How to create a new case?

How to create a new case?

What is the New Case Wizard?

The New Case wizard is a very important tool in STAC because this is where new cases are added to the system. This wizard is organized in multiple pages to facilitate the data entry process, and it is organized as follows:
  • Case Identification
  • Supplemental Information
  • Case Details
  • Events
  • Relationships
  • Charges

Users have the ability to navigate through all of the screens without having to use the mouse. Users are able to move between screens, select codes, names, and charges using only the keyboard if they choose to do so.

The system administrator should also take advantage of both the Event and Relationship triggers to minimize the amount of data entry. STAC has tools to automatically add attorneys, judges, investigators, etc. based on events. These configurations can save a considerable amount of time and effort.

How to create a new case?

The New Case wizard will take the users through a few screens where they can add the case information. 

To add a new case, users will need to select the New Case button at the top of the Case Screen.

The First screen that will pop-up is the Number screen. This is where users can add the Location, Case Type information, Clerk type information, and Department.


The next screen is for supplemental information. This is where users will add date the case is opened, Agency information, Offense date and address, Arrest date and address, Division, Booking #, and OBTS #.
Info
The way STAC determines what the code for the Agency Relationship is by looking at the Relationship code table for all relationships with an internal Relationship=AGE. from those results, we will display the ones with the smallest sort order in the Agency drop down.


The next screen is responsible for the Detail. This is where users will add case warnings, special codes, class, and other details related to the case. This information is optional and is not required in order to successfully create a case.
The following screen is responsible for the Events. This is where users can add the events to a case, such as Arrest, Booking information, Detention codes, etc.

The Events screen is optional, unless the administrator has configured an Event to be required based on the Case Type selected.

If an Event is required, as soon as the user comes to the screen the required events will populate on the screen so the user can confirm the date is correct, add any additional information they may have and save that event. Once the required Events are saved, the user is able to add any other Events they need.

Alert
Required Events can only be edited, they cannot be deleted from the Wizard, and they are required to be completed before saving the new case.

The following screen is responsible for the Relationships. This is where users can add the relationships to a case, such as defendants, witnesses, victims, officers, judges, etc.

Info
It is important to understand, that if a Division was added on the Detail screen, the relationships associated to that division will not be shown in the Relationship screen. It will only add the relationships associated to the division in the relationship tab of the case, once the case is done being created.
Administrators have the ability to require users to add certain relationships in order to create a new case. For example, the admin can require that every new case has at least a Defendant as a relationship when the case is created.
Info
Required Relationships can only be edited, they cannot be deleted from the Wizard, and they are required to be completed before saving the new case
The following screen is responsible for the Charges. This is where users can add the charges related to the case. Users can search for charges by using the statute number or the description. 

Once they add a charge using the Add new charge button, the users have the ability to go back and edit the charge information, multiply a charge, or add a value to the Merge Variables by selecting the down arrow, then selecting the pencil icon to edit the Variable value.

Info
The Down arrow will only be visible for Charges that have variables defined

Once the user saves, the case will be created and will be displayed on the Case list.

Alert
The user must go through all screens of the wizard in order to be able to save the New Case

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