Left navigation

Different security groups affect the existence of items in the left navigation pane. For more information, refer to User navigation.

Sections

Here is the complete left navigation section with all possible routes:

Recent Cases: Shows links to a few of your recent cases for quick access to the case view.
Saved Searches: Review, run or edit your saved searches. Refer to Saved search gadget for more information.
My Notebook: Manage your notes and Shared Notes.
- Note Snippets / Macros: Manage text snippets for fast data entry or writing prompts.

Add Adult Case: Shows the Add Case screen. Refer to Create a case for more information.

Search Case: Search for cases.
Search Person/Business: Search for a Person or Business.
Search Justice Personnel: Search for Justice personnel.
- Caseload: Search for Justice Personnel caseload.
Search Scheduled Event: Search for Scheduled Events.
VOCA Report: Search for VOCA data.

Cash Receipts: Show the Cash receipts screen.
- Open Till: Open a Till for the current user.
- Close Till: Close the open Till for the current user.

Tills: Search Tills and Till users.
- Till Management: Search for and manage Tills.
- Till Search: Search and view existing Tills.
- Till Participant Search: Search for users with Tills.
Payables: Search Vouchers, Payables, and Checks.
- Vouchers: Search Vouchers and Payables.
- Checks: Search Vouchers or Search Checks.
- Check Writing: Search for money available to write a check.
- Check Re-Print: Reprint checks.
- Search Printed Checks: Search printed checks.
Banking: Search and manage Deposits.
- Create/Search Deposits: Create or Search for existing Deposits.
NSF Checks: Search for "not sufficient funds" checks.
Financial Reports: Show various SSRS financial reports.

Assessment Engine: Search and manage General Ledger data.
- Natural Accounts: Search for and create natural accounts.
- Distributions: Search for and create distributions.
- Distribution Groups: Search for and create distribution groups.
- Assessments: Search for and Add Assessment Items.
- Assessment Groups: Search for and add assessment groups.
- Assess. Group Map: Manage assessment group mappings.
- Chart of Accounts: Search for and add Case jurisdiction to natural account connections.
- GL Account Segment: Add GL account segment items.
- Reference Tables: Create financial reference tables.
Agency: Manage agency accounts.
Bank: Manage bank accounts.
Payment Methods:
- Monetary Instrument: Manage monetary payment types, like cash, credit, debit.
- Non-monetary: Manage non-monetary payment types.
Till Setup: Create Till groups, assign participants, add Till definitions, add Till stations.
Conversion:
- Search Converted Invoices: Search staging invoices from a data conversion.
- Search Historical Non-Case Payment: Search Non-Case payments from a data conversion.
- Search Historical Vouchers: Search vouchers from a data conversion.

Security: Manage User accounts and Security groups.
Lookup Lists: Manage Lookup lists.
Document Definitions: Manage Document definitions.
Directory: Manage Directory Persons and Organizations.
- People: Manage Directory Persons.
- Organizations: Manage Directory Organizations.
Statutes: Search Statutes.
News Gadget: Manage content for the Dashboard News gadget.
Manage Special Statuses: Manage Case and Person Special statuses.
Calendar Admin: Manage Holidays and Test Calendar Sync.
- Holiday Calendar: Manage agency holidays.
- Calendar Sync Test: Test calendar synchronization with Google or Exchange.

Click to hide the Left navigation panel for more screen space.