Welcome to the training video on how to access cases by a trusted user or a court reporter.
From the main dashboard, navigate to the OALJ and BALCA dashboard.
To search and access cases, click on the “Access Cases” button.
Enter a search string in the Search cases box and click the “Search” button. It can be part of the OALJ Number, Claimant Name or Agency Reference number.
The search result is shown in the table below.
You can further filter your search by adding one of more filter criteria to the search
To add the cases, select one of more cases of interest and click “Add to Dashboard”
If you wish to add more cases to the list or clear the list and add fresh cases, click on the “Back to Search” button.
To clear just the filters, click on the “Clear Filters” button. To clear the entire selection, click on the “Clear Selection and Filters” button
Search and add cases again.
In the Access Cases page, select the organization and click “Submit”
The cases will be added to the Accessed Cases table.
The “User Type” of the case will be “Observer” when the case is added. This means that the trusted attorney is only viewing the case. The attorney can view all the filings and servings on the case.
For the trusted attorney to become party to the case, access the case details page
Click on the “Make Attorney of Record” button. This will add the trusted attorney as party to the case.
The Access Cases table will show “A O R” which stands for Attorney of Record.
Thank you for watching this video tutorial on accessing cases by trusted user
For more help, visit the support menu on the dashboard.