Caseload Explorer Overview
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Questions and Answers

Which feature is available on the CX login screen but not on the CE login screen?

  • Forgot password option (correct)
  • Username recovery
  • Two-factor authentication
  • Remember me checkbox

    • The CE and CX login screens have different layout designs.

    False

    What should you do if you forget your CE password?

    Notify the helpdesk for assistance.

    The _____ navigation displays all clients assigned to an officer.

    <p>Ce Tree</p> Signup and view all the answers

    Match the following options with their correct functions or categories:

    <p>Confidential Offender = Sensitive information management Activities Due = Task tracking IPRS Transactions = Data management Social Media Profiles = Community engagement</p> Signup and view all the answers

    What is the first step to create an itinerary?

    <p>Click on the plus sign</p> Signup and view all the answers

    The maximum expiration date can be found in the Supervision fold of any case.

    <p>False</p> Signup and view all the answers

    What must you click on to save the completed itinerary information?

    <p>Save</p> Signup and view all the answers

    To add a legal history, click on add Legal History shown at the bottom right side of your ______.

    <p>screen</p> Signup and view all the answers

    Match the following actions with their corresponding descriptions:

    <p>Click on the plus sign (itinerary) = Initiates the process to create an itinerary Click on save (itinerary) = Finalizes and stores the created itinerary Click on add Legal History = Opens the field to record legal history Click on Max Exp Date = Allows changes to the maximum expiration date</p> Signup and view all the answers

    What type of report can be generated as part of the Family Court functions?

    <p>Juvenile Intake Report</p> Signup and view all the answers

    The Appointment Letter is generated in PDF format.

    <p>False</p> Signup and view all the answers

    Which functions are included in the Criminal Court events?

    <p>Chrono and Contact</p> Signup and view all the answers

    The _____ allows the user to create assessments in the Family Court system.

    <p>Attribute Wizard</p> Signup and view all the answers

    Match the following documents with their purpose:

    <p>Appointment Letter = Generated for appointments Failure to Report Letter = Generated for failure to report Juvenile Intake Report = Documenting juvenile intake Memo to Court = Communication to the court</p> Signup and view all the answers

    What should all misconducts be recorded at the time of?

    <p>The incident</p> Signup and view all the answers

    Which of the following is NOT listed as an event type?

    <p>Investigation Report</p> Signup and view all the answers

    The warning message can be entered in the same section as the misconduct response.

    <p>False</p> Signup and view all the answers

    The menus and dropdowns are available at the bottom of every screen.

    <p>False</p> Signup and view all the answers

    What is the function of the Generate Documents option?

    <p>To create and manage various court documents.</p> Signup and view all the answers

    What is the purpose of the Attribute Wizard?

    <p>To enter all required information related to the client's profile.</p> Signup and view all the answers

    To create a violation for a client, all misconduct must be entered prior to creating a ________.

    <p>violation</p> Signup and view all the answers

    Which of the following options is NOT listed as a response choice when creating misconduct?

    <p>Case Conclusion</p> Signup and view all the answers

    Error messages will appear if a violation is created without entering misconduct.

    <p>True</p> Signup and view all the answers

    What is the purpose of using the tree itineraries feature?

    <p>To manage and view itineraries.</p> Signup and view all the answers

    Match the following dropdown options with their functions:

    <p>ACTION = Enter warning messages OTHER = Access Attributes Wizard PSI WIZARD = Edit user information Create Misconduct = Record disciplinary actions</p> Signup and view all the answers

    What can be accessed in the PSI Wizard?

    <p>Editing blue links</p> Signup and view all the answers

    The 'Client Photo' section provides a detailed history of the client's previous cases.

    <p>False</p> Signup and view all the answers

    What is one of the additional tabs found in the criminal case folder?

    <p>Charges</p> Signup and view all the answers

    The section labeled 'Conditional of Probation' is for managing ___ services.

    <p>community</p> Signup and view all the answers

    Which of the following is NOT a sub tab of the criminal investigation folder?

    <p>Community Service</p> Signup and view all the answers

    Match the following terms with their descriptions:

    <p>PSI Wizard = Tool for editing PSI narratives Criminal Case Folder = Details about a client's criminal case Case Events = Updates and milestones in a case Offender Search Bar = Search functionality for client information</p> Signup and view all the answers

    The 'Enter Events' option is found within the 'Case in CE' dropdown menu.

    <p>True</p> Signup and view all the answers

    What is another term used to refer to the client’s case?

    <p>Chrono</p> Signup and view all the answers

    Which document is related to the removal of IID restrictions from a driver's record?

    <p>Certificate of Completion</p> Signup and view all the answers

    The Notice of Discharge from Probation informs the probationer that they are still under supervision.

    <p>False</p> Signup and view all the answers

    What is the purpose of the 'Conditional Discharge/Probation Ignition Interlock Notification to Court and District Attorney'?

    <p>To notify court and district attorney about conditional discharge and probation terms regarding ignition interlock device.</p> Signup and view all the answers

    The __________ Letter is required for the enrollment into a KIOSK program.

    <p>KIOSK Enrollment</p> Signup and view all the answers

    Match the following documents with their correct descriptions:

    <p>IID Case Referral Form = Form used for home visits regarding IID Certificate of Relief from Disabilities = Application for relief from certain disabilities DWI Fee Obligation Notification = Notification regarding DWI fee obligations Behavioral Health Consultation Request Form = Form to request behavioral health consultations</p> Signup and view all the answers

    Which document is specifically related to early termination of probation?

    <p>Early Discharge from Probation</p> Signup and view all the answers

    The 'Prohibition on Redisclosure of Information Concerning Substance Abuse Patient' allows sharing patient's information with anyone.

    <p>False</p> Signup and view all the answers

    What is the purpose of the 'DWI-Ignition Interlock Device Alert Response'?

    <p>To address alerts and compliance issues related to the ignition interlock device for DWI cases.</p> Signup and view all the answers

    A __________ Letter is required for clients as part of their introduction to services.

    <p>Letter of Introduction</p> Signup and view all the answers

    Match the following types of alerts related to violation of probation:

    <p>Interstate Transfer Violation of Probation - Absconder = Involves fleeing probation supervision Interstate Transfer Violation of Probation - New Felony = Involves committing a new felony during probation Interstate Transfer Violation of Probation - Technical Violation = Involves non-compliance with technical terms of probation</p> Signup and view all the answers

    Which document confirms the completion of conditions related to the ignition interlock device installation?

    <p>Satisfaction of Sentencing Conditions</p> Signup and view all the answers

    The Client's Agreement to Report/Make Payments to Safe Horizon is optional for probationers.

    <p>False</p> Signup and view all the answers

    What is the significance of the 'Notice to Court of Adjustment'?

    <p>It informs the court about changes to the terms or conditions of probation.</p> Signup and view all the answers

    The __________ schedule outlines when probationers must report to their respective officers.

    <p>Reporting Track</p> Signup and view all the answers

    Which document is used to request the removal of IID restrictions when there is no vehicle involved?

    <p>Request to Remove IID Restrictions (No Vehicle)</p> Signup and view all the answers

    Study Notes

    CE/CX Login

    • Caseload Explorer has two login screens (CE and CX)
    • The screens look identical, but sometimes passwords do not match
    • CX screen has a "forgot password" option, CE does not
    • Users needing password assistance for CE must contact helpdesk

    CE Tree

    • Appears after logging in to Caseload Explorer
    • Allows viewing of notifications and clients assigned to the officer
    • Provides navigation to all boroughs and branches

    Different Types of Case Folders in CE

    • Case folders exist for criminal and family cases
    • Criminal case folders include Criminal Court Investigation and Criminal Court Supervision
    • Family case folders include Family Court Investigation, Family Court Supervision, Intake(JD, Other, PINS), Legal History, Pre-Dispositional Supervision, Pre-Trial, and ROR

    Criminal Case Folders

    • Examples include Criminal Case Folder, Criminal Court Investigation, and Criminal Court Supervision
    • Data available includes Begin/End Offense Date, Offense Location, Arrest Date, Arrest Number, Arresting Agency, Arresting Officer, Predicate Felon, etc.

    Family Case Folders

    • Examples consist of Family Case Folder, Family Court Investigation, Family Court Supervision, Pre-Dispositional Supervision, Intake-JD, Legal History, and Intake-Other/Intake-PINS
    • Data available potentially includes Begin/End Offense Date, Offense Location, Arrest Date, Arrest Number, Arrest Time, Arrest Precinct, and more

    Events = Chrono / Contact

    • Screen used for case events- both "when" (date/time) and "type" of the event recorded
    • Allow adding, viewing, and managing event details. Options for "Offender," "Case Note," and other event types are presented to choose from.

    Programs

    • Shows services offered to the client, referral status, summary, and attendance details.
    • Allows viewing of client program details, such as start/end dates, hours attended, total hours remaining etc., and staff-entered notes

    Community Service

    • Allows viewing and managing community service orders and details for each client.
    • Provides order, service, start and end dates, ordered/adjusted/completed hours recorded
    • Options to delete and view associated details

    Documents

    • Allows users to upload, generate, and send documents to the appropriate departments, including courts
    • Screen displays the specifics of generated documents, such as document type, date, description, and details about who generated them

    Appointment Letter

    • Example document that will be generated, displayed as a common word format

    Failure to Report Letter

    • Example document that will be generated in a word format.

    Juvenile Intake Report

    • Example document that will be generated in a word format.

    Memo to Court

    • Example of a document that will be generated in a word format.

    Family Court - 1 & R

    • Word document format for the investigation report.

    List of Other Available Documents

    • Detailed, comprehensive listing of potential records and templates accessible in Caseload Explorer, covering various cases, circumstances, and procedures.

    CE Dropdowns / Menu

    • Clear identification of available options in Caseload Explorer menus
    • Categorized into sections (Login Screen, Supervision, Action, etc.) to assist with navigation

    CE Tree Screen

    • Complete view of the tree layout within the Caseload Explorer system.
    • Displays officer assignments, notifications, client details, and navigation by borough and branch.

    Other Dropdown Menus

    • Detailed list of further menu options or dropdown selections provided within the Caseload Explorer software

    Visiting Adult Court Case in CE

    • Overview of viewing and accessing adult court case information in Caseload Explorer

    Visiting Family Court Case in CE

    • Overview of different parts of family court, available within the Caseload Explorer system

    Family Court Overview

    • Overview screen for juvenile clients

    Family Court Folder

    • Contains details for family cases, including charges, offense dates, locations, arrest details, court details, etc.

    Family Court Supervision

    • Details about supervision of family cases, including notification and other dates, types, supervision, and termination details

    Family Court Investigation

    • Details about the investigation process for family cases. Includes dates of assigned and received reports, disposition dates in the family courts, and other relevant information.

    Intake

    • Details about intake process for family cases

    Things to Remember

    • Tips for using the platform accurately, keeping records, and navigating features.
    • Key information for efficient use and avoiding errors

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    Related Documents

    CE Training Guide PDF

    Description

    This quiz covers the key features of the Caseload Explorer system, including login options, case folder types, and navigation functionalities. Users will learn about the differences in case folders for criminal and family cases and how to access essential data. Test your knowledge and understanding of the CE interface and case management processes.

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