Titanium Legal - Client Portal
View Jobs
The View Jobs' page allows the user to view all job data, including attempt and completion information. The user can also opt to view jobs that are open or closed. By default, the View Jobs page opens up with both open & closed jobs in the table.
Below we describe the following functionalities of the View Jobs' page:
- Action Column (Case Details)
- Action Column (Send Job Comment)
- Search by Date
- Open, Closed
- Search
- Show / Hide Columns
- Export CSV File
- Table Pagination
Action Column (Case Details)
To view the case details for a job, click on the Case Details icon list located in the action column. A popup window appears with several tab options. They are described below:
Court Information
This tab lists all the court-case information associate with a job.
Job Status
This tab provides a table, that will show defendant-specific information, as well as any charges associated with the job, individual invoices, and attempt information.
To view attempt information, click on the View Attempts button. Another popup window will appear with attempt information.
Scanned Documents
This tab provides a table, that will show all documents on file for a job.
Add a Defendant
This tab provides a form where the user can add another defendant(s) to a case. The user can also upload any additional documents for the new defendant(s) by clicking on the Choose File button.
Action Column (Send Job Comment)
To send us a comment about a job, click on the Send Job Comment icon comment located in the action column. A popup window appears with a place to type in your comment. Click on the Submit Job Comment button to send.
Search by Received Date
This functionality allows the user to view jobs based on a single date or by a date range.
Search by Single Date
- Click on the Search By Received Date button.
- A calendar popup will appear.
- Using the down arrow button to navigate to previous months, and double click on your date.
- When ready, click on the Apply Filter button.
- The table will regenerate based on the date selected.
Search by Range
- Click on the Search By Received Date button.
- A calendar popup will appear.
- Using the arrow buttons, navigate to previous months/years to locate the start date.
- Click on the start date of the range. Then navigate to the finish date of the range, and click on it.
- When ready, click on the Apply Filter button. The table will regenerate a listing of all jobs within that range.
- The table will regenerate based on the date selected.
Open, Closed
The default setting for the View Jobs table is to show both Open & Closed jobs. Instructions to show only Open or Closed jobs are as follows:
Open Jobs
- Click on the Open, Closed dropdown field in the header.
- Both Open and Closed jobs are checked by default.
- Uncheck Closed jobs.
- The table will resort to only showint a listing of Open jobs.
Closed Jobs
- Click on the Open, Closed dropdown field in the header.
- Both Open and Closed jobs are checked by default.
- Uncheck Open jobs.
- The table will resort to only show a listing of Closed jobs.
Search
The search functionality allows the user to search via case number or defendant's first or last name.
Show / Hide Columns
The Show / Hide Columns functionality allows the user to contraol which columns are visible.
Click on the Show / Hide Columns functionality icon view_column located in the upper-right portion of the page.
- Individual Selection** Place a checkmark in any of the checkboxes for the columns you want to be visible in the table.
- Select All** Place a checkmark in this checkbox to select all columns.
- Deselect All** Place a checkmark in this checkbox to deselect all columns.
- Reset to Default** Click on the Reset to Default button to return to the default columns.
- Apply Changes When the user has made their selection, they will need to click on the Apply** button to save their changes.
Export CSV File
To export a listing of table contents, follow the instructions below:
- Click on the CVS button located in the upper-right portion of the page.
- A popup window will open, and an automatic download of the .csv file will begin.
- Once the download is complete, a copy of the .csv file will be found in your Download's folder.
Table Pagination
The table pagination functionality allows the user control over how many rows should appear per page.
- Click on the down arrow to the right of the Items Per Page, located at the bottom of the table. The deafult is 10.
- Select the number of rows to appear per page. The table rows will adjust to show the new load. However, if you select '100', and there are only '50', the table will only show '50'.
- Use the inner arrows to go back a page, or forward a page.
- Use the outside arrows to move to the first page, or the last page. For instance, if there are 100 pages, clicking on the left-most, outside arrow will redirect to page 1; conversely, clicking on the right-most, outside arrow, wil redirect to the 100th page.