Once you have some notes on your screen, you will be able to work with those notes in a way that will help you generate movement toward resolution. Here are some ways that ADR Notable will help you with that:
Move your Notes around.
Perhaps you are quickly taking notes during a session, and simply hitting your Enter key after each one, so that they all end up in the Uncategorized lane. Later, during a break, you want to organize them. This is very easy to do; Notes can quickly be dragged from one lane and dropped in another with your mouse or by using your touchscreen.
In our sample Landmark Development case, the architect casually refers to a remote, covered parking structure that is in the plan as a potential valet parking area in the future. You made a note of this at the time. Later, someone suggests that this might be an ideal venue for the seasonal, weekly Farmer's Market that had previously been held on this property. You can link that Fact to the relevant Proposal by dragging the Fact Notecard into the relevant Proposal Notecard:
The original Note remains in the "Facts" column. To unlink the Note, select "Unlink" in the Notecard Menu of the original note.
There may be times when you want to cross out a note but not actually delete it. In our sample case, let's say that Robert offers to approach the people he thinks may be behind the vandalism to the construction equipment stored on the property, but then later changes his mind. You may want to keep the note, but also record that the offer is now off the table.
Open the Notecard menu by clicking on the three buttons in the upper right corner of the Notecard. Select Strike Note:
To remove the strikeout, click on the Notecard menu (three dots in the upper right corner of the Notecard) and select Strike Note again.
When you are taking notes by hand, do you have a method for recording private notes or reminders to yourself? You can do this in ADR Notable with Mediator Notes. Type in a note as usual and then touch/click on the "M" key before you commit the note to a category on your Noteboard.
The text in this note will appear as blurred until you hover over it with your cursor. The indicator in the top right corner of the Notecard will also appear.
Alternatively, you can type in a note, hit Enter, and then select Mediator Note in the Notecard menu (i.e. the "three dots" in the upper right corner of the Notecard) to blur it and add the "M" indicator.
You can hide all your Mediator Notes by opening the View Options menu at the top of your Noteboard and selecting or unselecting the Mediator Notes box.
Whenever you have a Caucus Timer running, your notes will be entered as Caucus Notes by default. Learn more about Caucus Notes.
Focus the view
Let's assume that our mediator, Donna, has recorded issues during her pre-mediation conference calls with the attorneys and has added other issues during the plenary and caucus sessions. She is now at a point where she wants to review all the issues and make sure that they have, in fact, been addressed.
She will "clear the board" of everything else by selecting View Options from the top Menu and then using the checkboxes to configure her screen:
Now that you have arranged your Noteboard, made some notes and organized them, let's look at how you can work with proposals and counter-proposals and then create a term sheet.
- Read more about Proposals and counter-proposals
- Read more about Creating a term sheet
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