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Managing Court Information for Cases

Agents frequently work with the courts to manage cases. They file petitions to courts, correspond with court employees, prepare for court hearings, and attend court hearings. Agents can add court information to a case record. This information includes court activities, legal documents, and legal status data.

This task is a step in Roadmap for Managing Cases.

To manage court information for a case

1. Navigate to the Cases screen, then the Case List view.
2. Drill down on the Case Name field of the case record.
3. Click the Court Activities view tab.
4. In the Court Activities list, create a new record to schedule a court date.

   The activities that you add to the Court Activities list also appear in the Activities view for the case.

5. In the Legal Status list, create new records for the court decision about the legal status of a child-welfare case.

   The following table describes some of the fields.

   Field	Description
   Legal Status Id	Displays an automatically generated number that uniquely identifies the court decision about the legal status of the child-welfare case.
   Legal Status	Select the court decision about the legal status of the child. Values include Temp. Custody to Relative, Temp. Custody to Agency, Adoption, Foster Care, and Reunified.
   Legal Status Type	Select the entity that the legal status affects. Values include Child and Agency.
   Effective Start Date	Select the date that the court decision is in effect.
   Effective End Date	Select the date that the court decision is no longer in effect.
   Narrative	Type further details about the court decision.
   Ruling	Type a description of the court decision.

6. In the Attachments list, add the documents that relate to the court date.

   For more information, see Adding Attachments to Cases.