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Creating Discovery Packets

To compile a discovery packet, you will need to be on a case session in JustWare. Before a discovery packet can be created, the following conditions must be met in ctblEventSuperType in order to create a discovery packet:

These codes may have customized names by your organization. Contact your JustWare Administrator to make sure what the custom names are.

  1. Navigate to the Discovery Packets snap-in in the Discovery Packet Creation snap-in container on a case session.
  2. Add a new record.
  3. Enter information in the fields provided. Fields with an asterisk (*) are required.

  4. Click the File Selection snap-in.
  5. In the File Selection snap-in select all the files that will be used to make this packet by using the Selected field. Only files that are in the Filing Cabinet and have a document lock type of Read Only will be available in the File Selection snap-in. Filing Cabinet files that have a mastercode of 5 - Packet will not appear in this snap-in.
  6. Provide a unit amount in the Units field for each file you selected. IMPORTANT: Be sure to do this before you create the packet, as you will be unable to change this field afterwards. This number will be used when calculating the cost of download for this discovery packet. The units can be configured to represent different unit types for different file types. For example, on a pdf document, units could signify page count, whereas on a video file, units could mean minutes of video or file size.
  7. Save the session. 
  8. Saving will create the packet. Once you have created a packet, multiple things happen:

Notes

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