Left navigation

Different Security Groups affect what the user sees in the left navigation pane. For more information, see User navigation.

Click a link for more information about the item.

Sections

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

Recent Cases - Links to a few of your recent cases for quick click-through to the case view.
Saved search gadget - Review, run or edit your saved searches.
My Notebook - Manage your notes and Shared Notes.
- Note Snippets / Macros - Text Snippets for fast data entry or writing prompts.

Search case - Search for cases.
Search person/business - Search for a Person or Business.
Search justice personnel - Search for Justice Personnel.
- Search justice personnel caseload - Search for Justice Personnel Caseload.
Search scheduled event - Search for Scheduled Events.
VOCA report - Search VOCA data.

Cash receipts:
- financials/cash_receipts.adoc#open - Open a Till for this financial user.
- Cash receipts - Close the currently open Till for this financial user.

Tills:
- Till Management - Search / manage Tills.
- Till Search - Search and view existing Tills.
- Till Participant Search - Search Users with Tills.
Payables:
- Vouchers - Search Vouchers and Payables.
- Checks - Search Vouchers / Search Checks.
- Check Writing - Search for Money Available to write a Check.
- Check RePrint - Reprint Checks.
- Search Printed Checks - Search printed checks.
Banking:
- Create / Search Deposits - Create or Search for existing Deposits.
NSF Checks - Search NSF Checks.
Financial Reports - Various SSRS Financial Reports.

Assessment Engine:
- Natural Accounts - Search / Create Natural Accounts.
- Distributions - Search / Create Distributions.
- Distribution Groups - Search / Create Distribution Groups.
- Assessments - Search / Add Assessment Items.
- Assessment Groups - Search / Add Assessment Groups.
- Assessment Group Map - Manage Assessment Group Mappings.
- Chart of Accounts - Search / Add Case Jurisdiction to Natural Account Connections.
- GL Account Segment - Add GL Account Segment Items.
- Reference Tables - Create financial reference tables.
Agency - Agency Accounts.
Bank - Manage Bank Accounts.
Payment Methods:
- Monetary Instrument - Manage monetary payment types (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 the data conversion.
- Search Historical NonCase Payment - Search NonCase Payments from the data conversion.
- Search Historical Vouchers - Search Vouchers from the data conversion.

Security - Manage User accounts and Security groups.
Lookup lists - Manage Lookup Lists.
Document definitions - Manage Document Definitions.
Directory:
- People - Manage Directory Persons.
- Organizations - Manage Directory Organizations (Collection of People).
Statutes - Takes you to the full statute search.
- Search Statute Text - Search for statute text.
News gadget configuration - Manage content for the News Gadget on the Dashboard.
Managing special statuses - Manage Case and Person Special Statuses.
Calendar administration - Manage Holidays and Test Calendar Sync.
- Holiday Calendar - Manage Agency Holidays.
- Calendar Sync Test - Test Calendar Sync with Google or Exchange.

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