Case Event Types Codes Fields
The following fields are available for maintaining Case Event Types codes.
System-Wide Code and Description Fields
| Field Name | Field Description |
|---|---|
| Show this code for Location | Select this check box to enable the code for the selected location. |
| Use for API only | Select this check box to indicate that the code is only for use with an application program interface (API). |
| Code | The code word you previously entered is displayed here, but you can enter a different code if needed. If you enter a code
word that has already been assigned to another code, a warning message is displayed, as codes must be unique.
Code words can contain numbers and uppercase or lowercase letters. You can also include periods, dashes, underscores, and
parentheses. The word ALL cannot be included in the code word, regardless of case.
|
| Description | Type a description for the code. |
| Mappings (ALT+M) | This option is not available for all codes. If mapping is available for the code, click this link to map codes in Odyssey to state-specific codes. |
System-Wide Effective Information Fields
| Field Name | Field Description |
|---|---|
| Effective Date | If the code is not available until a specific date, enter the date that the code becomes available. |
| Obsolete Date | If the code becomes obsolete (meaning it is no longer used) or will become obsolete at some point in the future, enter an
obsolete date.
The code is considered to be inactive when it reaches the obsolete date and remains obsolete until the date is removed or
changed to a future date. When a code is made obsolete, it is no longer accessible to the users and cannot be selected.
|
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.
, or press F4 to search for and select multiple codes.
System-Wide Case Type Behavior
| Field Name | Field Description |
|---|---|
| Base Event | Select the base event you want to associate with this case event type. |
| Aging Clock Action Key | Select the way you want the case aging clock to be affected with this case event type. |
Location Case Event Types Behavior
| Field Name | Description |
|---|---|
| Migrate | Click this link to migrate the data from another location. |
| Base Event | Select the base event for the case event type. |
| Event Group | Click to select the event groups to associate with this case event type.
|
| Document Type | Select the document type to associate with this event type.
Then, select the Display on Event check box if you want this document type to be displayed when the case event type is used.
|
| Workflow Path | Select the workflow path to associate with this event type.
Then, select the Display on Event check box if you want this document type to be displayed when the case event type is used.
|
Defaults
| Field Name | Description |
|---|---|
| Docketable | Select this check box to make this event type docketable by default. |
| Include Document Index # | Select this check box to include the document index number on this case event type by default. |
| Include on Appeal | Select this check box to include this event type on appeals by default. |
| Change Case File Date to Event Date | Select this check box to change the case file date to the event date by default on this case event type. |
| Case Parties for Party Additional Field | Select this check box to allow parties on the case with the specified base connection key to be added to the additional Party field.
Then, click
next to the Base Connection Key field to select the base connection key.
|
| Case Parties for Party 2 Additional Field | Select this check box to allow parties on the case with the specified base connection key to be added to the additional Party 2 field.
Then, click
next to the Base Connection Key field to select the base connection key.
|
| Default Event Status | Select this check box to select a default event status to be added to the case event.
Then, from the drop-down list, select the event status to be added.
|
| Comment | Type any additional comments related to these default settings.
Click
 to modify the comment paragraph.
|
Additional Fields
The Additional Fields section allows you to add or delete any additional fields you want to be displayed when the case event type is used. Click
to add or delete the additional fields.
to add or delete the additional fields.
After adding the fields, decide whether the additional field should be optional or required.
Validation Fields
Click , or click an existing item, to select the field codes that require validation on this case event type.
, or click an existing item, to select the field codes that require validation on this case event type.
Case Status
Click , or click an existing item, to select case statuses to add to cases with this case event type.
, or click an existing item, to select case statuses to add to cases with this case event type.
Statistical Closure
Click , or click an existing item, to select statistical closures to add to cases with this case event type.
, or click an existing item, to select statistical closures to add to cases with this case event type.
Due Date
| Field Name | Description |
|---|---|
| Calculate Due Date | Select this check box to calculate the due date on the case event.
From the Calculate From drop-down list, select the date from which you want the calculation to occur.
In the Number of Days field, type the amount of days from which to calculate the due date.
|
| Avoid Weekends/Holidays | Select this check box to ensure that the due date does not occur on a weekend or holiday.
From the Resource and Reason drop-down lists, select the resource calendar to validate the date against and the reason to avoid the holiday.
|
| Include Weekends/Holidays in Count | Select this check box to include weekends and holidays in the target date calculation based on the value in the Number of Days field. However, if the target date lands on a weekend or holiday, the date is moved to the next weekday.
 Note: This option is available when the Avoid Weekends/Holidays check box is selected. |
| Require Due Date | Select this check box to require a due date on this case event type. |
Form Information
Click , or click an existing item, to select form information to add to cases with this case event type.
, or click an existing item, to select form information to add to cases with this case event type.
Case Flags
Click , or click an existing item, to select case flags to add to cases with this case event type.
, or click an existing item, to select case flags to add to cases with this case event type.
Security Groups
Click , or click an existing item, to select security groups to add to cases with this case event type.
, or click an existing item, to select security groups to add to cases with this case event type.
Background Color
From the drop-down list in the Background Color section, select the background color to associate with this event type.
Assess Fee Information
Click , or click an existing item, to select fees to be assessed to cases when this case event type is added.
, or click an existing item, to select fees to be assessed to cases when this case event type is added.
| Field Name | Description |
|---|---|
| Update Amount Field with Assessment | Select this check box to automatically update the Amount field with the assessment. |
Print Barcode
| Field Name | Description |
|---|---|
| Enable Print Barcode Functionality | Select this check box to enable barcode functionality with this event type. |
| Default Event to Print Barcode Upon Initial Add | Select this check box to print a barcode when this event type occurs. |
| Image Expected with Event Type | Select this check box to add an image to the barcode with this event type. |
Auto Add Time Tracks
| Field Name | Field Description |
|---|---|
| Appellate | Select the time track to add to appellate case types. |
| Civil | Select the time track to add to civil case types. |
| Criminal | Select the time track to add to criminal case types. |
| Probate | Select the time track to add to probate case types. |
| Family | Select the time track to add to family case types. |
Collect Status Add
Click , or click an existing item, to select collection statuses to add to cases when this case event type is added.
, or click an existing item, to select collection statuses to add to cases when this case event type is added.
Collect Status Complete
Click , or click an existing item, to select collection statuses to add to cases when this case event type is completed.
, or click an existing item, to select collection statuses to add to cases when this case event type is completed.
Service Defaults
Click , or click an existing item, to select service defaults to add to cases when this case event type is completed.
, or click an existing item, to select service defaults to add to cases when this case event type is completed.
Party Caution Flags
Click , or click an existing item, to select the caution flags to be added or removed on a party when this case event type is completed.
, or click an existing item, to select the caution flags to be added or removed on a party when this case event type is completed.
Auto Add Hearing
This section is used to indicate the specifics of the hearing to add for this case event type.
| Field Name | Field Description | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Hearing Type | Select the hearing type to add for this case event type. | |||||||||
| Session Type | Select the session type to add for this case event type. | |||||||||
| Between...And...Days | Specify the range of days in which the hearing should occur. | |||||||||
| Judge/Hearing | Select one of the following options:
|