Objective: Learn how to update court name and location, judge name, sentence, dockets, offenses, and supervision conditions.
Accessing Court Data
To accessCourtdata, navigate to the case you wish to view, then selectCourt Infoon the blue case toolbar at the top of the screen. Court Information, as well as Offenses and Conditions will be displayed here.
Adding or Editing Court Info
TheCourt Infosection includes items such as the court name, judge, sentence, etc. (displayed below). To add or edit this information, follow the steps below.
Click anywhere inside the card containing Court information to open the edit view.
Enter the County or select the Court, Judge, and Sentence from the corresponding drop down menus.
If you are satisfied with your changes, click the checkmark icon in the toolbar to save the record.
If you wish to close the edit view without saving, click the x in the toolbar to cancel your changes and return to the previous screen.
Dockets
Docketscan be found below the Court information.
Adding a Docket
Click the "Add New"button in the bottom right of the screen, then select “Add Docket”.
When the edit view opens, enter the docket number in the text field labeledDocket.
If you are satisfied with your entry, click the checkmark icon in the toolbar to save the record.
If you wish to close the edit view without saving, click the x in the toolbar to cancel your changes and return to the previous screen.
Editing a Docket
Click the Docket record you wish to edit in the Docket list to open the detail view.
Click the edit icon in the toolbar to open the edit view.
When the edit view opens,enter the docket number in the text field labeledDocket.
If you are satisfied with your changes, click the checkmark icon in the toolbar to save the record.
If you wish to close the edit view without saving, click the x in the toolbar to cancel your changes and return to the previous screen.
Offenses and Conditions
OffensesandConditionscan be found below the Court information. These can be tied to a specificdocket. Both Offenses and Conditions are added in a similar way. The following steps will demonstrate how to add either type of record.
Adding an Offense
Click the "Add New"button in the bottom right of the screen, then select “Add Offense”.
When the edit view opens, select theCharged OffenseandOffense Degree from the corresponding drop down menus.
Select the associateddocket.
If you want to make any additional notes or comments, enter them in theNote field.
If you are satisfied with your entry, click the checkmark icon in the toolbar to save the record.
If you wish to close the edit view without saving, click the x in the toolbar to cancel your changes and return to the previous screen.
Editing an Offense
Click the Offense record you wish to edit in the Offenses list to open the detail view.
Click the edit icon in the toolbar to open the edit view.
When the edit view opens, select theCharged OffenseandOffense Degree from the corresponding drop down menus if you wish to update them.
Select the associateddocketif you wish to update it.
If you want to make any additional notes or comments, enter them in theNote field.
If you are satisfied with your changes, click the checkmark icon in the toolbar to save the record.
If you wish to close the edit view without saving, click the x in the toolbar to cancel your changes and return to the previous screen.
Adding a Condition
Click the "Add New"button in the bottom right of the screen, then select “Add Condition”.
When the edit view opens, select theConditionfrom the drop down menu.
Select the associateddocket.
If you want to make any additional notes or comments, enter them in theNote field.
If you are satisfied with your entry, click the checkmark icon in the toolbar to save the record.
If you wish to close the edit view without saving, click the x in the toolbar to cancel your changes and return to the previous screen.
Editing a Condition
Click the Condition record you wish to edit in the Conditions list to open the detail view.
Click the edit icon in the toolbar to open the edit view.
When the edit view opens, select theConditionfrom the drop down menu if you wish to update it.
Select the associateddocketif you wish to update it.
If you want to make any additional notes or comments, enter them in theNote field.
If you are satisfied with your changes, click the checkmark icon in the toolbar to save the record.
If you wish to close the edit view without saving, click the x in the toolbar to cancel your changes and return to the previous screen.to open the detail view.
Options for items such as Court, Judge, Sentence, Conditions, Offenses, and Offense Degrees can be added or edited in the Organization Management portion of Probatum.