List Manager Action Types
The actions to be performed on list types that are available are dependent on the list type that has been created. The following actions are available for lists.
Actions on Case Lists
Action Description and Fields
Add Attorney Adding an attorney to a specified connection type for a list of cases allows you to assign public defenders to parties that do not have attorneys assigned. Odyssey adds an attorney to the necessary cases if the selected party type remains active on the cases and if the selected party type does not already have an attorney.
Assess Case Fees and Fines This action assesses the selected fee schedule to the selected party type on each case in the list. The action can only be performed on one case category at a time, as fee schedules are defined by case category. If there is more than one type of case category in the list, the list may have to be processed more than once. The list of fee schedules is filtered once a case category is selected. All extended party connection types available to the selected case category are presented in the Assess to First field. The fees are assessed to the first party of the selected connection type.
Batch Notices This action creates notices for a group of cases. Action – Batch Notices Fields
Batch Print Case Labels Print a case label based on the selected label configuration for each name in the list from which the action is launched. Case labels print based on the sort order of the list.
When no label extract format exists for a specific case type in a case category, the label does not print. The case number and reason are displayed on the Incomplete Print Case Labels dialog box once the action has completed. This type of error does not terminate the batch printing.
Case Reassign Judge This action lets a you reassign a case to a new judge.
Case Reassign Judicial officer and Location This action lets a you reassign a case to a new judicial officer and location.
Case Reassign Location This action lets you reassign cases to a new location.
Cash Bond Conversion This action looks at all of a party's cases with positive case fees, which works on a case-by-case basis. Any disbursements owed to a party are done outside of this process. Odyssey provides a list of cases in which the party has a positive registry account after the action is performed. The case is then listed with the following message: “Positive Registry Balance.” This message is viewable on the Job Detail dialog box from the Job History page. To retrieve the list of cases that failed to update, a list name must be entered. If the case has multiple bond accounts, the conversion cannot take place, and that case is then placed on the list of cases that failed.
Create FTA Cases This action creates criminal cases that have the same parties but have failure-to-appear offenses. With this action, you can create only one case per unique citation number per defendant.
Expunge Cases This action expunges the cases in the list.
Party Address Export This action generates a list of party addresses on case lists.
Generate Criminal Case Warrants This action creates a criminal case warrant for each case in the list you selected in List Manager.
Pay/Appear Past Due Batch Notices This action lets you print case forms past due notices to parties.
Print Case Form With this action, you can print case forms based on the necessary form for each item in the list you selected in List Manager.
Print Case Summaries This action prints the case summaries for the list of cases created.
Reassign Judicial Officer and Hearing You can reassign a judicial officer and hearings through this action.
Schedule Hearings This action finds court sessions and adds hearings to cases, adds cases to sessions that may be full, and adds a hearing type to a court session that does not include that hearing type.
Update Cases This action updates cases based on the necessary information for the list you selected in List Manager, add a case status to each case in the list, add a statistical closure to each case in the list, add an event to each case in the list for every event in the Events section, or add a judgment event to each case in the list.
Update Dispositions This action updates and amends dispositions on a list of cases if you have the appropriate rights.
View Next Hearing Date This action generates a report that is sorted in the same order as selected in the sort drop-down list on the List Manager page and includes the case number, judicial officer, style, hearing date and time, hearing type, and session. Columns appear on the report even if they do not contain information. If a case does not have a future setting scheduled, then the report does not display anything.
Reassign Staff Assignments The reassign staff action assigns tasks to a new staff member.
Add Event This action lets you add events to a list of cases.
Actions on Prosecutor Charges
Action Fields
Create Cases This action creates cases from a list of prosecutor charges.
Actions on Exhibit Forms
Action Fields
Print Exhibit Forms This action prints exhibit forms.
Update Exhibits This action updates an exhibits.
Actions on Hearings
Action Fields
Print Hearing Notices With this action, you can print a hearing notice form based on the selected hearing notice setup(s) for each hearing in the list from which the action is launched.
Actions on Charges
Action Fields
Update Charge Status This action lets you add or modify charge statuses on prosecutor charges.
Update File/Indict Info This action updates file and indictment dates on prosecutor charges that do not have a file or indictment date or office.
Actions on Draw-down Accounts
Action Fields
Print Draw-down Account Forms This action allows you to select the form to create for one or more draw down accounts.
Auto-deduct Draw Down Account Subscription Fees This action automatically deducts an amount equal to the configured subscription fee from all accounts on the current List Manager list. The fee is posted on the account as a miscellaneous payment.