Create a Disclosure Schedule

Creating a new schedule involves capturing all the current disclosable items in a disclosure index.

Disclosure items need to be fully verified before you can create a schedule.

 

To create a disclosure schedule:

  1. Open the required case.

  2. Select the Disclosure tab.

  3. Select the Schedules subtab.

  4. Select the Create new schedule icon.

  5. Select a defendant from the Disclosure index drop-down.

  6. Select the Word template you want to use from the Template drop-down.

  7. Select the Template details ▲ icon to see more details about the template selected.

    Your administrator sets up these templates.

  8. Select Browse to specify where you want to save the markup and redacted files and the cover tab.

  9. Select the Show hyperlink file name checkbox (if required).

  10. Select Save to save this schedule definition.

  11. Select Run to create the schedule files and their cover tab.

  12. Use Windows Explorer to navigate to the file location you specified.

    You'll see the cover tab and the folders containing any marked up, redacted, or media files.

    If you're using a MAC computer, use Acrobat to open the links in the cover tab.