Case Management
Create, manage, and track cases throughout their lifecycle. Submit new dockets, view case details, and file documents.
Core Case Management
- Submit a New Docket - Step-by-step guide for creating and submitting new dockets
- Case 360 – Case Details - Comprehensive view of all case-related information
- File into an Existing Document - File documents into existing cases by Records Division
- File A Formal Complaint - Process for filing formal complaints in the portal
Case Workflow
The typical case workflow:
- Create Case → Submit a New Docket
- View Case → Case 360 view
- Manage Documents → Document Linking | Document Filing Request
- Track Progress → Case 360 view - Assignments, Tasks, Comments tabs
Key Features
- Case Creation: Submit new dockets with party information, documents, and service notifications
- Case 360 View: Comprehensive view of all case information in one place
- Document Management: Link, file, and manage case documents
- Party Management: Add and manage parties, attorneys, and service notifications
- Task & Assignment Tracking: Create assignments and tasks for case workflow
- Comments & Notes: Add comments and notes for case collaboration
Related Categories
- Document Management - Comprehensive document handling
- Company Management - Register companies for cases
- Comments - Submit public and rulemaking comments
See Also
- Dashboard Overview - Understand the main dashboard
- Advanced Search - Search for cases and documents
- Reports - Analytics - View case reports and analytics