Managing teams in your cases

In this guide we will look at the concept of teams within a case. Every participant that is invited to a case should be grouped into a relevant team.
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Written by Nathan Polito
Last updated June 20th 2020

Requirements You will need your own MODRON Spaces account. If you don’t already have your own account, we invite you to try the platform totally free.



Step 1. Locate the Teams section within Caseview

First you need to have a case created. If you need help with how to create your case check out this guide.

Once your case has been created, you then need to enter Caseview by clicking on the case name in the main navigation, as seen in the screen shot below.

Caseview is a high-level view of a case.
From within Caseview you will see the Teams section of your case.
Step 2. Understanding the Teams concept within your cases

The only required team in a case is the Operations Team. The Operations Team can consist of any number of participants who have a case management or operational role within a case. This could very well just consist of a single mediator, arbitrator or operator. Or in other applications such as a Tribunal setting, the team could include registry staff, listing staff, members, bench clerks etc. There is no limit on the number of participants that can be added to the Operations Team and participants can be added and removed at any time.

In addition to the Operations Team, you would typically have at least 2 other Teams. You can name Teams in any way that makes sense, for example Party A and Party B, Applicant and Respondent etc. There is no limit on the number of Teams you can have within a case. Once you have your Teams set up for the case you would then invite all the relevant participants under the appropriate Team.

Step 3. Adding a Team to your case
From within Caseview you will see the Teams section of your case.
To add a Team you can click on the Add Team button as seen above.
When you click the Add Team button the Add Teams screen will appear as seen above.
You can edit the name of the new Team by clicking the edit button next to the Team name as seen above.
Then you will be able to enter your desired Team Name and save the name by clicking the Save button as seen above.
The Team name will then be changed.

You can also specify wether the new Team will represent an individual or an entity.

You can also add users to this Team within this step (or after you have created the Team). You can see a guide for adding users to a Team here

For this guide we recommend creating a Team without adding users in this step. When you are ready, you can click the Submit button to create your new Team.

Your new Team will have then been created.
Step 4. Editing an existing team within your case
From the Teams section of the Caseview you can edit an existing Team.
Click the edit button next to a Team's name.
From here you can edit the Team Name, and can also determine if the Team will represent an entity or an individual. When you are finished you can click the Submit button to save the changes.
Step 5. Deleting an existing team within your case
From the Teams section of the Caseview you can delete an existing Team.
Click the edit button next to a Team's name.
From here you can delete the team by clicking the Delete Team button.
Confirm the deletion by clicking the Submit button.
The Team will then be deleted.
Conclusion

If you have followed the steps, you will have created a new team, edited an existing team and deleted a team from your case.

“There is no limit on the number of teams you can have in your case. Have a think about the potential use cases in your own dispute resolution processes.”

If you don’t already have your own MODRON Spaces account, sign up for a free trial and see how easy it is to setup your own Spaces, your way.

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