Tabs

All documents associated with the case.

Create, edit and remove agendas and agenda items in the Agenda Management module.

The Case preparation tab is not displayed by default in the case detail page and will only be available if the Agenda Management module is activated in WorkZone Configurator.

The Case preparation tab must then be displayed in the case detail page.

Cases that relate to the case indirectly. These cases are independent from the current case, but information about them complement the full picture about the case or can be useful.

Cases that relate to the case directly. Child and parent cases can have reverse fieldsReverse fields represent reverse roles that are connected between each other, for example, parent and child, sender and recipient, and others. Reverse reference role is available for case references on cases, document references on documents and contact reference roles on contacts. Example: You create the Sender role with the Recipient Reverse code. In WorkZone Client, you open a contact named Ann. You add a new contact reference for Ann. You select Michael, and set his role to Sender. When you open Michael's contact references, you see Ann, and her role is Recipient.; apart from that, they relate as regular case references.

A chronology of changes that have been applied to contact (party) references. You can see who has created, updated, or deleted the reference to a party, when this action was performed, and other additional information.

Dates that relate to the case. Use this tab to collect all relevant dates, for example, dates of phone conversations, local deadlines, and others. Note that date types are predefined by your administrator.

A chronology of changes that have been applied to document references. You can see who has created, updated, or deleted the reference to a document, when this action was performed, and other additional information.

Documents that relate to the case indirectly. These documents are independent from the case, but information about them complement the full picture about the case or can be useful.

Main documents associated with the case.

Additional information that relate to the case. Select an information type from the drop-down list, and specify a value. Note that information types are predefined by your administrator.

A list of changes made in the metadata of a case, for example, case state, case handler, read access, and others.

A chronology of changes that have been applied to main documents of the case. You can see who has created, updated, or deleted the reference to a document, when this action was performed, and other additional information.

Cases that relate to the selected case directly. Child and parent cases can have reverse fieldsReverse fields represent reverse roles that are connected between each other, for example, parent and child, sender and recipient, and others. Reverse reference role is available for case references on cases, document references on documents and contact reference roles on contacts. Example: You create the Sender role with the Recipient Reverse code. In WorkZone Client, you open a contact named Ann. You add a new contact reference for Ann. You select Michael, and set his role to Sender. When you open Michael's contact references, you see Ann, and her role is Recipient.; apart from that, they relate as regular case references.

Contacts associated with the case. You can see party roles and other relevant information about contacts on this tab.

Notifications that relate to the case.

Documents on a case that have been deleted. Users always can restore documents from the recycle bin if needed. When users delete documents from the Recycle bin detail tab, the documents are deleted permanently from WorkZone.

Note: To restore the documents that have the status Archived or Terminated, you must have the SOFTDELETE access codeEach access code provides a permission for a specific action. You can view which access codes have been assigned to you on the "My access codes" detail tab. Find it on you contact detail page..

The retention code defines a life cycle of cases. In particular, it defines for how long a case cannot be permanently deleted after its deletion to the trash bin. The retention functionality makes it possible to keep deleted cases in the database and restore them if needed. Retention codes are configured by an administrator. Each retention policy includes a list of users who are allowed to edit its retention code.

A chronology of changes that have been applied to case references. You can see who has created, updated, or deleted the reference to a case, when this action was performed, and other additional information.

Cases that relate to the document indirectly. These cases are independent from the current document, but information about them complement the full picture about the document or can be useful.

A chronology of changes that have been applied to contact (party) references. You can see who has created, updated, or deleted the reference to a party, when this action was performed, and other additional information.

Dates that relate to the document. Use this tab to collect all relevant dates, for example, date of phone conversations, local deadlines, and others. Note that date types are predefined by your administrator.

Documents that relate to the given document indirectly. These documents are independent from the given document. However, information about them complement the full picture about the given document or can be useful.

Additional information that relate to the document. Select an information type from the drop-down list, and specify a value.  You can add or remove Information types from multiple items (cases, documents or contacts) in the Navigation pane. See Edit multiple items in a list

Note that information types are predefined by your administrator.

A list of changes in document metadata, for example, title, write access, and others.

Contacts associated with the document. You can see party roles and other relevant information about contacts on this tab.

Notifications that relate to the document.

Supplementary documents associated with the given document.

A list of addresses related to the contact.

A chronology of changes that have been applied to case references. You can see who has created, updated, or deleted the reference to a case, when this action was performed, and other additional information.

A list of cases that relate to the contact.

A chronology of changes that have been applied to contact references. You can see who has created, updated, or deleted the reference to a contact, when this action was performed, and other additional information.

A list of contacts associated with the given contact. You can see roles and other relevant information about contacts on this tab.

A list of dates related to the contact. Use this tab to collect all relevant dates, for example, date of phone conversations, local deadlines, and others. Note that date types are predefined by your administrator.

A list of documents associated with the contact.

A list of documents related to the contact.

A list of additional information that relate to the contact. Select an information type from the drop-down list, and specify a value. Note that information types are predefined by your administrator.

A list of changes on contact state.