Dallas Court Case Management Training Marshals Basic Overview and Manage Warrants Training – City of Dallas, TX Carol Gauntt, Eddy Perez and Cathryn Castillo

© Tyler Technologies ABC’s of Training A – Ask Questions B – Be on Time C – Turn off Cell Phones D – Don’t leave the room unless it is an emergency E -Embrace Change F - Have Fun!!!

© Tyler Technologies Objectives As a result of this training session, one should be able to: Have an good understanding of INCODE terminology; Search and steer through INCODE Central and Control Center; Have basic grasp of Case Management Center and Queues; Print forms and documents; Have a basic understanding of Tyler Content Manager, Scanning and using TOP; Manually enter a case through the INCODE software Manage Warrants

© Tyler Technologies INCODE Terminology Status Codes – Tracks and Disposes Cases Disposition Macros – Performs Multiple Functions Queue – Works like an Electronic Cabinet Payment Group – Cases that are in a Payment Plan Control Center – Locate and Process Cases Case Management Center – Process cases in batch and load Queues TCM – Tyler Content Manager TOP – Tyler Output Processor Dynamic Grid – A grid a user can manipulate

© Tyler Technologies Basic Overview Exam 1. The INCODE CENTRAL menu is divided into three parts. Of those three parts where can the user define their own menu? a. Applications list b. Program list c.Favorites list d.All of the above

© Tyler Technologies Basic Overview Exam 1. The INCODE CENTRAL menu is divided into three parts. Of those three parts where can the user define their own menu? a. Applications list b. Program list c.Favorites list d.All of the above

© Tyler Technologies Basic Overview Exam 2.The favorites list can be edited to hold job specific modules in one long list or can be divided into topics where specific modules can be compartmentalized. a.True b.False

© Tyler Technologies Basic Overview Exam 2.The favorites list can be edited to hold job specific modules in one long list or can be divided into topics where specific modules can be compartmentalized. a.True b.False

© Tyler Technologies Basic Overview Exam 3.To open a program within the program menu, you MUST click on the plus sign beside the item to open. a.True b.False

© Tyler Technologies Basic Overview Exam 3.To open a program within the program menu, you MUST click on the plus sign beside the item to open. a.True b.False

© Tyler Technologies Basic Overview Exam 4.Of the following hot keys, which one is incorrect? a.F5 opens any field drop down where a lookup icon is located. b.F7 moves through the screen tabs to the left while F8 moves to the right c.F6 does nothing d.Space bar marks a checkbox when the field is highlighted

© Tyler Technologies Basic Overview Exam 4.Of the following hot keys, which one is incorrect? a.F5 opens any field drop down where a lookup icon is located. b.F7 moves through the screen tabs to the left while F8 moves to the right c.F6 does nothing d.Space bar marks a checkbox when the field is highlighted

© Tyler Technologies Basic Overview Exam 5.The Citation Selection screen offers the following ways to search for a case or defendant: a.Only Name b.DL, SSN, Citation #, Docket #, VIN c.Name, SoundX, PD case number, Tag number d.Both b and c

© Tyler Technologies Basic Overview Exam 5.The Citation Selection screen offers the following ways to search for a case or defendant: a.Only Name b.DL, SSN, Citation #, Docket #, VIN c.Name, SoundX, PD case number, Tag number d.Both b and c

© Tyler Technologies Basic Overview Exam 6.The Definition of a Status Code is a two digit code that identifies the status a case is in, or a requirement to be completed by the defendant. a.True b.False

© Tyler Technologies Basic Overview Exam 6.The Definition of a Status Code is a two digit code that identifies the status a case is in, or a requirement to be completed by the defendant. a.True b.False

© Tyler Technologies Basic Overview Exam 7.Status codes cannot be edited, added or deleted by the user. a.True b.False

© Tyler Technologies Basic Overview Exam 7.Status codes cannot be edited, added or deleted by the user. a.True b.False

© Tyler Technologies Basic Overview Exam 8.Disposition Macros can be executed from the Citation Selection Screen by which of the following ways? a.Marking the Macro checkbox beside one or more cases and selecting the Disposition Macro button in the upper left corner of the Citation Selection screen. b.Highlighting a case in the violation grid and selecting the Disposition Macro button in the upper right corner of the Citation Selection screen. c.Highlighting a case in the violation grid, selecting the Disposition Macro button in the upper left corner and selecting one of thethree choices in the popup that appears. d.All of the above

© Tyler Technologies Basic Overview Exam 8.Disposition Macros can be executed from the Citation Selection Screen by which of the following ways? a.Marking the Macro checkbox beside one or more cases and selecting the Disposition Macro button in the upper left corner of the Citation Selection screen. b.Highlighting a case in the violation grid and selecting the Disposition Macro button in the upper right corner of the Citation Selection screen. c.Highlighting a case in the violation grid, selecting the Disposition Macro button in the upper left corner and selecting one of thethree choices in the popup that appears. d.All of the above

© Tyler Technologies Basic Overview Exam 9.A queue is a virtual filing cabinet. A case can be sent to a queue from the Citation Selection screen from which of the following methods? a.Through a Disposition Macro b.Through a ‘Send to Queue’ button in the disposition screen c.Through the printing of a document with a queue identified in document maintenance d.All of the above.

© Tyler Technologies Basic Overview Exam 9.A queue is a virtual filing cabinet. A case can be sent to a queue from the Citation Selection screen from which of the following methods? a.Through a Disposition Macro b.Through a ‘Send to Queue’ button in the disposition screen c.Through the printing of a document with a queue identified in document maintenance d.All of the above.

© Tyler Technologies Basic Overview Exam 10. Tyler Output Processor (TOP) allows you to view documents and other images that have been scanned into TCM. a.True b.False

© Tyler Technologies Basic Overview Exam 10. Tyler Output Processor (TOP) allows you to view documents and other images that have been scanned into TCM. a.True b.False

© Tyler Technologies Questions / Notes