The following is a list of terms that are used in the ADR Notable Knowledge Base articles.
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|@||The keyboard shortcut that attributes a note to a mediation participant, using the abbreviation you assigned the participant when setting up the case, e.g. "@jd" attributes a note to Landmark Mall president and CEO Jamie Dorn.|
|#||The keyboard shortcut that designates the type of note, such as an issue, a proposal, or a fact. e.g. #issue|
|Blur/Unblur Note||Blur/unblur is a toggle, accessed in the Notecard menu, that allows you to preserve confidentiality.|
|Caucus Note||A note taken during a caucus session. By default, it is blurred on the Noteboard to indicate that it is confidential. If confidentiality is waived, the blurring can be removed.|
|Case Dashboard||When you select a case from My Dashboard, you will go to the Case Dashboard which contains summary information about the case as well as access to the Noteboard, Documents, Time Logs, Term Sheets, Activity History, and Security controls for that case|
|Case ID||Case ID allows you to assign an identifier to a case for your internal tracking purposes. In My Profile you can set a default prefix that pre-fills, for example, a mediator's initials and a date in this field during the setup of a new case.|
|Case Manager (User type)|
|Case Number||Case Number allows you to track any externally assigned case identifier such as a court docket number.|
|Case Report||A pre-formatted Word document containing basic, non-confidential information about a case to be used for reporting to a court or other external entity. Download the Case Report by clicking on the "Download Case Report" button in the upper right corner of the Case Summary tab of the Case Dashboard.
|Deleted Note||A deleted note is removed from the Noteboard by default, but can be made visible by going to the Options menu and checking the "Deleted Notes" box.|
|Fact||A type of note indicating a piece of information the mediator feels may be relevant to reaching a resolution. It is not required and can be re-named.|
|Firm Administrator (User type)|
|Issue||A type of note indicating a topic, problem, or issue the mediator feels must be tracked. It is not required and can be re-named.|
|Lane Title and Menu||The label at the top of a Noteboard column ("lane") that indicates a type of note. All lane can be customized with the exception of Proposals by opening the Lane Menu (three dots in the upper right corner of each lane) and selecting "Edit Lane Title."|
|The Main Menu can be displayed or collapsed by clicking on the arrow in the lower left corner of My Dashboard.|
Mediator (User type)
|Mediator Note||A note that a mediator may take for his or her own use to capture a thought, jot down a follow-up question, or create a reminder. It is blurred by default on the Noteboard to keep it from being inadvertently disclosed and can be read by hovering over it with your cursor.|
|My Dashboard||This is where you will land each time you log in to ADR Notable. You will see your list of cases, your calendar, and your agenda. You can access your email, create a case, or open the Main Menu for more options.|
|My Library||My Library is located in the Main Menu and is where you can store useful documents, forms, clauses, and other materials that do not relate directly to a specific case.|
|Note||Any content that you choose to capture in ADR Notable that relates to the case.|
|Noteboard||The place in ADR Notable for you to enter notes to track issues, proposals, and other information related to a specific case. You can configure the columns to fit the way you want to take notes. (See Adding a Note to My Noteboard)|
|Notecard and Notecard Menu||Every note is committed to a single Notecard. Clicking on the three dots in the upper right corner of the Notecard () opens the Notecard menu.|
|Options Menu||Clicking on "View Options" at the top of the Noteboard will open the Options Menu where you can customize the appearance of your Noteboard. (See also Customizing ADR Notable.)|
|Proposal||The proposal column (or "lane") on the Noteboard is fixed and cannot be renamed. This is where the mediator captures offers and counter-offers when attempting to reach resolutions.|
|Shortcut symbols||As noted above, @ is the shortcut symbol you can use for attribution when creating a note and # is the symbol to assign it to a category, or lane.|
|Strike Note||You can strike a note by selecting that option from the Notecard menu. It will remain visible on the Noteboard. Select it again to remove the strikethrough.|
|System Reports||A set of simple reports to help Mediators manage their practices. They can be found in the Main Menu, under My ADR Notable > My Library.|
|Term Sheet||The document containing the terms of any agreement or settlement. It could be a summary of agreed-upon terms intended for review and further documentation, or a final settlement agreement.|
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