1. Dallas Court Case Management Training Manage Payment Groups Training – City of Dallas, TX Carol Gauntt and Eddy Perez

2. © Tyler Technologies 2012 2 Objectives Clerks should be able to: Create Payment Groups Print Payment Plan Agreements Run Group History Report Place cases on Extension Plans (30 days extensions) Run Reports from Case Management Center

3. © Tyler Technologies 2012 3 Manage Payment Groups Quiz 1.The sequence in which a payment is applied to the violation cannot be altered or changed. a.True b.False

4. © Tyler Technologies 2012 4 Manage Payment Groups Quiz 1.The sequence in which a payment is applied to the violation cannot be altered or changed. a.True b.False

5. © Tyler Technologies 2012 5 Manage Payment Groups Quiz 2.Which disposition macro is used to place violations in a Payment Group? a.FPP Macro b.FPPG Macro c.CPP Macro d.None of the above

6. © Tyler Technologies 2012 6 Payment Processing Quiz 2.Which disposition macro is used to place violations in a Payment Group? a.FPP Macro b.FPPG Macro c.CPP Macro d.None of the above

7. © Tyler Technologies 2012 7 Manage Payment Groups Quiz 3.If a payment group is already created and the Defendant gets a new citation, the new citation cannot be added to the payment group. a.True b.False

8. © Tyler Technologies 2012 8 Manage Payment Groups Quiz 3.If a payment group is already created and the Defendant gets a new citation, the new citation cannot be added to the payment group. a.True b.False

9. © Tyler Technologies 2012 9 Manage Payment Groups Quiz 4.The Group History report can be used to provide which of the following information? a.Show the date a violation was added to the Payment Group b.The current balance of the Payment Group c.Shows all changes made to the Payment Group d.All of the above.

10. © Tyler Technologies 2012 10 Manage Payment Groups Quiz 4.The Group History report can be used to provide which of the following information? a.Show the date a violation was added to the Payment Group b.The current balance of the Payment Group c.Shows all changes made to the Payment Group d.All of the above.

11. © Tyler Technologies 2012 11 Manage Payment Groups Quiz 5.Once the Payment Group Agreement is printed, the terms of the payment group cannot be changed. a.True b.False

12. © Tyler Technologies 2012 12 Manage Payment Groups Quiz 5.Once the Payment Group Agreement is printed, the terms of the payment group cannot be changed. a.True b.False

13. © Tyler Technologies 2012 13 Manage Payment Groups Quiz 6.Non-cash credit (Time Served or Work Release Credit) can be given to a Payment Group. a.True b.False

14. © Tyler Technologies 2012 14 Manage Payment Groups Quiz 6.Non-cash credit (Time Served or Work Release Credit) can be given to a Payment Group. a.True b.False

15. © Tyler Technologies 2012 15 Manage Payment Groups Quiz 7.To manage a payment group, one can either go to Control Center and select the Defendant or go to Payment Plan Processing in the tree structure (middle column of Incode Central). a.True b.False

16. © Tyler Technologies 2012 16 Manage Payment Groups Quiz 7.To manage a payment group, one can either go to Control Center and select the Defendant or go to Payment Plan Processing in the tree structure (middle column of Incode Central). a.True b.False

17. © Tyler Technologies 2012 17 Manage Payment Groups Quiz 8.The Payment Group number is used as an account number for the payment plan and is used in cash collection to take a payment on the payment plan. a.True b.False

18. © Tyler Technologies 2012 18 Manage Payment Groups Quiz 8.The Payment Group number is used as an account number for the payment plan and is used in cash collection to take a payment on the payment plan. a.True b.False

19. © Tyler Technologies 2012 19 Manage Payment Groups Quiz 9.To manage payment plans, Case Management Center is used to get… a.a listing of cases that are delinquent b.to send notices c.to update the frequency of payments in batch for multiple payment plans d.Only “a” and “b” e.All of the above.

20. © Tyler Technologies 2012 20 Manage Payment Groups Quiz 9.To manage payment plans, Case Management Center is used to get… a.a listing of cases that are delinquent b.to send notices c.to update the frequency of payments in batch for multiple payment plans d.Only “a” and “b” e.All of the above.

21. © Tyler Technologies 2012 21 Manage Payment Groups Quiz 10.The Payment Coupon is generated when the Payment Plan Agreement is printed. a.True b.False

22. © Tyler Technologies 2012 22 Manage Payment Groups Quiz 10.The Payment Coupon is generated when the Payment Plan Agreement is printed. a.True b.False

23. © Tyler Technologies 2012 23 Questions/Notes