Best Practices.

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Presentation transcript:

Best Practices

Best practices Data entry Reminders Document management Intake Case types Event codes sentencing Reminders Incompletes Document management Folders Naming conventions Forgotten Buttons reports

intake Add all charges referred by law enforcement Track referred vs. charged Reports

Case types Case types Case category Characteristics of a case Reports

Event codes Minute entries

sentencing Dates probation Recommended Save sentences Sentence service

reminders

reminders Incomplete Sent reminders Not completed sortable

Document management Folders Naming conventions

folders Manually created Event code New case Maximize

Maximize window

Event code

Naming conventions

Forgotten buttons Case weight Trial sheet checklist

Case weight

Trial sheet

checklist Mandatory Create Dispose optional

checklist

Reports – test before you trust RULE: Before relying on a report setup a test case and validate the report against known data.

Director of Project Management Questions Questions… Mike Baker Director of Project Management Karpel Solutions http://www.karpel.com http://prosecutorbykarpel.com http://insightbykarpel.com mbaker@karpel.com 314-892-6300 (office)