Case navigation

Select Update Case Information to update the received date of the case, the case type, the case status, and the status date.

Select Add Case Special Status to add a special status to a case. The form has only two required fields, Status and Start Date. The other included, optional fields are Category, Value, and End Date. The Category and Status fields are dropdowns, so they show their available options when clicked.

Select Add Case Number to add case numbers from other agencies, like courts or defense. These alternate case numbers facilitate case data sharing.

Select Join Case to manage Case Joinders. This form has two panels showing View and Add forms.

Select Add Involvement to add an existing/new person and involvement type, including Complainant, Witness, or Victim, to the selected case.

Select Add Justice Personnel to add the case to the My Recent Cases gadget for the corresponding justice personnel.

Select Add Defendant to create a subcase and a party to the case. The subcase is added to aid financials.

Select Add Bail to add Bail information and conditions for the selected case involvement.

Select Add Victimization to add a victimization type to a victim. Adding a victimization type requires a victim in Case Involvements.

Select Add Special Classification to add a special classification for a victim. The special classifications are used in VOCA reports.

Select Add Service to record a service provided to a victim. The services show in VOCA reports.

Select Add Charges to add charge information to the involvement.

Select Add Plea Offer to add plea offer information to the involvement.

Select Add Charge Characteristic to add a Case charge characteristic, like Misdemeanor or Felony.

Select Add Charge Intoxicant to add an intoxicant to the selected individual.

Select Add Exhibit to document and track history.

Select Dispose Charges to dispose charges. Select the Plea and Disposition Type for each charge to dispose.

Select Sentencing to add a sentence to a charge, organized by count.

Select Add Event to add a scheduled event, like a hearing, conference, or meeting, with related Involvements or Case Personnel.

Select Add Case File(s) to add files for the Case by uploading or choosing to scan. Notes can be added to the file at the same time.

Select Generate template to generate a document from a template.

Select Utilities to access these utilities:

Select Doc Viewer to use the Document viewer to show a Case document, annotate it, and apply stamps.

Select Add Discovery Packet to add documents to a packet that can be shared for some time. Learn more about Discovery Packets and how to create them.

Select Cash Receipts to manage the Case Cash Receipts.

Select Case Ledger to review the Case Ledger.

Select Add Investigative Request to add an investigative request to the Case.

Select Add Case Task to add a task to the Case. Case tasks show in the manual work queue for individuals added to the Assign To field.

Select Add Communication to document and store communication between case involvements.

Select Add Non-collectible Financial to document non-collectible financials not collected by this institution.