewer by clicking the blue New Fact button at the bottom of the Facts & Issues panel. From there, proceed to steps 4-6 immediately above.

Filtering on Specific Facts from the Browse Page

Users can filter on specific Facts through the Filter menu on the Browse page. Simply click SELECT FILTER, and in the Add Field text box, type Facts, select it, and click OK. This will display all of the facts currently in the case with a check box beside each one. To filter to all of the documents associated with one of the facts, select the fact and click OK.

Locating the Facts Filter

Choosing the Filtered Fact to see the Linked Documents

Sorting Facts

Facts can be sorted by the following fields:

*Fact Title *Date Start *Date End *Contested *Material

To sort:

Hover over the field name you wish to sort by.
Click the arrow that appears next to the fieldname to sort the field.
Click the arrow again to reverse the sort.

Facts Sorted by Start Date

Viewing Issues and Assigned Facts

All Facts

The default is to display all facts in the case. To return to this display, click on the All Facts option which is always located at the top of the issues list.

Issues and Assigned Facts Only

To view a specific issue and its assigned facts, click on the desired issue from the list on the left, and all facts assigned to that issue will be displayed on the page.

Viewing Facts Assigned to a Specific Issue

Timeline View

The timeline view places facts with an assigned date on a horizontal timeline. Facts that do not have an assigned date are automatically excluded in timeline view. The timeline can be viewed with gaps (Overview) or without (Collapsed), and the Scale slider functions like a zoom button allowing users to expand or condense the view of their timeline.

To view the timeline, click on the graph icon located in the upper right corner next to the Add Fact icon. The timeline can be viewed for all facts in the case, or users can click on an issue to display only the assigned facts in the timeline. Clicking on a fact in the timeline will automatically open the Edit Fact window.

**Currently, there is no option to export the timeline view; however, the timeline can be saved to PNG or JPG/JPEG format and resized as needed (e.g. to create a demonstrative) via the Print Screen option on your keyboard, or through a utility like Microsoft's Snipping Tool.

Timeline: Overview

Timeline: Collapsed

Exporting Facts & Issues

Data from the Facts & Issues page can be exported to Excel, and imported through Excel. The exporting process is explained below, but please read our Technical Note: Facts & Issues - Importing and Exporting for additional information on the importing process.

Exporting

Please note, an export from this page will include all of the facts and issues. Any filtering will need to be done in Excel once the export is complete. Follow these steps to generate an export:

Click on the vertical ellipses in the upper right corner
Select one of the following options:

Export: This option exports all facts and issues, but does not include hyperlinks to any associated documents.

Export to Pivot: This option exports all facts and issues including hyperlinks to any associated documents.

Save the export to the desired location.