Cases Block

(Institutions > Legal orders > Legal cases)
(Community > Orders/Requests > Legal cases)

The Legal Cases screen displays all legal orders associated with charges, and provides a history of each charge. Start your record of a new case here.

1. If necessary, query in the Header block to locate the offender.

2. Click Next Block to access the Cases block, where you define the case type and record such information as docket numbers and co-accused.

   The Cases block automatically displays all previously recorded cases for the offender, ordered by date with the most recent Active case first.

3. If necessary, click on Insert to get a blank line. 

4. To record a new case, fill in the fields:

• Case/Info #: type in the case number or information reference number; optional. If you want the system to generate a number automatically, leave this field blank.

  If you update this number in the future, the original number is stored in the Reference #s window.

• Date: record the date the case opened; mandatory. Use standard date format.

• Offender Name on Court Document: type in the name of the offender; optional. The field defaults to the name in the Header block. If this is not the name the offender was arrested under, click the List of Values to open the Aliases and Other Identifiers screen, where all known names and aliases associated with the offender appear.

• If the name you are looking for is there, select it and click Exit. This will take you back to the Legal Cases screen, and the name you selected will appear in the field.

• If the name is not there, you can add it to the list. Click a blank line on the Aliases screen and type in the name. Click Save, and then Exit. This will take you back to the Legal Cases screen, and the name you entered will appear in the field.

• Type of Case: select a case type (e.g., Adult, Youth or Juvenile) from the List of Values; mandatory. The type defaults to a choice made by your system administrator.

• Status: automatically displays Active when the record is saved, unless the case has been combined with another case. Then the status reads Combined.

• Combined With Case: blank unless this case has been combined with another case. In that instance, the case number that is combined with this case displays. See the link below to learn how to combine cases.

5. You can also add more information by using the buttons on the Cases block to open various pop-up windows and other screens. Use the links below to learn about the following windows. Remember to save if you add or change anything in a pop-up window.

6. Click Reference #s to open a pop-up window where you can record additional numbers such as a Docket #, Rap# or Reg #.

7. Click Co-Accused to open a pop-up window where you can record the names of anyone co-accused with the offender. Use the List of Values to search for any other offender who has ever had a record on TAG. If the person you are looking for isn't there, you can record them as a contact by using the Other Persons button, or you can create a new offender record for the co-accused person on the Assign Offender ID screen.

8. Click Combine Cases button to open a pop-up window so you can select a case to be combined with this case. You can also "uncombine" two cases that have been combined.

6. Click Save.

7. Click Next Block to access the Orders block.

Next step in the Legal Cases sequence:

fill in the Orders block.

Aliases and Other Identifiers screen.

Reference #s window.

Co-Accused window.

combine/uncombine cases.

create a new offender record on the Assign Offender Number screen.