Court2CM User Manual 1.0.12

ACCESS - CFT USER GROUP

Only users that are a part of the Content Manager CFT User Group location will be able to use Court2CM. Users can be added to this group through the Content Manager client. The group that Court2CM uses is set via its Admin Console.

NAVIGATION

• Dashboard – Displays a list of Court Files currently assigned to the user
• Scan Barcode – Update details of a Court File via scanning a barcode
• Search - Search for Court Files
• New File - Upload a new Court File to Content Manager

DASHBOARD

The Dashboard is the main screen and displays all Court Files currently assigned to the user. Overdue Court Files are displayed in a separate section on the right.

Clicking on a Court File will display the Court Files Details Page.

SCAN BARCODE PAGE

This page allows you to update the details of a Court File by scanning a barcode.

1. Copy the scanned barcode's value and paste it into the CFT Barcode(s) field
2. Click Search
   
3. Once you have finished updating the details of the Court File, click Apply. This will save the changes
   

SEARCH PAGE

This page allows users to have the ability to search for Court Files using the below criteria. Criteria can be combined to perform a more refined search if required.

• Title
• CFT Number
• Complainant Name
• Offender Details
• Date of Offence
• Complaint Number
• Current Assignee

Clicking Search will display the search results.

If there is only one search result, the Court File View page will be displayed for that result automatically.

Clicking Reset will clear the current search results and search criteria.

SHARE COURT FILES

To share Court Files:

1. Tag one or more Court File(s) by clicking the checkbox adjacent to the CFT Number

2. Click the Share Button
   

3. The Share Documents modal will be displayed
   

DISPLAY RESULTS IN LIST VIEW

Clicking the highlighted button will display the Search Results in List View. Clicking on a Court File will display the Court File Details Page.

DISPLAY RESULTS IN TABLE VIEW

Clicking the highlighted button will display the Search Results in Table View. Clicking on a Court File row will display the Court File Details Page.

NEW COURT FILE PAGE

The upload page is used to upload new Court Files to Content Manager.

The fields displayed on the upload form are taken from the selected Record Type. Fields marked with an * symbol are mandatory.

To upload a Court File:

1. Fill in all mandatory fields
2. Click Upload
   
3. A success alert is displayed when the Court FIle has been successfully uploaded to Content Manager.
   

COURT FILE DETAILS PAGE

VIEW TAB

The View Tab displays Read Only metadata and the Audit Logs for the Court File.

DOI REQUEST PENDING

To send a DOI Request notification to the Disclosure Officer Contacts:

1. Enable the DOI Request Pending checkbox
   

2. Enter any notes to send to the Disclosure Officer

3. Nominate the Date of Disclosure

4. Click Send
   

5. An email with the details specified above will be sent to the Disclosure Officer Contacts

EDIT TAB

The Edit Tab allows you to modify the metadata of the Court File. Click Save to save the changes.

SUPERVISOR NOTES

The Supervisor Notes tab displays the current notes of the Supervisor Notes Record.
This page also allows the user to:

• Trigger a notification to the Creator Location of the Supervisor Notes
• Add new notes
• Change the Due Date

Click Save to commit any saved changes.

PROSECUTOR NOTES

The Prosecutor Notes Tab allows you to view existing Notes on the Prosecutor Notes record as well as add new notes and update its metadata.

• Date Due – This is the date the file is due for return to the supervisor or prosecution services.
• Receipt Number - Enter the receipt number for monies received in relation to the document disclosure process
• Amount / Certificate – Select from the drop down list the action taken in relation to the document disclosure process

Click Save to commit any saved changes.

DOCUMENTS TAB

The Documents Tab allows users to view/update existing Prosecution Documents contained in the Court File as well as upload new Documents.

UPDATING EXISTING DOCUMENTS

1. Click on a Document row
   

2. Update the metadata of the selected Document
   

3. Repeat Steps 1 and 2 for any other documents

4. Click Update All
   

5. Clicking Clear will clear the data from the fields.

UPLOAD NEW DOCUMENTS

1. (Optional) Click Upload File to attach an electronic document
   

2. Drag and drop a file and click Ok
   

3. Fill in the mandatory fields and click Add New Document
   

4. The document will be added to the Court File in Content Manager

PRINT DISCLOSURE REPORT

Click Print Disclosure Report to print a PDF Disclosure Report.

JOINT CHARGING

The Joint Charging page displayed shows other Court Files that have a Related To Record relationship to the current Court File.

To create a new relationship:

1. Search for a new record using the Record Search field
   

2. Click Create Link
   

3. To remove existing relationships, click the Remove Link button

PRINT COVER SHEET

To print the Court File cover sheet, click the Print Cover Sheet button.

NOTIFICATION SCHEDULER

The notification scheduler runs once per day at 7 AM and sends notifications for the following items:

• Assignee = In Transit for 14 days
• Supervisor Notes are overdue and not closed
• Prosecution Notes are overdue
• File Type = File Type Criminal Indictable and Drug - Major Offence and is due in 2 weeks