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
- Step 2. Understanding the Teams concept within your cases
- Step 3. Adding a Team to your case
- Step 4. Editing an existing team within your case
- Step 5. Deleting an existing team within your case
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.
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
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.
Step 4. Editing an existing team within your case
Step 5. Deleting an existing team within your case
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.”
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