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 (B)

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

What is the first step to create an itinerary?

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

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

<p>False (B)</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 (A)</p> Signup and view all the answers

The Appointment Letter is generated in PDF format.

<p>False (B)</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 (C)</p> Signup and view all the answers

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

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

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

<p>False (B)</p> Signup and view all the answers

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

<p>False (B)</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 (C)</p> Signup and view all the answers

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

<p>True (A)</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

What can be accessed in the PSI Wizard?

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

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

<p>False (B)</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 (A)</p> Signup and view all the answers

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

<p>True (A)</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 (B)</p> Signup and view all the answers

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

<p>False (B)</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

Which document is specifically related to early termination of probation?

<p>Early Discharge from Probation (B)</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 (B)</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

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

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

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

<p>False (B)</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) (B)</p> Signup and view all the answers

Flashcards

Family Court Functions

Family court handles cases relating to family matters like child custody and adoption.

Intake-Other/Intake-PINS

Possible categories for intake folders in Family court.

Generate Documents

Creating documents like reports or letters from data entered in a system.

Appointment Letter

A document scheduling appointments. (word format)

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Juvenile Intake Report

Document summarizing information about a juvenile case.

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Investigation Report (I&R)

A detailed report on an investigation(word format)

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Failure to Report Letter

A letter regarding a failure or absence in scheduling.

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Memo to Court

A short note or message to the Court addressing specific matters.

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Create Itinerary

To create an itinerary, you must first click on the plus sign. Fill in the required information and then click 'save'. Next, add the offender or respondent by clicking on the plus sign in the offender area. Complete the offender details and save.

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Offender Details

When adding an offender to an itinerary, you must complete the information displayed on the screen and save it.

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Max Exp Date (MED)

The Maximum Expiration Date, or MED, is found in the Supervision folder of your case. It can be updated by clicking on the Max Exp Date link and completing the screen.

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Legal History

To add a legal history, click on 'Add Legal History', complete the required fields, and then click 'Save'.

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MED Tracking

Each unit has its own way of tracking the Maximum Expiration Date (MED). Always consult with your supervisor for specific unit guidelines.

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CE / CX

The system used by Probation Officers in New York City to manage cases and client information.

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Login Screen

The initial screen in CE/CX that requires username and password to gain access to the system.

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Forgot Password

The option available in the CX login screen to retrieve a forgotten password.

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CE Tree

The main navigational menu in CE/CX that provides access to different sections and modules.

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Notifications

Alerts or messages within CE/CX that inform users of important updates or actions.

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What are 'Alerts' in this case management system?

Alerts are notifications that inform users about actions taken or events related to a case, like when someone adds a new note or a violation is created.

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What is the 'Warning' feature?

The 'Warning' feature allows users to create pop-up messages for others accessing the case, letting them know about important information or potential issues.

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What is the 'Attributes Wizard' used for?

The 'Attributes Wizard' is a tool for entering and managing information about a client's profile, like their personal details, address, and social history.

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What are 'PSI Wizards' used for?

PSI Wizards are tools used to document and manage pre-sentence investigations, which gather information about the client's background and criminal history.

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Why should 'Misconducts' be created in real time?

Creating misconduct records in real time ensures that the information is accurate and captures the context of the incident. This helps maintain transparency and integrity in the case process.

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What are the possible 'Responses' to misconduct?

Responses to misconduct can include actions like administrative hearings, review, case conferences, admonishments, and probation modifications.

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What is the purpose of the 'Violation of Probation' screen?

This screen allows users to record and manage instances of violations of probation, based on documented misconducts.

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What are 'Itineraries' used for?

Itineraries, or field sheets, are used to document and manage staff visits and interactions with clients, including details of the visit, time, location, and observations

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CE Dropdowns

Menu options in a case management system that allow users to quickly access different views of client information, generate documents, and manage case details.

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Generate & Upload

Features within a case management system that allow users to generate documents like reports or letters and upload relevant files for a client's case.

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All Cases View

A view in a case management system that allows users to see a list of all active client cases, typically with basic information such as case numbers, names and dates.

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Enter Events & Programs

Features in a case management system where users record important occurrences or activities related to a client's case, like court hearings or program participation.

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Chrono

A chronological list of events or activities associated with a client's case, providing a timeline of events for a specific case.

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Offender Search Bar

Feature that allows users to quickly locate a client's case from a system by entering specific details such as case number, client name, or identification number.

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Criminal Case Folder

A section in a case management system that houses all the detailed information about a specific criminal case, providing a comprehensive view of the case.

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PSI Wizard & PSI Narrative Editor

Features in a case management system that guide users through the process of creating and editing pre-sentence investigation (PSI) reports for criminal defendants, assisting with collecting and organizing information.

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Certificate of Completion

A document confirming the completion of a program or requirement, often relating to an Ignition Interlock Device (IID) or driving restriction removal.

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Engagement Response Team (ERT)

A team that handles and responds to specific situations that require urgent attention or specialized support.

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Acknowledgement of Special Conditions

A document where a person acknowledges and understands the specific requirements and conditions associated with an Ignition Interlock Device (IID).

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DWI Administrative Fee

A fee associated with a DUI or DWI conviction, often paid to a state agency.

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Early Discharge from Probation

A process where someone is released from probation early, if they meet specific conditions and demonstrate positive progress.

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Interstate Compact

An agreement between states to coordinate the supervision of probationers who move or travel between states.

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KIOSK

A self-service station or kiosk that allows probationers to check in and manage their reporting requirements.

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Notice of Discharge from Probation

A formal notification to the probationer and court that their probation period has officially ended.

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Notice to Appear

A document ordering someone to appear in court at a specific date and time.

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Owner Authorization to Install Ignition Interlock Device

A document where a vehicle owner allows the installation of an IID device.

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Request for Early Discharge

A formal request to be released from probation early.

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Restorative Justice

A process that focuses on repairing harm caused by a crime and involving the victim, offender, and community.

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Satisfaction of Sentencing Conditions

A document proving that all the requirements associated with a court sentence have been fulfilled.

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State of New York Order of Transfer of Probation Supervision

A legal document that transfers probation supervision from one jurisdiction to another, often between counties or states.

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Travel Permit

A document allowing a probationer to travel outside of their assigned area.

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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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