Adding Cases

When adding a case, information is entered on various case tabs, such as Detail and Parties. The type of case you add determines which case tabs are available when the case is first created. As a case progresses, additional tabs are added, so you can enter more details.

To add a case in Odyssey:

Select Add a Case or Add a Case Classic from the home page or the navigation menu.

Select the location where the case is to be added from the Select Location dialog box.

Note: Depending on how your system is configured, you may or not see the Select Location dialog box.

Select the case category.

The right side of the window displays additional, more specific case types that exist within the selected case category.

Select a more specific case type from the displayed list.

Note: On some case types, you may find that there is a common plaintiff or other recurring party. Your system administrator can set up a default party on any non-criminal case type that is automatically added when you add a case. Contact your system administrator to set up default parties by case type.

A new case is prepared.

Complete the fields on the following tabs:

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Detail tab

•

Parties tab

•

Charges tab

•

Causes tab

Note: The tabs vary depending on the case type you are adding. The above list contains the most common tabs displayed when adding a case.

Click Save to store the new case.

The Case Filed dialog box is displayed.

If you have the appropriate rights and your system has the proper configurations, the Court Session Control Point sends messages when a court session is added, edited, deleted, or copied. One notification message is sent for each alteration to a court session.

When a court session is created with recurrences, a notification is sent for the original court session and each session in the recurrence.

Ad hoc sessions are filtered out of the message.

Case filing fees are assessed automatically at case initiation, depending on your setup.

Additionally, if the OCM Add A Case Payment Config feature is active, you can complete the payment transaction fields to immediately post a payment to the case.