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CUDGEL® v4.5a

1. ELAN ASSOCIATES GreenLight Consultants and Publisherse Client Calendar amp Case Control from A to Z Boston Chicago San Francisco 79 West Monroe 1320 Chicago IL 60603 4969 USA Fax 312 782 6494 Voice 312 782 6496 elan keganlaw com CUDGEL v4 5a The Flexible Litigation Companion WITH CALENDAREYE CLIENT PORTRAIT CADENCE Online Help Hints and User Manual in PDF Format July 2002 By Daniel Kegan PhD JD Copyright Elan Associates 1989 2002 All Rights Reserved Helix software Copyright Helix Technologies 1984 1999 The following pages present Cudgel Help Topic Rank Section Help Hint Text Key Indexed Hint Terms Revised Date Cudgel Hint Record Number GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 1 Read Me First 20 00 A About Read Me First Last Minute Chanages if any None Read Me First Changes Oct 10 1999 01 40 117 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 2 About Help Hint Sections 100 00 A About A About B Basic C Conventions D Data Entry E Export Import F Finding G Group Mail H Help Hints I Installation J K Key Commands Shortcuts L Links M Menus N New amp Next O Output P Personalize Q Queries R Review S Scripts T Tutorial U Users V Validations W World Venues X Index Y WhyTime Z About Help Hint Oct 9 1999 16 22 116 N
2. Jury Oct 9 1999 13 22 22 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 58 Kalendar Reserved for Development 2 110 00 D Data Entry Kalendar Reserved for future developent Kalendar Calendar Jul 24 1999 15 48 23 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 59 Law 2 120 00 D Data Entry Law The Law window permits you to enter points of law linked to the citation of the case or other authority and linked to the issue in dispute Focal case The firm s active case CiteShort Beginning of the Cudgel Short name for the authority At Page Pinpoint cite for the point of law Issue Line Brief description of the point of law Rank To order Law popup menu Hot L is for your subjective estimate of the importance of the legal point Jury Instruction number Box1 3 Three boxes for customized checkoffs Notes Longer descriptions Law Oct 9 1999 13 23 24 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 60 Matter 2 130 00 D Data Entry Matter Matters are things to be decided by the Court Sample matters include the Complaint a Motion to Dismiss a Motion to serve more than the 20 interrogatories permitted by local rules a motion to compel and the like A matter usually engenders several Papers motions briefs replies orders Mover7 A Party initiating
3. Data is retrieved from Helix by one of five methods quick query on an indexed field clicking a command button selecting a field in the User Setup window building a power query on indexed fields of a relation or viewing the first next previous or last record in a relation To begin a Quick Query place the cursor over an indexed field and click in the field Then choose Quick Query from the View menu or press command G on the keyboard An oval will appear at the top of the window Text fields should be searched with Starts with Do not use Contains or Is Found Within these two searches take too long Numeric fields present choices of equal greater than or equal 2 or less than or equal X Command buttons are rounded rectangles Clicking once on a command button causes something to happen In the Actor window clicking on the Edit Adr button opens the Address window and limits the records shown to those of the given Actor The User Setup window is the central control window for each User of Cudgel companion there may be only one record in the Own Setup window for each User User Setup is used to limit the lists generated from the Out menu to those records associated with a given case If you wish to temporarily limit reports to a specific focal Cudgel case select the Short Case name in the For Case field For a given focal Cudgel case and its reports you may wish to enter your Side usually m or A option p or opt
4. Goods amp claims The label for this field is set in Own Setup For intellectual property practice Goods amp claims Initial capital update the field promptly after amendments to the application Private contains private comments that generally are not shared with clients or others Design accepts graphics Select the field and paste in a trademark logo patent design or other image Open New Vital File Done Past Marker Oct 9 1999 13 24 43 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 80 World amp Venue 2 230 00 D Data Entry World Command W Flag Graphic Map button Launches Map view use Quick Query on Wcode or Open Query to select venue Paste or view a map Country Country or other venue Wcode Brief code for venue generally initial three letters more to distinguish eg Aust for Austria and Ausl for Australia USA states are the two letter postal abbreviations prefixed by US WIPO code World Intellectual Property Organization code or other third party code you firm uses WarnW Short label eg Mail Pay Here Money Rates New Law Embargo War Etc Warn More Additional dated description of Warning problem Currency Name of local currency To US As Of Monetary exchange rate to USA As Of given date Exchange rate From US to local currency displays Phone Telephone national code Region AmericaN AmericaS Europe EuropeE Mideast Asi
5. Online Help Hints amp User Manual in PDF Format Elan 2002 Page 85 o Zone 2 260 00 D Data Entry Zone Physical location Zone Location Oct 9 1999 13 25 38 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 86 AA Actor Other Link 2 310 00 D Data Entry Actor lt Other Link Command Actor Other Other actor to be linked to Actor Role Dated description of Other s relathionship to Actor Title Other s official title within Actor Talk Non unique number showing order of communication Prime contact for an Actor is 1 backups are 2 etc Sign Mark if Other is authorized to sign for Actor CorpList Mark to display Other on Actor s CorpList AA Actor Other Link Dec 26 1997 14 03 44 DanielK Dec 26 1997 19 42 DanielK AC Actor Case Link 2 320 00 9 400 00 D Data Entry Case lt Actor Link Command hyphen Actor Case Role Witness AA Actor Other Link Jan 6 1998 17 59 44 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 87 AC Actor Case Link 2 320 00 D Data Entry Case lt Actor Link Command hyphen Actor Case Role Witness AC Actor Case Link Jan 6 1998 18 00 45 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 88 AE Actor Evidence Link 2 330 00 D Data Entry Actor Exhibit Case Witness Bates QAD X Show Planned presenta
6. ee Linkages Actor for this A entry Role your brief description of the relationship Title the formal title eg President Corporate Counsel Talk blank or a number indicating the first contact Talk 1 second or backup contact 2 for the entity Sign Mark the box if the person is legally authorized to sign for the other entity CorpList Mark the box if this actor should appear on the short CorpList of the other actor Both when marked provides default data for Other for A idential to the Actor for A data A Picture accepts pasted graphics A person s digital photo a company s trademark logo etc e MarkersA are important dates not in the future Marker must be defined for Marker2 to post Source is the date we become aware of the Actor Inquired is a particular source date when the initiative is with the actor generally used for client prospects K out is the date we send a representation letter to a prospective client R permits entry of the highest quoted hourly fee and the requested retainer e Group If this actor should be added to any Group mailing list three may here be entered Group must be defined for Group2 and Group3 to post e Vital File Case Active firm cases Show marked in Cite appear in the popup menu actors from past cases may be loged by entering the Cudgel case number New Actor Sep 18 1999 17 10 42 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format
7. 2002 23 12 74 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 260 GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 261
8. Boses 1 2 3 for customized categories G Recent receipient of Group letter Buttons launch a sequence Edit Adr Edit main address Edit Phn Edit main phone Namez Change actor s name Generally change the name of the previously entered record and enter a new record with the former name This preserves most linkages and maintains the previous record as the main actor record for that person CAUTION Name Change Differs From Ownership Change Marriage is a typical name change time for individuals Since many Group Assign actor to a Group GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 37 Marker Enter MarkerA date and event for Actor Past Display past events for Actor Futures Display future events for Actor Datess Display all dates and events for Actor ClOpen Display designated open client tasks Case Enter case and role for Actor Gsolo Mark Actor as receiving Group letter Displayed data Actor Other links Phones Phone Fax Email Web Cell Pager Etc MarkersA Marker dates Cases Addresses Work Home Shipto Vacation Former Etc Actor Data Formats Dec 4 1999 01 03 13 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 38 New Actor 2 012 00 D Data Entry New Actor Command N Hint Enter a new Actor s organization BEFORE entering the person this permits use of the organization s Addres
9. Daniel Webster II Otto Schmink Adolph Entropy Magistrate Solomon the two sample cases are Alpha Centori v Zed Co and Elan Associates v Havoc Enterprises The Welcome to Cudgel Demo view presents five ways to explore Cudgel First Cudgel Topview shows fifty features grouped in five categories CalendarEye Client Portrait Cudgel Cadence and Help We suggest you interact with Cudgel simulate getting a new client and case and adding some of your own data Second CaseBook shows common reports for a case CaseBooklet show Case Actors Billings Cites amp Lines Dates Marker Exhibits Papers and VTabs CaseBook opens 25 views Third the Warning and Icon Symbols view displays fifty common icons keyed to upcoming deadlines client issues statutes of limitations and data posting Fourth the Online User Manual describes Cudgel operation in 26 chapters Fifth you can explore the Cudgel Start textual description and Setup Panels 29 icon guided steps to set up your Own Firm Actors Work Customize and Files amp Cases The Demo User is provided for demonstration versions of Cudgel The demo User has almost all the commands of the Master User but with severely restricted access privileges The Demo User can rarely print and cannot dump or load Demo user may delete records only from some views In addition the Demo User is limited to no more than 30 records of data per relation thereafter the demo misbehaves erratically The De
10. Elan 2002 Page 41 Actor More Data 2 014 00 D Data Entry The Actor More Data presents secondary Actor data that does not fit on the primary Actor view InvShowHrs if marked true shows Hours on Invoice InvShowStaff if marked true shows Staff on Invoice Newletter stores the date of the last posted Newsletter The ssquence button for Actor More Data is on the right edge of Actor view about 5 inches from the top Actor More Data newsletter invoice Jul 5 2002 22 13 205 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 42 Billing 2 020 00 D Data Entry Billing Command B Cudgel s Billings is not intended to replace your full featured time and accounting systems such as Timeslips by Timeslips Software Cudgel s Billings does however provide a convenient place to record monthly summaries from your standard invoicing system This permits you to monitor the expense of the litigation and to make informed settlement negotiations Amount Amount in dollars If you need more than 99 Million dollars you can enlarge the field in Custom Mode and advise GreenLight of your litigation experience Fee F Fee or false if this amount is for your time or CosT T CosT or True if this amount is for an advanced cost such as court reporter travel duplication local counsel or forensic survey experts or Undefined Fee Cost undefined if the amount is not a separate fee or cost
11. GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 3 About Client Portrait 110 00 A About Client Portrait The Client Marketing amp Conflicts System For Business Professionals Client Control From A to Z Don t just struggle to survive know your market and flourish Client Portrait is designed for hierarchical organizational data personal contacts their secretaries parent and sibling corporations subsidiaries affiliated businesses partnerships sole practitioners trusts mergers amp acquisitions name changes Know who can make corporate decisions Track clients and prospects by industry groups Readily accommodates foreign entities multiple phone fax and E mail numbers Available user defined fields GreenLight open architecture Helix ease and flexibility Recognize your referral sources know written representation agreements need to be updated See who s related to whom clients potential clients former clients adverse parties government officials vendors Set a warning flag for adverse parties difficult people and other problems See open client matters whether you client or adverse party has the next task responsibility Select client s preferred language form letters Note Myers Briggs personality descriptions accommodating communication and decision making differences About Client Portrait Jan 5 1998 20 44 1 N GreenLight Cudgel Online
12. Typically firm employees enter actors for a personal addressbook by assigning them to a group defined as starting with My and having the employee s unique initials after the slash For example employee Benjamin Cardozo Dickens would enter his actors as My BCD The Number Book displays in order the ReferType Reference number and Actor for the number Number Book Cross Reference My Group Feb 6 2000 18 57 181 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 178 MBTI Actors 6 019 80 O Output MBTI Myer Briggs Type Indicator Actors displays Actors with their MBTI Type The MBTI is a widely used psychological test assessing learning and work style preferences it has no right or wrong answers See the Additional Resources and References section of the Cadence policy and procedure manual for some citations Myers Isabel Briggs with Peter B Myers Gifts Differing Keirsey David amp Marilyn Bates Please Understand Me An Essay On Temperament Styles MBTI Actors Myer Briggs Type Indicator Feb 6 2000 19 06 182 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 179 Billings 6 020 00 O Output Billings Warning Sums are as shown in the window If you have entered restrictions into the associated Query the full expenses of the litigation may not be summed The gt 0 Greater than zero ignores negative entries this may give you
13. Who Conflicts New Actor Actor Actor Other Group Actor Actor Others Others Actor Actors A Label Big Label A Labels G ListQ G MailStart G AddrPhn G LastEventQ Address Book Addresses Address GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 159 Phone Sweep Actor Corp List Client Open ClientCodes Clients SourceOne MBTI Actors Actors Groups Groups Actors Actors Cases e T Scripted Letters amp Documents Letter1 One page form letter Letter2 Two page form letter Letter3 Three page form letter LtrFax LtrPic Ltr Styled Ltr Blank Column3pl Recover Ltr Recover last form letter text Court1 One page form court document Court2 Court3 Agencyl Agency2 Agency3 Prose Find Scripts Scripts Unit Scripts Units Start A Letter1 Form letter to defined set of Actors G Letterl Form letter to defined Group e Customized forms Tma Federal wordmark trademark application Tma Design Federal design trademark application Use Extend 2 89 Use Amend 2 76 Use State 2 88 Appeal 2 141 88 Use 15 9 Renew Assign Customl GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 160 Menu Commands full user Jul 6 2002 01 44 61 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 161 Menu Commands Fixer User 5 010 00 M Menus Different Menus for Fixer Use
14. albeit in different orders Each HelpHint page should have terms for indexing entered in the Key field A helpHint page may also have an icon associated with that page If you add your own HelpHints each should be marked as not from Elan the Elan box in the lower right corner This will ease future integration of Elan revisions and your own customized help Help Hints Jun 30 2002 14 20 144 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 56 Issues 2 090 00 D Data Entry Issue Use the Issue entry to help in drafting your briefs Then link your points of law facts and evidence to support your position If you have all legal points facts and evidence covered you may be in good shape If your listing of your opponent s law facts or evidence shows you have some problems you can concentrate additional investigation research and writing time to strengthen your side Case Issue Brief description of issue Rank Orders Issues in popup menus Text Longer description of the issue Issues Oct9 1999 1322 21 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 57 Jury 2 100 00 D Data Entry Brief description of juror Last Name First Name Nick Name Gender Age Race Education SES Socioeconomic status MBTI Myers Briggs Type Indicator Seat Case Notes X1J X5J Five customizable text fields
15. amp User Manual in PDF Format Elan 2002 Page 108 PDA Categories 2 526 00 D Data Entry Personal Digital Assistants PDAs such as the Palm although not as robust and flexible as a full relational database such as Helix do permit import of Address Book Memo Pad Date Book and To Do data often associated with user defined Categories PdaCategory under the Porter User permits entry of a set of Color coded Categories for Cudgel Actors Palm Desktop accepts color categories PalmOS 4 0 does not Typically the Actors would be your firm s staff but non firm Actors may also be entered The Colors reflect current Palm 505 PDAs color names may be changed and added in the Cudgel Menu view available to the Cudgel Administrator PDA Categories Palm Color Jan 21 2002 19 08 197 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 109 PicBar 2 530 00 D Data Entry The PicBar relation contains the grphics for Cugel bar charts Graphed data is displayed in five percent increments bars are available in black red green and blue further data entry is labeled for yellow pink and acqua but those colors are not currently used in Cudgel graphs CaseWins CaseCosts and Case Value display bar charts PicBar chart graph CaseWins CaseCosts Case Value Jun 30 2002 00 38 133 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 110 Proof Standards 2 540 00 D Data
16. crash or the computer stops accepting commands freeze After you have checked the obvious suspects for general computer programs see Troubleshooting Section H perform these Helix specific checks 1 Run Helix Updater to check the Helix structure and then Helix Utility to check for data damage 2 Discard all saved client structures and Visit not Open the Helix Server if runing multi user Helix 3 Run Norton Utilities or other program to perform low level checks on your hard disk Databases are very sensitive to small hard disk errors Databases have much less contextual redundancy than typical English prose while you can stil read a sentense with sevaral errors and understond it it is much harder to know whether 53275 is a correct datum 4 Check that your network cables and connections are ok Crash amp Freeze Fixing Jun 30 2002 17 09 118 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 147 Installation 4 000 00 I Installation Before installing new software it is prudent to check your hardware and software with a utility program such as Norton Utilities Tech Tool Pro or Disk Warrier Also ensure you have a good backup on separate media Cudgel Demo is likely distributed in a GreenLight folder directory with six icons CudgelDemo Helix Express Demo v 4 5 1 Helix Help Helix Utilities folder containing Helix Utility and Update Collection Helix Client amp Ser
17. supervisory persons at the firm may enter their names when they are satisfied that the task is completed and the DoneBy name and date was properly entered As Cudgel ships anyone may enter any of the available firm employee names in Supervisory If you wish to restrict access to this field to only certain persons this may be done in Custom Mode SuperDate Date the Supervisor confirmed the task was done cons Vfile Time Warning top right outlined square displays the Warning Time for the Vfile matter as calculated by the earlier of the Vfile Next and NextDue dates Dtime Warning no outline displays the Warning Time for this date Holiday displays a flag if the selected date is a listed holiday in the venue of the Vfile matter and a brief textual description of the holiday Holidays are listed in Cudgel in the Holiday relation Holiday button displays all Holidays initially sorted by date Use View gt Sort Order to change the sort by venue Dates History Facts History Markers Done Past Next Time Warn Icon Holiday Jun 29 2002 00 44 20 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 50 Evidence 2 050 00 D Data Entry Evidence Line E A line of text summarizing the evidence The exhibit interrogatory admission or Bates number or letter field is alphanumeric accepting numbers letters and mixed identifications Use leading zero to maintain the proper sorting orde
18. 113 Status 2 570 00 D Data Entry Most matters have a predictable life cycle of named stages The names and typical time sequence of matters for each type of Unit of your firm are stores in the Status relation For example a trademark cycle may include Proposed Searched Cleared First Used Applied File Receipted Office Actioned OA Replied Published Opposed Allowed Use Filed Issued Renewed Lapsed Litigation may include Claim Accured Proposed Demanded Researched Cleared Filed Served Answered etc Sometimes a matter cycles within a few status such as Office Actioned and OA Replied Note that status labels are typically past tense verbs Status are Ranked within Units Mapper charts matters by jurisdictions and can display statuses in an assigned Color or with an assigned Map Suffix If a given status is generally used to calculate other dates Cudgel convention gives it a double arrowhead right pointing to indicate that this status is a candidate for becoming a Main Date Main Dates are not always linear A USA federal trademark application will typically have main dates of Filed Published Allowed Issued In foreign jurisdictions with duration counted from filing date the main dates may order as Filed Published Opposed Filed Status Mapper color suffix main Jun 30 2002 01 31 137 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 114 Treaty 2 580 00 D Dat
19. 50 6 KeyE Key Evidence preponderance of evidence gt 50 7 Week events targeted for next 7 days 8 Titles infinity upright 9 Getter 0 Conflicts zero conflicts of interest goal Actor lt Other Equate actors Actor Case Link Help Hint slash VV file link backslash half V Label comma Note semicolon Case Citation Authority apostrophe quote Address open bracket Phone close bracket Date Calculator accent ave vs GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 151 Cudgel Symbols and Warning Icons List Symbols Meaning Mnemonic Warning e Firm responsible for task ball Client responsible for task divided responsibility Adverse responsible for task not us Expected event math expected value Q Task past due Greek Omega last alphabet letter 9 NextDue event gt Next event V Past Event Check Done Event Supervisor confirms task done Supervised lt Date set by User Setup Range Less than or equal to Likely set New Status New Main Date ClientEye highlighted event Annual date Plaintiff Greek pi P Defendant Greek delta D Third Party Greek small delta v UDA B Keyboard Command Shortcuts Jun 30 2002 17 19 59 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 152 Links 4 600 00 L Links Many data elements are linked If your particular situation requires
20. A box to enable the Client popup to show all Actors not just current clients Owner The legal owner of the matter Enter names so they will alphabetize persons should be entered last name first then first name See Actor for alphabetizing rules including data entry for prefix suffix legal name and unique identifiers to distinguish otherwise identically or confusingly similarly named entities Adv Prime adverse person if any for this file Local Prime adverse local person if any for this file Associate Actors with the Foreign Az box checked appear in the Associate popup menu for matters in their venue Record numbers for other actors may also be entered Lead Firm person responsible for the Vfile must be defined Backup Firm person with secondary responsibility for the Vfile GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 72 Case Short case name if this Vfile is related to a focal case Theme Zone Location for the file Class For trademarks the classification beginning with the number and followed by Int for the International classification or Nat for a national or local system For copyrights the form For patents the class Eg 9 16 42 Int label3 V Boxes The label for these boxes is set in Own Setup For intellectual property practice the boxes are Itu mark for Intent to use trademarks SuppR mark for Supplemental Registrations y is available for a
21. Cudgel calculates this automatically provided you tell Cudgel in the Dups relation of multiple entries Pic Graphic of evidence Source of evidence Last name of the author of the evidence For corporate documents without an explicitly named author you may simply wish to use x or A FirstAuthr First name of author RecipLast Last name of recipient of the evidence often the addressee of a letter FirstRecip First name of recipient Location Current location of the evidence If all your evidence is in one place and fits in a single file you may choose to leave this blank If the evidence is scattered among several buildings rooms boxes and files using the Location field may help you Note for Criminal and other sensitive matters you may wish to use the Notes to identify all persons dates and locations in the Chain of Custod GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 51 Case Firm s case Series Trial Series Prefile Disclosure Discovery Deposition Admission Interrogatory Document Production Inspection Motion Trial Posttrial Trial TRO Preliminary Injunction Pretrial Motion in Limine Trial Voir Dire Openning Plaintiff s case Defendant s case Rebuttal x Closing Jury Instructions Post Trial Trial Level of trial especially helpful for appeals For example NDIL 7th Cir One Fact Lead fact this evidence supports KeyE di
22. Entry Different decision makers use different Proof Standards In the United States federal court system civil litigation generally uses a Preponderance of the evidence standard appeals use a Clear and convincing standard or a Clear error standard and criminal trials use a Beyond a reasonable doubt standard The Proof Standard relation permits you to enter numerical percentages reflecting the verbal proof standards These proof standards may then be used automatically to sort evidence and witnesses You set the numerical Proof Standard you want to use in your User Setup You can also in User Setup choose your Evidence Model Multiplicative or True Fall or a custom model you develop yourself and your Evidence Weight threshold Evidence may be assigned weights 100 for Impact Accuracy and Truth Under a multiplicative model the probabiliies for impact accuracy and truth are multiplied A witness you rate as 75 for each factor will receive a multiplicative rating of 0 75 x 0 75 x 0 75 0 42 With an Evidence Weight threshold of 60 each of the three factors will rate as True and the evidence is predicted to be Accepted Evidence records in Cudgel reflect your assumptions and predictions Proof Standards Jun 30 2002 00 53 134 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 111 Quote 2 550 00 D Data Entry Quote provides a convenient place to store short quotations for motivation ref
23. Helix collections through the Helix utilities Installation Helix multiuser Jun 29 2002 19 07 57 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 148 Re Installation 4 090 00 I Installation Setup Through Number Setup Panel 00 Reports the Setup stages you mark as Done However you can redo a setup if you wish the Setup Thru number is only an informative bookmark To re personalize Cudgel after a major firm transition enter Full Mode Helix then in Setup relation choose ZeroSetup Re Installation Zero Setup Jun 30 2002 17 10 201 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 149 J Reserved 4 200 00 J Reserved for J J Reserved Jun 30 2002 17 11 58 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 150 Keyboard Command Shortcuts 4 400 00 K KeyCommnd Keyboard Command Shortcuts Command Menu Command Mnemonic A Actor Billings Cut Date Delete Clear Form Quick Query Open Query Index Sort Order Juries VFile lt Actor Kontract contract Letterlp Letter User Setup My New Actor Open Vital file Print Quit Paper papeR Save Time Stamp Update Vfile Paste World Cut WhyTime rules Undo NK KE lt CHYANTVTOZZC ATT TOMO 1 First Record of set 2 Next Record of set 3 Previous Record of set 4 Last Record of set 5 Cases win some lose some 50
24. However try to keep Fee and Cost entries separate this aids many courts in ganting fee petitions Estimate Y Yes if this is an estimate DateAmount Date of the service or cost DateBilled Date client is billed for the amount Description Description of the service or cost Case Select the Short Title for the case Active cases display type RecC number for inactive cases or temporarily make Case Show in Case view Vfile Enter the Vfile number if you wish to also record costs for a particular file or subject Actor Enter the Actor if you wish to also record costs for an Actor Billing Format Costs Fees Jan 5 1998 21 04 14 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 43 Task Timer 2 022 00 D Data Entry Task Timer permits simple accumulation of time charges and expenses to be invoiced to clients Timer Operation Task Timer is a simple billing device that automatically counts the minutes from the time the view is first opened until the view data is entered either by the Stop button or by Entering the data Elapsed minutes are multipled by the selected Staff person s hourly billing rate divided by 60 since minutes are counted Tasks default to service Fee but may be marked as Cost Adjustments If you work straight through on a task and then click the Stop button or Enter the data a billing amount for the slip is calculated and stored Adjust the time spent
25. If you expect will will need more than 999 exhibits plan for more than three digit exhibit numbers and use leading zeros from 0 001 to 0 999 If you are surprized you can add an extra leading zero to all records when needed Data Entry Conventions Retrieval Consistent Administrator First Initial Sort Key Distinctive Concise Abbreviations Active Passive Verb PReposition Style Clarity Grace Date Unknown Caution Evidence Exhibits Bates Oct 10 1999 10 40 9 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 22 Quality Control and Assurance 420 00 C Conventions A computerized database can ease your business management tasks in many ways but the computer can t judge good data from a typing error An address of 123 Main Street or of 213 Mian Street is equally acceptable to the unthinking microprocessor Therefore to ensure your Cudgel system has few data entry errors you need to establish a data entry quality assurance procedure Fortunately Cudgel was designed to make it easy Each record of litigation information should be reviewed for errors after it is entered into Cudgel If you have clerical support a staff person can enter much of your litigation information and you can later review it If you have no support you will enter your litigation information and should review it a day later or so when your eye is fresh and more likely to spot errors To preserve your work product privilege for yo
26. Jun 7 1997 23 00 104 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 185 Dates and Docket 6 040 00 O Output hh Dates Docket Calendar Jan 9 2000 22 51 83 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 186 Evidences 6 050 00 O Output ee Evidences Oct 9 1999 16 03 79 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 187 Duplicate Evidences 6 053 00 O Output dd Duplicate Evidences Jan 9 2000 22 50 78 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 188 Facts 6 060 00 O Output ff Facts Oct 9 1999 16 03 80 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 189 Group Mail 6 070 00 O Output gm Group Mail Jun 7 1997 22 53 81 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 190 Groups 6 078 00 O Output groups Groups Oct 9 1999 16 04 82 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 191 Issues 6 090 00 O Output i Issues Oct 9 1999 16 04 84 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 192 Juries 6 100 00 O Output ji Juries Oct 9 1999 16 05 85 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 193 Kalen
27. additional links you can use Helix programming enter Full Mode Helix and add the needed relations and links Please advise GreenLight of your customization so that if the customization appears helpful to many users GreenLight updates can consider incorporating it Links Jan 6 1998 18 10 60 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 153 Menu Commands Full User 5 000 00 M Menus Menus for Full User Apple About Helix Express Helix amp Express Info Why Helix error notification Help Helix help Help Hints Cudgel help hints Find PPM CadenceQ or other Policy amp Procedure Manual File Close Collection Save Save As Revert to Saved Save amp Long Page Setup Print Form Find and Print All Load Dump All PDA Export Quit Edit Undo Cut Copy Paste Clear Select AII Open Copy Print Document Clear Selections Select All Records Copy Record Copy Selected Records Paste Record Copy Paste Record Options Time Stamp Show Clipboard Edit Users e Set Starting Page GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 154 User Full Custom Mode User Password Custom Paper AutoSave Welcome to Cudgel Getter Get A C E H V or Xref records H notes Task Timer Simple time and invoicing function TopView Icon button overview of major Cudgel features Porter User to import amp
28. an O Hare title will display if Hare or hare is entered into the data rectangle but not if O Hare or OHare is entered Quick Query on Vital view remains available to display records where the retrieval is more efficient on fields other than KeyV WARNING The computer is dumb and literal If you misspell Mrs Robinson as Robinsen Robinson will not display Generally typing only the first few 4 6 or so characters of a name will return a list sufficient to find the desired Actor if they are in the database while avoiding typical spelling variations toward the ends of names Punctuation Remember the Actor data entry conventions most punctuation is omitted from LastName but may appear in LegalName Corporate actors named after a person The John Smith Company Inc generally have a last name entered Smith Company Inc The John Titles VFiles KeyV Keyword Numbers Search Efficient Punctuation Active Lapsed Status Feb 6 2000 22 59 188 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 212 Label3 VFile 6 226 00 O Output Label3 VFile displays three labels for physical file folders consistent with the Cadence policy and procedure manual The first label displays the ClientCode bold the date the VFile was opened the Owner of the matter and a blank field to add 2 5 9 inches of text If the VFile has been marked as Ignore a large X displays The second label displays th
29. and rules MapperV For a given actor displays VFile matters in regional sets of venues typically North America South America Western Europe Eastern Europe Asia Africia United States states e Client Portrait Conflicts To find Actors enter initial letters of first or last word name omit punctuation Actor To see detailed data about an Actor New Actor To enter a new Actor s date Corp List To see select Actors for an entity Actor Sweep To sweep much of the database for occurrances of a given Actor Label To display Actor s name address phone fax email Big Label To display Actor s label in larger font Letter To select a form or draft a free form letter Prose To display long text forms MapA To display Actors mapped into their nations amp states GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 246 Co qo died cases enter the first few letters of a distinctive word of the case title or keyword summary Paper To enter a new case paper VFile To display a Vfile matter New Case To initiate a new case entry Case Value To chart the expected value of cases Case Costs To chart the costs of cases Make V Tabs To initiate V records for a standard set of matters typically a case Key Evid To display evidence enter the first few letters of a distinctive key word describing the evidence Evid To display information about an evidence item MapC To di
30. case If you wish to link a Cudgel case to more than one focal case use the Link More Cases command under the Make menu The More Linked Cases command displays all these Secondary Cases for a focal case CC Case Case Link May 26 2002 23 54 200 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 92 EF Evidence Fact Link 2 360 00 D Data Entry Link Evidence to a Fact you need to prove or disprove EF Evidence Fact Link Jun 29 2002 23 07 48 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 93 VC Vital Case Link 2 370 00 D Data Entry Assign a few Cases to a VFile VC Vital Case Link Jun 29 2002 23 09 49 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 94 VV Vital Vital Link 2 380 00 D Data Entry Link two Vital Files Typically used to link a trademark registration with adverse matters or to link sequential matters such as annual insuranc policies VFiles for a Case are generally linked to the Case and given ordered Tab numbers and displayed under Out gt VFolders VV Vital Vital Link Folders VFolders Jun 29 2002 23 12 50 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 95 Phone 2 390 00 D Data Entry Use consistent separators for country and area codes We suggest using single character hyphen and equal sign rather than the two spaced paran
31. check your entered data in the Actor UpdateV and Cite views after entry FasFile Fast Quick Data Entry Vital VFile File Actor Case Docket Warning Jun 29 2002 17 27 120 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 35 9 Actor Data Formats 2 010 00 D Data Entry Actor Command A Last Event Display only Last posted event for this actor Names Strip all punctuation except apostrophe O Conner from Last First and middle names Last Name For organizations lead with the most distinctive part of the name Place initial The after the name with a prefixing comma Company Big The Company names similar to individual names generally lead with the surname Baggins Bilbo J Company The First Name includes middle if known amp desired Nick Name how the firm addresses the person Form letters use the Nick Name in the salutation Dear or if Nick is not defined then the First Name and if that is also not defined then the Last Name The salutation may be edited in individual non Group letters Unique A brief descriptive phrase to distinguish actors with similar names Cudgel automatically places the Unique identifier in square brackets For example a trademark infringer with a name confusingly simnilar to your client may be distinguished by adding the infringer s two letter state abbreviation in the Unique field Cudgel validation requires that each newly entered actor h
32. distinctive as feasible A reader s eye sees the first word most easily A distinctive first word quickens searching Place the most important words early in the entry Some custom listings may truncate a listing to present more fields per report Be concise Avoid periods for abbreviations except for the formal legal name of an entity Use standard firm abbreviations see Cadence manual PPM 10 1 Consider using the logical abbreviations as appropriate EQ equal NE not equal LT less than earlier for dates GT greater than later and more recent for dates GE greater than or equal LE less than or equal See the Glossary for useful abbreviations Additional abbreviations and definitions useful in general practice are found in GreenLight s Cadence model office policy and procedure manual Omit Needless Words Write with nouns and verbs avoid qualifiers Avoid fancy words Use the active voice when feasible Passive construction takes more words is generally harder and slower to understand and can create ambiguities especially who the actor or subject really is Eliminate unneeded prepositional phrases and unnecessary modifiers Put statements in positive form avoid negatives Favor definite specific concrete language over abstractions William Strunk Jr William and E B White s The Elements of Style MacMillan and Joseph Williams Style Ten Lessons in Clarity and Grace Scott Foresman are good guides to clear concise writing Un
33. firm name address and letterhead logo the warning icons of Cudgel Cadence GreenLight s model policy and procedure manual PPM for professional offices You can supplement or replace Cadence with your own manual Cadence is available in Adobe Acrobat format which does not require Cudgel Helix or a Macintosh computer GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 13 Forms f Paragraphs for specially designed forms similar to scripts for letters but custom designed Holidays WH Daily holidays in any venue you wish generally include current and next year User firm s responsibility to update and verify Industry AI Identify any Actor with an industry Use your own names or use those provided by Client Portrait Interest Standard interest and inflation rates may be displayed such as Prime Consumer Price Index Dow Jones Industrial Average IRS Imputed interest on Installment Loans Court defined interest etc Join Jn Let CalendarEye keep track of what counrie have joined what which treaties and conventions For domestic practice keep track of which states have joined cooperative agreements Languages Languages in which you may wish to write actors Cudgel can produce multilingual form letters in the designated language of an actor if you write the letter in that language Menu u Menu choices for many popup menus are stored here and can readil
34. flexible perspectives on your clients prospective clients government agencies adverse parties associates friends any entity important to you person corporation division partnership whatever CalendarEye CalendarEye gives you powerful flexible control over your calendar responsibilities deadlines expected future events past dates to be remembered project management task dates Cadence the model Policy and Procedure Manual PPM helps everyone in your office do things the same correct way Designed for the solo practitioner and small to medium firm using computers Cadence integrates efficient computer techniques traditional management approaches and today s marketing concerns Computerization only helps if office systems are consistent and efficient Cadence provides an easy organizational system for recording and retrieving the critical information necessary to smoothly operate your professional practice With Cadence you eliminate much keyboarding and have a customized office manual always current and available Cudgel is The Flexible Litigation Companion With Cudgel you can control your litigation seeing both the forest and the trees The Magic Yellow Pad Cudgel helps you organize maintain and retrieve essential pretrial and litigation information as well as transactional matters The dictionary defines cudgel as a short heavy club For professional success and for litigation we suggest you speak so
35. for each User Title Title for reports Case Case for Cudgel case reports Start and Stop Dates Date ranges for date range reports Cadence Study Date and Rank of last PPM page read Revised Date User Setup record last revised By whom Actor Set Limit some reports to given Actor Future feature VfileSet Limit some report to given Vfile Future feature Home Venue Default venue for most matters GroupSet Select a Group for form letters Save Release Undefined After GroupLetter posting is Saved only the reserver may Release the function Extract Parameters Omit Unit Unit code for Vital files to be omitted from DueLtr generally V Adverse matters TitleLength Minimum number of characters in Title of a vital matter for the Long Title warning flag to display DupExtract Number of characters to be extracted from an Actor name when compiling Duplicate Actor list PostDueLtr Post date for each DueLtrA printed OmitPhnLab Omit phone fax email from labaels Actor Letters Unit for script Script H Event Event Letter description for posting to History Signor Name of firm person to sign letter Confirm for gt Please confirm receipt notice Conf for Confidential notice Urgt for Urgent notice Corp to replace firm letterhead with user s own Corp letterhead Corp Ltr CorpDear Salutation also used for bilingual letters AllSignLine Signature line for letters Regard
36. hot form condition indicated by a white square in the lower left corner of a window with a horizontal scroll bar A cold form indicated by a black square in the lower left corner of a window with a horizontal scroll bar does not automatically update Windows without the horizontal scroll bar do not display an indication whether the form is hot or cold On a list when a single entry record is viewed by double clicking that record with the hand cursor and then closed a hot form list returns to display the top of the list a cold form list returns to display the doubleclicked record Because of this Helix feature many Cudge CalendarEye lists are cold Power queries are also cold forms If a power query were a hot form then it would begin searching the database for records that matched the first entered criterion and would have to search again for each additional AND or OR criterion added To update the data displayed on a cold form simply perform a Static enter hold the option key down at the same time the enter key is depressed If the window of a cold form is closed the window s data will be automatically updated when it is next reopened If you do not want to enter new data shown in a cold form but do want to update the display click on the black lower left square to refresh the data display Warning refresh will delete any new data typed into data fields that has not previously been entered into the data base Visual data in
37. may be shown if rules have changed for example trademark registrations issued before November 16 1969 were for twenty years after for ten years These suggested WhyDates are inert and are not saved with the record they are displayed as an aid to the user to select the proper date for entry Warning data entry The person entering data is responsible for choosing the proper date and correctly entering it into Cudgel Because slight errors in dates hitting the 5 rather than 4 key transposing two digits 98 rather than 89 are difficult to discover from later reading the record we GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 71 strongly recommend that all dates and numbers be double checked against source material when they are first entered into the database The suggested WhyDates and durations are only as valid as the data progammed into the Y relation It is your Administrator s responsibility to enter and update any suggested ddurations It is the date entry person s responsibility to ensure that data are accurately entered from source documents and that dates appear reasonable Y button Launches a Y view of rules and next events Y suggested next events conditions and dates Adjacent the Y button the popup menu may display Target Start Due and Grace dates next expected events and conditions Display requires prior entry of Y rules CAUTION Triple check Y rules are logica
38. not alter this relations Week Jun 30 2002 01 43 141 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 118 Miror 2 620 00 D Data Entry Mirror is a generally inert relation in which many views are based Miror inert Jun 30 2002 01 44 142 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 119 Zap 2 640 00 D Data Entry Zap is another generally inert structural Cudgel relation which houses several views Zap Jun 30 2002 01 46 143 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 120 Defer Data Import Until You Know Helix 3 000 00 E ExportImport The Helix relational database environment is a powerful flexible user friendly tool All tools have their limits WARNING Do not attempt to import data into this Helix GreenLight database unless you understand Helix database and Macintosh basics such as what a tab delimited field is the difference between a field and a record validation and the like Clean data entry accelerates your productivity Dirty duplicate incorrect etc data entry creates a mess Before you import data into Helix GreenLight software CLEAN YOUR DATA BEFORE IMPORT KNOW HOW HELIX and the MACINTOSH WORK BACKUP ON SEPERATE MEDIA Use a good Helix consultant if you aren t sure you know what your are doing Defer Data Import Until You Know Helix Sep 18 1999
39. on task by selecting the Minute field and type in your revision OR select the Amount field and type in your revision Timer Halted appears after the timer is stopped the first time If the Amount is thereafter deleted the new calculated Amount will be based on the entire time since the Task Timer view was first openned this rarely is correct so don t do it This is a simple timer but can readily be used to create invoices The Invoice view combines Timed Task records to print Invoices Tasks marked Hold will not appear on the invoice Task description is prefixed by the Case short name or if no Case is selected then by the VFile WorldCode Title Class and Vfile number Task description is not generally the same as a Date event description the audiences differ Task description is for your client Task Timer provides 20 inches of characters Date event is primarily your internal description for Cudgel and CalendarEye often limited on 1 to 4 inches of text e Super is available as a field to mark DateTime stamp after Task Timer records have been reviewed by a supervisor Billing Rate Prferences Timer default for staff person on task and for billing rate are set in User Setup User Preferences User Is and MainBillRate User billing rates suggest less than six are entered into Rate with Actor Staff Wcode USA if that home country Unit General Task Name Named Billing Rate Standard Litigation Support etc Cost Ra
40. s main date MainDateV Mark to post to Vfile s main date UpdateVhold Mark to post to Vfile as Last Next or Next Due Notes Detailed notes for th event eg phone notes Priority Cudgel automatically calculates a Priority number ten times the number of days between Today and the date of the event Negative priorities are things in the past historical events or past due items A priority of 20 would be due in two days WhileOut The traditional Phone Message pink slip Phoned Returned Phone Please Call Will Call Again and Visited GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 49 Where Where the event will occur Generally used for Docket entries If you primarily try cases in a single court location you may want to enter court rooms If you have a multi state practice start with the City Court and if it fits the room Again consider the concise Data Entry Conventions Start Time Start time of the event Generally not needed for evidence in many civil matters may be critical if you re dealing with the Butler Major Moustache Joe Friday or other criminal matters Start times for court hearings or other commitments should be respected Stop Time Stop time of the event Often this will be an estimate DoneB y Name of the person responsible for determining that the event was completed Supervise V If you wish an additional level of control to monitor whether deadlines are met
41. the VFile status when a Letter is posted and the letter s script has a StatusNew defined AutoNext If marked automatically inserts Y calculated dates as next events in CalendarEye docket WARNING Carefully triple check all Y rules before using AutoNext and double check early results Double check all script StatusNew entries etterhead Firm Name Firm Address amp Phone Fax Firm Focus optional Firm Logo optional graphic RegardsT Phrase to close letters Regards Sincerely etc Home Court Court Home eg Usnited States District Court Northern District of Illinois Court Div eg Eastern Division Court Address eg Dirksen Federal Building Chicago IL GreenLight Icons May be replaced with your own artwork To replace create your artwork 32x32 pixels in Full Mode Helix select the icon field in Own Setup form enable select and edit then in Own Setup view select the desired icon field paste Repeat with other icons and fields Replace enter the Own Setup record Return to Own Setup form disable select and edit Return to Full Mode Save See Helix Manual for more detailed instructions Time Warn Why Post Misc Glight Own Setup Parameters Letterhead Court Icons Jul 9 2000 21 37 40 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 32 User Setup 1 110 00 D Data Entry User Setup Command M My setup User Setup stores the basic setup parameters
42. the addressee s name and the title of the script If you enter anything into the Event field at the bottom of the first page that text will replace the default description MarkerA Letter Letters are posted to the calendar as Past events unless the mrk box is checked which posts as MarkerA events This is typically used for engagement and termination letters to clients Copy To The Copy To button displays the Ltr Fax view This view prints a sheet for addresses While the Letter views display only an actor s main address the Ltr Fax view permits you to choose any of an actor s addresses and phone fax numbes Pic One to four graphic images may be pasted into the lower left margin of the letters Each graphic field is 1 high by 7 9 wide Recover Since Cudgel scripts may be extensively used and reused Cudgel letters are not routinely saved although the title addressee and script title are calendared with Helix posted letters As a safeguard against printer malfunction the text of the last posted Cudgel letter is saved and accessible from the Ltr Recover view Each page of text is saved in a separate field To save the text of a Cudgel letter longer select the letter body text copy command c then paste into a drag and drop enabled application such as Apple s Notebook and drag onto the desktop as a Clipping Alternatively you may paste into the Apple Scrapbook Prose is the output form for 1 to 4 pages of te
43. view Then in the Review view for the data relation select the User or check the All box to review data entry during the period by any user Data entered by a retired user generally a past employee may be reviewed by entering that person s user name in the field The date selection is the date a record was last revised the person is the person who last entered or changed data for a record A person entering data is also responsible to review the entire data record If you edit the record and enter it you will become the last user for that record replacicng the prior user and your user name will be entered in the RevisedBy field Review Other s Data Entry Responsible Revised Feb 6 2000 23 39 173 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 222 Annuals 6 310 00 O Output Annuals Annuals Jan 9 2000 22 54 164 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 223 Chain of Custody 6 320 00 O Output Chain of Custody Chain of Custody Jan 9 2000 22 56 165 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 224 Industries 6 330 00 O Output Industries Industries Jan 9 2000 22 57 166 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 225 Interest List 6 340 00 O Output Interest List Interest List Jan 9 2000 22 58 167 N GreenLight Cudgel Onli
44. you must and have time these searches cannot be indexed and will be SLOW for most searches Some GreenLight fields are selectable for Quick Queries but not Editable so you may not change that data at least from that view Finding Data Quick Query Warning Slow Contains Oct 30 1999 03 00 151 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 129 Finding Data Power Query 3 220 00 F Finding With a Power Query you can build your selection criteria with a logical AND OR combination of criteria tests for several indexed fields Adding AND criteria narrows the number of records in the selection set using OR criteria broadens the number of records selected and takes more time for show the search results Helix Power Queries permit building a Boolian AND OR selections However selections with more than five AND or OR statements tend to be more complex and slower for Helix Also any search on Unindexed fields will be much slower Indexed fields are bolded by Helix and usually suffixed by GreenLight with e Select the Item usually data field you want limited in the search Then select for when it matches the criterion Type in your criterion in the smaller rectangle below the larger this item rectangle Tab after you have defined a complete Search Statement the statement will appear in the lower box of the Power Query To add another statement without erasing the search statement
45. 02 Page 64 gt Appeal Mark the box for papers to be included in the appellate record Papers Jan 6 1998 17 50 28 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 65 Question 2 170 00 D Data Entry Question You can list your questions and expected or actual answers for depositions direct or cross examination Case Target Person or party question addressed to NumberQ For ordering your questions Suggest you number consecutively and allow the two decimal places for adding questions into your first order You may wish to use an outliner to initially develop your questions Then enter the ordered questions into your Cudgel companion and link the questions to the appropriate Evidence and Exhibits You may load import data you have dumped exported from the outliner LineQ Summary line for your question ShortQ Larger space for full verbatim question Note that longer questions tend to be evaded more readily and are harder for the jury and judge to understand Concentrate on appropriate conciseness Answer Either for an expected or actual answer as you prefer To distinguish you may begin an actual answer with a quote mark Question Oct 9 1999 13 24 29 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 66 Ruling 2 180 00 D Data Entry Rulings of the Court Case Witness Exhibit Use leading zeros for Ex
46. 13 48 149 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 20 Data Entry Conventions 410 00 C Conventions The principal task of Data Entry is to make Data Retrieval easy even if it makes data entry slightly more difficult Make data entries so that someone much less familiar than you can understand The Cudgel companion is designed on similar principals to the Cadence manual be prepared work so that if you are absent another person can readily understand and complete your tasks Try to be consistent If an apparent inconsistency seems needed check first with the Administrator the person at your firm responsible for Cudgel Don t invent new systems If something doesn t seem to fit easily into the existing system advise the Administrator If you must act first inform the Administrator as soon as possible of the situation your response and your reasoning Choose the first word carefully for each data field The first word entered in any field is especially important since that determines indexing and sorting In sorted fields indicated in Full Mode Cudgel by a dot at the end of the field name start with an indexed term For example if entering a person s name in the Key Text field you should enter Hollerith Herman which will still sort on the last name but also provide the first name information at the same time In unsorted comment fields make the first word as
47. 2 2325 121 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 98 Annual 2 420 00 D Data Entry If you want to keep a Month Day anniversary repeated in future years mark its Date view to Add to Annual mark the Date to Clear from the Annual list Annual dates must be manually cranked for the future this is a task for the firm administrator using the Add Annuals view from the Fixer user Own Setup displays the date Annuals have been posted Thru Posted Annual dates may be of type NextDue or Next as set in Own setup Own Setup provides fields for the Month and Day you wish a Reminder Date event created for the next Annual posting we generally recommend about September 10th Holidays generally when businesses or government offices are closed may also be entered in the Holiday relation Holidays generally change Dates in Date UpdateV and Dater to red and display a national Flag Sometimes dates on Saturday or Sunday will also change a date to red Annual holiday Fixer remind Jun 30 2002 01 10 122 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 99 Cadence PPM Policy amp Procedure Manual 2 430 00 D Data Entry Cadence PPM Policy amp Procedure Manual Help Hints under the Apple menu Command Command is non capitalized command Topic of policy procedure page Rank Unique number orders the pages within the manual Study Unique se
48. 23 14 146 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 121 Upgrading Client Portrait Data 3 002 00 E ExportImport Contact GreenLight if you have difficulties Upgrading Client Portrait Data Sep 18 1999 23 06 145 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 122 PDA Handhelds 3 006 00 E ExportImport Some data from Cudgel may be exported to a personal digital assistant PDA handheld computer such as the Palm Typically data is exported from a computerized database such as Cudgel imported to a desktop laptop PDA synchronization program such as Palm Desktop and then imported into the PDA Because current PDAs do not support a full relational database such as Helix some of the complex hierarchical linkages and associated data cannot readily be transferred to a PDA Moreover full two way synchronization between a relational and a non relational database is not currently feasible Also current PDAs have significantly less memory than do desktop and laptop computers However central PDA data may be obtained from Cudgel Address Book Actor address amp phone fax email web Date Book Dates To Dos Dates Expenses Billing Memo Pad Notes Pda Categories and their Colors may be entered in Cudgel for different Actors and used to filter which Cudgel data are to be exported to a computer for adding to the PDA Exported eve
49. 97 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 206 Vitals Dates 6 221 00 O Output Vitals Dates displays for each VFile record as restricted by the Open Query the Title Description Goods Services Detail Venue Class Unit Status Owner ClientCode CodeA VFile Number Main Reference Number Lead Responsible Person and four Dates Main Date and Event recent Past Date and event near future Date and event and Due Date and event and X for Ignored Vfiles Vitals Dates Ignored Feb 6 2000 22 26 184 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 207 V Designs 6 222 00 O Output V Vital Designs displays for each VFile record as restricted by the Open Query the same infomation as Vitals Dates with the addition of displaying a thumbnail graphic for those VFiles having such a graphic Data include Design Title Description Goods Services Detail Venue Class Unit Status Owner ClientCode CodeA VFile Number Main Reference Number Lead Responsible Person and four Dates Main Date and Event recent Past Date and event near future Date and event and Due Date and event and X for Ignored Vfiles Vital Designs Feb 6 2000 22 29 185 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 208 V Goods 6 222 40 O Output V VitalFile Goods displays identifying data for a VFile and a
50. Date Not in future Due Date In future World World Unique country name Wcode unique code AALink Link Unique AVLink Link Unique VVLink Link Unique AGroup Group Unique Status Status Unique litigation status Status Status Unique registration status Treaty Treaty Name Unique Validation GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 251 Jun 30 2002 22 50 70 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 252 World Venues 8 600 00 W World Venue The World venue relations holds data for many nations internal states and multi national organizations such as the European Community However popup menus are generally limited to 254 items Therefore Cudgel permits less frequently used venues to be omitted from some popup menus Show jurisdiction on popup menus can be toggled for Venue Vfile Main Address Citizenship Actor If you need to use an infrequent venue on a popup menu simply go to the World view mark the popup to show choose the venue as needed in Vfile Address Citizenship for example and then unmark the popup inWorld The data will be preserved World Venues popup Jun 30 2002 22 58 71 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 253 World Issues 8 610 00 W World Venue World Issues provides a sructure for storing and retrieving venue specific informat
51. Due or NextTask All expected next dates are predictions of the future and therefore somewhat uncertain NextDue tasks risk loss of important rights if not timely completed NextTask events are internal tasks supplemental to major status changes for the matter Because dockets get crowded Cudgel provides a separate docket list displaying only NextDue tasks Initiate each description of a future event with the carot shift 6 symbol to highlight the prediction Use future verb tense to clearly indicate the event is a prediction of the future For example you want to VERY CLEARLY distinguish between when a renewal fee will be due and when it was paid Renewal Due and Renewal Paid NOT renew Remember what is now entered as a future date will become a past date in time to help user quickly know whether the event occured or is undone use leading carots and verb tenses Next dates cannot be in the past NextTaskFor Assign a Next future task to a firm employee Firm Client Mark the box if the firm is responsible for the next task and or if the client is responsible Whether the firm has the ball or whether the responsible for the next taxk is divided ee V Details Tab Number if this matter is one of a set of files in the same case If Case has been defined then the Maximum tab number already assigned for this case displays Status Choose the status for this file The Status popup menu is defined by the Uni
52. Elan 2002 Page 256 Listing rectangle A rectangular space on a template defining how data fields will list in a report M Motion or Matter relation Po Suffix for Posting icons Post Automatic data manipulation functions Query To ask a question of the Helix collection from all the data in the collection to restrict the records presented to those answers the question those meeting the logical conditions of the question The parameters for a subset of the data contained within a Relation xxxQ Suffix for Query XxxQp Suffix for Power Query icons Record Data for a related group of fields A data entry form shows some fields for that record other fields for that record may exist but not show in that particular view Each actor may have a record of data Recover Collection A safety file created by Helix to allow recovery of a Collection from an interrupted save Rectangle A rectangular space on a template used to define a data field or label Relation A related group of data items and structures Sequence A pre defined sequence of actions that can be performed by a user Static Enter Using Option Enter keys simultaneously a record is entered and its data is retained in the view The simple Enter enters the data and the view shows the next record Strip options Options to remove strip field and record defining characters from a string or sample of alphanumeric text often used in porting data Subform a template
53. Error Indicators 1 Compare the displayed information to the original data for example your handwritten client history notes 2 The Macintosh talks You can Dump data into a text file called for example EditCase31Oct89 for a Citation dump made on October 31 1989 Then use SmoothTalker by First Byte or other talking program to have the Macintosh read you the record information while you look at the original new client notes 3 Look for common typographical errors misspelled words transposed letters or numbers odd spacings 4 Look for blank fields for information you have or want Sometimes in data entry a person may forget to Tab to the next field and put information for two fields into one field 5 Look for incomplete fields for example Adele will send us the in the Comments field If a field has more data entered than there is room on the displayed rectangle the extra information is not shown While Cudgel has been designed so all fields are large enough for most users verbose comments or unusually long names may exceed the display space One solution is to enter the most important part of the information at the start of the field All information is kept in Helix even if all is not displayed Alternatively enter Full Mode and adjust the Template to your unique needs You can change to a smaller font or increase the size of the field s rectangle 6 Look for incomplete fields Although Cudgel provides space for many in
54. Family concatenates Social Security Number and Dates b born m married dv divorced d died Mbti A Rev concatenates WarningText MBTI Cudgel RecordA number cudgel last Revised date for actor s RecordA Cudgel seeks any match for MarkerA events starting first four letters with Born Married Divorced or Died text If an actor has two Born events self and child or two Married events it is indeterminate which will be selected Feel free to edit your Pda to include more Family information Some Palm Desktop fields do not export to the Palm Web so Custom is used to transfer website PDA Export Field Match Palm Phone area code separator May 26 2002 17 38 198 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 125 Export amp Import Data 3 010 00 E ExportImport Port Export Import Your Data If you have some data in another data base and wish to upgrade to Cudgel you generally can directly load your data without manual data entry See the Helix Manual for the basic Dump and Load commands Because Helix uses simple templates for porting dumping and loading templates without listing rectangles subforms or calculations you should use the Port commands with the PortXFm templates to export or import data via Full Mode If you add custom fields you must also add them to the PortXFm templates Loading data is also faster with these templates they have no rectangle outlining to slow scr
55. Help Hints amp User Manual in PDF Format Elan 2002 Page 4 About CalendarEye 120 00 A About About CalendarEye The Professional Calendar with Perspective Calendar Control from A to Z Gain perspective over your commitments With CalendarEye you can flexibly organize and see who needs to do what when whether today this week this month this year this decade or beyond Integrated with GreenLight s Client Portrait and Cudgel CalendarEye and the Helix relational database engine CalendarEye readily lets you see what you ve done and what s left undone by client by employee by case as well as by date CalendarEye supports the sole practitioner as well as the large firm with multiple supervision levels Facilitates work flow management when you can start a project when you target completion when your task is actually due and grace periods if available Facilitates storage management with file cull close and disposal options For each case and client matter readily see your last and next required actions for the firm for your supervisees for each responsible person Readily print client status reports Monitor and maintain government registrations and requirements trademarks patents designs copyrights customs more designed for multiple venues from county to country Integrated foreign exchange calculator About CalendarEye Jan 5 1998 20 44 2 N GreenLight Cudgel Online Help Hints amp
56. Invoice task timer printer malfunction fixer Jul 7 2002 00 44 207 Y GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 181 Cases 6 030 00 O Output cc Cases Jun 7 1997 22 50 77 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 182 Case Books 6 032 00 O Output Cudgel automates the viewing and printing of two versions of a Case Book of Cudgel data First ensure you select your focal case Set Case You can print manually with options or automatically with the Print buttons which will make Print and Enter commands thus printing with your default settings generally one copy The Case Booklet opens seven views most often updated and consulted before trial Case Actors Billings Cites amp Lines Dates Marker Exhibits Papers V Folders The Case Book open 25 views many of which will have no data until around pretrial Case Actors Billings Cites amp Lines Brief Cites Cases Secondary Dates marker Exhibits Wxhibits by Witnesses Evidences Evidence Duplicate EEDups Facts Issues Jury Laws Matters Notes Orders P Papers Questions Rulings Shepardize V Folders V Chains Custody Witnesses Witness Exhibits Case Books May 26 2002 23 46 199 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 183 Own Firm Cases 6 034 00 O Output Own Cases is a list of focal C
57. Light Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 235 Personalized Popup Menus Indexed Fields 7 120 00 P Personalize Personalized Popup Menus Many of the Cudgel companion s data entry windows have accuracy enhancing and speed promoting predefined popup menus These menu labels have been chosen to accomodate most users However if you need different or additional labels you can readily change or add them To change a popup menu label open the MenuuQ window by choosing it from the Fixer user menu To add a menu label you will need to define the field in the Fields relation to define the appropriate abacus F in the Menuy relation and then set the Custom Icon parameters for the field in the template If this is not clear do not attempt such Helix Full Mode modifications ndexed Fields Searching for unindexed fields takes more time than indexed fields indexing fields takes more disk space By the time you are ready for trial you are likely to know if you need to index any additional fields beyond those that Cudgel has already indexed If you have special needs add the indices for the fields you need double check that everything works as expected Backup your data Backup your data You re ready Personalized Popup Menus Indexed Fields Oct9 1999 16 10 108 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 236 Personalization Tricks 7 130 00 P
58. Month YMD Date displayed calculated from date entered in UpdateVi Y row else from MainV Date else from Today If Summary condition when the Y rule applies RuleBase Base event from which to measure time under the rule For example US trademark rules changed for registrations issued on and after November 16 1989 the Rule Base would be Issued RuleStart When does the rule begin to apply RuleEnd When does the rule no longer applies If a rule has an ending date in the past entered the Earlier warning icon displays e Seal POA Formalities required None No formalities Simple Simple Power of attorney POA Notarized Notarized POA Magistry Notarized POA and Certificate of Magistry Apostile Apostile Legalized Magistry Certificate Legalized generally thru foreign counsel Other gt Other comment what Specimen Number of specimens exhibits copies needed AsOf Date the rule is known to be valid Source Authority for rule Comment Retire Rule Hides rule from Vfile displays GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 84 Rank display Rank integer to order the rule within Country and Unit automatically calculated as 100 times the Status rank plus from 1 9 depending on the TimeType This rank determines the order rules display in the V Suggested Dates popup menu Y WhyTime Rules Deadlines Time Jun 30 2002 23 03 37 N GreenLight Cudgel
59. Next NextDue or NextTask All expected next dates are predictions of the future and therefore somewhat uncertain NextDue tasks risk loss of important rights if not timely completed NextTask events are internal tasks supplemental to major status changes for the matter Because dockets get crowded Cudgel provides a separate docket list displaying only NextDue tasks Initiate each description of a future event with the carot shift 6 symbol to highlight the prediction Use future verb tense to clearly indicate the event is a prediction of the future For example you want to VERY CLEARLY distinguish between when a renewal fee will be due and when it was paid Renewal Due and Renewal Paid NOT renew Remember what is now entered as a future date will become a past date in time to help user quickly know whether the event occured or is undone use leading carots and verb tenses Next dates cannot be in the past TaskFor Assign a Next future task to a firm employee Firm Client Mark the box if the firm is responsible for the next task and or if the client is responsible Whether the firm has the ball or whether the responsible for the next taxk is divided ee V Details Tab Number if this matter is one of a set of files in the same case If Case has been defined then the Maximum tab number already assigned for this case displays Status Choose the status for this file The Status popup menu is defined by the Unit as
60. PPM Jan 5 1998 20 46 39 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 8 Your License for Cudgel 147 00 A About READ THIS it is your license to use Cudgel Cudgel Demo users may explore Cudgel with CalendarEye Client Portrait and Cadence to determine whether they wish to purchase Cudgel and may install the Cudgel Demo version on their computers Cudgel Demo users may not reverse engineer or otherwise illegally simulate the organization structure and function of GreenLight software Moreover Cudgel is patented A full license to use this GreenLight product may be obtained from Elan Associates The standard initial license is for a single computer with a single terminal You may physically transfer the software from one computer to another provided that the software is used only on one computer at a time You may not physically or electronically distribute copies of the non demo software to others Concurrent multi user licenses are readily available Contact Elan Associates for other license arrangements Additional litigation information may be entered and retrieved by using additional Cudgel files Simply make another working file from your GreenLight distribution disk calling it for example CudgelDWebster You may do this provided that you only use one Cudgel at a time If you need to use two separate Cudgel collections at the same time contact GreenLight for an appropriate l
61. Personalize Personalized Tricks Personalization Tricks Oct 10 1999 10 47 150 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 237 Personalize for Firm Structural Changes 7 140 00 P Personalize Cudgel is open architecture software with an appropriately licensed copy of Helix you can open review and modify the Cudgel programming WARNING You are responsible for any changes syou make to Cudgel programming If you are not well versed in Helix programming do not make changes use a qualified consultant If you have not read the Helix manuals and the entire Cudgel manual do not make changes use a qualified consultant If you know what you are doing and wish to make structural changes to Cudgel the X Xtra relation is provided as a core to be copied modified and tested If you add a relation to Cudgel remember to Change the new relation s suffix from XX Add the Count for the new relation to Bench gt Tally Add a view for Port and add the view to the Fixer menu Add appropriate Help Hints Tell Elan GreenLight what you did and why it may be a feature others can use Personalize Firm Structural Changes Helix open architecture xxtra programming Jul 5 2002 12 22 204 Y GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 238 Quick Start Welcome to Cudgel 7 200 00 Q QuickStart GreenLight provides several aids to quickly learn and use Cu
62. User Manual in PDF Format Elan 2002 Page 5 About Cudgel Companion 130 00 A About Cudgel v2 Litigation Companion Case Control From A to Z CUDGEL is The Flexible Litigation Companion With Cudgel you can control your litigation seeing both the forest and the trees The Magic Yellow Pad The Cudgel companion comprehensively coordinates Evidence Witnesses Facts Laws Papers Case Citations Docket Due Dates Notes Costs graphic Exhibits amp more key litigation information from complaint through discovery to trial and appeal Cudgel s integrated docket system easily shows all deadlines and those for the next day week month Optional supervisory review reduces missed deadlines Turnkey docket information includes the time and date of the event location who s responsible that person s backup and the case In addition to traditional data about accumulated evidence Cudgel accepts graphics to accompany text You can easily set up key word searches for text dates times and numbers searches can be exact hits or simple logical relationships such as find all letters between June 13 1983 and August 4 1986 Not simply litigation support nor case management the fully relational Cudgel companion has optimized menus and privileges for Trial Docket Clerical Support Archiving and Full Access With Cudgel you can be confident you have evidence to support all your facts facts to support all your leg
63. a Africa or as otherwise set in menu Language Prime language of the venue if one of the langues entered into Cudgel Holidays Button Launches list of Holiday in date order Select View Sort Order to list by venue Fed Cir Dists For USA states federal judicial circuit and within state districts State Cir Dists For USA state counties state judicial circuits and within county districts Show Menus Show jurisdiction on popup menus for Venue Vfile Main Address Citizenship Actor LawLast Next Date of last major relevant law exected next law change date LawNotes Describe recent and expected law changes Treaty Join List Displays dates joined varous treaties x indicates left treaty Theme US Rates for Associate amp Unit Markup for associate work displays as set in Own Setup Associate popup menu for this venue Az marked Unit popup menu Rates display f you add or delete a World record consider making parallel add deletes to the MapCells relation so that the World change will be reflected in the Mapper charts GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 81 World Venue Jun 28 2002 21 33 35 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 82 Xref Cross Reference Numbers amp Terms 2 240 00 D Data Entry X Refer Cross Reference Alphanumeric Reference Alphanumeric Lead with the unique part foll
64. a Entry Treaty and conventions may be listed in the Treaty relation with a short Treaty nickname and a longer Full Name together with the date of the treaty and a summary of its provisions You assign jurisdictions to treaties in the Join relation To Retire a reaty so that is does not appear in Cudgel popup menus mark the Retire box Treaty Jun 30 2002 01 34 138 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 115 Terms 2 590 00 D Data Entry Evidence abstraction is often easier with consistent terms and a controlled vacabulary If you wish to designate special words or phrases for a matter you may enter them in the Terms relation Terms may be for a single Case or if marked All for all cases Terms Jun 30 2002 01 38 139 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 116 VClass 2 600 00 D Data Entry Many agencies divide their tasks into classes the VClass permits storing class abbreviations or numbers with longer descriptions For example the Copyright Office used to use classes A B C D and sinc 1978 uses TX VA SR PA The Trademark Office uses International lasses 1 through 45 VClass Jun 30 2002 01 42 140 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 117 Week 2 610 00 D Data Entry Week is a structural Cudgel relation which assigns week names to the numbers through 7 Do
65. acintosh Operations The Macintosh computer is designed with a simple consistent grammar You select some information or icon and then choose an action for it Select by moving the mouse so the cursor is on your target object then click the mouse Choose by clicking on a menu command or double clicking on an object For a fuller discussion consult your Macintosh manual Review Macintosh Helix Operations Jun 30 2002 20 46 66 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 240 Review Helix Structure 7 410 00 R Review Review of Helix Structure The following is offered as a review of the Helix structure for fuller descriptions consult the appropriate Helix manual published by Helix Technologies You can also download Helix materials from the www HelixTch com websit You do not need to know about the structure of Helix unless you wish to enter Full Mode Helix and make programming changes WARNING Do not make programming changes to Cudgel unless you are sure you know what you are doing You not Elan Associates GreenLight Software are responsible for the changes you make However the more you understand about how relational databases such as Helix work the more you can do with Cudgel Helix Express version 4 5 contains ten principal icons Collection Relation Field Abacus Template View Index Query Post Sequence and User The Helix application program appears on your Helix applicat
66. al points and case citations to respond to expected questions You can also pinpoint holes in the opposition s case Of course you have to do the thinking but if you tell Cudgel what to relate Cudgel s lists clearly analyze the case Cudgel gathers data to empirically evaluate insurance adjusters adverse counsel adversaries and your own clients and cases The dictionary defines cudgel as a short heavy club For litigation we suggest you speak softly and carry Cudgel The Logic of Cudgel Litigation is a complex multidimensional interactive uncertain adversarial enterprise Everything is connected to everything else with frequent time deadlines The Cudgel companion is designed to help you organize retrieve and analyze your information from the first client interview to complaint or answer drafting through discovery and to trial and appeal Much litigation focuses on statements of Law and proving Facts Witnesses introduce Evidence Evidence supports Facts Facts and points of Law support Issues Issues define Matters to be decided by the court Papers are filed to influence the decisions on various Matters gt Papers Matters ssues gt Facts gt Evidence gt Witnesses gt Law gt Citations GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 6 Cudgel gives you easy places to enter your information to list it and to relate it Cudgel helps you see what Exhibi
67. an indication of the total cumulative cost of the litigation payments to you by your client are excluded Services Costs and Grand Sum subtract for payments and other negative entries This gives an indication of the amount your client owes you Unbilled Sum gives an indication of your work in progress for this list expenses of litigation not yet billed to your client Billings Oct 9 1999 16 01 76 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 180 Invoice 6 022 00 O Output Invoice presents a simple accumulation of Task Timer time and expenses to be billed to clients Tasks for a client are sorted by Start DateTime within Case followed by non Case tasks Only unbilled and non held Tasks for Current Clients are displayed in Invoice The Fixer user controls the Invoices Task descriptions may be reviewed and edited from the Timed TaskQ view Timed Task records marked Hold will not display When the Print amp Post icon in Invoice is clicked the Invoices for Current Clients with Task descriptions will print and the Task records marked as Printed and Billed If there is a Printer malfunction you should reverse the Billed Date for those records of the malfunction DateTime correct the printer error and again command to Print amp Post Depending on your firm s data retention policy you may use Timed TaskQ view to delete Timed Task records after the appropriate period from invoicee billing
68. anslating into another language or format Elan Associates assertively protects its intellectual property Copyright infringement engenders bad karma The Helix application itself is copyright by Helix Technologies Patents Patented 5 819 248 Trademark Copyright Patent Notice Karma Jun 29 2002 20 10 114 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 10 Comments to Elan GreenLight 149 00 A About Elan GreenLight GreenLight is committed to providing software products you can easily use to help you manage your business easier better and more productively We d like to hear from you what you like about our products what we should improve Let us know We re at Elan Associates 79 West Monroe Street 1320 Chicago IL 60603 4969 USA email Elan KeganLaw com When corresponding with GreenLight Elan Associates please include your Cudgel and your Helix registration numbers Busy professionals want the efficiency and power of today s personal computer but they need to be able to understand and use the machines quickly Moreover few offices have long time clerical staff Both professionals and their support staff need computerized information systems they can quickly learn to use The Macintosh is a perfect machine for professionals who want to work more efficiently and deliver higher quality services Apple s Macintosh defined user friendly It is also technologically powerf
69. as one and only one record in the User Setup relation A user s User Setup record is often linked to the currently viewed Actor record Vital record and Cite record User Setup windows include New Actor Open Vfile Letter and the specialized forms under the Section menu To avoid User Setup record locking immediately before openning one of the User Setup windows ensure any open Actor Vfile and Cite window has been entered and no data field has been selected by clearing the form command F Data Entry Validation Duplicates Alphabetize Record Locking Unique Actor Names Oct 10 1999 10 41 11 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 26 Basic Data Retrieval 450 00 C Conventions Efficient data retrieval is the reason a database is maintained Data records are usually selected by selecting from the entire database those few records that meet a selection query For example rather than searching through all Actor records to find Michael Heinlein Smith the query may seek only those records where the full name begins with Smith M Some actor names may have been entered into Cudgel with middle names some with middle initials some without any middle data Searching for Smith Michael H will not display Smith Michael Therefore generally make your selection query as short as feasible but as long as necessary to avoid retrieving too many unwanted records Data is retr
70. ase field matching with Mac Palm Desktop As of 2002 v 2 6 you should need little rearranging of fields Turn off click arrow Palm import for null fields Cudgel phone area code separator suggested is replaced by hyphen for export to Palm to ease Palm formatting If you use a different separator in Cudgel it can be set in Own Setup Phone Area Sep field NameFirste NameLast TitleNicke Prefix Suffix Title Companys Division Address1Label 1 Streetle GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 124 Street line 2 Citys State Zip Country Foreigne Address Label 2 THRU Foreign 2 PhonelLabel Main e Phone Main Extension Phone2Label Home Phone2 Home Extension 2 Phone3Label Mobile etc Phone4 Fax etc Phn4 Extn Comments Birthday Emaile Web null Customle Web Custom2 Family Custom3 Warn MBTI RecA RevisedA Custom4e cudgel Notes Custom5 Custom9 Modified Marked Category l Cudgel Pda category set in User Setup Category2 Secondary category not export to Palm Attached Notee CONTACT SPECIAL indicates Cudgel field of data to export indicates a null field no cudgel data space placeholder TitleNick organizational title if explicit with of Nickname which may include salutation Company From NameLast of AddressOf Cell phone label is imported to Pda as Mobile
71. ase name in the For Case field For a given focal Cudgel case and its reports you may wish to enter your Side usually x or A option p or option j Docket lists with as a suffix may be limited to the Start Date and Stop Dates a user enters in its User Setup window A blank start date is treated as January 1 1911 and a blank stop date is treated as December 31 9999 Other Cudgel reports may be limited to the Actor or VFile defined in User Setup Finding Data User Setup Case Start Stop Dates Feb 25 2001 01 49 157 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 140 Finding Lost Data 3 290 00 F Finding If you can t find data you believe is in the database Check whether a query is restricting the data view Doublecheck your spelling try common spelling variants try searching on fewer letters but at least three For example search for Anders rather than Andersen since AndersOn is also common Finding Lost Data Query Spelling Name Oct 31 1999 12 36 159 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 141 Hot and Cold Helix Forms 3 292 00 F Finding A Helix view may be Hot or Cold Normally Helix has full Visual data integrity so that as soon as data is entered into a record not simply typed into a data field but the record is entered or replaced the new data is available to any other window displaying it This is the normal
72. at Elan 2002 Page 175 Swept Actor Contexts 6 018 00 O Output Swept Actor Contexts This Sweeps the Cudgel database and lists records associated with the chosen actor Records include Actor Other AAL links Actor VFile AV links Actor Case AC links Actor Source A Actor Evidence AE links Notes N and VFiles V for which the Actor is Adverse Local or a Owner and not the Client Sweep Actor creates temporary records which may be viewed printed and saved to disk the Sweep list is not intended to be saved in Cudgel WARNING Check Conflicts View for possible Name amp Spelling Variants Check Actor View for Related Entities Swept Actor Contexts Sweep Conflicts Spelling Variants Related Entities Feb 6 2000 18 00 178 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 176 Address Book 6 019 00 O Output Address Book displays an address book of name addresses and phone numbers By reduced printing or copying a pocket size book may readily be prepared and frequently updated The group of Actors to appear in the Address Book is set by the GroupSet field in User Setup Actors are entered into a Group Set by linking the Actor to a Group Group lt Actor view Typically firm employees enter actors for a personal addressbook by assigning them to a group defined as starting with My and having the employee s unique initials after the slash For example employee Benjamin Cardoz
73. ate Soon icons within a Day Week Month and Past Due Why DateType icons Target Start Due Grace Statute of Limitations Earlier rule Personalize own setup Jul 5 2002 11 52 64 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 233 Personalize for User User Setup 7 010 00 P Personalize User Setup is the central control window for each User of Cudgel companion there may be only one record in the User Setup relation for each User If you wish to temporarily limit reports to a specific focal Cudgel case select the Short Case name in the For Case field For a given focal Cudgel case and its reports you may wish to enter your Side usually x or A option p or option j Docket lists with lt as a suffix may be limited to the Start Date and Stop Dates a user enters in its User Setup window Other Cudgel reports may be limited to the Actor or VFile defined in Title Date Personalize user setup Jul 5 2002 11 53 105 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 234 Monitoring Cudgel 7 090 00 P Personalize TallyRec provides a tally of the number of records in each relation in Cudgel This can be helpful in large litigation to ensure you have sufficient disk storage You should also view TallyRec to check results of archiving and Deleting old data Monitoring Cudgel space tallyrec archive disk storage Jun 30 2002 20 29 107 N Green
74. ave a Full Name where Cudgel creates the Full Name from the Last Name followed by the First name followed by any Unique identifier Legal Name If different from First amp Last Name Use Legal Name for suffixes Jr PhD MD punctuation The Coma Company Inc corporate names sounding like individuals The Frodo Baggins Company Inc Address and Phone are entered in New Actor or in the separate Address and Phone directories Warn a Warning text for actor If more than one inch is needed use Actor Comments for more detail a Away note for temporary awayness eg 7 13Jan98 Vactn Copies Persons to receive copies of correspondence This is a manual reminder you can easily print addresses for copies people using the Copy To button and view within Letter1 NoGmail to omit from mass Group mailings Entity Inc corporate Sole Partner Limited Partnership Limited Liability Corporation Joint Venture Association Trust Estate doing business as Division Other Formation non individuals sole For US state enter the two letter postal abbreviation eg IL Choose nations from the popup list Gender Male Female Neuter Non sole entities automatically default to N Lead Lead firm employee for this Actor Backup Backup firm employee for this Actor GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 36 Source Referral source for this Actor Firm client is generally consi
75. cations Notes Cases etc Hot Under development Title for the file lead with distinctive word s Long titles as defined in Own Setup display the LONG warning Goods amp claims The specific goods or services described in a trademark registration Many CalendarEye reports will report only the first three inches although additional data may be entered and viewed in the Vfile window For non trademark matters a subtitle or additional description of the matter Private Private contains private comments that generally are not shared with clients or others Buttons GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 73 Letter Launch 1 page form letter Marker Enter MarkerV date Xrefer Enter Xrefer alphanumeric AVLink Enter Actor Vfile link VVLink Enter Vfile Vfile link VDates List all dates for the Vfile Label Launch view to print updated matter label for physical file New Case Enabled after the Open New box is marked launches Cite view to enter a new case Linked Data Cases Linked in the CV view X Refer Reference alphanumerics linked in the Xrefer view Next amp Past Events ranked from future to past excluding Marker events MarkersV MarkerV events ranked from oldest MainDate and MainRefX displayed immediately under the MarkersV heading are posted by selecting the Main box in the X Refer view or by the Number field in Update V view Actors Fo
76. ce of document x plaintiff A defendant Ct court or CtM court magistrate Title Paper Concise version of document s title Avoid surplusage even if the author didn t see Cudgel s Data Entry Conventions You need not enter the offering party in this field it is recorded in the Party field For Case Focal case short name Days Due Number of days until a response is due If the due date falls on a Saturday Sunday or Holiday add days to get a business day TA Ball Party responsible for responding to this paper who has the ball Auto Docket Mark the box if you want an automatic entry made to the Docket Auto Task For Choose the firm employee if any responsible for completing the task Ct Order Mark if a court order Matter Main matter associated with this document Date gt Client Date copy of final document sent to client Some clients want copies of everything as soon as available some clients prefer to receive paper in chunks Use this field to determine what has been sent to your client New Matter Button Use when the paper initiates a new matater Document For importing a full copy of the document Order Text For the text of a court order Appellate Docket Ct Docket The docket number of the paper as reflected on the court Clerk s official docket Date V The date someone checked the official court docket GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 20
77. cold form simply perform a Static enter hold the option key down at the same time the enter key is depressed If the window of a cold form is closed the window s data will be automatically updated when it is next reopened If you do not want to enter new data shown in a cold form but do want to update the display click on the black lower left square to refresh the data display Warning refresh will delete any new data typed into data fields that has not previously been entered into the data base Cudgel Data Conventions Defined Date Unknown Indeterminate Future Today CaseRec Box By Hot Estimate Oct 10 1999 10 41 54 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 30 Own Setup 1 100 00 D Data Entry Own Setup stores the basic setup parameters for your firm Title Default title for reports Last Edit Date Date administrator last edited or reviewed Cudgel Set Reserved for future Cudgel feature Gltr Saved by User who last saved the Group Letter function Annuals Thru Date through which Annual dates have been posted generally Dec 31 of this or the next year Posting Annuals is a manual process Cudgel does not automatically initiate this posting Remind Mo Day Month and day to be remined to post Annuals Omit Unit Unit code for Vital files to be omitted from DueLtr generally V Adverse matters TitleLength Minimum number of characters in Title of a vital matter for the Lon
78. ctors for which a KeyA keyword starts with the characters typed into the Conflicts data entry rectangle KeyA includes the Full Name of the Actor the Unique term if any State abbreviation or foreign country Main Phone number and Social Security or Federal Tax ID number Helix deletes punctuation from its keyword index so that an O Hare actor will display if Hare or hare is entered into the data rectangle but not if O Hare or OHare is entered Quick Query on Actor view remains available to display records where the Actor s KeyA entire data field starts with the characters typed into the query oval punctuation and multiple words are considered part of the whole and single character string WARNING The computer is dumb and literal If you misspell Mrs Robinson as Robinsen Robinson will not display Generally typing only the first few 4 6 or so characters of a name will return a list sufficient to find the desired Actor if they are in the database while avoiding typical spelling variations toward the ends of names Punctuation Remember the Actor data entry conventions most punctuation is omitted from LastName but may appear in LegalName Corporate actors named after a person The John Smith Company Inc generally have a last name entered Smith Company Inc The John Conflicts KeyA Keyword Punctuation Feb 6 2000 22 54 177 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Form
79. d then choose the correct full name from the popup menu GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 29 KEY WORD In addition to these five methods of retrieving data from Helix there are two modes of window displaying data Normally Helix has full Visual Data Integrity hot form so that as soon as data is entered into a record not simply typed into a data field but the record is entered or replaced the new data is available to any other window displaying it This is the normal hot form condition indicated by a white square in the lower left corner of a window with a horizontal scroll bar A cold form indicated by a black square in the lower left corner of a window with a horizontal scroll bar does not automatically update Most windows in Cudgel are hot forms automatically reflecting any updated data anywhere in the database including data entered by other users when Cudgel is multiuser Visual data integrity provides the most current data but at the cost of additional screen redrawing time Therefore a few most frequently used Cudgel window have been made cold forms Actor Vital for a file and Cite for a case Power queries are also cold forms If a power query were a hot form then it would begin searching the database for records that matched the first entered criterion and would have to search again for each additional AND or OR criterion added To update the data displayed on a
80. dar reserved 6 110 00 O Output kk Kalendar Oct 9 1999 23 08 86 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 194 Laws 6 120 00 O Output ll Laws Oct 9 1999 16 05 87 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 195 Matters 6 130 00 O Output mm Matters Oct 9 1999 16 05 88 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 196 Notes 6 140 00 O Output nn Notes Oct 9 1999 16 05 89 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 197 Orders 6 150 00 O Output 00 Orders Jun 7 1997 22 55 90 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 198 Papers 6 160 00 O Output Pp Papers Oct 9 1999 16 06 91 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 199 Questions 6 170 00 O Output q Questions Oct 9 1999 16 06 92 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 200 Rulings 6 180 00 O Output Ir Rulings Oct 9 1999 16 06 93 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 201 Scripted Letters 6 190 00 O Output etter1 Letter2 Letter3 Cudgel readily integrates its Actor Vital and Case data with prepared script to general nearly complete f
81. de USC Periodical Start P Section Start P Section At Page Cited Page Cited Page Publisher Publisher GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 46 Number Date Opn Date JudgeLast Author Last Author Last JudgeFirst Author First Author First JComment Court Pending case Reporter slip op at US App Lexis Cases Citations Cite Authority Oct 3 1999 14 23 15 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 47 Dates 2 040 00 D Data Entry Dates Command D The Date relation is a foundation in Cudgel for case analysis in CalendarEye for managing all the firm s responsibilities and in Client Portrait for accumulating the history of important interactions with clients and prospective clients Because the Date data so centrally serves many masters most entries will have some undefined fields Date entries may be gathered from taking an early case history from your client Date entries in contrast to fact entries may be more in the words of your client Fact entries in contrast to Date entries should be honed to permit the facts and law to articulate well Entries for your Cudgel Docket are also made in the Date window Markers are dates that you wish to keep semipermanently A list of all transactions for a matter may reach several pages The Marker dates are those few dates you wish to keep at the top of the list read
82. der NDIL Appeal Record Case Books Actor lt Case Actor lt Exhibit Witness Exhibits Exhibits by Ws Fact lt Evidence Facts Evidences Laws lt F Isues lt L Matters lt P Link More Cases More Linked Cases V Tab Start LabelLawFile Case Value Case Costs Case Wins JoinsQ Groups Status Q Themes TreatiesQ GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 157 Units Worlds Us User Setup Own Cases Own Open Own Closed Proof Standards Sources World Rate Own Rates World Issues World by Region Interest Rates Box Names Feedback User Manuel GreenLight PPM Contents Fixer CEye Dater Today Week Next lt e NextDue lt e NearLast lt PastDueQ lt My Next lt D Actor Dates Docket Next lt NearLastLive lt NearLastQ Dones DonePast lt Where lt Theme 4Aset lt ThemeNext lt NotesD AVCD NotesQ Messages4me My Dues MyBu Nexts ClientEyes VitalEyes Due Letters Annual GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 158 Annuals Y whyTime Statute Limitations eV Titles Open Vfile Update Ve FasFile X Refer Client Vitals Client IP Summary Vitals V Search V Goods V Designs Vitals Dates Active VFiles VV Link Vital lt Actor Vital lt Case Vitals Actors Vitals Cases Cases Vitals Actors Vitals Review Vitals Watch Vitals VV List BriefBank V Classes Label3 Vfile
83. dered source for its adverse parties and their associated Actors Contact1 Lead contact for the corporate actor Generally blank for individual actors Citizen2d Secondary citizenship for dual citizens eg Switzerland Prime language for Actor Industry See firm Administrator if you wish to add new Indusries Numb Industry NAISC or prior SISC number Visa amp Expires Credit card Visa MasterCard American Express etc Expires Expiration date Use end of month if no day given CodeA Brief unique code for Actors likely to frequently appear on reports CC Current Clients Mark box for current clients Some popup menus are limited to Current Clients unless an All A box on the popup form is marked This CC limitation reduces wrongful data entry of actors with similar names to Current Clients Theme Unique A brief descriptive phrase to distinguish actors with similar names Cudgel automatically places the Unique identifier in square brackets For example a trademark infringer with a name confusingly simnilar to your client may be distinguished by adding the infringer s two letter state abbreviation in the Unique field Comments Date most comments what was valid 31Dec97 may not be valid 1Jan98 Marginal Data Entry Graphic Scanned photo of actor corporate logo etc OwnEE Mark firm employees who will appear on popup menus Az Mark for prime foreign associates MBTI Myers Briggs Type Indicator type Box13
84. dgel software The Welcome to Cudgel view highlights six overview panels 1 Topview displays fifty commonly used functions with icon button access These functions and more are also available from the menu bar 2 CaseBooks show you a few of the more common reports 3 Warning icons alert you to upcoming deadlines and other Cudgel operations 4 The Onlin User Manual provides detailed explanation for most Cudgel operations including a general review of database and Helix operations The more you understand your computer Helix and Cudgel the more Cudgel can help you and your firm 5 The Start panel outlines major steps to personalize Cudgel for your firm and your personal style preferences The Setup Panel presents 29 icon button steps to help you personalize and enter data for your Own Firm Actors Work Customize and Files amp Cases 6 The Welcome panel also provides access to your license to use the Cudgel software and manual Cudgel helps you work your way with your clients cases and matters You can start productively using Cudgel with only a few clients matters and scripts As you continue to transfer your firm s data into Cudgel you ll gain the fast flexible friendly power of a relational database and the efficiency of Cudgel Quick Start Jun 30 2002 22 21 162 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 239 Review Macintosh Operations 7 400 00 R Review Review of M
85. e Unit code Title World Code Main Number Main Date and Class The third labael displays in large type the Unit and VFile Number The Bar Code version adjusted in Full Mode also displays the VFile in bar code Label3 VFile File Folder Bar Code Cadence Feb 6 2000 23 27 191 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 213 BriefBank 6 227 00 O Output BriefBank displays Papers for which a KeyP keyword starts with the characters typed into the BriefBank data entry rectangle BriefBank displays the Paper Date Title KeyV and KeyP description BriefBank Brief Papers KeyP Feb 6 2000 23 20 190 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 214 Worlds 6 230 00 O Output world Worlds Oct 9 1999 16 47 98 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 215 W Treaties 6 232 00 O Output WT W Treaties Jun 7 1997 22 58 99 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 216 W Joins 6 233 00 O Output WJ W Joins Mar 12 2000 20 36 100 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 217 W Mapper 6 234 00 O Output Mapper presents data sorted by venue country or US state VFiles matters and Current Clients are shown in their Mappers Mapper VFile presents for each included venue a sh
86. e case last Shepardized ThirdPart y Name of any third party Note this is not the same as a second defendant In Re Prefatory case title such as In re Ex Re Suffix case title such as Ex Rel Status Case status generally used only for firm s active cases generally not used for reported cases HotDays HotTx Priority ranking in days and explanatory text Location Physical location of case materials Case Firm s case for which this citation most directly applies Matter Cass matter for which citation most directly related Own Show Us Firm s own case Show active case in popups Popups are limited to less than 255 items Us Side of case firm represents T A Brief Mark if case is cited in the brief being written for the case Generates a list of authorities cited Add A C Button To add another actor to the case Actor Prime actor associated with case Generally client for firm cases Leads Us Firm s lead attorney for a firm case Lead Adv Lead adverse attorney for a firm case Local Lead local adverse attorney for a firm case Theme Filed ClseDate Date firm case filed and closed T A Win Winning party Amount won Case Quotes Case summar point of law y or select quotations from case Prior Subsequent Case History with full Cite For citations to other authorities enter data as follows Case Statute Periodical Book T Party Act Title Title Vol Vol Title Volumne Volumne Reporter Co
87. e the Nick Name in the salutation Dear or if Nick is not defined then the First Name and if that is also not defined then the Last Name The salutation may be edited in individual non Group letters Honorary titles if used are placed in the Nick field Letters will be addressed Dear Judge Cardoza if that is in the Nick field will be addressed Ben if Ben is the Nickname Unique A brief descriptive phrase to distinguish actors with similar names Cudgel automatically places the Unique identifier in square brackets For example a trademark infringer with a name confusingly simnilar to your client may be distinguished by adding the infringer s two letter state abbreviation in the Unique field Cudgel validation requires that each newly entered actor have a Full Name where Cudgel creates the Full Name from the Last Name followed by the First name followed by any Unique identifier Legal Name Use AddressOf when Actor s Main Address is the same as another Actor AddressOf automatically also uses Phone Of unless a phone fax or email is defined for the new Actor GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 39 ee Phone Phone number with extensions Phone number must be defined for Fax or Email to post Fax Email ee Address Type Main Address is used for mailings Other types of addresses include Home Work ShipTo POBox PayTo Vacation Headquarters Branch Fo
88. eShort Law Vkey uses LineL the text summarizing the point of law VitalFile Vkey is composed of VFileNumber Unit VFileAltId Wcode world code XRefMain Main reference number Title Class ActorCode or if the Client for that Vfile has no ActorCode then the first 15 characters extracted from the Client s NameFull GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 137 Alternative VFile IDs are generally entered without comma groupings in numbers search also without comma delimiters NoteD button shows notes from Date records You may select which Actor VitalFile Case and or Date Range for which you want to see the Date notes Actor Dates icon shows Date entries for your selection of an Actor Date Range and Type of date NextDue any Next starting type Past Marker MarkerA Private Message etc Blank selections are inoperative For example if you select an Actor but no dates and no Type Starts you will get all Date records for that actor without Type or Date restriction If you want Date notes identified to an Actor who is not a Current Client check the AIA box If you only want Date entries that have been marked Task Client and or Task Us check those boxes When you have the selection criteria you wish check the Show box Reasons The characters you type into the rectangle are compared with the keyword indexed fields Helix considers spaces and other punctuat
89. ed to the World relation a Cell for that venue must alsos be added to the Cell relation a task for the Cudgel Administrator The MapCells Add view from the World relation displays a condensed list of World venues with cells showing Region and flag The MapCells Add list can be used with a properly set Query to post new map cells Mapper Region World Venue NickMark Color MapCell Cell Llayout Jun 30 2002 23 23 193 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 218 X Reference Numbers amp Letters 6 240 00 O Output K X Reference Numbers amp Letters Jun 7 1997 22 58 101 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 219 Y WhyTime 6 250 00 O Output y Y WhyTime Oct 9 1999 16 08 102 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 220 Zones Locations 6 260 00 O Output Z Zones Locations Oct 9 1999 16 08 103 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 221 Review Other s Data Entry 6 280 00 O Output Data entry of any User during a given period may be reviewed using the Review views for Actors Cites Dates Evidence Papers Scripts Vitals World venues and Ywhy You may also check the or All box to review records by all users within the time period Set the desired time period in the Date Start and Date Stop fields in your User Setup
90. een display The vertical alphabetic field position ensures proper ordering Caution However it is prudent to double check that your exported data and your imported data have the same number and ordering of fields Each relation needs to be separately imported or exported if you wish to transfer its data Fully backup your data before Porting Set Helix Dump Load options field and record separators Check some sample data after the Dump Load Embedded tabs or carriage returns within a field of data will create data entry errors Use the Strip Options when loading data for safety Helix Manual Moving data between databases invokes Murphy s Law Since an ounce of prevention is worth a megabyte of cure before Loading or Dumping carefully review the Helix manual If the data you wish to enter into Cudgel do not have fields for each of the fields in PortFm then either a have empty fields for your import data in typical tab delimited fields two tabs with no data between or b enter Full Mode to tailor the PortXFm templates to your data Duplicate the particular PortFmX template rename the duplicates for example PortCasesFx In your new templates delete the Cudgel data rectangles for which your old data base has no information but Warning Do Not Trash The Field Icons From The Relation Window You are reducing the fields of data that will be requested from your old data base but you do not want to reduce the data fields prov
91. error warning and context sensitive help If you try to do something that Helix doesn t like or that you may regret like throwing away data Helix is likely to warn you your Macintosh will beep The Control Panel accessible under the Apple Menu sets the loudness of your beep You can turn it off don t If your sound is turned off the menu bar will blink in place of the speaker beeping To find out what Helix didn t like select the Why under the Apple Menu Why under the Apple menu is different from the Cudgel Why relation which provides rules for deadlines Help Hints provides on screen hints specific to your GreenLight software As shipped Help Hints contains suggested data entry conventions You can add to Help Hints to include personalized on screen hints for your unique situation Help provides on screen suggestions for using Helix Glossary If you encounter any word or symbol you do not fully understand your learning and performance are likely to be greatly improved by promptly consuslting a dictionary or manual for the definition Cudgel s glossary appears toward the end of the full Cudgel manual About Helix Express shows the version number of Helix you are using how to contact Helix Technologies and credits Helix Technologies s programmers Helix Express Info shows the current User Name the name of the Helix collection you are using Cudgel the hard disk space Cudgel currently occupies the volume hard disk Cudgel
92. eting your restrictions not the data record only the restriction entered into the Query oval immediately after you are done with them For example if you wish to display and print citations but only for cases written by Judge Holmes double click the Judge Last Name oval of the Query and enter Holmes in the dialog box If you wish to see the full data entry screen for each record start in the ENTER menu if you simply want a list start in the QRY menu The LIST menu is already restricted to only the focal case as set in TITLE DATE or if no focal case is entered then data for all cases Your data will appear more quickly if you use indexed fields for your Query restrictions Indexed fields end with a dot after their name For example restrictions based on JudgeLaste will appear faster than restrictions based on Publisher If you find your unique situation often needs a Query restriction not indexed in the general Cudgel collection consider entering Full Mode creating your own index and adding a dot to the end of the field name The dot is not needed for indexing it is a convention to help the user identify indexed fields If you have very complex search criteria enter Full Mode and define a new abacus With more than a hundred calculation tiles available in Helix you have its full power and flexibility Finding Query Select Restrict Data Views Oct 31 1999 23 42 65 N GreenLight Cudgel Online Help Hints amp User Manual
93. export data Fixer User for firm customization amp update View Quick Query Open Query Sort Order Replace Find First Find Next Find Previous Find Last Clear Form Revert Delete Delete All Delete Selections Find and Post All Post Selections n Actor Billing Cite Date Evidence Big Pic E EEDup Fact Issue Juror Key Law Matter Note Paper Question Ruling Term V Chain Custody GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 155 Out Case Actors Witnesses Billing Billings CAV Cites Brief Cites Cites amp Lines Cases Secondary Dates MarkerC Dates Marker ACV Dates Next lt Evidences Exhibits EEDups Facts Group Data Histories Issues Jury Laws Maatters Notes Orders P Papers Questions Terms Rulings V Chains Custody V folders Shepardize Q CaseActorsQ BillingQ CitesQ Cites amp LinesQ Cases DatesQ DocketQ EvidencesQ KeyE ExhibitsQ FactsQ HistoriesQ DatesQ IssuesQ JuriesQ Jury InstnQ LawsQ MaattersQ Matters Open GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 156 NotesQ PapersQ AppealQ QuestionsQ RulingsQ TermsQ V Chains CustodyQ ShepardizeQ e A Seeker C Seeker D Actor Dates E Seeker L Seeker P Seker V Seeker slow V Search MapperA Cients MapperC Cases MapperV Region MapperV LAyou MapperV World Make Or
94. f Helix Operations Helix provides extensive error protection error warning and context sensitive help If you try to do something that Helix doesn t like or that you may regret like throwing away data Helix is likely to warn you your Macintosh will beep The Control Panel accessible under the Apple Menu sets the loudness of your beep You can turn it off don t To find out what Helix didn t like select the Why under the Apple Menu WHY also contains information when an icon zooms or when you see marching ants in a Selection display You can use Help under the Apple Menu for on screen hints to using Helix Help Hints is also available on screen for hints specific to Cudgel WARNING Generally do not use a Contains or Is Found Within search Such searches are not indexed and will take much time They are available however if you really need them Contains indicates that the specified character string is located somewhere within the contents of a particular Field For example the Field holding the name Washington contains the character string ash Is Found Within indicates that the contents of a particular Field is located somewhere within a specified character string This is actually the converse of Contains The Field holding the name Harry is found within the character string tomdickharry Therefore if you wanted to locate all records where a Field contains the names of either Tom Dick or Harry you could
95. fault See Helix manual such as Carriage Return Tab gt and the like KeyFields contain text from several different data fields Searching is fastest and easiest if you choose a distinctive search term with few likely hits For example although Vkey contains World Code Class Unit and Title generally search on the more distinctive Title since there are likely to be many records with USA as World Code 16 as class T as unit However is you are seeking matters in the Czech Republic and only have a few a search on Cze may quickly return your result Dates are text so searching on a month or day is likely to generate too many hits to be useful Searching on an infrequent year such as 1908 may work Numbers for keyFields are also converted into text and Helix considers commas and periods as delimiters that separate words finding keyfields keywords key stop ignore index word string dates numbers search Feb 25 2001 02 02 195 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 139 Finding Data User Setup 3 286 00 F Finding The User Setup window is the central control window for each User of Cudgel CalendarEye there may be only one record in the Own Setup window for each User User Setup is used to limit the lists generated from the Out menu to those records associated with a given case If you wish to temporarily limit reports to a specific focal Cudgel case select the Short C
96. fined in the Menu relation Open Tabs lets you Title and order Tab number the files as you wish Initial Tab Sets include CaseSmall CaseMedium CaseBig Appeal SupremeCourt EstatePlan RealEstateClose CorporateSale Personallnjury and InsurDefenseSml Open Tabs Oct 9 1999 13 23 27 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 63 Papers 2 160 00 D Data Entry Paper Command R Read amp Rite papeRs Keep track of your pleadings motions briefs discovery documents and court orders in the Paper window If a response is due to this paper and if you answer Yes to the Auto Docket question then an entry will automatically be posted into the History relation Make sure you have the proper Case entered so that the item is posted to the proper case Tab Index Tab number for a cumulative Pleadings book Because items are sometimes received out of chronological or other desired pleading book order the Tab field shows a decimal value Generally enter whole integer numbers However if you need to insert an item between two previously Tabbed items simply assign a decimal value For example to insert between 7 and 8 use 7 5 If you later have to insert between 7 and 7 5 you can use 7 3 MaxTab display only If a case is selected then the maximum Tab logged in Cudgel for this case displays to the right of Tab DateP Date of the paper generally date of service Party Sour
97. form used as part of another template T True Template A blueprint used by a View or Query icon to specify the look and function of those icons when opened User A type of user of a Helix database Users have customized menus and commands You may customize Cudgel so each individual user has his or her own named User icon View A view into a Relation allowing access to the data within the Relation W Witness WE2 Second plaintiff s expert witness Y Yes A Defendant Option J keys Al First Defendant GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 257 Second Defendant Defendant s lawyer Third Party Option D keys Plaintiff Option P keys Phone Greek phi Option O keys Dot at the end of a field name indicates indexed field Option 8 keys doi Ek Other terms are from the basic Macintosh manual by Apple or the Helix manual by Odesta Helix Cudgel Glossary Abbreviations Index Jun 30 2002 23 00 113 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 258 Y Why Time rules 9 200 00 Y WhyTime WhyTime is a condensed system presenting rules for assigning expected next events depending on the unit U and jurisdiction W of the matter Y Why Time rules Jun 30 2002 23 03 73 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 259 Z Reserved 9 400 00 Z Z Reserved Z Reserved Jun 30
98. formation items you will not need every blank filled for every client However you will want some minimal information for most relations If key information is missing you will want to get that information soon 7 Check for proper formatting according to your data entry conventions Suggested data entry conventions are provided on screen in Custom Help and in the Appendix For example the name of the judge writing an opinion should separate the last from the first middle name so it will alphabetize and search properly After you have reviewed all newly added and modified records made your corrections and then reviewed the corrected records you then should update the LastEdit date in the Title Date window Select the LastEdit field and enter the proper date Then Replace the record and select Find First to return to the first record in that field You can choose to delegate both the data entry and record editing tasks to support staff However if you are more heavily involved in the litigation you are more likely to spot errors and omissions A basic rule of data entry and editing the more times different people review a document the more likely errors will be found However this also becomes more costly We generally recommend having one support person primarily responsible for data entry and report printing and having the attorney edit the data Data Entry Error Indicators Oct 10 1999 10 41 109 N GreenLight Cudgel On
99. ftly and carry Cudgel What This Software Does Client Portrait Calendar Eye Cudgel Cadence Jun 29 2002 22 49 5 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 16 How Cudgel Works Basic 230 00 B Basic Cudgel relates dates actors matters and for attorneys cases providing a fully relational database environment in which to consistently store and readily retrieve information A database is like an electronic set of paper index cards but with several advantages Unlike paper cards an electronic database can be sorted in multiple ways at the same time so that lists of actors may be printed by name zip code or date of last contact In a relational database such as Helix most data need be entered only once so that address changes or other updates need only be done once Good database design keep similar kinds of data together and different kinds of data apart In Cudgel people and organizations are identified in the Actors relation accessed under the Who menu Dates and associated events are in the History relation accessed under the CEye CalendarEye menu Scripts for form letters are in the Script relation accessed under the I Paragraph menu Information about a person may be entered on a single index card or in a record of the Actor relation Any given person should have one and only one record principally identifying themself The person s first name last name gender social
100. g Title warning flag to display DupExtract Number of characters to be extracted from an Actor name when compiling Duplicate Actor list Key Extract Firm Parameters FeeK V R Usual firm maximum fees for ordinary K adverse special matters V Usual retainer R MarkUp Markup for supervised associate fees enter decimal enter 0 10 for 10 CullYrV Number of years typically to hold closed adverse files before culling and return to client NextDays Number of days to expect response for routine matters VfileSeed Alternative seed for starting Vfile numbering requires custom programming Home Venue Default venue for most matters VlabaelV gd cl Labels for Vital matter Vfile Vlabelf Label for three checkboxes for trademarks use ITU SuppR y for Intent to Use Supplemental Register and third check option gd Label for Vfile subtitle For trademarks Goods amp claims cl Label for Vfile classification For intellectual property Class Local Ins role Label for third counsel in Vfile typically Local for local adverse counsel Language1 Prime language for firm s communications MultiLang Mark the box to implement multilingual form letters Validation Toggle in development GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 31 AutoStatusD Warning below AutoLtrStatusD If marked permits a user to also enable AutoLtrStatusUR which automatically changes
101. ght product first BACKUP on separate media then DUPLICATE the view rename the duplicate view and then attach your custom abaci or query to your duplicate view We also suggest you suffix your customized Helix icons with amp a suffix GreenLight reserves for you Finding Data Full Mode Abaci Warning Backup Custom Icon Ampersand Oct 31 1999 12 38 154 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 134 Finding Data Popup Menus 3 260 00 F Finding Popup menus are sometimes restricted by entering a few characters into an adjoining data entry field The type of data to be entered is often indicated suffexed by To select the source for a new actor drag across the Source gt text type a few characters at least three of the full name of the source Last First format and then choose the correct full name from the popup menu Finding Data Popup Menus Oct 31 1999 13 04 160 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 135 Finding Data Command Buttons 3 270 00 F Finding Command buttons are rounded rectangles Clicking once on a command button causes something to happen Some command buttons are labeled with text describing what the action does other command buttons have icons rather than text The Hands on Keyboard icon available near the top of many data entry views provides direct access to the Help Hint page for that view On
102. hat has occured in the past exclusive of Marker events Next is for general expected future events but not NextDue nor NextTask NextDue is for expected future events where important rights may be lost is the Due Date is not met Statutes of limitations briefing schedules registration renewals are typical NextDue dates NextTask is for task completion targets internal to the firm Marker is for key historical data you want to preserve for ready access MarkerA Marker events for an Actor MarkerA may include birthday wedding signed engagement letter with the firm Past marker events are displayed in a separate section of several views permitting quite old marker events and future Next events to be displayed without all the intervening events GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 48 MarkerC Marker events for a case MarkerC may include trademark registration complaint filing preliminary injunction MarkerV CalendarEye marker events for a Vfile MarkerV may include for example trademark application allowance notice publication first use registration incontestability renewal Private is for a user s private calendar generally not of concern to the firm Private events are not secret they may be viewed by anyone wishing to do so If you wish you may program Cudgel not to display Private events to anyone except the User who entered them As shipped Cudgel conforms to t
103. he correct full name from the popup menu GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 27 KEY WORD In addition to these five methods of retrieving data from Helix there are two modes of window displaying data Normally Helix has full Visual Data Integrity hot form so that as soon as data is entered into a record not simply typed into a data field but the record is entered or replaced the new data is available to any other window displaying it This is the normal hot form condition indicated by a white square in the lower left corner of a window with a horizontal scroll bar A cold form indicated by a black square in the lower left corner of a window with a horizontal scroll bar does not automatically update Most windows in Cudgel are hot forms automatically reflecting any updated data anywhere in the database including data entered by other users when Cudgel is multiuser Visual data integrity provides the most current data but at the cost of additional screen redrawing time Therefore a few most frequently used Cudgel window have been made cold forms Actor Vital for a file and Cite for a case Power queries are also cold forms If a power query were a hot form then it would begin searching the database for records that matched the first entered criterion and would have to search again for each additional AND or OR criterion added To update the data displayed on a cold form simp
104. he general policies in the Cadence model office manual with broad openness to information Date Date of event If a duration is involved consider making two entries one for the start and one for the finish Vfile Vfile associated with the event Event Summary of the event If you need more space use the NotesH Also see the suggestions for concise data entry in Data Entry Conventions Lists of events generally have 4 for cases 3 for Actor records and 2 for Marker events Since marker events are more formulistic recognized key phrases may readily be used Birth Wedding Death Complaint Injunction First Use Lapse etc Task Who is responsible for completing the task Us if the firm has the responsibility to complete this future task symbol bullet our ball Client responsibility to complete a future task symbol divide shared responsibility Adverse symbol HideDue To hide NextDue items from DueLtr lists Annual Check the Annual Add box if you want to be remined of the anniversary of this event mark Clear to remove this event from the Annual list Staff1 Firm member responsible for completing the task Staff Bu Firm member responsible to back up the primarily responsible person Task From Firm member assigning the task Theme Case The Case associated with the event Client Client associated with the event Mark the All A box to display all Actors MainDateA Mark to post to Actor
105. hibits and QAD Mover Party requesting a ruling Motion re evidence Objection to motion Ruling by the Court Private Shown Produced Marked Offered Objected Sustained Reserved Admitted Withdrawn Error to claim in ruling Context Time of ruling Cudgel automatically logs the time the record is first entered Trial Stage TRO Prelim Injtn Hearing Pretrial M Limine Trial Voir Dire Opening Plaintiff Case Defendant Case Rebuttal Closing Jury Instruction Post Trial Motion eg Summary Judgment Vfile Notes Law Point Citation E Main contrary evidence Ruling Oct 9 1999 13 24 30 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 67 Script 2 190 00 D Data Entry Script You may create form letters and form court documents by entering the text in the Script relation Many simple letters fit on a single page Due to current computer limitations one two and three page form letters are separately organized The Rank you give a letter determines its order in the Form Letter pop up menu organize in advance what form letters you want in which order for each Unit Title A unique title for the form letter The title will also appear as part of the event posted to the History relation Unit Choose the Unit most applicable for this letter Re line Line of text what the letter is about it can be edited on the form letter Action line Line of text
106. icense If you do not agree to these terms you must stop your use of Cudgel Please advise Elan of your experience with GreenLight software at elan keganlaw com Licensense Jun 29 2002 20 09 202 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 9 Trademark Copyright Patent Notice 148 00 A About Trademarks GreenLight Elan Associates Elan Cadence Client Portrait CalendarEye Cudgel the GreenLight logo and Control from A to Z are registered trademarks of Elan Associates Apple the Apple logo LaserWriter the Macintosh logo are trademarks of Apple Computer Inc Macintosh is a trademark of McIntosh Laboratories Inc licensed to Apple Computer Inc Helix is a registered trademark Helix Express is a trademark of Helix Technologies Timeslips is a trademark of Timeslips Software Corp Sonar is a trademark of Virginia Systems Software Services Inc e Copyrights Copyright O Elan Associates 1987 2002 AII Rights Reserved This manual and the software described in it are copyrighted with all rights reserved Under the copyright laws this manual or the software may not be copied in whole or part without written consent of Elan Associates except in the normal use of the software by a licensee or to make a permitted backup copy The same proprietary and copyright notices must be affixed to any permitted copies as were affixed to the original Under the law copying includes tr
107. ided in Cudgel Rearrange the Cudgel data rectangles in all new templates PortCasesFx for example so that the data rectangles are in the same order as is your old data file Remember Helix processes templates according to the position of the top left corner of the data rectangle After you have loaded your old data into Cudgel then you can re enter Custom Mode and add additional data the same as for any Cudgel collection Warning Deleting Records May Destroy Linkages Cudgel assigns automatic record numbers for newly entered records based on the highest record number currently existing in that relation If you delete the highest record number in a relation you may create a second different data record with the same number as a previously existing record This will confuse linkages If you wish to preserve any of the data in a Cudgel collection do not delete the highest numbered record in any relation Create a new higher numbered record if only a dummy record Then after you have created a new higher numbered record you may delete lower numbered records After Export Import Cudgel automatically posts the date of porting in the Export field You can use this dated field to select records to delete after exporting and archiving Warning to preserve Cudgel s linkages in each relation keep the highest record number at least until a new and higher record number is created GreenLight Cudgel Online Help Hints amp User Manual in PDF F
108. ields relation generally only used by GreenLight for Cudgel development contains the names of fields with such user Administrator editable popup labels If a new datafield is programmed to have a dynamic variable popup labael from the Menu relation then a new abacus must be defined in the Menu relation The abacus is Fieldu MenuFieldName The labels for the popups are edited in the Menu relation ManuFields Jun 30 2002 00 33 131 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 107 Menu 2 520 00 D Data Entry Part of Cudgel s flexibility comes from firm editable popup menus The labels for the popups are edited in the Menu relation generally only by your firm Administrator Popup menu labels are ordered by the assigned Rank which mus be unique within Cudgel Existing labels may generally be edited by your firm Adminisrator However WARNING some Cudgel functions are logically dependent on particular labels and their EXACT text For example many reports sort events by their DateType Next NextDue Past MarkerC and the like Changing these labels will cause much of Cudgel to malfunction unless your firm adminisrator also makes all necessasry programming changes Do not casually attempt to reprogram Cudgel Other popup labels if changed need to have the corresponding phrase changed in the Abbreviation relation Menu Jun 30 2002 00 29 132 N GreenLight Cudgel Online Help Hints
109. ieved from Helix by one of five methods quick query on an indexed field clicking a command button selecting a field in the User Setup window building a power query on indexed fields of a relation or viewing the first next previous or last record in a relation To begin a Quick Query place the cursor over an indexed field and click in the field Then choose Quick Query from the View menu or press command G on the keyboard An oval will appear at the top of the window Text fields should be searched with Starts with Do not use Contains or Is Found Within these two searches take too long Numeric fields present choices of equal greater than or equal 2 or less than or equal S Command buttons are rounded rectangles Clicking once on a command button causes something to happen In the Actor window clicking on the Edit Adr button opens the Address window and limits the records shown to those of the given Actor The User Setup window is the central control window for each User of Cudgel companion there may be only one record in the Own Setup window for each User User Setup is used to limit the lists generated from the Out menu to those records associated with a given case If you wish to temporarily limit reports to a specific focal Cudgel case select the Short Case name in the For Case field For a given focal Cudgel case and its reports you may wish to enter your Side usually m or A option p or option j for plai
110. iffer but all scripts are stored in the same Script relation Scripts are first grouped by Unit and then ordered in menus by the RankS number Script Ranks should be unique across all scripts If you trust your logic and scripts your firm Administrator can enable AutoLtrStatus and AutoNext in Own SetUp so that the posting of letters automatially adjusts the Status of the Matter to the script s indictaed StatusNew Do not do this casually it may be safer to rely on manual status changes and human inspection Scripts Form Letters AutoLtrStatus AutoNext StatusNew warning Jun 30 2002 22 19 67 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 244 Tutorial 8 000 00 T Tutorial Cudgel with CalendarEye and Client Portrait is not a game it does not do anything by itself it does not have an automatic demonstration Cudgel is a powerful structured flexible data environment in which you can place much of the data you encounter and from which you can readily retrieve that data automatically create intelligent short letters and gain control over your cases The more you read the Cudgel and Helix manuals the more you can do and do more easily Or just explore with the menus and demo panels it s only software and sample data CudgelDemo ships with two sample cases and a few sample actors dates matters and the like Sample actors include Michael Heinlein Smith of Groking Endeavors Robin Clark Kent
111. iffers in different regions etc Interest Jun 30 2002 00 01 128 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 104 Join 2 490 00 D Data Entry The Join relation links jurisdictions World records to Treaties The date a jurisdiction joins the treaty or convention and the date of withdrawal may be entered If you know a jurisdiction has joined but are not sure of the date you may enter the Helix general purpose past date for unknown events January 1 1911 Join Jun 30 2002 00 10 129 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 105 Language 2 500 00 D Data Entry Cudgel permits automated form letters in multiple languages Cudgel does not translate but accepts letter scripts in Macintosh supported languages Cudgel s developer is not fluent in oriental languages so Japanes Chinese and other double characer languages have not been tested If you wish to send automated letters and documents in multiple languages you may enter the language name and the conventional phrases for letters for saluation Dear closing Regards Re and Action Request The firm s Prime Language is set in Own Setup Language Jun 30 2002 00 16 130 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 106 ManuFields 2 510 00 D Data Entry Part of Cudgel s flexibility comes from firm editable popup menus The MenuF
112. ight Forms and the post 1977 Copyright Forms Vital Classes Feb 6 2000 23 54 172 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 232 Personalize for Firm Own Setup 7 000 00 P Personalize Own Setup is the central control window for your firm s Cudgel companion there may be only one record in the Own Setup window You may enter the date you last edited data entry in the Last Edit Date field Own Setup controls warning icons firm letters and other global parameters Text you enter for your Firm Name may appear in your Cudgel reports FeeV The firm s highest hourly fee and is inserted into client engagement letters FeeR The firm s default retainer for new clients Markup The firm s usual markup for supervising foreign associate work Cull YrV The firm s usual number of years from file closing to file culling and disposal NextDaysV The firm s usual number of days within which to expect a response from a client Firm Name of the firm Address Subtitle address phone and fax to be used in Cudgel created letterhead Firm Focus Description of the firm s focal skills to be used in Cudgel created letterhead Firm Logo Firm logo if firm has one Phone Firm s phone and fax number Regards Complimentary close for Cudgel created letterhead Sincerely Regards etc Warn Icons Icons to warn of special issues with an Actor Vfile country W or general Icon for multiple copies Due D
113. ii construct more complex documents The forms may readily be changed in Custom mode by the firm Administrator through Fixer user Typical forms include certificate of service power of attorney for agency aplications and segments of federal applications Cudgel form documents generally include near the lower left margin a non printing indication of the constitutent form records Forms Jun 29 2002 23 43 124 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 101 Holidays 2 460 00 D Data Entry Holidays generally when businesses or government offices are closed may also be entered in the Holiday relation Holidays generally change Dates in Date UpdateV and Dater to red and display a national Flag Sometimes dates on Saturday or Sunday will also change a date to red Holidays arae entered by specific date such as September 2 2002 not the first Monday in September Labor Day USA Therefore the Holiday relation needs to be annually updated for future years We suggest you keep a few years ahead for your own country and at least one year ahead for other jurisdictions you ineract with frequently Holidays support foreign nations as well as USA states If you want to keep a Month Day anniversary repeated in future years mark its Date view to Add to Annual mark the Date to Clear from the Annual list Holidays Jun 29 2002 23 48 126 N GreenLight Cudgel Online Help Hints amp User Manua
114. in Helix by one of Five data entry methods typing popup menu typing into a popup menu clicking and pasting Most common is typing text into a data rectangle Data for field with a few consistent choices may be selected by a popup menu A Helix popup menu with fixed choices has a downward triangle in the data field A Helix popup menu that also allows data to be typed into the data rectangle has a vertical line to the side of the triangle Some data fields that only allow two defined choices true false undefined termed flag data in Helix are marked true by clicking in the box and are marked false by unclicking the box Text may be entered into a data rectangle by standard Macintosh copy and paste editing Graphics are entered into picture fields by pasting Data may also be loaded into Helix generally used for bulk data entry Within Helix data is sometimes posted from one data field or calculation into another data field For example the time and date a record is revised is automatically recorded by Cudgel Avoiding duplicate records Cudgel constructs a full name for each actor in the format Last Name First Name Unique and generally alphabetizes actors by last name then first name Unique is a field to add a memorable identifier to distingusih among actors with identical or similar names For example John Smith in Massachusetts may be distinguished from John Smith in California by assigning each their state MA and CA in the
115. in PDF Format Elan 2002 Page 131 Finding Data First Next Previous Last 3 230 00 F Finding You may move to the first next previous and last record of a relation using the commands under the View menu Find First Find Next Find Previous Find Last or their command key equivalents command 1 2 3 and 4 These view commands are limited by any query or power query still in effect for the relation Finding Data First Next Previous Last Record Lost Query Oct 31 1999 12 38 158 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 132 Finding Data List 3 240 00 F Finding Most Lists in this GreenLight software display records when you double click on the desired record This function is available when the cursor over the record entry changes to a pointing hand Finding Data List Cursor Hand Oct 31 1999 12 38 153 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 133 Finding Data Full Mode Custom Icons 3 250 00 F Finding If you wish to find an unusual or complex set of data you may in single user mode enter Full Mode Helix construct custom abaci and attach the abaci to a list or entry view Ensure you WELL KNOW the Helix environment you not Elan are responsible for all Full Mode and customized changes you make ee Warning GreenLight recommends you do not alter the GreenLight defined views If you wish to customize this GreenLi
116. ing the Dump command under the File menu see Porting Your data or the Cudgel Port commands The Seven Structural Icons A Field icon is used to define each type of information in the Relation A separate field should be used for any piece of information you may wish to sort or retrieve separately For example since names are usually alphabetized by last name and letter salutations often use the person s first name first name and last name should be two separate fields There are four basic types of Field data text number date and logical flag yes no or true false Data types cannot be mixed within a field If you change a field s data type you will lose all information previously entered in that field If you must change Dump and Load may save your information CAUTION A Field icon represents all the information entered into that field If you trash a Field icon by throwing it in the Relation Wastebasket all of the information will be discarded GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 241 The Abacus icons contain logical programming a series of calculation tiles Template icons define how your data entry forms and reports appear A template associates a particular Field with a particular rectangular space on the form Forms may be viewed on your Macintosh screen and may be printed on paper The menu commands and other parameter settings control what set of records appears on y
117. ion generally about non legal matters such as USA Department of State travel warnings labor issues or any other issues your firm wishes to track Remember computer data is only as valid as its selection valid input and timely review and editing World Issues Jun 30 2002 23 11 203 Y GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 254 X Index 9 000 00 A Index Key terms in this User Manual and in the Help Hints are indexed text related to those key terms may be retrieved using the User Manual or Help Hint Find buttons The content of the User Manual and Help Hints are identical the section ordering differs Key terms in the Cadence Policy and Procedure Manual PPM are likewise indexed text related to those key terms may be retrieved using the PPM Find buttons X Index Nov 1 1999 00 31 72 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 255 Helix amp Cudgel Glossary amp Abbreviations 9 090 00 X Index Glossary Abacus A virtual view of data An Abacus contains logical programming and calculations Access A reporduction within a Helix Collection of the structure fields and indices of an external data file or table residing on a network Administrator The person responsible for maintaining Cudgel and your computer system Calculation Logical programming contained within an abacus icon Cold form A Helix cord form will n
118. ion disk published by Helix Technologies Whenever you use Cudgel you will need the Helix application on your Macintosh s hard disk Helix icons A Collection is the document created by the Helix application it is represented on your Macintosh Desktop by the Collection icon Your Cudgel software template is a Helix collection The programming structure for Cudgel and your litigation data are stored within the collection The collection icon contains icons for Relation User Sequence and the Helix wastebasket The Relation icon is the heart of Helix and contains your litigation information and the eight basic Helix structural icons used for defining and modifying the Cudgel system A Relation is a data base or table A Collection may have several Relations Information in any Relation within a single Collection is accessible through any other Relation within that Collection Helix icons are hierarchical Opening a Collection icon reveals Relation icons Opening a Relation icon reveals the seven basic structural icons Opening a structural icon shows its definition If you need additional structural icons simply drag a new one from its icon well in the Relation s palette the left hand part of the open Relation icon The Helix Wastebasket is analogous to the Macintosh s Trash icon use it to discard unwanted icons Helix generally prevents you from discarding needed icons You can transfer your data out of the Cudgel Collection us
119. ion from keyword fields as word separators and omits the separators from the keyword index If you enter Mc Donald or Mac Donald no choices will display in the popup menus since the key word index contains single words only not these double words with separators The check boxes speed Helix without them Helix would search all six relations even if you only want data from one The Show box likewise speeds Helix without it Helix would search after each part of your search was defined with the Show box Helix only searches after your complete search is defined finding data getter query lost actor dates noted search retrieval altid vfilealtid keyfield comma punctuation distinctive Feb 25 2001 02 02 53 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 138 Finding Keyfields Keywords 3 282 00 F Finding InHelix a keyword field can be searched for a specific word defined as a character string with a space or new line character at the beginning and a space period comma carriage return or tabl at the end The word can contain any ASCII character Keyword searches are automatically optimized ie fast However Helix ignores a set of 31 stop words very common words which would ordinarily clutter an index a an and are as be but by for from had have he his 1 in is it not of on or she that the they this to was we with Several characters are also ignored by de
120. ion j for plaintiff or defendant Docket lists with as a suffix may be limited to the Start Date and Stop Dates a user enters in its User Setup window A blank start date is treated as January 1 1911 and a blank stop date is treated as December 31 9999 Other Cudgel reports may be limited to the Actor or VFile defined in Title Date With a Power Query you can build your selection criteria with a logical AND OR combination of criteria tests for several indexed fields Adding AND criteria narrows the number of records in the selection set using OR criteria broadens the number of records selected and takes more time for show the search results Quick queries on a single indexed field are faster and easier than building a multi field selection criteria with a power query However the power query is available if you need it You may move to the first next previous and last record of a relation using the commands under the View menu Find First Find Next Find Previous Find Last or their command key equivalents command 1 2 3 and 4 These view commands are limited by any query or power query still in effect for the relation Popup menu restrictions are sometimes restricted by entering a few characters into an adjoining data entry field The type of data to be entered is often indicated suffexed by gt To select the source for a new actor drag across the Source gt text type a few characters of the full name of the source an
121. is on and the amount of memory free space left on that volume and your Helix registration number Help Systems Hints Why Helix Beep Warn Glossary Oct 10 1999 10 43 7 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 18 How Your Cudgel Works 250 00 B Basic Effective management demands collecting processing digesting analyzing reviewing and retrieving vast amounts of interrelated and conflicting information The Cudgel system can help you but you in turn must help it by using appropriate consistency The computer is dumb and literal Therefore it is very important that data be entered consistently and accurately in accord with your established formats The Macintosh and Helix can work with some inconsistency but this will slow you down The more consistent the data entry the more consistent your use of Cudgel the smoother and faster will be the help Cudgel offers you How Your Cudgel Works Consistent Accurate Jun 29 2002 22 49 8 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 19 Helix Tricks 260 00 B Basic Helix Tricks See the Helix manuals and the Helix list Sequence as Menu Bar command To distinguish a Sequence in a menu bar command from a View with a virtually similar name the View may have a period suffix Views as menu commands may not remember resizing sequences will Helix Tricks sequence command period Jul 6 2002
122. ity Other StateInc State or foreign jurisdiction authorizing the entity Generally use the two letter postal abbreviation for US states the popup menu for foreign jurisdictions Gender Male Female Neutral Lead firm person responsible for or most knowledgeable about this this Actor This field MUST be defined for the record to post Backup firm person Source or referral for this Actor Generally credit our client for its adverse parties Contact Prime contact person if any for this Actor Citizen2 Secondary citizenship only for use with entities with dual citizenship blank otherwise Language Language in which communications to this Actor are to be addressed for firms with multilingual abilities GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 40 Industry Visa or other charge card number with expiration date x 6 97 SSn Social Security Number or FEID federal tax identification number CodeA An unique brief term to identify clients and others you frequently interact with Only the firm Administrator provides this CodeA identification CC current client Mark the CC box for current clients Some popup menus are initially limited to current clients to speed performance and to reduce the likelihood of confusion among similarly named actors In some views actor popup choices may be expanded from current clients to all actors by marking the All A box Theme Notes
123. jut completed click the unmarked And Or button to fix your statement then click the other button if that is the one you want When you have the full search statement you want click the dark Helix icon in the lower left corner of the Power Query window that will refresh this cold form Warning Remember to Clear your query before you close the Power Query window otherwise ALL views attached to that query will be limited This is likely to confuse other users and you later when you have forgotten the query limits you made Finding Data Power Query Warning Boolian Oct 31 1999 11 51 152 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 130 Query Select Restrict Data Views 3 222 00 F Finding Use a Query accessible under the VIEW menu to restrict the data displayed Simple restrictions may be entered using QUICK QUERY first click on the field you wish to restrict then select QUICK QUERY under the VIEW menu or type command G and enter your restriction More complex restrictions involving multiple fields may be made under the QRY menu available to the MASTER and TRIAL users Select the data you want from the QRY menu then select VIEW QUERY under the VIEW menu Then double click on the oval of the field s you wish to restrict A dialog box will appear and you can enter your restrictions Note that these restrictions will apply until you delete them We suggest you cultivate the habit of del
124. known Date If a date is unknown but the event is known to have occurred in the past enter 1 Jan 11 or 1 Jan 1911 in the date field Note that if your litigation involves events that may have occurred in 1911 you will need to establish a different Unknown Date convention For an indeterminate date far in the future if a date is needed use February 22 2222 Caution linkages and popup menus are used in Cudgel to promote consistent data entry and to avoid problems from misspelling typographic errors and the like In most cases Cudgel provides you with feedback text to check that you have entered the proper linking data Check your linking entries before entering the full data record Transposed digits or other errors will confuse Cudgel and you Some record linking is also automatically done through popup menus and posting Actor and VFile record data to User Setup GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 21 Evidence and Exhibit numbers Use leading zeros The Evidence Exhibit field but not the Bates number is defined for text to accommodate both numbered and lettered exhibit numbers Exhibit numbers 17 C and AA 3 can all be accommodated However because the field is not restricted to numbers single digit and dual digit numbers will sort differently For most litigation exhibit numbers are unlikely to exceed 999 and you will need leading zeros only for the first ninety nine exhibits
125. l Port Bench Port Bench Port EEDup Port Fact Port Group Port Issue Port Jury Port Law Port Matter Port Note Port OpenTab Port Paper Port Question Port Ruling Port Theme Port Unit Port World Port YwhyTime Port Zone PortLink Port AA Port AC Port AE Port AG Port AV Port EF Port VV Port AD Port Language Port Industry Port Formf Port Holiday Port Join Port MenuField Port Menuu Port PdaCategory Port Phone Port ProofStd Port RatesW Port Status Port Term Port Treaties Port User Setup Port VClass Port Week Port WorldIssue GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 166 Menu Porter user import export warning graphics pics Jun 30 2002 20 24 183 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 167 New amp Next 5 900 00 N New Near New Features in this Cudgel and Customized Requests for the Next Cudgel New features since version 1 Upgraded to Helix Express v 4 5 Client Portrait and CalendarEye are integrated into Cudgel Cudgel is structured to accept an integrated Cadence or other Policy and Procedure Manual A lot more New Next Readme Features Customized Jun 30 2002 20 26 62 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 168 Output 6 000 00 O Output Cudgel provides for flexible powerful reporting Cudgel menus produce many repo
126. l in PDF Format Elan 2002 Page 102 Industry 2 470 00 D Data Entry Actors may be assigned to an Industry The Industry relation holds the pre defined industry groups Your firm Administrator may wish to edit the standard Cudgel industries to better fit your particular clients Industry assignments may be helpful for marketing to client groups or to notify client groups of significant leegal changes As with most data processes consistent use of logically consistent data entry greatly eases automated letters and data retrieval Industries may have their SIC number entered also Actors in their Actor record may be assigned a text Industry and a numberical Industry Number Industry Jun 30 2002 00 06 127 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 103 Interest 2 480 00 D Data Entry Cudgel lets you keep track of key economic data for calculating present value inflation and opportunity costs Prime interest rates Consumer Price Index Dow Jones Industrial Average Standard amp Poor 500 Index IRS Imputed Interest IRS Interest Charged and Court ND IL interest Your firm Administrator can add labels for additional types of parallel interest data Cudgel provides the structure for the data you are responsible for selecting entering and auditing appropriate data Many of these indices have multiple and differing sources For example Chicago Bank One has a Price interest rate the CPI d
127. lection or use in briefs A random selection of a Quote is available from the User Setup view The Again button will select another random quote The Find button lets you search for quotes by key words often including author Quote Jun 30 2002 00 57 135 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 112 Rates Services Costs Fees 2 560 00 D Data Entry Keep track of your firm s standard billing Rates as well as rates for associated firms and government agencies Rates may be entered in your national currency USA Dollars for example or in foreign currencies Rates are ordered in display by their Task Number Foreign curriencies are converted into your national currency according to the exchange rate data entered into the World record for that jurisdiction Thus foreign Rate data accuracy depends on current associate rates and current exchange rates Your firm Administrator can evaluate how often foreign exchange rates need to be updated If you markup foreign associate invoices to account for your administrative overhead or to estimate your supervisory work that percentage may be entered by your firm Administrator in Own Setup gt MarkUp Own Rates displays the entered rates for your firm Your firm is identified by OwnFirm in Own Setup Rates Services Costs Fees Jun 30 2002 01 17 136 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page
128. line Help Hints amp User Manual in PDF Format Elan 2002 Page 24 Data Entry 440 00 C Conventions Data in Helix is entered by keyboarding or pasting into a field of a data entry window The Tab key moves to the next field Some infrequently used fields are skipped by the tab key but may be accessed by clicking when the cursor has changed to an I beam over the field Generally avoid using a i carriage return when entering data into Helix most data fields expect brief amounts of data without carriage returns Data entered into a data entry window is NOT saved in the Helix collection until after the Enter key is pressed or the View Enter or View Replace command is chosen Many data entry windows have validations attached to select data fields and will not permit saving data inconsistent with the validation criteria For example actor full names must be unique dates of past events must not be in the future dates of future events must not be in the past Validations may be modified under Helix full mode When Helix is launched it copies the Cudgel information from the file on your computer hard disk into volatile random access memory RAM New data and saved data in the Cudgel collection is in volatile memory and if logging is enabled in the logfile on the hard disk Entered data and new data appearing in a window is not saved to the more stable hard disk version of the Cudgel collection until the collection is saved Data is entered
129. lly correct and are correctly entered Promptly update and slupplement entered Y rules as laws change AutoNext default If AutoNext is enabled in Own Setup then default next dates are entered into next date fields these may be overwritten before the record is entered The AutoNext default date is calculated from the date entered into the field to the right of the AutoNext popup if defined otherwise from the Main Date if a main date is defined otherwise from today Expected Likely expected next event based on the current Status and Unit displays in the Y button row Done Boxes Boxes to check if the displayed Next or NextDue events have been done If marked the event is changed from Next or NextDue to Done type on entry of the V record Done events are candidates for periodic purging while Past evnts are maintained longer both at the discretion of your firm administrator If you use the Done Boxes consider editing the Date record to Past if appropriate Consider editing in the History view the event to correct verb tense and clairfy the expected event did or did not occur Warn V Brief alert if something is unusual about this matter consider also indicating initials of the firm employee who can further explain the warning eg gt Abc Copies Names of addition persons to receive communications regarding this Vfile Client The firm s client for the Vfile If you are authorized by the Administrator check the All
130. ly perform a Static enter hold the option key down at the same time the enter key is depressed If the window of a cold form is closed the window s data will be automatically updated when it is next reopened If you do not want to enter new data shown in a cold form but do want to update the display click on the black lower left square to refresh the data display Warning refresh will delete any new data typed into data fields that has not previously been entered into the data base Basic Data Retrieval Query Index Command Button Setup Power First Next previous Last Record Key Cold Form Jun 29 2002 22 53 12 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 28 Cudgel Data Conventions Defined 460 00 C Conventions Efficient data retrieval is the reason a database is maintained Data records are usually selected by selecting from the entire database those few records that meet a selection query For example rather than searching through all Actor records to find Michael Heinlein Smith the query may seek only those records where the full name begins with Smith M Some actor names may have been entered into Cudgel with middle names some with middle initials some without any middle data Searching for Smith Michael H will not display Smith Michael Therefore generally make your selection query as short as feasible but as long as necessary to avoid retrieving too many unwanted records
131. mo User is also limited in time beyond the given time limit the demo misbehaves erratically Because of some use protection in the demo it may perform slower than regular Cudgel The Demo User can print the Feedback form for GreenLight and can print an order form to purchase Cudgel the Yes command under the Demo menu Tutorial demo Jun 29 2002 15 23 68 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 245 TopView 8 010 00 Q QuickStart TopView provides sequence buttons to open many of the more frequently used views CalendarEye Titles To find Vfile matters enter initial letters of a key word FasFile To enter basic data for a new Actor Vfile and or case New File To enter data for a new Vfile New Date To enter a new dated event Today To display events calendared for today Next Docket To list Next events for the time period selected in User Setup My Tasks To list events for the time period selected in User Setup for the particular User Actor Dates For the selected Actor and the entered time period displays Actor associated events with the selected Date Type Dater Calculates the date and day of the week for a given number of days months and years before or after the entered date Statute Limits Displays Statute of Limitations periods for various causes of actions and venues CAUTION the user s firm is responsible for entering and updating laws regulations
132. much larger data rectanagle for a long description of goods services or other detail Most VFile lists display 3 to 6 inches of a single line of text the V Goods view displays a 6 x 7 inch data rectangle equivalent to 42 linear inches of text Select which VFile to Display by Quick Query on VFile XRefMain or Title or by Open Query V Goods Feb 6 2000 23 01 186 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 209 Client Vitals 6 223 00 O Output Client Vitals display the VFile data for the selected Actor sorted by Title Unit World Code Class If the VFiles are desired for an Actor who is not a current client mark the All A gt box Only Active VFiles are displayed unless this status box is marked in which case the Active Only label changes to Lapsed Also VFiles for a particular Unit starting with a given letter or character string may be omitted or included depending on contents of the OmitUnit field in UserSetup Mark the Conf box to display the word Confidential in each page s header Unmark the Az box to hide the Associate if any associated with each VFile Client Vitals Feb 6 2000 23 08 189 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 210 Watch Vitals 6 224 00 O Output Watch Vitals displays those VFile matters requires a periodic status watch defined as those VFile records for which the Watch field is defi
133. nce number GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 75 VVLead The Cudgel Vnumber the the lead file if any to which this new file is to be linked The popup menu provides some standard how labels for the relationship between the files or type in a concise label ManiXRef if marked will post the XRef number as the Main XRefnumber for this new file Serial numbers and litigation case numbers are typically initial main numbers issued registration numbers replace serial numbers ee V Dates Past popup Select Past Done or MarkerV date type Past events cannot be in the future Use past verb tense ed to clearly indicate the event is known to have happened Done events are events in the past which can readily be deleted when unneeded records are deleted from the Cudgel database Past events can survive Done deletions Market dates are more significant dates which are likely to form part of the permanent record for the matter Application filing trademark publicastion registration issuance renewal assignment expiration are typical market dates Receipt of an acknowledgment postcard or minor correspondence in the midst of extended communications are typical Done dates Past Event Choose from the popup menu an appropriate event label supplement if needed or type the whole label MainV Date if marked will post the past event date and label for this new file Next popup Select
134. ndarEye s flexible openness readily accepts new treaties and agreements TTerms A controlled vocabulary for indexing evidence from a case or type of case GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 14 V Class Easy on screen guides to current and past trademark patent and copyright classification systems other classified systems may also be entered Week Wk A structural relation giving names to the days of the week you need not access the Week data XXtra XX An extra shell relation for future development or after you duplicate it to preserve the original unchanged your customization ZZap ZZ A special relation for the Demonstration version of Cudgel Startup help and Feedback to GreenLight Linking relations link data from major relations AALinks link Actors ACLinks link Actors and Cases AELinks link Actors and Evidence AGLinks link Actors and Groups AV Links link Actors and Vital files VV Links link Vital files VCLinks link Vital files and Cases EFLinks link Evidence and Facts Structure Cudgel Client Portrait CalendarEye Jun 29 2002 22 46 4 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 15 What This Software Does 220 00 B Basic Cudgel with CalendarEye and ClientPortrait provide a central consistent source for much of your critical business data ClientPortrait gives you powerful
135. ne Help Hints amp User Manual in PDF Format Elan 2002 Page 226 Quotes 6 350 00 O Output Quotes Quotes Jan 9 2000 22 59 168 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 227 Rates 6 360 00 O Output Rates Rates Jan 9 2000 23 00 169 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 228 Own Rates 6 362 00 O Output Own Rates displays standard fees and costs for your firm ordered by the Task Number set for each Rate Select the Actor record for your firm in Own Setup Enter rates for your firm in the Rate view generally as you would any other Actor Own Rates Firm Fees Costs Jul 6 2002 13 45 192 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 229 Terms List 6 370 00 O Output Terms List Terms List Jan 9 2000 23 01 170 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 230 Treaties 6 380 00 O Output Treaties amp Joined Treaty Memberships Treaties Joins Jan 9 2000 23 02 171 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 231 Vital Classes 6 390 00 O Output Vital Classes displays classifications for certain units a description for the generally short class code or number the unit and comments Cudgel ships with the International Nice Trademark classification the pre 1978 Copyr
136. ned Watch frequency may be defined as Day Days 7 week Fortnight Month Other Month Quarter Year Note that these terms are ordered the same alphebetically and by frequency Alternatively by marking the Show All box all watched VFiles will display A phone number for telephone status checks may be displayed as selected in Own Setup VWatchPh Nam fields Watch Vitals Feb 6 2000 22 39 187 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 211 Titles 6 225 00 O Output Titles displays Active VFiles for which a KeyV keyword starts with the characters typed into the Titles data entry rectangle If the box is marked the Active Only label changes to Lapsed Also and Vfiles with Lapsed status are also displayed KeyV includes VFile Number Unit AlternativeID WorldCode Main Reference often Serial or Registration Number Title Class ClientCode CodeA Numbers are not efficiently retrieved by Titles or any Key word starts with search Numbers appear in text strings as text numbers greater than three digits have commas separating the digits for reading ease this the computer divides the number 12 345 into two words 12 and 345 Searching for numbers as numbers is more readily done with the gt V4X button in Getter or by Quick Query data string starts with in the Reference field of X Refer Helix deletes punctuation from its keyword index so that
137. ness separate for the firm and control parameters for group letters CalendarEye date ranges and Cudgel case lists Vitals V Vital information for every file you manage Witnesses Keep close track of Exhibits you expect to introduce and Facts you want to prove Witnesses are a subset of the Actors relation World W Countries of the world or nearby counties information on venue costs customs crises phone prefixes currency exchange rates and changing laws Venue citizenship mail Flag and Map fields available Xref Cross Reference X Alphanumeric references to cases registrations anything Y Why Rules Domestic and international rules suggesting timetables for expected next actions includes start due grace dates Zones Z Physical locations of your office where files are kept or hide e Supplemental Relations include Abbreviations a Frequently used abbreviations within Cudgel such as US states IL Illinois and federal district courts ND IL Northern District of Illinois Address AD Main address and multiple supplemental addresses available for each actor including work home branch shil to po box and former Annual Periodic annual dates you wish to remember birthdays state corporation annual report due dates maintenance contracts memorials Bench 8 This is the firm s control center for Cudgel Bench has only one data record but it controls key parameters for your firm your
138. nt first use is critical for a preliminary injunction the recency of infringement may be more important than the start of the infringement to support the need for immediate relief If both start and end dates are important simply enter two separate facts one for the start the other for the finish StatusF Stipulated Contested or Admitted Hot F4 Law Point of law this fact supports F Pair Fact statement opposing this fact statement For example if both 7 and A assert they have prior use of a trademark in the same area on the same goods those two incompatible fact statements may be paired Facts Oct 9 1999 13 21 18 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 54 Groups 2 070 00 D Data Entry Group Group Name Comment Retired Group Popup menus do not show retired groups Group Actor Actor Group Create new groups in Group Role Groups Jan 5 1998 21 09 19 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 55 Help Hints 2 080 00 D Data Entry Help Hints command also under Apple Menu Online help hints for Cudgel CalendarEye and Client Portrait Cudgel s help data are called HelpHints Helix s help data is simply Help HelpHints are organized by Sections from About Basic Conventions Data Entry to Index Ytime and Z HelpHints are used for online help as well as the User Manual
139. nt is chosen by the small popup menu after the NextEvent boxes Select the priority of the expected next event either routine Next or higher priority NextDue If the next event is a Client Task that box may be checked Letter Labels Check the label boxes to display Cfm Please Confirm Receipt Conf Confidential Urgt Urgent e aty Cudgel letters automatically end with the name of the Cudgel user as entered in the User Setup AllSignLine The name of lead firm person on the file will replace the user s name if Saty box is checked Any other name may be entered in the letter by standard text editing Corp Alternative Letterhead Each user may store in the Corp Ltr fields of User Setup the data for a letterhead different from the general firm letterhead This can be helpful for one who is an officer of a major client and for dual professionals If you want more than one additional letterhead have the firm Administrator assign you another UserName each additional letterhead desired Print amp Post GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 202 Typically the Print amp Post button is pressed to print the letter and automatically calendar that it was sent If you only want to print a letter without calendaring choose Print from the File menu and then close the view Event The default calendar description for the letter is the first several letters of
140. ntiff or defendant Docket lists with as a suffix may be limited to the Start Date and Stop Dates a user enters in its User Setup window A blank start date is treated as January 1 1911 and a blank stop date is treated as December 31 9999 Other Cudgel reports may be limited to the Actor or VFile defined in Title Date With a Power Query you can build your selection criteria with a logical AND OR combination of criteria tests for several indexed fields Adding AND criteria narrows the number of records in the selection set using OR criteria broadens the number of records selected and takes more time for show the search results Quick queries on a single indexed field are faster and easier than building a multi field selection criteria with a power query However the power query is available if you need it You may move to the first next previous and last record of a relation using the commands under the View menu Find First Find Next Find Previous Find Last or their command key equivalents command 1 2 3 and 4 These view commands are limited by any query or power query still in effect for the relation Popup menu restrictions are sometimes restricted by entering a few characters into an adjoining data entry field The type of data to be entered is often indicated suffexed by gt To select the source for a new actor drag across the Source gt text type a few characters of the full name of the source and then choose t
141. nts from the Cudgel Dates relation stuff 4 data fields into the exported event data field 1 Shorter Case Name if defined else Vfile sequence 2 CodeA for the Actor 3 Title of the associated Vfile if any and 4 Event Only a few of the initial characters are exported for Shorter Case CodeA and for Title as determined by the PdaExtract User SetUp preferences this permits more of the event description to be readily seen in the Pda Extract length 8 for Case and CodeA 12 for Title often suffice Cudgel also has a PdaExported data field available to record the date an actor s Pda contact data was exported from Cudgel Since multiple users and multiple Pdas may use common Cudgel data proper data management principles should be employed to ensure data intregrity PDA Handhelds Palm Category Color Extract Title Date Event multiple users synchronization Jan 21 2002 19 12 196 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 123 PDA Export Field Match 3 007 00 E ExportImport DATES Palm Import Titles DateStarte DateEnd TimeStarte TimeEnde Category 1 Category2 Note TASKS Palm Import Task Date DaysBefore Completed Priority Category Category2 NOTES Palm Import Titles Body Time Date Modified Category le Category2 CUDGEL NOTE EXPORT CharsInNote Title Category Note CONTACTS Palm Import Additional null fields are added to Cudgel export views to e
142. o Dickens would enter his actors as My BCD The Address normally prints the Main Address and Main Phone number If you wish an alternative address to print that may be selected by the Not Main Addr field it will REPLACE the Main Address If you wish an ADDITIONAL phone including fax email Web etc number to print that may be selectged by the Not Main Phn field Current Helix formatting restricts some printing to fixed rectangles an additional phone number can often fit within the defined rectangle while an additional address likely has several lines and could not fully display and might hide the phone numbers If you want multiple addresses and or multiple phone etc numbers beyond the first supplement simply enter multiple Group lt Actor records with for each additional address phone At the bottom of the first page of the Address Book is a sequence button to view the Number Book Address Book Personnal Phone Group My Main Feb 6 2000 18 27 180 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 177 Number Book 6 019 20 O Output Number Book displays a list of numbers references passwords and the like By reduced printing or copying a pocket size book may readily be prepared and frequently updated The group of Numbers to appear in the Number Book is set by the GroupSet field in User Setup Actors are entered into a Group Set by linking the Actor to a Group Group lt Actor view
143. orm letters However no machine can replace attentive human editing and review to ensure your letters say what you mean and mean what you say Find Script If you do not remember the short title of the script you want enter a key term in the Find Script view and tab out of that field Re VFile In the form letter views enter the VFile number for the file you are working on The letter view will automatically select the associated practice Unit Cudgel scripts are grouped by Units but you may choose any unit s script Some scripts may be generally used for one type of matter but also useful for others Some broad purpose scripts are grouped in the General unit Actor Choose an Actor and its name and main address displays at the start of the letter The salutation uses the Actor s Nickname if such is stored in the Actor record else the First Name else the Last Name These as most text in a form letter may be edited Case If you select a Case its description will replace the VFile description by the ReLine Next Event You can enter the next expected event associated with the letter by entering a future date and description of the expected next event in the Next Event fields It s helpful to begin all descriptions of future events with the caret shift 6 so that when the next date passes the entry is readily identified as a future prediction rather than definite past history The firm person responsible for the next eve
144. ormat Elan 2002 Page 126 Memory Management amp Archiving One of the universal laws seems to be the constant tradeoff between time and space labor and capital computer response time and memory management For most office operations reasonable planning periodic pruning and archiving will provide you with good response times with commonly used Random Access Memory and disk drive memory However for at trial use of Cudgel you may wish to optimize your computer system to maximize response time within your available RAM memory Export Import Data Dump Load Warning Archive Sep 18 1999 23 05 52 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 127 Finding Data Basic Data Retrieval 3 200 00 F Finding Data is retrieved from Helix by one of six methods Quick Query on an indexed field building a Power Query on indexed fields of a relation viewing the First Next Previous or Last record in a relation List or Full Mode clicking a Command Button In Cudgel CalendarEye you can also retrieve data by Getter selecting a field in the User Setup view Efficient data retrieval is the reason a database is maintained The more consistent care with with data are entered the easier it is to find and retrieve data Data records are usually selected by selecting from the entire database those few records that meet a selection query For example rather than searching thro
145. ormat Elan 2002 Page 171 A Labels 6 013 00 O Output A Actor Labels prints 3 up sheets of 1 x3 mailing labels 30 labels per sheet The Actors appearing on the A Labels view may be restricted with the Open Query view Whether phone fx and email numbers appear on mailing labels is set in the User Setup view OmitPhnFaxE omits phone fax and email from labels OmitEmailLab omits only the email address from labels Actor Labels Mailing Omit Feb 6 2000 17 59 174 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 172 Clients 6 015 00 O Output Clients view lists Actors with CurrC Currient Client marked The list may be restricted by Open Query Displayed on the list are CodeA Date of last posted MainEventA Full Name Address Phone Fax Email Source and Warning text if any Clients Current Feb 6 2000 18 00 175 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 173 Corp List 6 016 00 O Output Corp List displays a column of the current key Cudgel Client Portrait data for an actor with a parallel blank column for the client to review and update information on a printed paper copy Linked Actors Addresses and Phones are also displayed Corp List Feb 6 2000 18 00 176 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 174 Conflicts 6 017 00 O Output The Conflicts view displays a
146. ort one inch listing of the Title or NickMark for each Vfile subject to the selected variables Each Mapper page presents 32 map cells 4 rows 8 columns 10 lines per cell Actor selects the client for which Vfiles are displayed AIIA expands the client choices to include all Actors Region selects the geographic region displayed Mapper World displays all venues all regions Unit selects those Vfiles starting with the selected Unit letters If All Units is marked then Vfiles for all Units are displayed otherwise only Vfiles starting with the selected Unit code are displayed in development Title or Nick displays either all qualifying Vfiles Title or only those Vfiles with NickMark defined Nick In either case if a NickMark is defined it is displayed otherwise the Title or nothing Active or Lapse displays either only active Vfiles or also those with Lapsed status Status or Class displays a suffix either for Status or for Class Status sufficies are f filed green v contested red issued blue x lapsed aqua Status is also indicated by the color of the NickMark or Title according to the color designations in the Status relation Mapper Region displays venues in WorldName order Mapper Layout displays venues in MapCell Layout order Mapper World displays venues in WorldName order and displays all Regions Mapper Actor presents for each included venue Current Clients If a World venue is add
147. ortrait Cudgel s help data are called HelpHints Helix s help data is simply Help Issues I Eg Whether the plaintiff has priority in trademark use Jury J Voir Dire and during trial Kalendar K Reserved Law L Statements of the law connected to a record in the Cites relation for a full citation Matter M Matters pending decision Eg trademark infringement copyright counterclaim Rule 11 sanction Notes N Freeform notes OpenTabs O Open a set of standard folders for cases In developent Papers P Pleadings Motions Briefs Discovery Documents court orders are a subset of Papers Questions Q List your questions and expected or actual answers for depositions direct or cross examination GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 12 Rulings R Evidentiary objecitons rulings and claimed errors Scripts S Boilerplate and tailor made form letters Themes T Major groupings available such as corporate divisions product categories Units U Administrative units of your practice Corporate Hiring Internal Contract Real Estate Trademark Adverse Will etc Users Variable access permission depending of the User selected UserFull has full permissions Viewer can view but generally not change records User Setup UR Individualized data for report titles letters signature line saluation etc an alternative form letterhead for a busi
148. ot update immediately without special action To update a entry view perform a static enter hitting the Option and Enter keys simultaneously To compile a power query and have it limit the data shown click on the lower left corner of the power query window Cold forms have the Helix icon in the lower left corner of the window dark hot forms have that Helix icon light Collection A computer program written in and to be used with Helix The Cudgel companion is a collection A database with all associated Relations and Users Ct Court CtM Court Magistrate Field A chunk of data a rectangle on an entry form to receive data Good database construction generally seprates information into separate field each field starting with a chunk of information that may be separately searched For example an address will have separate fields for street address city state zip code A column of data within the Relation icon Fm Suffix for Template icons GE Greater than or equal to GT Greater than later date Helix A relational database computer application Intv Interview Index An ordering of the data within a Relation Ix Suffix for Index icons L Lawyer LE Less than or equal to Logfile A copy of data transactions that may be applied to a Collection in the event of a System failure LT Less than earlier date Ltrt Letter to Ltrf Letter from GreenLight Cudgel Online Help Hints amp User Manual in PDF Format
149. our Macintosh screen PRINT under the FILE menu permits paper printing The View icon defines and accesses a form defined by a particular Template and is used to enter or view data An Index icon determines the order information is presented A Query or Abacus icon may be used to limit which records are presented In Cudgel data records in each relation are given sequential record numbers Index icons define the order in which information is shown The Query icon is used to specify a search to limit the data that is shown A limitation entered into a Query icon may continue to limit the records shown until that limitation is deleted If some records seem to have disappeared check the associated Query icon it may have an old search criterion still in it Cudgel generally uses the newer Helix Power Query icons The Post icon permits automatic modification of Cudgel data given certain defined trigger events For example the date any record is last modified is automatically entered when a record is changed and saved WARNING Posting is a complex process Unless you fully understand Helix s posting do not alter Post icons nor their associated Views The Sequence icon can define a series of actions activated with a single command Review Helix Structure warning icon Jun 30 2002 21 04 111 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 242 Review of Helix Operations 7 420 00 R Review Review o
150. output views lists letters reports etc the Hands on Keybord icon provides Help Hints on selecting parameters to define the output Find Command Buttons Hands Keyboard Entry Output Oct 31 1999 12 57 156 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 136 Finding Data Getter 3 280 00 F Finding Getter is a small panel providing access to six views of data Actor Case Date Evidence Law and VitalFile In the sole data entry rectangle marked Type type the initial characters at least three of the term from the keyField you wish to find using no spaces or punctuation Each of the six types of data has different data fields in its combined keyField see below Then click the Box for the type of record you wish to find A C D E L or V Select the desired record from the Popup menu Finally press the letter button for that type of record and a new view with your data will open Hint KeyFields contain text from several different data fields see Keyfield hing Searching is fastest and easiest if you choose a distinctive search term with few likely hits For example although Vkey contains World Code Class Unit and Title generally search on the more distinctive Title since there are likely to be many records with USA as World Code 16 as class T as unit However is you are seeking matters in the Czech Republic and only have a few a search on Cze may quickly return you
151. ow with a space then a common prefix Over 999 use comma groups eg 275 227 75 eg 7 412 753 TX Refer Type Serial Number Renewal Patent Patent Design Patent Plant Claim Address Customs UCC 1 Claim Case Vfile Case MainRef gt V Mark to post as MainNumber for Vfile A MainNumber becomes part of the KeyV and displays in the Re line of Cudgel automated letters Xref Cross Reference Numbers Terms Jun 29 2002 23 02 36 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 83 0 Y WhyTime Rules amp Deadlines 2 250 00 D Data Entry Y whyTime WhyTime is a condensed system presenting rules for assigning expected next events depending on the unit U and jurisdiction W of the matter Where Jurisdiction Unit Status Status Expected pairs for a given Unit are entered in the Status relation Expect Expected next event defined in the Status relation for which the rule sets a time TimeType Type of rule Target Time When a task is targeted Start Time When a task may begin Due Time When a completed task is due Grace Time When a past due task may be completed late often with surcharge Statute Limit Statute of Limitations YMD Number of Years Months and or Days between Calendared and Expected Event Expected Event is after or before Calendared Event End of YM Check the box if the time period extends to the end of the Year or
152. pt the actor as a client it only permits assignment of the name to the data field Owner Defaults to Client but may be changed Typically when the client is a referring attorney and the owner is the corporate attorney s client Owner should be the current legal owner whether or not such owner has been recorded with a government agency Thus assignments first change the Owner field with a History marker assignment record and after official recording an additional History market record with the recordal date and page is added Assoc Associate on the file If the World venue is foreign then all Actors for whom the Az checkbok on the Actor view has been marked will automatically appear in the Assoc popup menu The A Record number for other actors may be typed in Case Cases with Show marked in the Cite record will automatically appear in the popup menu the C Record number for other cases may be typed in Theme ee V Links AV Link Type the first few letters of the last name of an actor to be linked to this file select from the popup menu RoveAV Select from the popup menu or if nothing appropriate type in a concise label for this actor s role in this matter XRef A reference number or alphanumeric Plase any less distinctive prefix after the distinctive part of the term separate number groups over 999 with commas 345 678 74 B XType Select from the popup menu or if nothing appropriate type in a conscise label for the refere
153. quential number for the order in which new employees should study the manual Cadence provides both an online reference for experienced employees and an online study guide for new employees PPM pages are logically grouped into chapters for reference and logically grouped into a different order for study Not all PPM pages need to be studied although all will be available for reference Chap Chapter for reference Add or modify Chapter titles in the Menu u relation Text of the PPM page the large text field Ppmlcon Optional graphic icon associated with this PPM page The icon display size is 4 9 inch square corresponding to a 36 pixel square graphic Key Key words describing this PPM text The key words are indexed and searched by the Find PPM sequence The Topic words default to the Key field Delete omit common low information terms which will not distinguish content a the is of Enter distinguishable word roots A key term of trademark will also find variants trademarks trademarked trademarking but if the key term is plural trademarks it will not find the singular trademark Cadence Oct 9 1999 13 26 123 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 100 Forms 2 440 00 D Data Entry Cudgel s automated letters and documents are constructed from Scripts and Forms Form text is generally used for repetitively used segments which through Helix text abac
154. r Apple File Edit Set Getter TopView Top Menu View Fix User Setup User SetupAIl Own Setup HelpHintIn PpmPageIn Feedback Abbrev Documents Formf Group Holiday Icon Industry Inerest Join Language E Languages E Q Menuu NickMark Open Tab Quote In Status Theme Treaty Unit V Class World Rate World Issue Status Y whyTime Zone List AbbrevsQ FormsfQ Groups HolidaysQ Icons GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 162 Industries Inerest ListsQ JoinsQ MenupsQ NickMarks Documents Quotes Script Units Start Status Q Themes TreatiesQ Units V Classes Worlds WorldsQ Rates World Issue Status Y whysTime Y Draft Q Zones Make CodeA Phn CodeA Fax CodeA Email CodeA Web CoeeA PhnFaxNet PPM Contents HelpHintIn Users List Proof Standard Proof Standards Map Cell Map Cells Map Cells Add Scripts Unit Script Units Start Find Script Scriptl Script2 Script3 Ltr Alt Heads Invoice Timed TasksQ Load Doc Path Formf FormsfQ Change Warning GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 163 New Client New Owner New Staff Close Case Close Client Ignore Solo DAte Ignore Vitals amp Dates Clear Hidden DuesB Current Clients GLtr Group Letters Sent Warn Group Letter ClearA Swept Actors Box Names Clear Boxes Add Annuals User SetupAll User GlobalAll Pa
155. r If you expect under a thousand exhibits enter your first exhibit as 001 Exhibit Number eg 017 A D 17 QAD Interrogatory Admission or Document Request number Bates Tag Mx Sequential Bates number not alphanumeric Tag Distinguishes Bates series Max Maximum Exhibit QAD and Bates for the Offered and Case selected Date Date of the exhibit usually date of service for litigation papers For document production use date of document not of service If additional dates are important enter and describe them in KEY and in LineE or ShortE If you do not know the full date and if you are sure January 1 is not a critical date then use January 1 if you only know the year e Status Private Shown Produced Marked Offered Objected Sustained Reserved Admitted Withdrawn Hot Your subjective estimate of the importance of this evidence to your case Positive numbers help your case negative numbers hurt it Numbers should range from 100 very helpful through 0 with no impact to 100 very harmful This summary subjective number may be a combination of credibility persuasiveness and importance of the evidence or witness Confidntl if the evidence is confidential covered by a protective order or otherwise needs special attention By Confidential information declared by x A Witness named x A Witness named Multi E The number of times this item of evidence has been entered into the Cudgel system
156. r agreements and adverse matters enter the non client party with the VFile lt Actor command keyboard shortcut command K for kontract Linked Files Linked in the VV Link view LinkedV displays the number of Vfiles linked to this Vfile Vital File Update Main Date Done Jun 29 2002 23 01 34 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 74 Open new Vital File 2 222 00 D Data Entry Open a new Vital File Command O BlackHole icon indicates the record will not post required fields do not yet pass the validations Post Gear icon will post Title Lead with distinctive word See PPM BALANCED COUNSEL Trademarks are in ALL CAPS if the first trademark word is THE or A lead with the trademark EXACTLY as it is Patents and Copyrights do not lead with The or A are not in all caps Adverse Matters Havoc Enterprises CA Entropy Forever Tmo Sn 97 123 456 Lead with the name of the adverse party then parenthetical principal state location then concise description of dispute then serial or registration number if known Unit World Defaults to USA States are alphabetized under US Lead firm employee on the file Backup firm employee Client To assign as a client an actor for which the Administrator has not approved current client status mark the All A gt box However this should only be done if you have authorization from the Administrator to do so This does NOT acce
157. r result Dates are text so searching on a month or day is likely to generate too many hits to be useful Searching on an infrequent year such as 1908 may work Numbers for keyFields are also converted into text and Helix considers commas and periods as delimiters that separate words V4X Vital File data for X Reference Numbers Cross reference numbers may be numbers and or letters this combination requires that the Helix field be a text field Digits in the XRef field are stored internally as text not a numbers Therefore 01 is not 1 is not 001 is not 0 001 X Reference identifiers should be entered in searches as well as in data entry with commas separating data in groups of three when there are at least four integer digits Actor AKey is composed of NameLFU Foreign name of foreign nation from main address State Social Security Number MainPhone Case CKey is composed of CaseShort name Year Filed Cite Plaintiff Defendant Third Pary Reporter Court abbreviation Date Opinion Case History comments LineC summary text Judge Comment Date DKey is composed of Date DateType VFileNumber VUnit NameFull of Actor Event text Where CaseShort CodeAStaffl Actor Code for the primarily responsible person in your firm Evidence and Exhibits EKey is composed of Exhibit Number QAD number interrogatory questions admissions documents Bates or other sequential number LineE summary text Date Author Cas
158. reference number VVLead Vfile number of the lead file if any to which this new file is to be linked The popup menu provides some standard how labels for the relationship between the files or type in a concise label ManiXRef if marked will post the XRef number as the Main XRefnumber for this new file Serial numbers and litigation case numbers are typically initial main numbers issued registration numbers replace serial numbers ee V Dates Past popup Select Past Done or MarkerV date type Past events cannot be in the future Use past verb tense ed to clearly indicate the event is known to have happened Done events are events in the past which can readily be deleted when unneeded records are deleted from the Cudgel database Past events can survive Done deletions Marker dates are more significant dates which are likely to form part of the permanent record for the matter Application filing trademark publicastion registration issuance renewal assignment expiration are typical market dates Receipt of an acknowledgment postcard or minor correspondence in the midst of extended communications are typical Done dates Past Event Choose from the popup menu an appropriate event label supplement if needed or type the whole label GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 78 MainVDate if marked will post the past date and event for this new file Next popup Select Next Next
159. responds Write it down using full grammatical sentences don t just think it through Writing can help you clarify your thinking sharpen your perceptions and alert you to possible causes Moreover if you need to get help from someone else writing your question down and editing it for conciseness and clarity helps Try the simplest and most obvious things first Try Helix Help under the Apple menu If you haven t installed it because of space limitations but have printed it consult your print copy Try the Cudgel manual Try the Double Helix manual Apple Computer suggests these general approaches to troubleshooting Try the simplest and most obvious things first If you still have trouble Identify the problem Take a look at the symptoms define the problem in general terms Isolate it Separate the problem area from the things that are working correctly Determine what the last correct action is before something goes wrong Change the variables one at a time until you alter the outcome Confirm it When you think you know what s wrong test your theory to see if the problem is repeatable Correct it Take the necessary steps to fix the problem From Apple Personal Modem User s Manual 1986 Troubleshooting Oct 9 1999 16 43 110 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 146 Crash amp Freeze Fixing 3 640 00 H Help Hints Sometimes computer programs stop working
160. rmer When known add the year an address becomes known as former Address Line 1 or AddressOf must be defined for any address data to post Addr1 if defined is also included in the Actor s address when AddressOf is used State Use the standard two letter postal abbreviation Zip Accepts 5 amp 9 digits for US letters for UK etc Foreign Leave blank for USA popup menu elsewhere County Leave blank unless known amp needed ee Use Address Of Another AddressOf Both selection of the Actor in the popup and the address to be used must be selected if AddressOf is to be used Mark the Not Use OfName box if the name of another is not to be used although the address of another is to be used eg child uses address but not name of parent ee Demogaphic WarnA Brief phrase indicating special attention needs to be paid to this actor Common warnings are Adverse SlowPay Prepay Client PreOk Client 2 client of our client Refused Client Former Client Sensitive see comments and or Administrator as needed Other Copies Names of persons who should routinely receive copies of communications NoGmail Name will be omitted from Grouped mailings and labels NoGmail automatically marks for any adverse label but may be unmarked Entity Sole natural person Inc corporation Partnership Limited Partnership Limited Liability Corporation Joint Venture Association Trust Estate dba doing business as Division of another ent
161. rts Additional reports may be created usisng appropriate Helix querries Unusual report may be readily designed in Full Mode Helix Many Cudgel reports are essentially self documenting The view displays the data and often the selection criteria HelpHints for this Output section may be virtually blank unless specific comment is needed Output Reports Jun 30 2002 23 26 63 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 169 Actors 6 010 00 O Output Actors displays for each Actor in the database as restricted by Open Query the Actor s CodeA Full Name Address Phone Fax Email Industry referral Source and last posted Main Event date Actors Feb 6 2000 17 57 179 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 170 A Label 6 012 00 O Output A Label Command comma Choose an Actor and basic mailing label information quickly displays You can select and copy the address for mailing labels such as CoStar s Label Writer Ph Button displays all the Actor s phone numbers including fax email Web pager etc Adr Button displays all the actor s Addresses OmitPhnLab if marked in User Setup omits phone fax and email from the label Big Label presents the same information but with larger type size A Label Phone Addresses Big Feb 6 2000 17 08 75 N GreenLight Cudgel Online Help Hints amp User Manual in PDF F
162. s access to firm wide preferences Porter user can be used to export and import data from and into Cudgel Import should be used cautiously to avoid duplicate records duplicate record numbers and other database problems See the Port HelpHint on limitations in porting graphics through Helix Users permissions demo UserFull staff viewer fixer porter administrator graphics Jun 30 2002 22 41 69 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 250 Validation 8 400 00 V Validations Some Cudgel data entry fields require entered data to pass validation tests However no current computer can readily catch transpositional errors in dates 1989 v 1998 or serial numbers See HelpHints gt Conventions section Data Entry Conventions and Error Indicators Your firm Administrator may choose to add additional validations in Cudgel Many of the current Cudgel validations are summarized below Relation Field Validation Criteria Actor NameLast Defined NameFull Unique CodeA Unique or Undefined Bench RecB Only one record may be entered Case CaseShort Unique Date Date Defined Past Date not in future Next Date in future Done Date not in future SuperDate Date not in future Script Script Title Unique Unit Unit Unique User Title User Unique only one record per user name Vital Mark Title Defined Client Defined Unit Defined VFileNumb Unique Next Date Defined Next Action Defined Last
163. s amp claims The label for this field is set in Own Setup For intellectual property practice Goods amp Claims Initial capital update the field promptly after amendments to the application Private contains private comments that generally are not shared with clients or others Design accepts graphics Select the field and past in a trademark logo patent design or other image Open a new Vital File Command O BlackHole icon indicates the record will not post required fields do not yet pass the validations Post Gear icon will post Title Lead with distinctive word See PPM Trademarks are in ALL CAPS even if the first trademark word is THE or A lead with the trademark EXACTLY as it is Patents and Copyrights do not lead with The or A are not in all caps Adverse Matters Lead with the name of the adverse party then parenthetical principal state location then concise description of dispute then serial or registration number if known eg Havoc Enterprises CA Entropy Forever Tmo Sn 97 123 456 Unit World Defaults to Home Venue States are alphabetized under US Lead firm employee on the file Backup firm employee Client To assign as a client an actor for which the Administrator has not approved current client status mark the All A gt box However this should only be done if you have authorization from the GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 77 Admini
164. s and the actual operation of Cudgel please notify your firm administrator Your Cudgel administrator can create new HelpHints to reflect your firm s particular data conventions and ther particular work styles Help amp Hints Jun 30 2002 15 30 56 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 144 Preventative Maintenance 3 620 00 H Help Hints Computers like automobiles run better and have fewer emergencies when preventative maintenance is periodically performed Suggestions for your Helix and GreenLight databases 1 Backup Backup daily to separate physical media rotate the backups at least daily within the week and weekly for one month before overwriting a backup 2 Helix Utilities Frequently run the Helix Utilities Helix Utility and Helix Updater DataBright DataBase Checker automates this process 3 Hard Disk Test and repair the server hard disk at least monthly weekly is better Norton Utilities or the like performs this task 4 Offsite Backup Maintain an offsite copy of a backup Update at least weekly 5 Manuals Read the Helix and GreenLight manuals Preventative Maintenance Oct 9 1999 13 31 119 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 145 Troubleshooting 3 630 00 H Help Hints Troubleshooting One way to help clarify what s wrong is to write down the symptoms what you re trying to do and how the computer
165. sOf and automatic PhoneOf After entering the organization and the person you may need to view the organization s Actor record Who menu and define the person as the prime Contact for the organization Hint If you use the smaller 4x6 view of the 8x10 form enter data from the top left quadrant down then scroll to the bottom right quadrant scroll up and then finish at the top left again when the BlackHole icon should appear as the Post Gear icon Check distinctive name stem in Coflicts against names already entered into Cudgel DO NOT ENTER THE SAME ENTITY TWICE IN CUDGEL CAUTION Slight differences in first or middle names or in punctuation may appear to be different entities doublecheck any doubtfully similar names with the Administrator BlackHole icon means all required fields have not been defined data will not post unless the Post icon displays WrongRecord X icon means the wrong record is being displayed Find First before entering any data ee Names Strip all punctuation except apostrophe O Conner from Last First and middle names Last Name For organizations lead with the most distinctive part of the name Place initial The after the name with a prefixing comma Company Big The Company names similar to individual names generally lead with the surname Baggins Bilbo J Company The First Name includes middle if known amp desired Nick Name how the firm addresses the person Form letters us
166. sT Phrase to close letters Regards Sincerely etc Corp Name Name for secondary letterhead GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 33 Corp Address amp Phone Fax Corp Focus optional Corp Logo optional graphic Retire User Retire this user from active choices Auto ACV Displays the last Actor Case Vfile posted A2 W Displays the last Actor2 World posted User Setup Oct 9 1999 16 27 41 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 34 FasFile QuickEntry for New File Actor Case 1 140 00 D Data Entry FasFile FasFile provides a single data entry view for the quick entry of common file actor and case data It does not provide all the detailed data of Open Vfile New Actor and Cite views Moreover some typical data a set in User Setup User Preferences Home data are suggested as defaults Unit LeadStaff MarkerA date as Source Venue FasFile permits creation of Vital file Actor Phone Address and or Case records Validation requires a defined NameLast for Actor defined plaintiff for Case and Title and NameLast or OldClient defined for Vfile WARNING Because the many possible and comples interactions involved in some cases the computer may not be able to properly infer the relationships you wish For example whether the actor is a plaintiff in a case or an entity related to a Vital file You should
167. security number can be entered as data fields in this person s data record Because a person can have several telecommunications numbers main phone fax and email as well as work phone home phone Web pages and other numbers may be entered in the Phone relation and associated with the person Because a person or corporation may have several addresses headquarters branch ship to bill to Post office box vacation addresses are entered in the Address relation and associated with the person The principal function of a database is not to store information but to make retrieval easy Books can be readily stored by throwing them into a big barrel although retrieving The Hobbit from the other hundreds of books may take quite some time Libraries order the books on the shelves so that a desired title may be quickly found If information is consistently entered into Cudgel it can be readily retrieved How Cudgel Works Basic Database Design Retrieval Oct 10 1999 10 43 6 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 17 Help Systems 240 00 B Basic Cudgel has multiple sources of help including the Helix Reference manual the Helix User s Guide Cudgel s Glossary and the three forms of onscreen help under the Apple menu Why Help and Help Hints Custom Help is replaced by the more flexible Help Hints Help Hints may be printed on paper Why Helix provides extensive error protection
168. signed to this file GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 76 Warn Select or type in a brief label is this file needs particular attention Do not assign a warning label routinely to adverse matters Warning is more more than usual attention to this unit s type of matter Zone Select the location where the file will be placed If you commit to frequent updating you may also monitor the travels of the file from Client files to particular attorneys to support staff to storage If a file is returned to a client or destroyed after notification to the client add the year of the event Copies Enter the name s of persons who should receive copies of correspondence on this file If a client wishes copies on all its matters such is indicated in the Actor copies field not the Vfile record label3 V Boxes The label for these boxes is set in Own Setup For intellectual property practice the boxes are Itu mark for Intent to use trademarks SuppR mark for Supplemental Registrations y is available for a third category Class 9 16 42 Int Lead with the distinctive elements Int for international trademark classes Nat for National classes Watch If this matter is to be placed on the periodic Watch list choose the frequency Day Days 7 week Fortnight Month every OtherMonth Quarter Semiannual Year Type in the WatchStatus box the results of the last watch inquiry Good
169. simply type the tomdickharry string into a Query for the appropriate Field Review of Helix Operations why zoom marching ants contains search warning Jun 30 2002 22 02 112 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 243 Scripts amp Form Letters 7 800 00 S Scripts Cudgel provides the structure for you to draft general form letters Depending how you draft the letter it may require little or no editing However every letter form or otherwise should be crefully checked before sending Cudgel scripts permit letter specific prompts to remind the letter drafter of possible variations or matter specific changes required Prompts appear on screen but do not print Many form letters will fit within one standard page Cudgel also provides 2 and 3 page letters for longer scripts Because of the current design of Helix text from one page does not automatically flow to another page manually cut and paste such changes and then proof the result to ensure the letter on screen and on paper looks as you wish Letters will automatically be addressed to the matter Client Adverse Associate or Lead3 person if the VFile number for the matter is entered in the Letter datafields and the script has been defined to go to that category of person A script can also be defined to be addressed to a paraticular Actor Scripts are used for Letters Court Agency Prose and Column styles Data input views d
170. splay Short E Additional description of evidence if needed DocumentE Although the Cudgel companion provides multiple ways to enter and retrieve evidence Line E Short E Full E Key quick query view query Cudgel is not optimized for full text retrieval and complex Boolian and proximity searches of large free text selections For that purpose sometimes termed litigation support we recommend you consider Sonar by Virginia Systems Software Services Inc 5509 West Bay Court Midlothian VA 23113 804 739 3200 tell them GreenLight sent you Evidence Leading Zeros Exhibits Bates Custody Chain Stonar Litigation Support Confidential Jan 5 1998 21 08 17 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 52 9 Evidence Duplicates 2 052 00 D Data Entry Use Duplicate evidence when the same Evidence is assigned multiple identifications Enter the exhibit sequential Bates or discovery number then select the correct evidence Case Lead Evidence Dup Evidence Duplicate Evidence Oct 9 1999 23 01 16 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 53 Facts 2 060 00 D Data Entry Fact Fact Line A Line of text summarizing the fact Case Date Fact Date associated with the fact If the fact involves a duration generally enter the more important date start or finish For example in trademark infringeme
171. splay cases mapped into their venues CaseBook To display common case reports e Cadence PPM To display a page of the Policy amp Procedure Manual Billing To display the billing summary for a case or Vfile matter OwnRate To display your firm s standard billing rates World To display information on a nation state or other jurisdiction Quote To display quotes for reflection UserSet To change User Settings Pda To export Cudgel data to a Palm or other PDA gt Elan To write to Elan Associates GreenLight Custom Row reserved for your custom buttoms Help Help Hints To view Hints by page for using this GreenLight software About the software Basic Conventions Data entry Y time rules Z Manual To view Hints by Chapter for using this GreenLight software in suggested reading order Demo Guidance for users of the Demonstration version of Cudgel The Welcome to Cudgel panel Symbol To display the major icons and symbols used GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 247 Start To read overview instructions how to start using this GreenLight software SetUp Follow these 29 steps to setup your customized software Own Firm Actors Work Customize Files amp Cases Getter To get the data for an Actor Case Date Evidence Law point VFile matter by name VFile matter by number Brief To view information in the Brief Bank Why To displa
172. st Done Marker Next or NextTask NextDue Use past verb tense ed to clearly indicate the event is known to have happened Initiate each description of a future event with the carot shift 6 symbol to highlight the prediction Use future verb tense to clearly indicate the event is a prediction of the future For example you want to VERY CLEARLY distinguish between when a renewal fee will be due and when it was paid Renewal Due and Renewal Paid NOT renew Remember what is now entered as a future date will become a past date in time to help user quickly know whether the event occured or is undone use leading carots and verb tenses Next dates cannot be in the past Past Date and description for a past event Mark the MainDate box if the past event should be posted as a Main Date Next Date and description for a general future event Task For Person assigned the Next task Mark the box if task is firm our balle or client divided responsibility task NextDue Date and description for a due date in the future NextDue events are automatically assigned to the Lead person for the file assignment may be changed in the posted History record WhyDates The Y popup menu displays suggested durations and next dates for the next events based on the Status World and Unit of the record Suggested dates may be shown as programmed in Y for target start due grace and statute of limitations dates multiple dates
173. strator to do so This does NOT accept the actor as a client it only permits assignment of the name to the data field Owner Defaults to Client but may be changed Typically when the client is a referring attorney and the owner is the corporate attorney s client Owner should be the current legal owner whether or not such owner has been recorded with a government agency Thus assignments first change the Owner field with a History marker assignment record and after official recording an additional History market record with the recordal date and page is added Adverse attorney Local adverse attorney Assoc Actors with the Foreign Az box checked appear in the Associate popup menu for matters in their venue Record numbers for other actors may also be entered Case Cases with Show marked in the Cite record will automatically appear in the popup menu the C Record number for other cases may be typed in Theme ee V Links Actor Link Type the first few letters of the last name of an actor to be linked to this file select from the popup menu RoleAV Select from the popup menu or if nothing appropriate type in a concise label for this actor s role in this matter XRef A reference number or alphanumeric Plase any less distinctive prefix after the distinctive part of the term separate number groups over 999 with commas 345 678 74 B XType Select from the popup menu or if nothing appropriate type in a conscise label for the
174. t assigned to this file Warn Select or type in a brief label if this file needs particular attention Do not assign a warning label routinely to adverse matters Warning is more than usual attention to this unit s type of matter Zone Select the location where the file will be placed If you commit to frequent updating you may also monitor the travels of the file from Client files to particular attorneys to support staff to storage If a file is returned to a client or destroyed after notification to the client add the year of the event Copies Enter the name s of persons who should receive copies of correspondence on this file If a client wishes copies on all its matters such is indicated in the Actor copies field not the Vfile record label3 V Boxes The label for these boxes is set in Own Setup For intellectual property practice the boxes are Itu mark for Intent to use trademarks SuppR mark for Supplemental Registrations y is available for a third category Class Lead with the distinctive elements eg 9 16 Int Int for international trademark classes Nat for National classes GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 79 Watch If this matter is to be placed on the periodic Watch list choose the frequency Day Days 7 week Fortnight Month every OtherMonth Quarter Semiannual Year Type in the adjacent WatchStatus box the results of the last watch inquiry
175. t groups Theme Jun 29 2002 22 59 32 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 69 Unit 2 210 00 D Data Entry Unit Administrative unit of the firm Brief code for each unit Consider breaking major areas of firm work into subunits separate units with the same first letter code and differing subsequent letters For example T for Trademarks federal and Tz for Trademarks foreign Form letter scripts are grouped by units Unit Form Letters Oct 9 1999 16 27 33 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 70 9 Vital File Update 2 220 00 D Data Entry Vital File Update Command U Vfile Sequence Unique suffix of the Vfile number Display and query only not editable AltV Alternative identification for the file typically your firm s pre Cudgel id or the id used by your associate or adverse party Unit World Choose the jurisdiction or authority from the popup menu the home venue defaults US states are listed with their two letter postal abbreviations eg US IL Additional entries are added in the World view e Status The selected unit limits the available Statuses Update status Statuses with a suffix indicate that the MainDate should probably be updated Status of the registration or Vfile Past Next and NextDue Events May be entered Choose the popup menu for the correct date type Pa
176. tegrity provides the most current data but at the cost of additional screen redrawing time and some differences in list behavior COLD FORMS WILL NOT REFLECT DATA CHANGES SINCE THE FORM WAS OPENED until the form is entered or refreshed by clicking the black cold form square in the lower left corner If your firm is likely to have multiple people simulataneously changing data you may wish to make more forms hot Finding Data Display Hot Cold Helix Forms Views Visual Integrity Lost Power Query Refresh Warning Oct 31 1999 13 19 161 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 142 Group Mailings 3 400 00 G Group Mail A form letter may be sent to all the linked members of a Group First in User SetUp choose the group in Group Set Second lower in User SetUp gt LettersA AG choose the Unit and Script for the form letter as well as the Signor for the letter and the Event description to be posted for each actor You also select in LettersA AG whether you want the letter labeled with Please Confirm Receipt Confidential or Urgent Group Mailings form letter Jun 30 2002 14 09 55 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 143 Help amp Hints 3 600 00 H Help Hints Cudgel HelpHints are provided for easy online reference they also makeup the Cudgel Online manual If you use of Cudgel changes or you notice differences between the HelpHint
177. the matter Matter Line to describe the matter Do not simply copy the title of your opponent s motion papers Attorneys often use unnecessarily long and confusing titles Be concise and clear Start with the important words See Cudgel s Data Entry Conventions You should not include the party initiating the matter in this field it is in the WA field Case DateM Filed Date the initial paper was filed or served StatusM Matter Status Filed Noticed Moved Briefed Answer Briefed Reply Briefed Surreply Briefed Ordered Continued Denied Granted Appealed Affirmed Reversed Remanded Date M Closed Date M Status determined Who s Ball Party responsible for the next action T A or Ct Ball Due Date next action is due Vfile Matter Oct 9 1999 13 23 25 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 61 o Note 2 140 00 D Data Entry Note Command semicolon Notes provides a convenient place for freeform notes LineN Brief line to summarize your note Case Client Mark All A to display all Actors Theme Note Space for additional text Note Oct 9 1999 13 23 26 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 62 Open Tabs in development 2 150 00 D Data Entry Open Tabs in development Automatically generate a set of numbered VFiles for a given type of case or transaction Tab Sets are de
178. thesis around area code If you export Cudgel data for a Palm or other PDA you can enter your Phone Area Sep character in Own Setup so that it will be converted to a simple hyphen on export for PDA Phone equal area code hyphen Jun 29 2002 23 16 147 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 96 Address 2 400 00 D Data Entry Cudgel automatic letters are addressed to an actor s Main Address The FaxCvr letter permits addressing to any of an Actor s addresses Foreign nation may be omitted if most of your Actors are within the same country You can set your Home Venue in User Setup If an actor uses the address of another actor already entered into Cudgel you need not enter the same data twice but select the Actor and specific address in the Use Address gt fields Locall permits associating a particular actor with a given address for example the manager of a branch office Address Jun 29 2002 23 22 148 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 97 Abbreviations 2 410 00 D Data Entry Abbreviations are used to ease consistent data entry for frequent words while permitting automated letters and form to spell out the complete words Two letter postal code abbreviations for the USA states for major entity types Inc Part Sole some federal agencies and some federal courts are already entered Abbreviations Jun 29 200
179. third category Watch Frequency for those few matters which are periodically watched independent of Next date Number Number Type Address Case Claims Customs Patent Patent Design Patent Plant Renewal Sn UCC 1 and alphanumeric reference to be posted to Xrefer relation for this Vfile Plase any less distinctive prefix after the distinctive part of the term separate number groups over 999 with commas eg 345 678 74 B XType Select from the popup menu or if nothing appropriate type in a conscise label for the reference number Main Number Mark box to post as Vfile s main number Watch Frequency if Vfile is to be routinely watched for developments Eg adverse trademark published for opposition WatchStatus unlabeled rectangle to right of Watch brief summary of status as of last watch Ignore Date if any Administrator decided this file may be ignored Tab Folder tab number generally for large litigation Enter intergers for most Tab numbers and decimals for continued files such as extensive Case files Generally litigation accumulates many files for a case Each physical file will receive its own unique digit VFile Number However for ease of ordering the litigation files may be tabbed with sequential Tab numbers starting 1 The Cadence manual suggests a conventional litigation file Tab ordering for common files Billing Client Communications Adverse Communications Associate Communications Court Communi
180. tience Review Review Actors Review Cites Review Dates Review Evidence Review Papers Review Scripts Review V Bitals Review Worlds Review Ywhys Clients New Yr Debug Tally Recs Global Counts VfileX Undefined Menus Fixer user Jul 6 2002 01 43 125 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 164 Menu Commands Porter User 5 020 00 M Menus WARNING Before major import and exports BACKUP your data to separate media NOTE Currently Helix does not readily export or import graphics although Helix does permit manual pasting of graphics into data records Therefore the Cudgel relations with graphics cannot be completely restores by importing manual graphic pasting is also needed REMEMBER to SAVE World flag Icon icons PicBar bars Help icons Actor pic Vfile design Different Menus for Porter User Apple File Edit Set TopView Top Menu View SetUp Print PPM All Print Hints Dump Auto Load Auto Pda PdaList lt Actors PdaList lt Actors Grouped PdaList lt Case Actors PdaList lt Dates PdaList lt Notes Pda lt Actors Pda lt Actors Grouped Pda lt Case Actors Pda lt Dates Pda lt Notes PdaCategory PdaCategories PortAZ Port Actor Port Cite Port Date Port Evidence Port Script Port Vitalfile GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 165 Port XRef Port Annua
181. tion order of exhibits to Witness Prompt for examination Notes Vfile AE Actor Evidence Link Oct 9 1999 23 03 46 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 89 AG Actor Group Link 2 340 00 D Data Entry Group lt Actor Actor Group AG4Gp displays number of Actors in Group Role AG Actor Group Link Oct 9 1999 23 03 47 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 90 AV Actor Vital Link 2 350 00 D Data Entry Vital lt Actor Command K kontract Vfile Actor Role AV Actor Vital Link Dec 26 1997 14 58 51 DanielK Dec 26 1997 19 42 DanielK EF Evidence Fact Link 2 410 00 9 400 00 D Data Entry Fact lt Evidence Case Evidence Fact Vfile LifeEF EF Evidence Fact Link Dec 26 1997 14 59 48 DanielK Dec 26 1997 19 42 DanielK VC Vital Case Link 2 510 00 9 400 00 D Data Entry Vital lt Case Vfile Case Role Notes VC Vital Case Link Dec 26 1997 14 59 49 DanielK Dec 26 1997 19 42 DanielK VV Vital Vital Link 2 560 00 9 400 00 D Data Entry VV Link Command backslash half V Lead File Linked File How files are related AV Actor Vital Link Oct 9 1999 23 04 51 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 91 CC Case Case Link 2 355 00 D Data Entry Cudgel permits many different cases to be linked to a focal
182. tood or that does not seem right Review the Questions Misunderstood Words section in the Cadence Policy and Procedure Manual PPM Words Misunderstood Dictionary Understand Task Nov 1 1999 00 34 163 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 249 Users 8 200 00 U Users Cudgel includes several user icons These User icons may be duplicated by the firm Administrator with new names for each of your firm s authorized users of Cudgel generally each person at your firm Detailed permissions to Find Add Replace Delete Print Load and Dump for each View may be personalized for each named user see the Helix manual Demo is the user for the demonstration version of Cudgel Cudgel Demo is limited to Helix ustom mode relations are generally limited to 30 data records and there are time constraints on the proper functioning of the demonstration version Printing is also restricted DemoFixer is a parallel user icon for the Demo user UserFull is the fully empowered user and should generally be restricted to the firm Administrator and to professionals both trusted with the firm s data and competent with computers UserFull has full read write and delete permissions for most views e Staff user generally can add but not delete data Viewer user generally can only view data and can make no data changes Fixer user typically is only used by the Cudgel Administrator it ha
183. ts each Witness discusses and all the Witnesses discussing each Exhibit Cudgel lets you know what papers have been filed on which matters Copyright Elan Associates 1987 2002 All Rights Reserved About Cudgel Companion Litigation Magic Elan Logic Jun 29 2002 20 09 3 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 7 About Cadence Model Policy amp Procedures 140 00 A About Cadence v3 PPM Model Policy amp Procedure Manual Firm Control from A to Z Cadence helps everyone in your office do things the same correct way Designed for the solo practitioner and small to medium firm using computers Cadence integrates efficient computer techniques traditional management approaches and today s marketing concerns Computerization only helps if office systems are consistent and efficient Cadence provides an easy organizational system for recording and retrieving the critical information necessary to smoothly operate your professional practice Cadence is several manuals on disk Reference Training Temporary Employee Staff Selection Study Guides Glossary amp more With Cadence you eliminate much keyboarding and have a customized office manual always current and available Cadence helps firms just starting to computerize and fully automated firms including Macintosh DOS Windows platforms Cadence integrates into Cudgel About Cadence Model Policy Procedures
184. udgel cases Your client s side is indicated under the Us column this entry is made to the Us field of the Case record As case with the Own box checked in the Cite view will appear in the Own Case list Own Open An Own Case with the Show box checked will appear as an Own Open case and will appear in the Case popup menus New focal Own cases will not appear on popup menus on cold forms until the window is closed and reopened this permits the window and the popup to recompile New focal Own cases appear immediately on hot form popup menus Own Closed An Own Case with a defined Case Closed date will appear as an Own Closed case and will not appear in Case popup menus If you need to add or modify data for a closed Own case temporarily check the Show box make the modifications as needed and then uncheck the Show box Own Firm Cases Jun 7 1997 23 18 106 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 184 Shepardize 6 038 00 O Output Shepardize The Shepardize window will show for the focal Cudgel case entered in the Title Date window cases that have not been Shepardized no date entry in the Shep ed field in the Cite window and cases Shepardized before the Last Edit date in the Title Date window Cases are ordered first by Reporter then Volume then Start Page The Shep Any window shows cases needing to be Shepardized without restriction to a focal Cudgel case Shepardize
185. ugh all Actor records to find Michael Heinlein Smith the query may seek only those records where the full name begins with Smith M Some actor names may have been entered into Cudgel with middle names some with middle initials some without any middle data Searching for Smith Michael H will not display Smith Michael Therefore generally make your selection query as short as feasible but as long as necessary to avoid retrieving too many unwanted records Finding Data Getter Query Lost Actor Dates NoteD Retrieval Oct 31 1999 12 46 155 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 128 Finding Data Quick Query 3 210 00 F Finding You may Quick Query most selectable fields in Helix First select the desired field tab to or click the field rectangle it will highlight in an data entry view Quick query only works for entry views not list views Then key command G or choose Quick Query from the View menu A new panel will open on top of the view Selection choices will appear depending on the data type of the selected field Number and Date fields may be selected for records equal greater than gt or less than the number you type in the oval Logic Flag fields may be selected as True or T or Y or Yes or False F N No Text fields may be selected for records Starting With text you enter in the oval WARNING DO NOT QUERY FOR CONTAINS or IS FOUND WITHIN Unless
186. ul Moreover Apple Computer has consistently demonstrated its commitment to the installed base of Apple users to keep open paths for technical improvements Because the Macintosh was designed as an international computer Cudgel can help professionals in most countries throughout the world Cudgel was designed by Daniel Kegan a trademark attorney management consultant and organizational psychologist Dr Kegan began designing personalized data base systems over two decades ago His publications include Reducing the People Problems of Law Office Computerization The POMRAD Integrated Information System Avoiding Legal Problems When Marketing Making It Easier to Use In House Peer Review for Evaluation and Training and Survey Evidence in Copyright Litigation Daniel is also an attorney with Kegan amp Kegan Ltd in Chicago Illinois His legal practice focuses on trademarks copyrights computers licensing and new business ventures He has served as an expert witness for trademark surveys and designed and conducted research and evaluation studies for attorneys educational business and research and development organizations Comments Elan GreenLight Registration Macintosh Kegan Jun 29 2002 20 11 115 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 11 Structure Cudgel Client Portrait CalendarEye 210 00 B Basic Cudgel Client Portrait CalendarEye are structured from se
187. unique field in their data record Cudgel automatically places square brackets around the unique term To enter an actor into Cudgel its name must be unique to all other actors in Cudgel However Cudgel cannot know that John A Smith and John Smith are the same person and should not be entered twice Entering data consistently and abiding by data entry conventions that permit everyone to readily retrieve data is an important task that requires attentive humans Record locking To prevent two people from simultaneously attempting to change data in the same database record on the same index card the first person to select a data field in a window locks that record If another person seeks to change data in that record they cannot and Helix will advise GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 25 the second person that the record is locked Likewise if a single user is viewing the same data record from two different windows the second window cannot change record data Finally if a second window depends in certain ways on data from the first window the second window may be locked Locked records may be viewed by others although their data can only be changed by the first person until the first person enters the record thus releasing the lock Cudgel s User Setup relation contains several centrally used windows which sometimes are record locked or lock other windows Each user of Cudgel h
188. ur Cudgel litigation system you should appropriately supervise the data selection entry and editing process Cudgel is designed to permit a solo attorney to gain the power of modern computers Cudgel is also designed to permit a large firm to use allocate many legal assistants and attorneys to help with a big case You don t have to review all the data in your Cudgel system only those records entered or changed since your last editing time The date a record was last revised is automatically saved and displayed in each data entry window To edit newly entered data work down the ENTER menu starting with the Actor relation and finishing with Zone For each alphabetic relation select VIEW QUERY select the RevXe field in the Power Query and enter the day before you last edited the Cudgel database Select FIND FIRST under the VIEW menu then work through all records changed since your last Revision date Make any changes you wish note systematic errors to advise your staff Then review the next alphabetic relation You may review and edit these records on the Macintosh Or you can print them using Find amp Print All under the File menu and review the paper copy then have your staff person make the corrections Quality Control Assurance Errors Privilege Jun 29 2002 22 51 10 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 23 Data Entry Error Indicators 430 00 C Conventions Data Entry
189. verDemo folder containing Helix Express Server and Helix Express Client Recipe Restaurant sample Helix collection Drag the GreenLight folder from the distribution disk to your computer s hard disk If you already have Helix installed on your computer you may delete the Helix demonstration icons If you do not delete the Helix demo icons and double click Cudgel either your full Helix or the demo Helix program may launch Cudgel Demo is limited to 30 records in many critical relations and is time limited after 30 days from first installation it may intermittently behave erratically The full Cudgel product does not have these demonstration limits usage is limited only by your hard drive and the generous Helix specifications Follow the Helix instructions to install Helix Test Helix Express to see that it launches ok then quit Helix If you have a fully licensed Helix product you will need to enter your enablement key if you are using Helix Demo you may not need to enter the demo key Standalone single users user Helix or Helix Rade in version 5 Multiuser versions will use Helix Server and Helix Client Cudgel remains operable as a single user system when the Cudgel collection is not being used by multiuser Helix After successful installation store the GreenLight distribution disk in a secure place Remember that computers are physical objects subject to error frequently backup your data on separate media routinely run your
190. veral database relations information pigeon holes where similar types of information are stored The major relations are named A to Z Relation suffixes are parenthetically shown Actors A People parties counsel witnesses names and key information Billings B Keep track of litigation expenses both for services and other costs Cites C Full case citations and other authorities with comments if you wish Case costs judgment awards may be tracked and charted Dates D Chronological data of the case Helpful in taking an early case history from your client or later refreshing your memory for key dates and events This is also the relation in which Docket entries are made Evidence E Keep track of the smoking gun the bullet the product label admission 17 document production and the highest Exhibit and Bates numbers Graphics may be readily included Exhibits A subset of Evidence only the exhibits to be used in Court at a hearing or trial Duplicate Evidence EEDup Keeps track of duplicate evidence the same item given different exhibit numbers or appearing as an Exhibit in different motions Fact F Facts to prove or disprove Eg Plaintiff first used the trademark DICKENS in Illinois on January 7 1947 Groups G Tag any Actor with one or more Group names such as Client Adverse Media etc also used for grouped mailings Help Hints H Online help hints for Cudgel CalendarEye and Client P
191. w billing rate Rank staff billing rates in a cluster separate from other billing rates for example starting at 9002 Task Timer invoice rate halted Jul 6 2002 17 37 206 Y GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 44 0 Cases amp Citations 2 030 00 D Data Entry Case Cite Command single quote authority Case The Cite date entry screen is labeled for reported cases Other authorities such as statutes periodicals books and the like can also be entered as indicated below Cudgel generally follows the modern Maroon Book The University of Chicago Manual of Legal Citation 1989 For reported cases follow the labels directly Line C A line of text summarizing or quoting a case or point of law T Party The first named party of the case If an appellant case is titled in the Defendant Appellant v Plaintiff Appellee style still use P Party for the first named party of the case ec 99 A Party Party named after the v ShortCase A short name for the case Usually a short version of the first named party or the more distinctive named party If a case is likely to engender several reported decisions distinguish them parenthentically Cain v Abel 97IL If you are likely to have more than one case with the same first party add a distinguishing parenthetical phrase for example Elan GreenLight for Elan Associate s case involving its GreenLight trademark Heli
192. what action you wish the addressee to take it can be edited Ranks Enter a unique rank to order the letter titles on the popup menus Suggest you initially enter letters by tens or twos and save ones and decimals for later additions Language The firm s prime language is the default this Language field is for multilingual form letters Prompts Enter brief prompts to remind the user to add or change information in the form letter To Chose the Actor generally to receive this form letter The popup menu gives the most common choices Client Associate Adverse or Lead3 If a particular other Actor should receive the letter for example the Registrar of Copyright that Actor s name can be selected and the To field will automatically be entered as Set If no particular Actor can be assumed to receive the letter leave blank a particular Actor can be chosen when the form letter is chosen for printing StatusNew New status for matter after letter is sent option to be implemented through Custom programming Style Letter default CourtFed CourtState AgencyFed Letter Text One two and three page forms use different views Script Jan 6 1998 17 52 31 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 68 Theme 2 200 00 D Data Entry Theme Theme may be used to create an additional set of categories to sort data Typical are divisions of a company or major produc
193. x validation requires that the case short name be unique Vol Volume of the reporter q Paragraph citation for electronic citation style Reporter Published reporter Start P Page on which the reported case starts At Page Page on which a cited point of law is found Publisher of the reporter ParallelCite A parallel citation from Vol through Publisher DateOpn Date of the Opinion The field will want a day month and year If you only know the year enter January 1 for the rest of the date Number Court s docket number for the case May be omitted for published cases include for pending and non published cases Eg 96 Civ 0718 JudgeLast Last name of the Judge or author of the opinion If there is a suffix such as JR or TIL add that after the last name JudgeFirst First and middle name of the Judge or author of the opinion JComment A comment for the opinion writer for example Dissenting Court Standard abbreviation eg 7th Cir ND IL Ct Rank Rank of the court helpful in sorting authorities 1 US Supreme Court Federal Circuits Federal Districts Federal Agencies Federal Statutes Federal Regulations Federal Other 1 State Supreme Court DO R D GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 45 12 State Appellate 13 State Trial 14 State Agencies 15 State Statutes 16 State Regulations 19 State Other 29 Other Shepardze Dat
194. xt not in Letter Case or other special form Centered headlines are provided the main head is bold the subhead is plain To access a script that is not saved in the Prose style check the AllStyles box Ltr Blank presents a simple letter format Although the firm s name and address default they can be edited or eliminated by selecting all and replacing with a single space 3 Column Text Lists of short phrases are efficiently presented by the Column3pl view Scripts Letters Prose Column Text Ltr Jan 9 2000 03 14 94 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 203 Tutorials 6 200 00 O Output tt Tutorials Oct 9 1999 16 46 95 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 204 Units 6 210 00 O Output uu Units Oct 9 1999 16 47 96 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 205 Vitals 6 220 00 O Output Vitals displays a condensed two lines of data for each included all or as restricted by Open Query Vital File The sort order is VFile Number Unit World Code XRefer Title Class ClientCode Only the KeyV Detail Description Goods Services etc Status and Lead Person Responsible are displayed KeyV includes VFile Number Unit AlternativeID WorldCode Main Reference often Serial or Registration Number Title Class ClientCode CodeA Vitals Feb 6 2000 23 15
195. y a rule for a particular venue and unit such as USA trademark Canadian personal injury statute of limitation etc TopView sequence buttons quick start Jun 30 2002 22 27 194 N GreenLight Cudgel Online Help Hints amp User Manual in PDF Format Elan 2002 Page 248 Misunderstood Words Clear Tasks 8 020 00 Q QuickStart Misunderstood Words Unnoticed misunderstood words numbers or concepts often create significant errors If you do not fully understand the meaning of any word number or concept you encounter at work promptly attempt to find its meaning First check a dictionary then the Help Hint manual Find HelpHint the Helix amp Cudgel Glossary amp Abbreviations section of Help Hints User Manual or the Glossary in the Cadence manual Find PPM If you still do not understand the meaning of a word number or concept promptly seek clarification from your supervisor It is generally faster and more accurate to understand before attempting a task rather than attempting a task and later having to have it corrected If there is anything about a task you are assigned you do not fully understand promptly request clarification from the person assigning the task We often deal with complex problems which sometimes require additional study and clarification No one is expected initially to know everything necessary to do our work but everybody is required to promptly obtain clarification of anything either not fully unders
196. y be customized to your particular custom and practice MenuFields uF If you wish to customize popup menus for a variable field the field name should be entered here the particular menu choices are entered in the Menu relation Mirror An inert relation for generating some views PicBar Bars for bar charts Icononic bars may be imported from graphic programs Colored bars in development Phone Pn Main phone fax and electronic mail numbers Also multiple home work cell pager day night Web page and former numbers Proof Standard Set a numerical equivalent for civil appellate criminal and other proof standards such as Preponderance of the Evidence 51 Clear and Convincing 67 and Beyond a Reasonable Doubt 90 others Quotes A place to store motivational or other quotes you wishs to remember or randomly retrieve Rates W Handy on screen listings of reported costs for services and fees from foreign associates government agencies your own firm Accomodates both local currency and home eg US data input Rates are translated into home currency via the World exchange rates For US states also identifies federal judicial districts Status Readily assign a status and next expected action to most matters Use the sets provided by Cudgel for litigation and by CalendarEye for registrations or develop your own custom sets Treaty WW From 1886 Berne to 1995 GATT TRIPS and beyond Cale
197. y to see Typical MarkerV dates are incorporation of a business birth of a child death of a testator statute of limitations first use of a trademark and the like There are also MarkerA dates for Actors engagement letter signed and MarkerC dates for cases Automatic docket entry Some Date entries may be made automatically when a Paper is entered If the Auto Docket question is answered Yes in the Paper window and if the Days Due field is validly entered then the due date responsive party the paper to be responded to the CaseRec By and Last Revised fields will be automatically entered in the Date docket relation Generally you should review and edit these automatically generated records The responsible party generally x or A will be prefixed to the Paper title A lt Complaint will appear in the docket when the m s Complaint is automatically docketed from the Paper window Auto posting of Dates may also be done by entering a form Letter updating a Vital file printing DueLtr action due letters ee Data Entry e DateType A date type may be Message Done Past Next NextDue NextTask Marker A C or V or Private Next dates cannot be in the past Message Past Done and Marker dates cannot be in the future Message is for phone messages and similar short term reminders Done is for events that have occured in the past and that are candidates for deletion when the database is culled Past is for any event t

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CUDGEL® v4.5a