LESSER KNOWN FACTS AND FEATURES 2017 Tips and Tricks LESSER KNOWN FACTS AND FEATURES

Main Search Screen Power Search – Google like Search Soundex and Phonetic functionality (since 4.4)

Main Search Screen On-Line User Manual and Integrated context-sensitive Help

My View Configurable for Particular User Start Screen for User

My View Reminders – Priorities on top and in red (since 4.7) Re-assign Referrals, Court Dates, Reminders (since 5.3)

Person Screen User Column Preferences on Tabs (since 6.0)

Person Screen Criminal History - Attachments and Scanning

Statewide Button – 4 States with others soon to come Person Screen

Subscriptions Person Screen

Referral/Case Charge Grids

Referral/Case Charge Language - "Previous" and "Next" (since 4.4)

Referral/Case eMail, Court Face Sheet, Person Screen icons (since 4.4) Copy events, dates, documents, and witnesses to codefendant (since 4.5)

Referral/Case Short cut back to Search Screen Checklists (Case and Referral)

Referral/Case Bonds (Case and Charge) (since 4.6)

Referral/Case Probation Violations button (since 4.5)

Referral/Case Jury Instructions button – Westlaw (since 5.4)

Tabs Charge – Configure Referral/Charge Description

Tabs Documents - Make Documents Confidential (since 4.6)

Tabs Court Dates - Track # Days in Court (since 5.1)

Tabs Charge Sentencing - Save Sentence and Retrieve (since 5.2)

Tabs Charges – Westlaw (since 5.4) Charges Traffic Tab – detailed BAC info, other info (since 4.6)

Tabs Court Dates – Served, "Called Off” Witnesses (since 4.5)

WITNESSES Court button shows upcoming court dates (since 4.4) Person Unavailability (since 4.5)

WITNESSES Brady – label, pop up warnings

WITNESSES Brady – reminders

WITNESSES Rename witness flags (since 4.7) Associate witness/charges

WITNESSES “J. Doe Witnesses

Reports Save Report Criteria Charge inquiry case reporting types event report Audit Reports – user, user logons, case, person (since 5.3)

Reports Legal Inquiry – Nonlegal staff included (since 4.7) Reminder Report

Maintenance Menu Users – Signature on User Profile (since 5.0) Users – assign new user i.d., Bar # (since 5.4)

Maintenance Menu Authorizations – Person, Cases, Documents, Reports Events - Prompt cancel all future dates w/ Disposition (since 4.5)

Maintenance Menu Events - Add Program Groups (since 4.7) Events - Automatically apply Victim Services (since 5.3)

Maintenance Menu Setting Master– Custom Dockets

Maintenance Menu Templates – Receipts

Maintenance Menu Templates – Criminal History

Maintenance Menu Full Case Display

Questions?

Karpel Solutions 9717 Landmark Parkway Drive Suite 200 St Karpel Solutions 9717 Landmark Parkway Drive Suite 200 St. Louis, MO 63127 314-892-6300 info@karpel.com Pippa Barrett Trainer/Project Manager pbarrett@karpel.com