The Statutes feature in MerusCase provides firms the ability to automatically add an event to a specific case and firm calendar based on a custom interval of time. Statutes are especially useful for Personal Injury and Workers’ Compensation case types as setting a Statute within the Injury/Incident Details will create an event that warns the firm when the statute of limitations is coming up for that DOI (Date of Injury/Incident).
NoteEach statute uses a selected Event Type to set a date in the case and firm calendar. Therefore, it may be useful to ensure a custom Event Type has already been created within the firm prior to adding a new Statute.
Adding a New Statute
To add a new Statute click on the New Custom Statute button.
Enter the details as prompted.
Editing a Statute
Click on the line item you want to edit.
Edit the fields as necessary and click Save.
Deleting a Statute
For many tables in MerusCase, there will be what’s called a control column. The color of the control column will change based on the theme being used, but it will consistently display three dots in the form of an ellipsis.
This control column is where additional options for each line item will be.
To delete, click on the Control Column (displayed as three little dots) next to the desired line item and select Delete.
Generally, anytime a user deletes an item, a popup message will appear asking for confirmation from the user.
Any table in MerusCase allows for filtering across any of the columns on your screen to provide the user a tailored list within the system. In other words, use the filter to quickly find a specific line item within the table.
Additionally, MerusCase supports the use of multiple filters at once. For instance, a user can search for all open (by the Case Status column) cases within Browse Cases and then apply a second filter to then search for Assigned to Me (by the Staff column) within those open cases.
To apply multiple filters, enter the first filter then click on the magnifying glass. On click, a drop-down window will appear. Click Add Filter and toggle what to filter by.
Select Always use this column if you wish to always use the same filter type. Many firms find it particularly useful to select this option when filtering for cases, forms, or templates.