The Cases feature can be useful to individuals and organizations alike. As such, we've placed it right in the middle. Let's take a look at this feature.
Cases - What are They?
Cases are much like an old school case file folder. They are a container where you can gather all the documents and audio related to a case that will include two or more proceedings. They are just another way we have tried to help you organize and streamline your workflow. This feature is completely optional, so if they don't fit with your workflow you can just ignore them. If you're still interested, read on for more information.
Cases - Creating and Editing
You will notice that there is a "Cases" link on every page underneath your workspace list. NOTE - if you are a member of an organization where you do not have permission to view Cases, you will NOT see that link.
Click that link to view your list of Cases. There is only one big list; they are not specific to a Workspace.
You will see that a case labeled "Default" is created for you when you first create your account/organization. We can begin here by clicking the Case title to view the Details.
1. Title - Much like a job, this is the unique name you'll give to the case, such as "ABC Corporation v. Worldwide Insurance Inc.".
2. Link - This is the text that will display in links to the Case. This is the computer-friendly name of the Case. It should be as short as possible, and can only include letters, numbers, and hyphens.
3. Notes - Any notes you need that aren't already captured in one of the documents you'll add to the Case.
4. Attachments - This section is for Word documents, PDFs, etc. that relate to the case. This can include proceeding notifications, reporter worksheets, exhibits, or any file that is not audio.
5. Audio Files - This section is for audio files related to the case that you will eventually submit as a Job for ASR rough transcript production. You will notice that once a file is uploaded, you can play it back directly from this page. This can be useful, for example, when deciding which version of the Reporter's audio to submit for a job.
6. Update - Click the [Update] button to save any changes you've made. NOTE - It may appear that your files have disappeared after clicking the button. Just refresh the page and you should see your files. This is a known bug that the Tech team is working on.
If you need to add a new case, just click the [+ Create New Case] button at the top of the Cases page. A case is created and you can enter the details just as seen above.
Cases - Creating Jobs from Uploaded Audio
So, now that you've added some files and audio to your case, you finally get the order for a transcript from your audio. Let's take a look at the two methods you can use to create a job using the audio you're already uploaded to the Case.
Using Case Audio for a Single Job
There are two avenues to create a single job. Either way, you must first select the Workspace where you want to create the job. Then you can do one of the following.
1. You can click the [+ Create New Job] button at the top of the Job List page, and then select the appropriate Case in the "Case" block of the Job page.
- OR -
2. You can open the Case details page and click the [+ Create New Job] button which will automatically select the appropriate case.
Either way, you will see a new part displayed in the Create Job page.
When you click the "Or choose audio files from the Case" link, you'll see this dialog.
Just select the file(s) you want to use for the job, and click [Import files]. The rest of the Job Create process is the same.
Using Case Audio to Bulk Create Jobs
If you have several files uploaded to your Case, and want to make jobs for all of them, this feature can save some time. First, select the Workspace where you want the jobs, then open the Case details page, and click the [Bulk Create Jobs] button. You'll see the following dialog.
If you're sure you want to create jobs for all of the files, and the total duration looks okay, click [Create Jobs]. Otherwise you can just click the [Cancel] button.