Purpose
The lens overview is the primary workspace for a project or litigation. The lens overview layout has three main pieces: Your Cases, Reviews This Week, and the Case Table.
Lens Overview Layout
To get to the overview page, follow these steps:
1. From the Lens Home, click on View for a lens.
2. To return, click on the lens name in the top right corner, and select the lens overview page you want to view
Navigating back to lens overview
Case Table
Searching
The case table is the main tool for navigating to a specific case. The most commonly used feature of the case table is the search bar, which allows you to search by first name, last name and case ID, as well as filter by Review Status or Case Status.
Case table search
New Cases
On the case table, select "New" to create a new case. Clicking this button opens the case creation dialogue menu.
New Button in Case Table
Fill out the relevant information to create a new case. After the case is created, you will be prompted to upload documents. You can upload at this point, or afterwards (link).
Case Creation Form
Editing Cases
To edit a case, use the "action" column on the far left:
Action column on Case Table
From here select "edit" and follow the form to change the case information. Note that changing the unique case id requires a support ticket. You can open a ticket here, or email support@patterndataworks.com.
Case edit form