Copying a Case

JustWare's Copy Case feature allows you to copy specific case information from an existing case to a new case. A PIP may be, for example, a defendant/client or plaintiff/respondent. Copy Case requires a PIP for each new case and allows you to select which case information you want to copy from the existing case to each new case (i.e. involved people, case events, notes, case attributes, charges, etc.).

1. Open the case containing the information you want to copy to one or more new cases.

2. From the More dropdown. select Copy Case

   The Copy Case action is available if there is only one Primary Involved Person (PIP). A PIP may be, for example, a defendant/client or plaintiff/respondent.

3. For each new case, in the Copy Case snap-in, click the + button to add a new record, and then select or type all required (indicated by an asterisk) and relevant data for each available field.

   Field	Description
   PIP for New Case	Search for the name of the Primary Involved Person (i.e. defendant/client or plaintiff/respondent) for the new case.
   PIP Involvement Type	This is the existing case's PIP involvement type in the new case and of the new PIP on all other new cases. If you want the PIP from the existing case to be involved in the new case, select the involvement type that you want them to have on the new case. The PIP for this new case will be involved on all other new cases with this same involvement type. For example, you are copying existing case 1 to new cases 2 and 3. You want PIP A to be involved as a co-defendant in case 2. By selecting "co-defendant" in the PIP Involvement Type field of the new case 2 record, PIP A is involved in Case 2 as a co-defendant, and PIP B is involved in all other new cases (case 3) as a co-defendant. If this field is left blank, the PIP from the existing case will not be involved in the new case, and the PIP from the new case will not be involved in any other new case. Note: This field is populated by the Master Codes in the ctblInvolveType code table. Only the following Master Codes will appear: 4 - Co-defendant, 2 - Victim when it also has a Code Type of 5 - Non-Agency Specific, and 3 - Witness when it also has a Code Type of 5 - Non-Agency Specific.
   Case Type	Select the case type for the new case. If left blank, the original case's type will be used.
   Case Status	Select the case status for the new case. If left blank, the original case's status will be used.
   Agency Added By	From the drop-down menu, specify the agency responsible for creating the copy of the case.
   Related Case Type	If you want the existing case to be related to the new case, select a relationship type. Note:If this field is left blank, the existing case will not be related to the new case.
   Copy All Non-PIP Case Involved People	Select this check box to copy all case involved people except the PIP from the existing case to the new case.
   Copy Past Events	Select this check box to copy all past events, correspondences, and tasks from the existing case to the new case.
   Copy Future Events	Select this check box to copy all future events, correspondences, and tasks from the existing case to the new case.
   Copy Case Notes	Select this check box to copy all case notes from the existing case to the new case. Note: Case notes marked "private" are not copied.
   Copy Case Status History	Select this check box to copy all case status history to the new case.
   Copy Received Date	Select this check box to copy the Received Date to the new case.
   Copy Case Attributes	Select this check box to copy all case attributes from the existing case to the new case.
   Copy Charges	Select this check box to copy all charges from the existing case to the new case. Note: If you do not select this check box, sentences and conditions are not copied.
   Open Case in New Session	Select this check box to open the new case in a new session tab once Copy Case has been performed. Caution:If you are creating a lot of new cases, it may take a long time for each one to open in a new session tab.

   Notes: 1. All case agencies are always copied from the existing case to the new case. 2. Event Category, Charge, and Parent Event information is all copied to the events on the new case. 3. Financial information (including bonds) is never copied from the existing case to the new case. 4. Case documents are not copied from the existing case to the new case.

4. Click Save.

   Each new case is created and opens in a new session tab (if specified).