Witness/Issue Summary Report
A Witness/Issue Summary Report is one of the most basic and common summarization methods used for depositions. The deposition is coded and summarized in the full text program using enhancements. After coding the deposition, then a report can be printed like the one below, setting forth the witness name, location in transcript where the testimony is located and the actual testimony, summary of testimony and sorted by witness and issue code in page order. The Witness/Issue Summary Report would look like this:
Witness/Issue Summary Report
*Cota, Phillip: Page 8 Line 11
Concerns visitation of press site.
Issues: Background Check
*Cota, Phillip: Page 13 Line 18
Discusses prescription
Issues: Medical Record
*Cota, Phillip: Page 13 Line 20 to Page 13 Line 22
A. I take six pills a day. One for high
21 blood pressure, I'm not sure what the other two
22 are. High cholesterol, but... Heart and sugar.
Issues: Medical Record
*Cota, Phillip: Page 16 Line 12 to Page 16 Line 17
"Cal OSHA section 4206 is clear on the
13 fact that the employer shall provide
14 and ensure the use of properly applied
15 and adjusted point-of-operation devices
16 or guards for every operation performed
17 on a power-operated press."
Issues: OSHA
*Green, Ann 3/7/92 vol I pg. 1-97: Page 7 Line 9
Plaintiff's present employer: AOCM Service Corp. Nature of business
unknown. Need current earnings data set against futures claim.
Issues: Background Check
*Green, Ann 3/7/92 vol I pg. 1-97: Page 54 Line 21
Green hesitant to discuss termination policies.
Issues: Background Check
*Green, Ann 3/7/92 vol I pg. 1-97: Page 62 Line 1 to Page 62 Line 7
States that Bill was on probation and that he told her this. Bill was a
questionable employee, but the reasons for his probation are not detailed.
Date: 04/19/1992
Issues: Background Check;Policies
*Green, Ann 3/7/92 vol I pg. 1-97: Page 62 Line 19
Bill Presley was fired in May or June, same time as pltff and just after
fire. Testimony indicates pltff thinks there may have been a connection.
Investigate circumstances surrounding this termination.
Date: 04/19/1992
Issues: Background Check;Policies;Rebuttal Citation
*Green, Ann 3/7/92 vol I pg. 1-97: Page 63 Line 2 to Page 63 Line 5
Do you know why Bill Presley was fired?
3 A. I really don't know. I thought it might have had
4 something to do with the fire, but I still don't know, nobody
5 would say.
Issues: Timing;Fire Safety
*Green, Ann 3/7/92 vol I pg. 1-97: Page 64 Line 10
Pltff admits to not performing her duties & not calling fire dept.,
leading to term. for insubordination
Issues: Policies
Issue Category Summary
An issue category report is perhaps the most valuable summarization method available as it gives you a complete report of each topic (issue code) and any note associated with it for one or multiple depositions. Once again, it is generated almost exactly the same as the witness/issue summary report except that the report is printed in issue order as opposed to witness order. An alphabetical issue category summary report would appear like this:
Issue Category Summary
Background Check
*Issues:Background Check
Cota, Phillip: Page 8 Line 11
Concerns visitation of press site.
*Issues:Background Check
Green, Ann 3/7/92 vol I pg. 1-97: Page 7 Line 9
Plaintiff's present employer: AOCM Service Corp. Nature of business
unknown. Need current earnings data set against futures claim.
*Issues:Background Check
Green, Ann 3/7/92 vol I pg. 1-97: Page 54 Line 21
Green hesitant to discuss termination policies.
*Issues:Background Check;Policies
Date: 04/19/1992
Green, Ann 3/7/92 vol I pg. 1-97: Page 62 Line 1 to Page 62 Line 7
States that Bill was on probation and that he told her this. Bill was a
questionable employee, but the reasons for his probation are not detailed.
*Issues:Background Check;Policies;Rebuttal Citation
Date: 04/19/1992
Green, Ann 3/7/92 vol I pg. 1-97: Page 62 Line 19
Bill Presley was fired in May or June, same time as pltff and just after
fire. Testimony indicates pltff thinks there may have been a connection.
Investigate circumstances surrounding this termination.
*Issues:Background Check;Rebuttal Citation
Green, Ann 3/7/92 vol I pg. 1-97: Page 64 Line 23
Green's opinion on Presley's firing
*Issues:Background Check;Fire Safety;OSHA
Green, Ann 3/7/92 vol II pg. 98-219: Page 140 Line 8
What are the guard's qualifications? Where did he get his information?
*Issues:Background Check
Green, Ann 3/7/92 vol II pg. 98-219: Page 142 Line 7
Potential cross-defendant: run asset check and determine limits of any
subrogation clause.
*Issues:Background Check;Timing;Fire Safety
Green, Ann 3/7/92 vol II pg. 98-219: Page 196 Line 12 to Page 196 Line 20
A. It was moving very quickly and I was scared.
13 Besides, Mr. Presley said he'd take care of it.
14 Also, I was scared. It seemed to come from nowhere.
15 It all happened so fast. I don't think that anyone could
16 have done better under the circumstances.
17 Q. Was anything else done by someone else?
18 A. I don't know. Mr. Presley disappeared.
19 Q. You don't know of anything else?
20 A. I don't know of anything else. You might ask him.
Breach of Contract
*Issues:Breach of Contract;Policies
Green, Ann 3/7/92 vol I pg. 1-97: Page 70 Line 5 to Page 70 Line 7
Other than Lynn and Mary, has any
6 supervisor or management employee ever discussed the Joe
7 Jones's termination policies or procedures with you?
Fire Safety
*Issues:Timing;Fire Safety
Green, Ann 3/7/92 vol I pg. 1-97: Page 63 Line 2 to Page 63 Line 5
Do you know why Bill Presley was fired?
3 A. I really don't know. I thought it might have had
4 something to do with the fire, but I still don't know, nobody
5 would say.
*Issues:OSHA;Health Dep.;Fire Safety
Date: 05/05/1992
Green, Ann 3/7/92 vol II pg. 98-219: Page 128 Line 20
Lynn Joy assured Green that it was safe to come back to work
*Issues:Background Check;Fire Safety;OSHA
Green, Ann 3/7/92 vol II pg. 98-219: Page 140 Line 8
What are the guard's qualifications? Where did he get his information?
*Issues:Background Check;Timing;Fire Safety
Green, Ann 3/7/92 vol II pg. 98-219: Page 196 Line 12 to Page 196 Line 20
A. It was moving very quickly and I was scared.
13 Besides, Mr. Presley said he'd take care of it.
14 Also, I was scared. It seemed to come from nowhere.
15 It all happened so fast. I don't think that anyone could
16 have done better under the circumstances.
17 Q. Was anything else done by someone else?
18 A. I don't know. Mr. Presley disappeared.
19 Q. You don't know of anything else?
20 A. I don't know of anything else. You might ask him.
Another report that can be printed would be without the enhancements. Just the location of the issues be shown.
Background Check
Cota, Phillip: Pg 8 Ln 11
Green, Ann 3/7/92 vol I pg. 1-97: Pg 7 Ln 9
Green, Ann 3/7/92 vol I pg. 1-97: Pg 54 Ln 21
Green, Ann 3/7/92 vol I pg. 1-97: Pg 62 Ln 1
Green, Ann 3/7/92 vol I pg. 1-97: Pg 62 Ln 19
Green, Ann 3/7/92 vol I pg. 1-97: Pg 64 Ln 23
Green, Ann 3/7/92 vol II pg. 98-219: Pg 140 Ln 8
Green, Ann 3/7/92 vol II pg. 98-219: Pg 142 Ln 7
Green, Ann 3/7/92 vol II pg. 98-219: Pg 196 Ln 12
Breach of Contract
Green, Ann 3/7/92 vol I pg. 1-97: Pg 70 Ln 5
Fire Safety
Green, Ann 3/7/92 vol I pg. 1-97: Pg 63 Ln 2
Green, Ann 3/7/92 vol II pg. 98-219: Pg 128 Ln 20
Green, Ann 3/7/92 vol II pg. 98-219: Pg 140 Ln 8
Green, Ann 3/7/92 vol II pg. 98-219: Pg 196 Ln 12
Health Dep.
Green, Ann 3/7/92 vol II pg. 98-219: Pg 128 Ln 20
Medical Record
Cota, Phillip: Pg 13 Ln 18
Cota, Phillip: Pg 13 Ln 20
Green, Ann 3/7/92 vol II pg. 98-219: Pg 134 Ln 23
OSHA
Cota, Phillip: Pg 16 Ln 12
Green, Ann 3/7/92 vol II pg. 98-219: Pg 128 Ln 20
Green, Ann 3/
On screen the report would look like this:
