TrialWorks Quiz

How Well Do You Know TrialWorks is an interactive, short quiz taken following training sessions to let you know how much you learned!

Please enter your email:

1. Before entering a new contact in TrialWorks, what should you do and how?

Send an Email to the staff letting them know

Just start entering the information into the address book

Search by the contact type in the address book

Clear the contact type then search the address book

I’m not sure

In the Contact Detail screen, what does “Global Type” mean?

The contact’s main identification

The contact alias

The contact is available when you see a “globe”

The contact is known by everyone by this type

In the Contact Detail screen, what does “Sub Type” mean?

It is the Substitute Type for the contact

It is an additional identifier for the contact

My opinion of the contact

How can I make the medical provider a witness in another case without changing primary type?

Just send a letter asking them to be a witness

Select “witness” from the contact type and check Global

Select “witness” from the contact type and do not check Global

Add them to discovery as a “witness”

When a contact is a Witness or an Expert Witness, what must you do for that person to appear on the Expert/Witness list?

Type an expert list and add them

Add them to discovery as a “witness” or “Expert”

Type “witness” or “Expert” in the “case notes” of the contact detail window

Select “witness” or “Expert” radio button in the contact detail window

How do you generate a Witness List or an Expert Witness List in TrialWorks?

You must ask your TrialWorks Admin to do so

On the Contacts Tab “select “Contact Reports: and select “Witness Report or Expert Report

Sounds like a job for IT

You cannot do that in TrialWorks

7. If a contact has a suffix (i.e., Jr., Sr., M.D., III, etc.), where do you enter it? Explain.