Selecting Dockets

The Select a Docket dialog box allows you to manually specify which docket instance an event will be placed into.

In the Events snap-in of a case, click the Select a Docket button in the Docket Instance field. The Select a Docket dialog box opens, and you can select the docket instance that best meets the needs of the event.

Notes:

• If you save the case without manually selecting a docket instance using the Select a Docket dialog box, JustWare automatically finds the next available Docket Instance that meets the criteria with no conflicts, and inserts the event into that Docket Instance.
• If no instances match the event criteria, it will be saved as a stand-alone event independent of all dockets.
• If only conflicted instances are available, notifications are displayed in the status bar, and the Select a Docket dialog box should be used to manually select an instance.
• If an event is being scheduled automatically as part of a business rule, JustWare makes successive attempts to find the best-fitting instance. Consult your JustWare Administrator if events are being automatically scheduled on undesirable instances.

Using the Select a Docket dialog box

With its simple design, the Select a Docket dialog box makes it easy to find the right docket instance for your event. Available instances that match criteria for the event are listed with all relevant information.

The Select a Docket dialog box automatically displays the first ten available docket instances with criteria matching the event. For example, if you create an event for a traffic hearing on a traffic-ticket case, the Select a Docket dialog box will only display docket instances that have been created to accept traffic hearing events. Additionally, it will only display docket instances that still have slots available for Docket Events. If a Calendar Docket has docket instances that are full, those instances will not appear.

To select a docket instance for the event you are adding, simply select an instance from the list and click Use Selected or press Enter.

Each part of the Select a Docket dialog box helps you to find an instance that will best meet the needs of the event you are adding. The following table describes these parts and how to use them.

Option	Description
Docket Instances	In the Docket Instances area, up to ten available instances with criteria matching the event are displayed. The Capacity (number of events already scheduled out of total available slots in this instance), Location, and Date are shown for each instance. In the Involvements column, the judge involved on the docket instance appears. [This is a docket instance involved name that has a master code of 14 - Judge. If one of these ten docket instances meets your requirements, select it and click the Use Selected button. You can also use your keyboard to navigate to the desired docket instance and then press Enter
Next 10	If none of the docket instances displayed will work for you, you can click the Next 10 button. The Docket Instances area will refresh to show the next ten available instances. Continue this process until you find an instance that is compatible with the event you are trying to add.
Date	If you would like the displayed instances to start from a different date, use the date field next to the Next 10 button to type a date or select a date from the drop-down calendar provided. For example, if you specify the date as being January 20, 2010, then the Docket Instances area will only show matching docket instances that occur on or after January 20, 2010.
Conflicts	The Conflicts column in the Docket Instances area shows a Details hyperlink for instances that are available to schedule but could create conflicts for Event Involved Persons. Click the Details hyperlink to open a report displaying each conflict for Event Involved Persons. You can use this information to make a decision to either schedule the event on that Calendar Docket instance scheduling block in spite of the conflicts, or to choose a different instance without conflicts. Several types of conflicts for event involved names are detected and displayed: Scheduling conflicts - an event involved name is already involved on another event in JustWare during this docket instance's scheduling block (scheduling conflicts can be ignored entirely if desired. "Name to Name" conflicts - an event involved name has a JustWare name-to-name relationship with another event involved name that might indicate a conflict of interest "Name to Case" conflicts - a case involved name with a disqualified Involvement is one of the docket involved names Saving without using the Select a Docket dialog automatically checks for conflicts and avoids selecting an instance with conflicts. If there are no conflict-free docket instances, you will be prompted to use the Select a Docket dialog box to manually choose which docket will work best.
Override	If you would like to enter an event into a docket instance that is already full or that has criteria that exclude the event, you can use the Override option to select the docket you want anyway. Click Override and select the docket(s) that you want to be displayed in the Docket Instances area regardless of criteria and availability, and they will now be available to select. The Override option is only available for those that have the proper security profile, and will not be visible to others. Contact your JustWare Administrator to obtain Override privileges. Be aware that using Override may result in double-bookings and other conflicts.