Dallas Court Case Management Training Initiating Cases Training – City of Dallas, TX Carol Gauntt and Eddy Perez

© Tyler Technologies Purpose - Initiating Cases The purpose of this training session is to is to introduce the class to the process in which cases and citations are entered into INCODE’s Court Management Software (INCODE) and to generate complaints for the citations entered.

© Tyler Technologies Objectives As a result of this training session, one should be able to: Manually enter a case through the INCODE software; Validate data entered through case entry processes; Generate Complaints Print miscellaneous forms and letters after data entry; Correct data entry errors.

© Tyler Technologies Initiating Cases Exam 1. In the Citation/Case Entry screen, If the citation number on the citation reads C and the 07 box (Ran Stop Sign) is checked the correct way to enter the citation number in INCODE is? a.C b.C c.C d.C

© Tyler Technologies Initiating Cases Exam 1. In the Citation/Case Entry screen, If the citation number on the citation reads C and the 07 box (Ran Stop Sign) is checked the correct way to enter the citation number in INCODE is? a.C b.C c.C d.C

© Tyler Technologies Basic Overview Exam 2.What “hot key” is used to open the lookup window on any given field? a.F6 b.F5 c.F8 d.F9

© Tyler Technologies Basic Overview Exam 2.What “hot key” is used to open the lookup window on any given field? a.F6 b.F5 c.F8 d.F9

© Tyler Technologies Initiating Cases Exam 3.In the “Master Name Selection” window, what is the order in which you enter the defendant’s name? a.First name, last name, middle name. b.Last name, first name, middle name. c.First name, middle name, last name. d.All the above.

© Tyler Technologies Initiating Cases Exam 3.In the “Master Name Selection” window, what is the order in which you enter the defendant’s name? a.First name, last name, middle name. b.Last name, first name, middle name. c.First name, middle name, last name. d.All the above.

© Tyler Technologies Initiating Cases Exam 4.In the “CT Name Maintenance” window (the screen in which the information on the name record is entered), what does the “Print History” button at bottom of the window do when clicked? a.Print’s a history listing of all the changes made to the Master Name Record. b.Print’s a listing of all the defendant’s cases filed in the court software. c.Print’s only the history of changes made to the residence information. d.Print’s only the history of changes made to the residence and business information.

© Tyler Technologies Initiating Cases Exam 4.In the “CT Name Maintenance” window (the screen in which the information on the name record is entered), what does the “Print History” button at bottom of the window do when clicked? a.Print’s a history listing of all the changes made to the Master Name Record. b.Print’s a listing of all the defendant’s cases filed in the court software. c.Print’s only the history of changes made to the residence information. d.Print’s only the history of changes made to the residence and business information.

© Tyler Technologies Initiating Cases Exam 5.Why would one want to use the Search by DL# tab or the Search by SS# tab in Name Selection window before entering a name to the Master Name file? a.To make sure the defendant has a DL # or SS #. b.To avoid having duplicate name records in the Master Name file. c.Used as shortcut for data entry. d.Both “b” and “c”

© Tyler Technologies Initiating Cases Exam 5.Why would one want to use the Search by DL# tab or the Search by SS# tab in Name Selection window before entering a name to the Master Name file? a.To make sure the defendant has a DL # or SS #. b.To avoid having duplicate name records in the Master Name file. c.Used as shortcut for data entry. d.Both “b” and “c”

© Tyler Technologies Initiating Cases Exam 6.What function does the “Copy Citation” button offer when used? a.Copies information from an existing citation to a new citation for faster data entry. b.Copies images that have been scanned. c.Both “a” and “b” d.None of the above.

© Tyler Technologies Initiating Cases Exam 6.What function does the “Copy Citation” button offer when used? a.Copies information from an existing citation to a new citation for faster data entry. b.Copies images that have been scanned. c.Both “a” and “b” d.None of the above.

© Tyler Technologies Initiating Cases Exam 7.The “Prior” button in “Citation Case Entry” will display a.A listing of all violations filed against the defendant in the State of Oklahoma. b.A listing of all violations filed within INCODE’s court software. c.A history of prior insurance violations the defendant may have in Oklahoma. d.A listing of all violations filed against the defendant in the United States.

© Tyler Technologies Initiating Cases Exam 7.The “Prior” button in “Citation Case Entry” will display a.A listing of all violations filed against the defendant in the State of Oklahoma. b.A listing of all violations filed within INCODE’s court software. c.A history of prior insurance violations the defendant may have in Oklahoma. d.A listing of all violations filed against the defendant in the United States.

© Tyler Technologies Initiating Cases Exam 8.What report will give all citations written in any date range and can include voids and warnings? a.Report by Officer b.The Edit Listing c.Report by Offense d.Aged Open Cases

© Tyler Technologies Initiating Cases Exam 8.What report will give all citations written in any date range and can include voids and warnings? a.Report by Officer b.The Edit Listing c.Report by Offense d.Aged Open Cases

© Tyler Technologies Initiating Cases Exam 9.What fields are required when entering a Voided ticket: a.The violation date, the name record and the officer agency and code. b.The violation time and date and the officer agency and code. c.All information as a regular citation. d.The violation time and date and the officer agency and code and offense code.

© Tyler Technologies Initiating Cases Exam 9.What fields are required when entering a Voided ticket: a.The violation date, the name record and the officer agency and code. b.The violation time and date and the officer agency and code. c.All information as a regular citation. d.The violation time and date and the officer agency and code and offense code.

© Tyler Technologies Initiating Cases Exam 10.The displayed age of the defendant in “Citation/Case Entry” reflects a.The age of the defendant at the time of the violation. b.The current age of the Defendant. c.The age of their first born. d.None of the above.

© Tyler Technologies Initiating Cases Exam 10.The displayed age of the defendant in “Citation/Case Entry” reflects a.The age of the defendant at the time of the violation. b.The current age of the Defendant. c.The age of their first born. d.None of the above.

© Tyler Technologies Initiating Cases Exam 11.The first status a non-juvenile case receives is: a.IA – Initial Appearance b.IH – Initial Hearing c.IT – Initial Trial d.IP – Initial Party

© Tyler Technologies Initiating Cases Exam 11.The first status a non-juvenile case receives is: a.IA – Initial Appearance b.IH – Initial Hearing c.IT – Initial Trial d.IP – Initial Party

© Tyler Technologies Initiating Cases Exam 1.The same citation number can be entered into the system multiple times. a.True b.False

© Tyler Technologies Initiating Cases Exam 1.The same citation number can be entered into the system multiple times. a.True b.False

© Tyler Technologies Initiating Cases Exam 2.A citation can be entered without the defendant’s name. a.True b.False

© Tyler Technologies Initiating Cases Exam 2.A citation can be entered without the defendant’s name. a.True b.False

© Tyler Technologies Initiating Cases Exam 3.In the Citation/Case Entry screen, the “Date Filed” is a required field in which the date the ticket was entered needs to be added. a.True b.False

© Tyler Technologies Initiating Cases Exam 3.In the Citation/Case Entry screen, the “Date Filed” is a required field in which the date the ticket was entered needs to be added. a.True b.False

© Tyler Technologies Initiating Cases Exam 4.A name can be deleted from the Master Name file when attached to a case. a.True b.False

© Tyler Technologies Initiating Cases Exam 4.A name can be deleted from the Master Name file when attached to a case. a.True b.False

© Tyler Technologies Initiating Cases Exam 5.A combined name record cannot be undone. a.True b.False

© Tyler Technologies Initiating Cases Exam 5.A combined name record cannot be undone. a.True b.False

© Tyler Technologies Initiating Cases Exam 6.Before you can change a citation number, you must first delete the incorrect citation number. a.True b.False

© Tyler Technologies Initiating Cases Exam 6.Before you can change a citation number, you must first delete the incorrect citation number. a.True b.False

© Tyler Technologies Initiating Cases Exam 7.Witness information can be entered in multiple areas in the court software. a.True b.False

© Tyler Technologies Initiating Cases Exam 7.Witness information can be entered in multiple areas in the court software. a.True b.False

© Tyler Technologies Initiating Cases Exam 8.You can enter vehicle information without a tag number and State. a.True b.False

© Tyler Technologies Initiating Cases Exam 8.You can enter vehicle information without a tag number and State. a.True b.False

© Tyler Technologies Initiating Cases Exam 9.The “Variables” tab is not a required field when entering a violation with variables attached. a.True b.False

© Tyler Technologies Initiating Cases Exam 9.The “Variables” tab is not a required field when entering a violation with variables attached. a.True b.False

© Tyler Technologies Questions/Notes