Case navigation
Header
The Case Header
shows a lot of information and allows you to make quick updates to the case.
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The
Special Status Banner
shows if there is a special status on the case being viewed. -
The
Financials Banner
shows if there is a balance on the case. -
The
Charge
andCase Number
. -
The
Case Name
. -
The
Case status
linked to theUpdate
form and sharebook button. -
Event and Attorney
information:-
Received
: the date the case entered the system. -
Next
: the next scheduled event date. -
Attorney
: assigned Prosecuting Attorney. -
Defense
: defense attorney assigned.
-
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Widgets:
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The
Send Email
widget: opens an email popup. -
The
Case Watch
widget: adds this case to your watched cases list. -
The
Joined Case
widget: opens a popup that shows joined case information. -
The
Case Note
widget: opens a popup window that allows quick adding of notes to the case.
-
Navigation buttons
Under the header is a row of buttons. Each button, when clicked, changes the data shown in the page Case Folder View. Most of the buttons have a dropdown beside it. The dropdown has a list of options to add or update data on the case.
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Case summary
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The Summary
dropdown has options to update case information, add a special status or case number, or join cases.
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Select
Update Case Information
to update the received date of the case, the case type, the case status, and the status date.- NOTE
-
All fields on this form are required for submission.
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Select
Add Case Special Status
to add a special status to a case. The form has only two required fields,Status
andStart Date
. The other included, optional fields areCategory
,Value
, andEnd Date
. TheCategory
andStatus
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 manageCase Joinders
. This form has two panels showingView
andAdd
forms.-
The
Case Joinders
panel showsJoinders
associated with the case. A red icon shows next to theJoinder
main case and a blue icon shows beside the current case. -
Click a
Joinder
link to edit theJoinder
fields,Name
,Joinder Type
,Description
, andPurpose
. -
The
Add Case Joinder
panel creates a newCase Joinder
associated with the selected case. -
Click Add Case to open a Search case popup.
-
Case involvement
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Select
Add Involvement
to add an existing/new person and involvement type, includingComplainant
,Witness
, orVictim
, to the selected case. -
Select
Add Justice Personnel
to add the case to theMy 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 addBail
information and conditions for the selected case involvement.
Victim and VOCA reporting
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Select
Add Victimization
to add a victimization type to a victim. Adding a victimization type requires a victim inCase 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.
Charges
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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 aCase
charge characteristic, likeMisdemeanor
orFelony
. -
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 thePlea
andDisposition Type
for each charge to dispose. -
Select
Sentencing
to add a sentence to a charge, organized by count.
Events
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-
Select
Add Event
to add a scheduled event, like a hearing, conference, or meeting, with relatedInvolvements
orCase Personnel
.
File cabinet
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-
Select
Add Case File(s)
to add files for theCase
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
Bates Stamp
to apply a stamp to a document. -
Select
Merge Documents
to merge documents in theFiling Cabinet
into a single PDF.
-
-
Select
Doc Viewer
to use the Document viewer to show aCase
document, annotate it, and apply stamps.
Discovery
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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.
Financials
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-
Select
Cash Receipts
to manage theCase
Cash Receipts. TheCash Receipts
screen records payments taken for case financials or fees. -
Select
Case Ledger
to review the Case Ledger. TheCase Ledger
is a history of fines, fees, and payments. You can print or email receipts. -
If the eProsecutor Online instance comes from a converted database then Historic Financials shows balances of converted obligations at the time of conversion and payment records for all obligations after conversion.
Investigation
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-
Select
Add Investigative Request
to add an investigative request to theCase
. Requests are added to a workflow that anyone with an investigator supervisor role can use to create and assign investigation tasks from the Investigation Folder View.
Tasks
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-
Select
Add Case Task
to add a task to theCase
. Case tasks show in the manual work queue for individuals added to theAssign To
field.
Communication
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Select
Add Communication
to document and store communication between case involvements.
Non-collectible financials
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Select
Add Non-collectible Financial
to document non-collectible financials not collected by this institution.
Case folder
The body of the Case
page shows case data in panels, determined by the active tab.
Tab | Description |
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The
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Use the |
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Use the |
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Use the |
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Use the |
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Use the |
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Click Financials to show the |
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Use the |
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Use the |
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Use the |
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Use the |
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Use the |
Send email widget
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Use the Send Email
widget to send an email regarding the Case
.
Select Include Link to Case
to include a link to the case in the email.
Joined case widget
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Use the Joined Case
widget to show cases related to the current case.
Click the Case
number or title to show the lead or related cases.