Name records in JustWare are designed to accommodate all people with which your office interacts. People who have been involved for a long time can accumulate a large number of past events. In order to better accommodate these long-term records, all past events are transferred from the Events snap-in to the Past Events snap-in. Your JustWare Administrator determines the length of time past events remain in the Past Events snap-in.
For example, if a past events range of 90 days is set by your JustWare Administrator, all events that have occurred within the past 90 days appear in the Past Events snap-in. If a past event is older than 90 days, it no longer appears in the Past Events snap-in; but it is not lost, it is still stored in the database.
Caution: If you create past events in the Events snap-in, upon saving they will disappear from that snap-in and will be transferred to the Past Events snap-in, and vice versa. These event records are not lost, just moved to the correct snap-in.
Creating Past Events¶
For historical purposes, events that have already occurred can be created as a Past Event.
- Click the Past Events snap-in in any open name session.
Select or type all required and relevant data for each available field. Some fields may be required while others are not.
Field Description Type Select the event type from the list. Location Select the event location from the list. Time Fields 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.
Status 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. Notes Type any related notes in this free-text field. Charges (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. Parent Event 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. Category Select an event category from the drop-down list. Title Enter a short title for the event. Currency 1 Enter an amount of money associated with this event. Currency fields can contain either positive or negative amounts. Currency 2 Enter any additional amount of money associated with this event. Date 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. For details on conflict checking, see Selecting a Docket.
Note: If the start date on the event falls within the time span of the docket, the event will keep the start date time. If it does not fall within the time span of the docket, the start time of the event 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, then set the default start time in System Administration
Save the session.
Caution: If you create an event that has not yet occurred, it will move to the Events snap-in. It has not been lost.