Agencies involved in a case can be documented in JustWare, making it easy to record and reference useful information about that agency and its involvement in the case. An agency can be marked active and/or lead and can be assigned a number, adding ease to the management of the case.
If a case involved person is a member of an agency, it is important to involve the agency in the case before adding the person in the Case Involved People snap-in.
Creating an Agency Record¶
- Click the Agencies 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 agency type from the list.
Select the agency from the list.
Tip: If the agency type has already been selected, only agencies matching the Agency Type will be included in this list.
Note: Your JustWare Administrator can configure JustWare to automatically include default agencies in this snap-in.
Type the agency number in this field, if applicable.
Note: Your JustWare Administrator can configure JustWare to automatically generate a number for certain agencies.
By default, when adding a new agency, this check box will be selected, marking the new record as the lead. Clear this check box to prevent this record being marked as lead. This field is used to specify, if more than one agency of the same agency type is involved in a case, which agency is the lead. For example, if two law enforcement agencies are involved on a case, you can specify which is the lead law enforcement agency.
Note: Changes made to records in the Agency Type field do not change the selection of the Lead check box. For example, if the first record is marked as the lead and a second record is changed to the same Agency Type as the first record, the first record will remain as the lead.
By default, when adding a new agency, this check box will be selected, marking the new record as active. Clear this check box to prevent this record being marked as active.
Caution: If a record is no longer active and is deleted all session history information related to that record will also be deleted. If you want to keep this session history information mark the record as inactive by clearing the Active check box.
Type any related notes in this free-text field.