Create a Type of Entity for a Brief of Evidence

  1. Select Admin > Entity Definition > Types.

  2. Select New > Select Brief of Evidence > Select OK.

  3. Enter a description of the type of brief you're creating in the field provided.

  4. Select the types of entities users can assign to brief of evidence parties:

    1. Select the BoE Parties tab.

    2. Select the Defendants subtab.

    3. Double-click or use the Select icon to select the types of entities that will be available to use for defendants.

      These will usually be types of person entities you've set up in ICM.

  5. Select the types of entities that can be used for victims:

    1. Select the Victims tab.

    2. Double-click or use the Select icon to select the Person entities.

      These will generally be types of Person entities you've set up in ICM.

  6. Select the types of entities that can be used for witnesses:

    1. Select the Witnesses tab.

    2. Double-click or use the Select icon to select Person entities.

      These will generally be types of Person entity you've specified in your system.

  7. Select the BoE Components tab.

    Administrative Documents are either documents that can be imported from an external file—like a Disclosure Certificate—or documents that will be generated from a Word template and data you've entered into a brief of evidence.

    You can change the default Word templates to meet your needs.

    You can't add new template types.

    1. Select the Administrative Documents subtab.

      Select the Add icon.

      Enter a title for the admin document.

      Select either of these options to set up the document:

      • Document uploaded into brief of evidence to let users upload an external file.

      • Document generated from template > Select a template from the drop-down.

        Select OK.

  8. Select which types of entities can be assigned to these brief components:

    1. Select the Statements/Affadavits tab.

    2. Double-click or use the Select icon to select the entity types that will be available to use as Statements.

      These will generally be types of document entities you've specified in your system.

  9. Select the types of entities that can be assigned to the brief components:

    1. Select the Other Disclosables tab.

    2. Double-click or use the Select icon to select the entity types that will be available to use as other disclosable documents.

      These will generally be types of Document, Image, or Media entity you have specified in your system.