1. Dallas Court Case Management Training Records Workflow Training – City of Dallas, TX Carol Gauntt and Eddy Perez

2. © Tyler Technologies 2012 2 Today’s Schedule  Morning Session: Continue data entry; Review Complaint Generation  Afternoon Session: Review workflow for Records Division

3. © Tyler Technologies 2012 3 Objectives As a result of this training session, one should be able to: Handle cases in the Warrant Correction Queue; Send cases to Prosecutor Review Complaint Queue; Generate Complaints from the Print Complaint Queue; Combine Names; Expunge Cases.

4. © Tyler Technologies 2012 4 Record’s Workflow Quiz 1.A case will appear in the Warrant Error Queue when the judge refuses to issue a warrant. What reason will a Judge use to reject signing a warrant? a.Statute of limitation ran b.No proof of notice c.Incorrect name d.All of the above

5. © Tyler Technologies 2012 5 Record’s Workflow Quiz 1.A case will appear in the Warrant Error Queue when the judge refuses to issue a warrant. What reason will a Judge use to reject signing a warrant? a.Statute of limitation ran b.No proof of notice c.Incorrect name d.All of the above

6. © Tyler Technologies 2012 6 Record’s Workflow Quiz 2.What “Warrant Rejection” reason will require an action from the Prosecutor’s office? a.Warrant already on file b.Incorrect name c.Failure to state an offense d.No Image on File

7. © Tyler Technologies 2012 7 Record’s Workflow Quiz 2.What “Warrant Rejection” reason will require an action from the Prosecutor’s office? a.Warrant already on file b.Incorrect name c.Failure to state an offense d.No Image on File

8. © Tyler Technologies 2012 8 Record’s Workflow Quiz 3.What method can the record clerk use to send a case to the Prosecutor Review Queue (PRVCOM)? a.Execute the RPRQ macro. b.Going to the disposition screen and clicking the “Send to Queue” button and entering the PRVCOM queue. c.Twitch nose three times. d.Both “a” and “b”

9. © Tyler Technologies 2012 9 Record’s Workflow Quiz 3.What method can the record clerk use to send a case to the Prosecutor Review Queue (PRVCOM)? a.Execute the RPRQ macro. b.Going to the disposition screen and clicking the “Send to Queue” button and entering the PRVCOM queue. c.Twitch nose three times. d.Both “a” and “b”

10. © Tyler Technologies 2012 10 Record’s Workflow Quiz 4.The remove box in the case listing tab in Case Management Center is used for what reason? a.To remove case from the queue b.To remove the case from the case listing grid only c.Both “a” and “b” d.Does not function when working with queues.

11. © Tyler Technologies 2012 11 Record’s Workflow Quiz 4.The remove box in the case listing tab in Case Management Center is used for what reason? a.To remove case from the queue b.To remove the case from the case listing grid only c.Both “a” and “b” d.Does not function when working with queues.

12. © Tyler Technologies 2012 12 Record’s Workflow Quiz 5.To execute a macro in Case Management Center you must … a.Right click on the case and select Macro b.Go to the Update Tab and enter the macro to execute in the macro field. c.None of the above. d.Both “a” and “b”

13. © Tyler Technologies 2012 13 Record’s Workflow Quiz 5.To execute a macro in Case Management Center you must … a.Right click on the case and select Macro b.Go to the Update Tab and enter the macro to execute in the macro field. c.None of the above. d.Both “a” and “b”

14. © Tyler Technologies 2012 14 Record’s Workflow Quiz 1.The “Clear” button, when working with Queues in Case Management Center, will remove the case from the queue. a.True b.False

15. © Tyler Technologies 2012 15 Record’s Workflow Quiz 1.The “Clear” button, when working with Queues in Case Management Center, will remove the case from the queue. a.True b.False

16. © Tyler Technologies 2012 16 Record’s Workflow Quiz 2.A combined name record cannot be undone. a.True b.False

17. © Tyler Technologies 2012 17 Record’s Workflow Quiz 2.A combined name record cannot be undone. a.True b.False

18. © Tyler Technologies 2012 18 Record’s Workflow Quiz 3.A name record can be edited from Case Management Center. a.True b.False

19. © Tyler Technologies 2012 19 Record’s Workflow Quiz 3.A name record can be edited from Case Management Center. a.True b.False

20. © Tyler Technologies 2012 20 Record’s Workflow Quiz 4.A group of cases cannot be expunged all at one time using Incode. a.True b.False

21. © Tyler Technologies 2012 21 Record’s Workflow Quiz 4.A group of cases cannot be expunged all at one time using Incode. a.True b.False

22. © Tyler Technologies 2012 22 Record’s Workflow Quiz 5.One cannot load a queue by using a judge or court location criteria. a.True b.False

23. © Tyler Technologies 2012 23 Record’s Workflow Quiz 5.One cannot load a queue by using a judge or court location criteria. a.True b.False

24. © Tyler Technologies 2012 24 Questions/Notes