You would add or remove a Citation Type to manage the different categories of citations used within the court system, such as traffic, parking, criminal, or ordinance violations. Adding citation types allows the court to support new citation categories or workflows, while removing outdated or unused types helps maintain accurate and organized records. Courts use this process to improve case processing, reporting, scheduling, and consistency in how citations are entered and managed.

Add a citation type

Create a record for a new citation type.

Do this...

1. Open Connect Court Management > Organization > Citation Types.

2. Click New (CTRL+N).

3. Fill in the citation properties.

4. Do you need to print any forms?

• Yes, I need to print forms. Use the options on the Forms tab to add the forms that will print when a user selects this citation type. Note: Forms will print in New Case Setup when the citation type is selected after the new case is saved.

• No, I do not need to print any forms. Continue to the next step.  

5. Click Save (CTRL+S).

The citation type is saved.

Change a citation type

Update the information on a citation type.

Do this...

1. Open Connect Court Management > Organization > Citation Types.

2. Use the Lookup bar to enter a citation type. Press Enter.

3. Now, update the citation properties.

4. Click Save (CTRL+S).

The citation type is saved.

Delete a citation type

Remove a citation type. You cannot remove a citation type with related transactions.

Do this...

1. Open Connect Court Management > Organization > Citation Types.

2. Use the Lookup bar to enter a citation type. Press Enter.

3. Click Delete (CTRL+D).

Note: The citation type cannot be deleted when the citation type is referenced in case history.

The citation type is deleted.

Options

Case number format

A number format is a series of symbols that represents a pattern for formatting case numbers. You can use a unique number format to mask the case numbers for each citation type. For example, using a number format to differentiate between different types of citation types can make it easier for users to quickly identify the different citations.

Example: TYY-#####

Use these symbols to create a mask:

• Use YY to represent a two-digit year.

• Use YYYY to represent a four-digit year.

• Use MM to represent a two-digit month.

• Use # to represent a number that will auto-increment.

• Use a period (.), dash (-), or forward slash (/) to separate segments. Note: The application uses literal values for all other characters.

Examples:

Citation type

The citation type is a brief descriptive word or phrase that is unique to the types for classifying and reporting citations. Examples: misdemeanor, ordinance, parking, traffic, violation.

What is the citation type?

Use the Citation Type field to enter a descriptive title that is up to 20 characters.

Default offense code

The default offense code is the code that will be displayed on the Offense tab when a user enters a new case and selects this citation type.

What do you want to do?

• I want to use an existing offense code. Use the Default Offense Code drop-down list to select a code.

• Help me find a code. Click Search, at the end of the Default Offense Code field. Use the Search form to select a code.

Forms

A form is a document that has been set up to print information, such as text, titles, or variables. A form group allows you to print letters in a another language, for example, Spanish. When the citation type is selected, the routine will print all of the forms in the Form Group.

What do you want to do?

• I want to add a form group. On the Forms tab, click Add a New Form Group. Use the Search form to select a form group. Click OK.

• I want to remove a form group. On the Forms tab, select a form name from the Form Group list. Then, click Remove the Selected Form Group.

• I want to create a new form group. Use Connect Court Management > Organization > Form Group. Next, click New (CTRL+N) to set up the forms in the new form group.  

• Yes, the forms are correct. You're done.

• No, I need to modify the list of forms. Click Select. Then, use the Selection form to edit the contents of the list.

Before you can add a form to the Form Group, you must add the form to Organization > Forms.

Stop at the vehicle tab when setting up new cases

Use this option to stop the cursor at the Vehicle tab so the user that is entering the new case can enter the vehicle information. When this option is not selected, the cursor will skip the Vehicle tab and move to the Offense tab.

What do you want to do?

• I want users to enter vehicle information. Click to select Stop at the Vehicle Tab When Setting Up New Cases.

• I want users to decide if they want to enter vehicle information. Click to deselect Stop at the Vehicle Tab When Setting Up New Cases.