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How do I create a Case Packet in LIMS-plus v5?

Case Packets are compilations of specified documents for the purpose of hard copy case files, discovery, etc., and can be created for existing cases.

Create a Case Packet

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To create a new case packet, open the case and then click on the Case Packet tab (1), which is the last available tab. Next, click on the Add Case Packet button (2).

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In the Add Case Packet window, the first screen is the Select Case Reports screen. Place a checkmark in the checkbox next to the desired Case Reports (if any). Click the Next button to continue or the Cancel button to cancel the Case Packet process.

Additional screens that will appear after clicking the Next button include Select Evidence Reports, Select Case Activities Reports, Select Reports/Attachments Related to Requests, and Select Other Attachments. If there are no options available to choose from, a "No Reports Available" message will appear.

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After all of the reports have been added to the Case Packet, a screen appears where reports can be dragged and dropped to determine the order in which they will appear in the Case Packet. Click Save to continue and create the Case Packet.

View or Delete a Case Packet

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To view a Case Packet, click on the View icon (1) for the case listed on the grid. To delete a Case Packet, click on the Delete icon (2).

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Export or Print the List of Case Packets for a Case

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To export the list of Case Packets for a case to HTML or Excel, or to print the list, click on the Export icon.

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The list of Case Packets will appear in HTML format on a separate web page. From there, click the Print button to print the list, or click the Export to Excel button to perform that task. If the Export to Excel feature is used and the user has Excel installed on the computer, there will be an option to open the list in Excel. Otherwise, the file can be saved as an XMLReport.csv file.

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