My Dashboard is where you will land each time you log in to ADR Notable. You can get a quick look at your cases, your calendar, and your schedule for the day. Open the Main Menu by clicking on the arrow in the lower left corner or close it to get full-screen access.
There are four Dashboard sections: My Cases, My Calendar, My Email, and My Agenda.
Create Case: Click the Create Case button when you are ready to open a new case. Read Creating a new case to learn more.
- Sort: Your list of cases can be sorted by any field using the arrow keys next to each field.
- Filter: Look for the "filter" icon on the Firm, Case Users, and Referral Source columns to display only those records you select from the Filter menu.
- Search: Search for a case by entering one or more characters from the Title, Case ID, Case Number, or Referral Source fields.
- View: To view the details and status of your case, click on View or the Title of the case.
Case Archive: When you select Archive, the case will be permanently removed from your list of cases. For this reason, you will be prompted to confirm that you do, in fact, wish to archive the selected case. When the Show Archived box is checked, archived cases will appear in the list without the blue "Archive" option. Any notes associated with an archived case remain available until you select View and open the Secure Delete tab. Read Disposition of my Notes from a Case to learn more about deleting your notes.
|Note: It is not possible to re-open an archived case, so if there is a chance that the case may be revived at some future point, you may want to keep it on your list with the appropriate status to avoid setting it up again. Read How do I set the status of a case? for more information.|
ADR Notable keeps it simple by connecting with the tools you already use. There is easy access to your Google Calendar or your Microsoft 365 Calendar right from My Dashboard.
When you connect to your Google calendar or your Microsoft 365 calendar in ADR Notable, your recent and upcoming events will automatically appear in My Agenda. Click on an event to see the details in a new browser window, or edit the event as needed.
After you have connected your email account, simply select the Gmail or Microsoft 365 button and your email will open in a new browser tab. You can also send an email to anyone you have included as a participant in a case by selecting her or his email address in the Parties section of the Case Dashboard.