The Manager oversees teams and cases at a senior level, requiring dashboards, case statistics, and reporting to maintain visibility across the portfolio. They do not operate the platform daily but need to understand case health, team workload, and compliance posture at a glance.
| EDT Feature | How Do I... |
|---|---|
| Report Builder View | Build a custom report to visualise case progress, review rates, or data volumes across my portfolio? |
| Grid Download | Download a quick Excel summary of filtered case data to share with senior leadership? |
| Chronology View | Review the case chronology to understand the narrative and key events at a high level? |
| PDF Presenter | View a presentation of key documents prepared for a hearing or briefing? |
| Exhibit Lists | Review the exhibit list before it is submitted to the court? |
| Case List Report | Download a cross-case report to assess the status of all matters I oversee? |
| Case Stats | Review site-level case metrics with colour-coded indicators to assess portfolio health? |
| QA Reports | Check data quality reports to understand whether import issues are being resolved on schedule? |
| Import Details | Review import summary reports to confirm data processing is progressing as planned? |
| Export Summary | Check export reports to verify that productions have completed successfully? |
| Participant Download | Download participant lists to review the people involved across cases? |
| Audit Reports | Review case-level and site-level audit logs for compliance and governance purposes? |
| Review Pool Reports | Monitor review pool progress and batch completion rates to assess team throughput? |
| Record Audit | Check the audit trail for a specific record when responding to a query or complaint? |
| Download Charts as PNG | Export charts from analysis views to include in management presentations or briefing packs? |
| Print Records | Generate a combined PDF of selected records for a physical briefing pack? |
| EDT Feature | How Do I... |
|---|---|
| Login & Authentication | Log into the platform when I need to check case status or pull a report? |
| Terms & Conditions | Accept the required terms and conditions to access the platform? |
| Site Home Page | Find my way to the case list and key reports from the platform landing page? |
| Case List | Locate a specific case from the full list to check its status or metrics? |
| My Cases View | Quickly access the cases I regularly monitor without searching the full list? |
| Case Home Page | Navigate within a case to find the reporting or summary areas I need? |
| Tabs | Switch between tabs to access reports, case summaries, or management views? |
| Workspaces | Open a workspace that has been configured to show me the information I need? |
| Views | Identify which views display the dashboards and reports relevant to my oversight role? |
| Filters Panel | Apply basic filters to narrow down the data shown in a report or view? |
| Layout Panel | Open the layout panel to see coding details on a specific record when investigating an issue? |
| User Profile Settings | Adjust my display preferences for comfortable viewing? |
| Case Profile Settings | Understand what case-level preferences have been set? |
| Keyboard Shortcuts | Use keyboard shortcuts to navigate the interface more efficiently? |
| Share via Email | Send a link to a report or view to another manager or stakeholder? |
| Notifications | Check the notification bell to see if reports or exports I requested are ready? |
| About Dialog | Review the case summary, disclosure dates, and key participants at a glance? |
| Help & Links | Access help documentation or external links when I need guidance? |
| EDT Feature | How Do I... |
|---|---|
| User Accounts | Review the list of user accounts to understand who has access to the platform? |
| Authentication Modes | Understand which authentication mode is in use for the platform? |
| Password Complexity | Confirm that password policies meet our organisational security standards? |
| Two-Factor Authentication | Verify that two-factor authentication is enabled for users who require it? |
| Groups & Permissions | Review the group and permission structure to understand access controls? |
| Org Units (Multi-Tenancy) | Understand the organisational unit structure for multi-tenant deployments? |
| Folder-Based Access Control | Confirm that data segregation is in place through folder-level permissions? |
| Quarantine | Verify that privileged records are properly isolated in quarantine folders? |
| Case Audit | Review the audit log to check activity on a case when responding to governance queries? |
| Site Audit | Monitor site-level login and access patterns for security oversight? |
| Export Rules | Confirm that export rules are preventing disclosure of privileged material? |
| Import Rules | Check that import validation rules are enforcing data quality requirements? |
| Terms & Conditions | Verify that terms and conditions are configured and being enforced? |
| Site Settings | Review platform-level settings to understand the current configuration? |
| Site Appearance | Check that branding and messaging are consistent with organisational standards? |
| Org Unit Appearance | Verify per-tenant branding for multi-tenancy deployments? |
| Case Stats | Use site-level case statistics to monitor workload distribution and capacity? |
| Site Jobs | Review cross-case job status to identify operational bottlenecks or failures? |
| Active Jobs | Check running jobs within a specific case when investigating a reported delay? |
| Permissions Reports | Generate permissions reports for audit or compliance reviews? |
| Templates | Review available templates to ensure standardised configuration is in place? |