Schedule_Letters/Forms

Schedule Letters/Forms

Schedule Letters and Schedule Forms are printed to communicate court scheduling information to defendants, attorneys, and other parties involved in a case. They provide details such as hearing dates, times, courtroom locations, and required appearances or actions. Courts use these documents to notify parties of scheduled events, support case management, and maintain documentation that official notices and forms were generated and distributed.

 

Set up the report options for printing letters and forms.

Do this...

1. Open Connect Court Management > Reports > Schedule Letters/Forms.

2. Select a report title.

3. Enter the Appointment Start Dates.

Appointment Start Dates is the report date range. The report will use the report date range to select transactions to print on the report.

Do you want to use the current date as the report date range?

  • Yes, I want to use the current date. Continue to the next step.

  • No, I want to use a different date range. Change the Report Date, or click Advanced Options.

4. Select the Transaction Date.

The Transaction Date is the date the system will use to record the printed Schedule Letter/Form as a transaction..

Do you want to use the current date as the transaction date?

  • Yes, I want to use the current date. Continue to the next step.

  • No, I want to use a different date. Click on the Input Date field to enter a MM/DD/YYYY.

5. Select the Statuses.

The status is the state or condition of the appointment. Select the checkbox that appears next to an appointment status to select it.

Appeared
The defendant showed up in court.

Canceled
The appointment was voided.

Failed to appear
The defendant was scheduled to appear before a court, but did not go to court at the scheduled date and time.

Pending
The appointment is assigned to a future date and time or the appointment has past and the status has not been updated.

Rescheduled
The appointment is rescheduled when the date or time changes.


6.Click Print (CTRL+P).

The letters/forms print.

Options

Appointment start dates

Appointment Start Dates is the report date range. The report will use the report date range to select transactions to print on the report.

Do you want to use the current date as the report date range?

  • Yes, I want to use the current date. Continue to the next step.

  • No, I want to use a different date range. Change the Report Date, or click Advanced Options.

Forms

A form is a document that has been set up to print information, such as text, titles, or variables.

Do you want to use the current form?

  • Yes, I want to use the current form. Continue to the next step.

  • No, I want to use a different form. Click on the Forms tab > Form Options subtab. Then, select a different form name from the Form drop-down list.

Transaction date

The Transaction Date is the date the system will use to record the printed Schedule Letter/Form as a transaction..

Do you want to use the current date as the transaction date?

  • Yes, I want to use the current date. Continue to the next step.

  • No, I want to use a different date. Click on the Input Date field to enter a MM/DD/YYYY.

Statuses

The status is the state or condition of the appointment. Select the checkbox that appears next to an appointment status to select it.

Appeared
The defendant showed up in court.

Canceled
The appointment was voided.

Failed to appear
The defendant was scheduled to appear before a court, but did not go to court at the scheduled date and time.

Pending
The appointment is assigned to a future date and time or the appointment has past and the status has not been updated.

Rescheduled
The appointment is rescheduled when the date or time changes.

 

 

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