Case Codes
Case codes include information about cases, such as case types, causes of action, and case numbers.
Before configuring the code behaviors, you must complete the basic code setup, including the code description and the dates
on which the code becomes effective and obsolete. After completing the static fields, you must then complete the fields specified
on each individual code.
| Code | Description | Code Fields |
|---|---|---|
| Appeal Types | Indicates the type of appeal that can be created. For example, an initial appeal or supplemental appeal. | Doc. Type – From the drop-down list, select the document type to associate with the specified appeal type.
Complete the fields for criteria related to the volume details, appeals index details, and page details for this appeal type,
if necessary.
|
| Audit Report Types | Indicates the type of report a guardian on a probate case may submit to the court. | Complete the defaults and due date information related to this audit report type, if necessary. |
| Audit Status Types | Indicates the possible status for an audit report, such as pending, received, waived, compliant, or non-compliant. | Base Status – From the drop-down list, select the base status to associate with this audit type.
Complete the fields for the defaults and actions to associate with this audit status type, if necessary.
|
| Batch Processing Code | These codes are used by the Batch Processing job to update Minnesota identified case with the actions specified in the code. | Case Event – Click  to select the case event type to add to the case processed by this job.
Case Status – From the drop-down list, select the case status to add to each case processed by this job.
Plea – From the drop-down list, select the plea to add to add to each charge on the case processed by this job.
Disposition – From the drop-down list, select the disposition to add to each charge on the case processed by this job.
Sentence Event – From the drop-down list, select the sentence event to add to each charge on the case processed by this job.
|
| Case Assignment Reasons | Indicates why a case was reassigned to a different administrative ownership location or judicial assignment, such as change of venue or judicial conflict. | Prevent Reassignment of Recused / Removed Judicial Officers – Select this check box to only allow a manual reassignment of the judicial officer to a case when the judicial officer has been removed using this reason code. |
| Case Cross Reference Numbers | Indicates the types of identifying numbers, other than case numbers, which can be tracked on a case, such as a file number or other agency's case number. | Case Categories – Type the case category codes to include. Separate each code with a comma or semicolon. Type All to include all available codes. Click or press F4 to search for and select multiple codes.
|
| Case File Location/Custody | Indicates where a case file can be moved and who can take custody of it. Codes should be set up for each case file location or place of custody. | Case Categories – Type the case category codes to include. Separate each code with a comma or semicolon. Type All to include all available codes. Click or press F4 to search for and select multiple codes.
Include Sub- Location –Select this check box to add a sub-location for this case file location.
Label – Type the label name you want to be used for this field.
Required – Select this check box to make the sub-location a required field.
|
| Case Flags | Indicates a special circumstance, such as when a case is put on a fast track. Each type of case can have its own set of case flags from which to choose. | Flag Icon – From the drop-down list, select the icon to associate with this case flag code.
Flag Description – From the drop-down list, select the flag color to associate with this case flag code.
Message – Select this check box, and type a message to include when this case flag code is used.
Play System Beep – Select this check box to play a sound when a case with this case flag code is accessed.
Show Message in Warning Dialog – Select this check box to display the message, as added in the Message field, in a warning dialog box.
Case Categories – Type the case category codes to include. Separate each code with a comma or semicolon. Type All to include all available codes. Click
or press F4 to search for and select multiple codes.
|
| Case Number Formats | Indicates the format the system will use if automatically assigning case numbers to case types. Each case type can have a unique case number format. | Case Number Format Fields |
| Case Number ID Pool | Indicates the ID pool the system will use when automatically assigning case numbers. The case number can contain many different components, but all case numbers must contain a number. You can use a different pool of numbers for each case type (for example, one for civil cases, and one for probate cases), or you can create one pool of numbers from which all case numbers are assigned. | Number ID Pool Fields |
| Case Security Groups | Indicates the rights certain users have in connection with a case type. Certain cases need to be secured (for example, adoption cases), and you can set security so only users with specific rights can access them. These security groups can be associated with specific case types. When adding security for a case, users can only select from the list of security groups that have been assigned to the selected case type. | Case Security Group Code Fields |
| Case Statuses | Indicates the current status of a case. Case status codes are associated with specific case types. When changing the status for a case, you can only select from the list of status codes that have been assigned to the selected case type. | Case Status Code Fields |
| Case Sub Types | Indicates a more specific definition of a case type, in conjunction with the case type selected. For example, you can use the case types to select a divorce hearing, and then use the subtypes to specify whether the divorce hearing is with or without children. | Case Type – From the drop-down list, select the case type to associate with this case subtype code. |
| Case Type Change Reason | Indicates the reason a case type was changed. | |
| Case Types | Indicates the type of case being added. Since these case type codes are user defined, you can set up a code for each type of case entered in your office. Used in combination with the case subtype codes, this option allows you to create very specific case types (for example, divorce with and without children). | Case Type Code Fields |
| Causes of Action | Indicates the claim in law that forms the basis of the civil case, such as breach of contract or negligence. | Causes of Action Code Fields |
| Claim Class | Indicates the classification type for a monetary claim, such as small claims. | |
| Extended Connections | Indicates the connection a party has to the case, such as plaintiff or defendant. | Base Connection Key – From the drop-down list, select the base connection key type to associate with this extended connection code. |
| Label Extract Format | Indicates the combination of tokens that will be printed on the label for the file. | Format – Click to select the format to use for this label extract format code.
Path – Type the path to which the label extract format file is written.
Delimiter – From the drop-down list, select the type of separator to use between token elements.
File Extension – Type the file extension to use on the label extract format code (e.g., .txt, .doc).
Case Types – This table indicates the case types on which this label extract format code is used.
|
| Natures of Incapacity | Indicates the type of incapacity in a guardianship case. | |
| Reasons for Attorney Removal | Indicates the reason an attorney was removed from a case. | |
| Reasons for Party Removal | Indicates the reason a party was removed from a case. | Update Guardianship Report – Select the check box to update the guardianship report.
Current Status – Click
to select the current status of the report.
New Status – From the drop-down list, select the status to apply to the report.
|
| Related Case Reasons | Indicates the reason a case is related to the current case, such as an appeal or merger of cases. | Related Case Reason Code Fields |
| Remedies Sought / Relief Granted | Indicates the remedy sought in a civil case and/or the relief granted by the court. Since the same types of awards can be sought as remedy and granted as relief in a case, you only need to set up one group of codes that can be used for both. | Remedies Sought/Relief Granted Code Fields |
| Time Standards | Indicates time for an event to transpire in a case, based on other events. For example, when an arraignment is held, you can set a reminder that a hearing must be scheduled within 30 days. | Time Standards Code Fields |
| Time Track | Indicates a grouping of time standards. | Time Tracks Code Fields |