Matters - Detail

Modified on Fri, 2 Feb at 4:38 PM

When clicking a matter item, the user will be redirected to a page where all the matter information can be easily seen and updated. It will also provide access to some advanced features.


The first tab provides an overview of matter resources, metrics, allocated users, scheduled interviews, and a preview list of current matter tasks.




The Matter Detail tab shows the user the matter details tab with general matter information and a timeline tab where the user can update the matter deadline and current stage deadline. If the matter was pushed from a report, the Matter Detail will also have the Allegation Subjects tab and Report Information tab.




Now onto the Users tab, here the user can see the investigation team assigned to this specific matter.


The next tab, Documents, has its own knowledge base article; please refer to it for more details.



The Task tab displays the matter tasks currently open in a matter and also offers the user a kanban-style view. Task details can be viewed by clicking on a task item.



The Interviews tab displays all the scheduled interviews. For more information about interviews, please refer to the Interviews Knowledge Base article.



In the last tab, Reports, the user can generate a LEIAA report containing information about the matter.




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