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

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Presentation on theme: "Dallas Court Case Management Training Initiating Cases Training – City of Dallas, TX Carol Gauntt and Eddy Perez."— Presentation transcript:

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

2 © Tyler Technologies 2012 2 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.

3 © Tyler Technologies 2012 3 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.

4 © Tyler Technologies 2012 4 Initiating Cases Exam 1. In the Citation/Case Entry screen, If the citation number on the citation reads C20-225800 and the 07 box (Ran Stop Sign) is checked the correct way to enter the citation number in INCODE is? a.C20-22580007 b.C20-2258000 c.C20225800 d.C2022580001

5 © Tyler Technologies 2012 5 Initiating Cases Exam 1. In the Citation/Case Entry screen, If the citation number on the citation reads C20-225800 and the 07 box (Ran Stop Sign) is checked the correct way to enter the citation number in INCODE is? a.C20-22580007 b.C20-2258000 c.C20225800 d.C2022580001

6 © Tyler Technologies 2012 6 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

7 © Tyler Technologies 2012 7 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

8 © Tyler Technologies 2012 8 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.

9 © Tyler Technologies 2012 9 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.

10 © Tyler Technologies 2012 10 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.

11 © Tyler Technologies 2012 11 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.

12 © Tyler Technologies 2012 12 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”

13 © Tyler Technologies 2012 13 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”

14 © Tyler Technologies 2012 14 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.

15 © Tyler Technologies 2012 15 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.

16 © Tyler Technologies 2012 16 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.

17 © Tyler Technologies 2012 17 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.

18 © Tyler Technologies 2012 18 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

19 © Tyler Technologies 2012 19 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

20 © Tyler Technologies 2012 20 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.

21 © Tyler Technologies 2012 21 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.

22 © Tyler Technologies 2012 22 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.

23 © Tyler Technologies 2012 23 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.

24 © Tyler Technologies 2012 24 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

25 © Tyler Technologies 2012 25 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

26 © Tyler Technologies 2012 26 Initiating Cases Exam 1.The same citation number can be entered into the system multiple times. a.True b.False

27 © Tyler Technologies 2012 27 Initiating Cases Exam 1.The same citation number can be entered into the system multiple times. a.True b.False

28 © Tyler Technologies 2012 28 Initiating Cases Exam 2.A citation can be entered without the defendant’s name. a.True b.False

29 © Tyler Technologies 2012 29 Initiating Cases Exam 2.A citation can be entered without the defendant’s name. a.True b.False

30 © Tyler Technologies 2012 30 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

31 © Tyler Technologies 2012 31 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

32 © Tyler Technologies 2012 32 Initiating Cases Exam 4.A name can be deleted from the Master Name file when attached to a case. a.True b.False

33 © Tyler Technologies 2012 33 Initiating Cases Exam 4.A name can be deleted from the Master Name file when attached to a case. a.True b.False

34 © Tyler Technologies 2012 34 Initiating Cases Exam 5.A combined name record cannot be undone. a.True b.False

35 © Tyler Technologies 2012 35 Initiating Cases Exam 5.A combined name record cannot be undone. a.True b.False

36 © Tyler Technologies 2012 36 Initiating Cases Exam 6.Before you can change a citation number, you must first delete the incorrect citation number. a.True b.False

37 © Tyler Technologies 2012 37 Initiating Cases Exam 6.Before you can change a citation number, you must first delete the incorrect citation number. a.True b.False

38 © Tyler Technologies 2012 38 Initiating Cases Exam 7.Witness information can be entered in multiple areas in the court software. a.True b.False

39 © Tyler Technologies 2012 39 Initiating Cases Exam 7.Witness information can be entered in multiple areas in the court software. a.True b.False

40 © Tyler Technologies 2012 40 Initiating Cases Exam 8.You can enter vehicle information without a tag number and State. a.True b.False

41 © Tyler Technologies 2012 41 Initiating Cases Exam 8.You can enter vehicle information without a tag number and State. a.True b.False

42 © Tyler Technologies 2012 42 Initiating Cases Exam 9.The “Variables” tab is not a required field when entering a violation with variables attached. a.True b.False

43 © Tyler Technologies 2012 43 Initiating Cases Exam 9.The “Variables” tab is not a required field when entering a violation with variables attached. a.True b.False

44 © Tyler Technologies 2012 44 Questions/Notes

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