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Best Practices.

Published byJobst Acker Modified over 6 years ago

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Presentation on theme: "Best Practices."— Presentation transcript:

1 Best Practices

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

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

4 Case types Case types Case category Characteristics of a case Reports

5 Event codes Minute entries

6 sentencing Dates probation Recommended Save sentences Sentence service

7 reminders

8 reminders Incomplete Sent reminders Not completed sortable

9 Document management Folders Naming conventions

10 folders Manually created Event code New case Maximize

11 Maximize window

12 Event code

13 Naming conventions

14 Forgotten buttons Case weight Trial sheet checklist

15 Case weight

16 Trial sheet

17 checklist Mandatory Create Dispose optional

18 checklist

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

20 Director of Project Management
Questions Questions… Mike Baker Director of Project Management Karpel Solutions (office)

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