Add a user to Court Management

Important! When you add a user to the Court Management User table, the system will also add the user to the Master User table in System Management.

Tips!

• Add the judge's information to the User table even if the judge will not be using the Court Management application. You'll be able to assign tasks and appointments to the judge.

• For each clerk using View Schedule, add the judge's User ID to the Available Users field so the clerk can view the judge's court schedule.  
  

Do this...

1. Open Connect Court Management > Organization > Users.

2. Click New (CTRL+N).

3. Fill in the options on the form. Use the sections in this help topic to fill in each field. The fields are listed in alphabetical order.

4. Click Save (CTRL+S).

The user is saved.

Edit user properties in System Management

The changes that you make to user records in System Management will update the user record that is saved in Court Management.

Do this...

1. Open Connect Court Management > Organization > Users.

2. Use the Lookup bar to enter a user name or user ID. Press Enter.

You can enter and look up any user stored in the System Management > Setup/Modify User Rights.

3. Click the link to Edit This User in System Management.

The user's record opens in Setup/Modify User Rights.

4. Edit the user record.

5. Click Save (CTRL+S).

The updated user record is saved.

Edit user properties in Court Management

These instructions allow changes to the user settings that are specific to the Court Management application.

Do this...

1. Open Connect Court Management > Organization > Users.

2. Use the Lookup bar to enter a user name or user ID. Press Enter.

The user record appears.

3. Click the Schedule tab.

4. Edit the user's schedule and schedule options.

5. Click Save (CTRL+S).

The updated record is saved.

Remove a user from Court Management

Follow these instructions to remove a user from the Court Management User table. The user record will still exist in the System Management > Setup/Modify Users. You cannot delete a user if related transactions exist.

Do this...

1. Open Connect Court Management > Organization > Users.

2. Use the Lookup bar to enter a user name or user ID. Press Enter.

3. Click Delete (CTRL+D).

The user is removed from the Court Management application.

Options

Additional information

In Setup New Case or Modify Existing Cases, use the Judge menu to select Additional Information. The Additional Information shows the judge's appointment schedule.

Available users

This list includes the users that will be available to the individual who is scheduling the appointment. The scheduler will be able to view the calendars linked to each user in the Available User list.

What do you want to do?

• I want to allow this user to view calendars for other users. On the Schedule tab, click Select. Move the user names that will share the working schedule to the Selected Items list. Click OK.

• I do not want this user to view calendars for other users. Remove all of the user names from the Available Users list.

Default room

The default room is the room where the user will usually complete their appointments. The default room that you select in the User properties will display in the Room field in the Scheduling application when you select the user's name. You can change the assigned room to a different room when you set up the appointment.

Tip!

• When you set up a User ID for a judge, set the default room for the judge. The clerks who are scheduling appointments for the judge's schedule can search for open appointments by room.

What do you want to do?

• I want to assign an existing room. On the Schedule tab, use the Default Room drop-down list to make a selection.  

• I want to create a new room. Use Organization > Rooms to add a new room. Then, return to the Schedule tab in Organization > Users to select the new room.  

Default user

The default user refers to the calendar the system will launch when a user selects the schedule. Use this option when more than one user is selected in the Available Users list.

What do you want to do?

• There is only one user in the Available Users list. Skip this step. The system will select the user displayed in the Available Users list as the default user.

• There is more than one user in the Available Users list. On the Schedule tab, use the Default User drop-down list to select a user name.

• I want to create a new user. Use Organization > Users to add a new user profile. Then, return to the Schedule tab in Organization > Users to select the new user. You may need to exit and relaunch the Users program to continue.  

Is a judge

A judge is a senior official in a court of law. Is a Judge refers to a user that fulfills the role of a judge. When a user is a judge, you can select the user to fill in the field titled Judge when you set up a new case.

Name

A name is a word or phrase that constitutes the distinctive designation of a person.

Restriction level

In the Court Management application, you can assign a user to a restriction level. First, you need to define the number of restriction levels that you will assign to your codes. A restriction level prevents users that are not assigned to the restriction level from using a restricted code. Second, you need to assign the users that can access the restricted information to the restriction level.

Important!

• When restriction levels are applied, users can only use codes assigned to a restriction level that is less than or equal to their assigned restriction level.

How do I assign restriction levels?

• Use zero (0) to allow the user to access all restricted information.

• Use 1-99 to set up additional restriction levels.

How does a user use restriction levels?

A user can access the information in the restriction level that is assigned to them as well as the information in the previous restriction levels. For example, Jane is assigned to Restriction Level 3, which means that Jane has access to the information in Restriction Level 1-3. Jane cannot access information in Restriction Level 4 or higher.

How do I set up a restriction code?

Use Connect Court Management > Organization > Codes to set up restriction levels for each code.

State ID

The State ID is a number that is assigned by the state to the organization. The State ID provides a reference number for court transactions that you need to submit to the state.

Time slots per hour

Use Time Slots per Hour to defined the number of appointments scheduled in a sixty minute period for the user. For example, Jane needs two 30-minute appointments per hour for a case officer. She sets the number of Time Slots per Hour to 2. Jane also needs four 15-minute appointments per hour for a judge. She changes the Time Slots per Hour to 4.  

User ID

A user ID is a unique name that you use to identify yourself in Connect. Your user ID displays next to transactions that you create or modify.

Working hours

Use working hours to enter the user's work schedule, include the time the user begins work and the time the user's work day ends. You can schedule the user for appointments and meetings that occur outside of the user's schedule, however, you will receive a warning message.

On what days does the user work?

Select the checkbox next to the work day, then enter the starting time and ending time for each day.