The Summary tab provides an overview of the case information and updates. 


 

To view the Summary tab:

  1. Click on a case code in Equinox
  2. Click the Summary tab 

Summary


This part of the summary displays an overview of the case information and work. This information is automatically updated when any changes are made to the case.


 

The summary field shows this information:

 

Information

Additional Fields

Office Ref 

- Official Office Reference

Task totals. Broken down by task status

- Tasks Live 

- Tasks Extended

- Tasks Final Date

- Tasks Pending            

- Tasks Done

 

Charge totals. Broken down by charge status

- Charges Unbilled

- Charges Billed

- Charges Total

 

Document totals

 

User Information

- Setup By

- Last Modified By

- Closed By

 

History


The transaction log provides an audit of any updates to the case Details. 

 

The audit includes the following information:


Field Name
Field Description
DateWhen the change was made
FieldWhat information was updated
BeforeWhat was recorded before
AfterWhat new information was saved
Modified By Which user updated the information


 

Note: This audit does not include information about updates to tasks or case contacts.

For information more information on the other options available on this screen, please see:


- View Charge Discounts Available on a Case

- Generate a File Cover Sheet