Events are occurrences or incidents that occur in a specific case or for a specific person. Examples of events are court appearances, client meetings, and arraignments. Events can be created and viewed for any name or case session. The related Event Involved People snap-in in any session can be used to record the persons involved in an event.
Events can be linked to each other as well as to other tasks, correspondences, or documents to easily keep track of all events on a case and show a hierarchal relationship between them.
Events should only be created in a name session when they are not case specific. If the event is related to a case, create it in the appropriate case session.
An event created in a case session appears in the Calendar snap-in of the name session of each person involved in the event. Each case-related event in a name session includes a hyperlink to the applicable case. The Events snap-in can track multiple events, past and future, providing a history and schedule of events associated with the case.
Creating an Event Record¶
- Click the Events snap-in in any open session.
Select or type all required and relevant data for each available field. Some fields may be required while others are not.
Select the event type from the list.
Select the event location from the list.
Use the Start, Duration, and End fields to record the event's timeframe. The three fields are linked together. If you fill in any two of these fields, the third will automatically populate. - Start: Type the event start date and time or select the date from the drop-down calendar. - Duration: Type the event duration in minutes, hours, days, months, or years, including the unit (e.g. for 2 days, type 2d). - End: Type the event end date and time or select the date from the drop-down calendar.
Select the event status from the list. Note: An event is usually given a status after it has occurred, not when the event is created.
Type any related notes in this free-text field.
Charge (case session only)
Select the charge with which the case event is associated from the list.
Case (name session only)
Select the case with which the event is associated. Once an event is created in a case session, the event appears in the Events snap-in in the name session of each person involved in the event. The Case field includes a hyperlink to the case with which the event is associated.
Select the originating event from the list to which you want the new event to be linked. For example, if a trial was the result of a hearing, the hearing will be listed as the parent event.
Select an event category from the drop-down list.
Enter a short title for the event.
Enter an amount of money associated with this event. Currency fields can contain either positive or negative amounts.
Enter any additional amount of money associated with this event.
Enter a date for this event. This field can be helpful to record a date associated with the event that is different than the Start, End, and Duration fields.
Docket Instance(case sessions only)
If this event belongs on a docket, select a Docket Instance in which to place this event by either typing the name of the Calendar Docket, or by clicking the Select a Docket button. Clicking the Select a Docket button opens the Select a Docket screen where you can select the Docket Instance that best meets your needs.
If you save the case without selecting a Docket Instance, JustWare automatically finds the next available docket instance with criteria that match the event and which has no conflicts, and inserts the event into that instance. If there are no instances with criteria that match the event (Case Type, Event Type, or Agency), it is saved as a stand-alone event and does not appear as part of a docket. If the start date on the event falls within the time span of the docket, the event will keep t he start date time. If it does no t fall within the time span of th e docket, the start time of the e vent is set to the start time of the docket. If it is desirous to always have that event type have the start time of the docket, the n set the default start time in System Administration | Code Ta bles | Cases | Events** to the start time of the docket.
Save the Session. (Click Save button or
- If you create an event that has already occurred and save, the event will be removed from this snap-in and appear in the Past Events snap-in.
- You may also associate involved people with event records using the Event Involved People snap-in.
- Once an event has been created, it will automatically appear in the name calendar view of the name session of all event involved people. If a person is not involved in an event, the event does not show up on the person's calendar.
Event to Event Relationships¶
Events can either be singular, unattached instances, or they can be related to another event. For example, if a meeting with the Judge was the direct result of a hearing, then the hearing would be the parent event for the meeting with the Judge. This allows you to link events to each other so you can easily see the progression of your case.
To relate one event to another, you must fill out the Parent Event field in the Events snap-in. This creates the link between the two events. You can have multiple events linked to the same parent event.
This relationship is maintained when events are inserted into Calendar Dockets, and it can be used if one Docket Event spawns another. For example, if someone shows up to dispute a traffic ticket (Event #1) and pleads not guilty, then another Docket Event would need to be created for the traffic hearing (Event #2). To maintain the progression of this case, Event #2 would be linked to Event #1, even if both events appeared in different Calendar Dockets.