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FV Documentation for PD Managers
10 Questions
21 Views

FV Documentation for PD Managers

Created by
@FruitfulCognition

Questions and Answers

What are the steps to write effective notes?

  • Use of templates and tags, linking documents, task management (correct)
  • Write as much detail as possible, use technical jargon, no need for organization
  • Avoid templates, do not link documents, ignore task management
  • Use personal shorthand, skip timestamps, write random notes

    • Which Filevine Tab you put the Plaintiff’s Declaration Page?

  • New Property Damage (correct)
  • Investigations Tab
  • Incident Info
  • Insurance Info

    • Which Filevine Tab you put the UM/UIM Policy Limits that would show to Project Vitals?

  • Incident Info Tab
  • Insurance Info Tab (correct)
  • New Property Damage Tab
  • Investigations Tab

    • What should be included in detailed information for notes?

    <p>Relevant details (who, what, when, where, why, how)</p> Signup and view all the answers

    How should notes be structured effectively?

    <p>Use of Templates and Hashtags</p> Signup and view all the answers

    What is one common pitfall in note-taking?

    <p>Consistency issues</p> Signup and view all the answers

    Which Filevine Tab you can see all related documents uploaded?

    <p>Docs</p> Signup and view all the answers

    What should be done if you get interrupted while making notes?

    <p>Write a quick note to guide you back</p> Signup and view all the answers

    What is a benefit of regular note reviews?

    <p>Ensures accuracy</p> Signup and view all the answers

    What is an important habit for maintaining effective note-taking?

    <p>Making proper note-taking a daily habit</p> Signup and view all the answers

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