Default View Settings¶
Default View Settings allow customization of your session views and make them more accommodating to your viewing and data entry needs.
You can select which default name and case types should be used when new name or case records are added. For example, if you set the Default Case Type to Juvenile, all newly added cases will open in the same view as that set for the Juvenile case type.
On the Case or Name session type tab, select the desired case/name type from the Default Case/Name Type drop-down list. Any Case/Name Types that are currently expired or not yet active will not appear in this drop-down list.
By default, the Do not show prompt when creating a new case/name check box is selected. With this check box selected, new case/name records will be created using the Default Case/Name Type selected. If this check box is not selected, a prompt with the selected Default Case/Name Type will be displayed. (If a Default Case/Name Type was not selected, this field will be blank.) The prompt will include a drop-down list to allow you to select a Case/Name Type for the record. Any Case/Name Types that are currently expired or not yet active will not appear in this drop-down list.
You can set the default views for new and existing case and name sessions. For example, you might choose to open existing case records in the Details view to see many snap-ins of the case record at one time, and you might choose to add new name records in the Basic view to facilitate your data entry process.
On the Case or Name session type tab, select the desired view from one of the following drop-down lists:
- Default View When Creating a Case/Name: This view will be used for the creation of new cases/names that are not configured individually.
- Default View When Viewing an Existing Case/Name: This view will be used for the viewing of all existing cases/names that are not configured individually.
- Default View When Opening a Document Hyperlink: This view will be used for the case/name record when clicking a document hyperlink.
You can set the default views for each case and name type for which you do not want to use the defaults selected above. For each case or name type, you can set the default views for creating new records, viewing existing records, and opening document hyperlinks. For example, you can set your default views for Felony case types to be different from those for Misdemeanor case types.
On the Case or Name session type tab, navigate to each Case/Name Type listed in the left-hand column, and select views from each of the following drop-down lists:
- Creating a New
- Viewing an Existing
- Document Hyperlink
You can set the default start page session view and the default docket session view.
On the Other session type tab, select the desired view from one of the following drop-down lists:
- Default Start Page View
- Default Docket View