Party Codes

Party codes include information, such as marital status, education, employment, physical description, and language.

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	Additional Code Behaviors
Appointed Attorney Configuration	Defines pools, or wheels, for attorneys to be assigned to cases.	Qualifications – Click to select qualification codes for the wheel. Disqualifications – Click to select disqualification codes for the wheel. Insert at Top After Reassign – Select this check box to put the attorney in the next position. Count By Case Override – Select this check box override the count by case. Attorney – Click to add attorneys to the wheel. Reset – Click to reset the case count for each attorney on the attorney wheel. Reorder – Click to change the order of the attorneys in the attorney wheel.
Attorney Appointment Rejection Reason	Defines reasons an attorney could be rejected from an assignment.
Attorney Disqualifications	Defines reasons an attorney could be disqualified from an assignment.
Attorney Qualifications	Defines the qualifications for attorney assignment.
Attorney Standings	The status that describes the attorney's standing with the bar.	Active – Select this check box to make a standing code to designate this attorney as active and, when used, the attorney is available for assignment.
Attorney Unavailability Reasons	Defines reasons an attorney could be unavailable for an assignment.
Caution Flags	Defines caution flags available for a party, such as known weapons offender or disabled.
Complexions	Defines complexion descriptor codes.
County	County the party currently lives in or was born in.
DL State	Indicates which state issued a driver's license.
DL Types	Indicates driver's license type, such as commercial or motorcycle.
Education Degrees	Defines the types of degrees held by parties.
Employment Statuses	Defines employment status descriptors for the parties.	Base Status of Unemployed – Select this check box if the employment status code should have a base status code of unemployed.
Group Types	Defines groups with which parties may be associated.	Description – Choose whether the group type is optional or required. Relationship – Click to choose relationships that apply to the group.
Marital Statuses	Defines marital status descriptors, such as divorced or married.
Military Branches	Defines military branch descriptors, such as Army or Navy.
Military Discharges	Defines military discharge descriptors, such as honorable.
Name Type	Defines name type designations, such as AKA or DBA.
Natural Languages	Defines languages used by parties and interpreters.
Note Types	Defines the types of notes that may be added to a party, case, or check, based on where the code is added in the organizational chart.
Party and Case Affiliates	Defines groups of parties that may be affiliated with a case, such as social workers.	Parties – Click to search for parties to add to the affiliates group.
Party Associate Types	Defines how a party may be associated with another party or the case, such as parent or guardian.
Physical Builds	Defines descriptors for physical build, such as lean.
Physical Descriptors	Defines other physical descriptors, such as short.
Relationship Types	Describes how a party is related to an affiliate group.
Removal Reasons	Defines reasons a party could be removed from a case.
Salary Types	Defines salary types.
School Connections	Defines connections between a school and a party.
School Types	Defines types of schools.
Special Conditions	Defines any special conditions to take into consideration for a party, such as walks with cane.	Obsolete Date Required – Select this check box to require that an obsolete date is added when this special condition is added.
Suffix Types	Defines name suffix types, such as Sr. or MD.
ZIP Code	Defines the ZIP code for an address.	City – Type city corresponding to the ZIP code added. State – From the drop-down list, select the state in which the ZIP code is found. ZIP – Type the ZIP code.