Add Case
FROM THE MENU: Case, Add Case
FROM THE PERSON DETAIL SCREEN:
- Case type: Select the appropriate type of case.
- Sealed: A case gets sealed by a Court Order, so when adding a case, this would be No.
- Expunged: A case gets expunged by a Court Order, so when adding a case, this would be No.
- Name: If you ADD from the Person Detail, the name will be shown here. If you add from the menu, you will have to click on GET NAME and do a name search for the person.
- Role: Select the Role of the person in this case.
- Referring Agency: The agency that initiated the case.
- Start Date: The date the case is received which may be the date of the first file stamp.
- Case Caption: In the event you have to have a case caption that never changes, regardless of whether the current names of the people change. You can type that caption in this area and it will be pulled into documents.
Click on the UPDATE button or press ALT+U to save your changes.