FF Update

GENERAL INFORMATION:

One of the many great features in Quest templates is the ability to update information in the system based on the answers given in a document. FF Update is the way to do this.

You don’t have to include the lines that you are not using, for example, if you’re not going to add a note, you don’t need to include the line note=. However, I think it is a good idea to include all options and leave the line empty after the = so in the future if you wish to add it, it will be there, plus you may forget that line is even an option if you remove them.

IMPORTANT: For any entry that is expecting a constant, with the exception of useDate, you can specify a variable name by preceding the name with a ^. For example, if you want to get the value from a variable called race, you would specify ^race instead of a constant. It is up to you to ensure you are using a form function that will produce a valid value.

You can use a table name as the variable and allow the user to select the option from those table entries if the name of that table is 10 characters or less. If it is over 10, you will need to add @sel/ options.

There are standard prompts that appear in most commands:

person=first | all

  • First = the first person attached to the document. When you add a document and it brings up the list of names and cases you can attach the document to, the names are listed alphabetically by last name, first name. The person selected first is the person at the top of the list.
  • All = will apply the command to every person attached to the document.

If there are multiple people, you may want to default to all and select the particular person some other way, such as role= or assignTo=.

role=person role on case (blank for all roles)

You can choose a specific role to apply this command to, using the codes from the table: Role in Case (PERSONROLE).

In a Paternity or D&N (CHINS) case, if the child has a role of CH and the parents have a role of Petitioner PET or Respondent RES, you could say this goes to the role of CH. However, if you have multiple Respondents in a case it will add the command to every role that matches. If you have multiple people with the same role, you may want to use the assignTo= option to select the specific person.

assignTo=variable name using FF People (not required)

This is how you can select the particular person to apply the command to. You must choose one of the FF PEOPLE functions for this to work. See Person Attribute for an example.

case=first | all | newest | oldest | ^varname using FF SelCausFirst

  • First = the first case attached to this document. Most likely the lowest person ID with the lowest case ID encountered. You may want to use oldest or newest instead.
  • All = all cases attached to this document. Case 1, 3, and 5 will all be updated.
  • Newest = the newest case attached to this document. Case 5 will be updated.
  • Oldest = the oldest case attached to this document. Case 1 will be updated.
  • ^varname = if you have a variable in the template you want to use to select the case.

useDate=current | variable name

  • Current = use the date you click the FINISH button on the document.
  • Variable name= Use the date of a variable from the document.

This allows you to use a specific date to add the command. For example, if you are adding a case status that says “Adjudicated”, you may want to add the case status as of the date of the hearing where the child was adjudicated (Variable Name), or you may want to use the date of the order, which may be the date you clicked the FINISH button (Current) on the document.

The commands are put into the prompt area.


ASSESSMENTS:


ATTRIBUTES:


CASE:


DOCUMENTS:


EVENTS:


FACILITY STAY:

  • Add Stay
  • Update Stay
  • Add Stay Reasons
  • Stay Attributes
  • Add Stay Location
  • End Stay Reasons
  • Add Stay Privilege Level
  • Add Stay Classification
  • Add Stay Deadline for a person
  • Complete existing Stay Deadline if it exists
  • End Stay

PERSON:

  • Update Person
  • Add a contact
  • Add a new address
  • Add a new CASE SPECIFIC address
  • Add/Update contact information
  • Add/Update CASE SPECIFIC contact information
  • Person Financials
  • Add/Replace Notebook Entry
  • Add Identity Note
  • Add/Update Other Identifier
  • Add/Replace Medical Alert
  • Add/Replace Physical/Intangible Identifiers
  • Add Substance Report
  • Add a supervision level


FILED STATUTES:

  • Add a filed statute
  • Updates a plea on all filed statutes
  • Updates a disposition on all filed statutes


REQUIREMENTS:

  • Add a requirement
  • Adding an Informal Adjustment Requirement
  • Adding a Fee Requirement
  • Adding a Restitution Requirement
  • Add Requirement – check entire case
  • Add Transaction
  • Adding Court Costs
  • Waiving Court Costs
  • Adding Community Service Hours
  • Update Requirement
  • Update All
  • Add Requirement Attribute
  • Add Requirement Sanction
  • Add Requirement Phase
  • Add Requirement Treatment
  • Add Requirement Location

MISCELLANEOUS:

  • Send document by email
  • Automatically select people to receive notice