Learn how to quickly create and tailor case-specific questionnaires in LawAccounting/CaseQube using AI generation or CSV imports, with a clear preview of organized sections and simple controls for adding or editing questions. The guide also explains draft vs. active status and locking to protect content, helping you save time and avoid mistakes.
1. Step 1: Initiate the Upload Questions Screen
- Log In
- Access LawAccounting/CaseQube using your secured credentials.
- Navigate to Upload Questions Application
- Using the App Launcher (nine-dot icon), open the upload questions application
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2. Step 2: Understanding the Upload Questions Screen
- Select Area of Law
- Click the drop-down arrow and choose the area of law relevant to your case.
- Example: Personal Injury
- Select Case Type
- Click the drop-down arrow and choose the type of case you are working on.
- Example: Wrongful Death
- Choose How to Add Questions
- Upload CSV with questions – If you already have a list of questions, upload them in CSV format.
- Once uploaded, you can view and edit the questions.
- Generate questions from AI – Let the system automatically create relevant questions.
- Once generated, you can view and edit the questions.
- Upload CSV with questions – If you already have a list of questions, upload them in CSV format.
- Save or Delete Changes
- Save Changes: Click Save & Activate. The status will update from Draft to Active.
- Delete Changes: Click Remove Existing Data to remove any changes made before after saving. Warning message will appear notifying user that all information will be deleted. Click Ok to continue.
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3. Step 3: Understanding Preview Screen
Step 3: Understanding the Preview Screen
Once you have selected the Area of Law and Case Type, a preview of questions will appear.
Example: Motor Vehicle Accident has 6 sections of questions, each labeled with its own section name. Each section contains its own set of questions.
- Expand a Section
- Click the arrow in front of the section number to view the questions within that section.
- All questions for that section will drop down.
- View Question Details
- Each question displays the following:
- Question – The text of the question.
- Description – Additional context or instructions for the question.
- Data Type – The type of response expected (e.g., text, number, date).
- Each question displays the following:
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4. Step 4: Edit and Upload Questions
Note that the Current Status of the page is Draft Mode which means it is Editable
- Click the Pencil Icon to edit questions individually or the section as a whole
- Click Save or Cancel once you are done with edits
- Click the Trash Icon to delete the question or the section
- Click the Add Que button to add a question/description and data type to the individual section
Options;
- Remove Existing Data: This will clear all the current section and questions
- Activate (Lock Editing): This will lock in any changes you made and switch. This will switch the Current Status: to active and locked.
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