Parties, such as plaintiffs, defendants, respondents, are added to a case through the case Parties tab. After a party is added into Odyssey, that party can be linked to multiple cases.
To add or connect a party to a case:
|
1. |
Find a case, and access the Parties tab. |
|
2. |
Click Add a Party (ALT+A) in the Party & Attorney Information header. |
|
3. |
Verify the connection type and select a new one if needed. The party connection defines how the party is related to the case. Select one of the options to determine the connections
available in the Connection field.
|
• |
Select Configured Types to list the connection types assigned to the case type.
|
|
• |
Select All Types to list all connection types available.
|
|
|
4. |
Use the Connection drop-down list to indicate how the party is connected to the case. |
|
5. |
Select either Party or Participant. |
|
6. |
Search for an existing party or add a new party from the Add Party Connection dialog box.
|
• |
Click  to search for and select a party. |
|
• |
Click Add Party to create a party record to connect to this case. |
|