CE Training Guide PDF

CE training guide A view into Caseload Explorer  CE / CX LOGIN IN THIS IMAGE Login screen for CE / CX NOTE: CE currently has two login screens CE and CX both screen look identical and at times passwords may not be the same for both screens. The difference between the two is CX screen will prov...

CE training guide A view into Caseload Explorer  CE / CX LOGIN IN THIS IMAGE Login screen for CE / CX NOTE: CE currently has two login screens CE and CX both screen look identical and at times passwords may not be the same for both screens. The difference between the two is CX screen will provide a forgot password option and CE will not. (you will have to notify helpdesk to assist)  CE TREE IN THIS IMAGE After Log In Ce Tree will appear. This is where you can find Notifications/ All clients assigned to Officer/Navigation to all boroughs and branches  Criminal Case Folder Criminal Court Investigation Criminal Court Supervision Different Family Case Folder Family Court Investigation Types of Case Family Court Supervision Intake - JD Folders in CE Intake - Other Intake - PINS Legal History Pre-Dispositional Supervision Pre-Trial ROR  CRIMINAL CASE FOLDERS IN THIS IMAGE Examples of case folders such as Criminal Case Folder / Criminal Court Investigation / Criminal Court Supervision. Not shown in this picture but also available for Criminal court folders Pre-trail / ROR  FAMILY CASE FOLDERS IN THIS IMAGE Examples of case folders such as Family Case Folder / Family Court Investigation / Family Court Supervision / Pre-Dispositional Supervision / Intake-JD / Legal History. Not shown in this picture but also available for Family court folders Intake-Other / Intake-PINS  Family Court / Criminal Court Functions Events = Chrono / Contact Programs Community Service Generate Documents Visiting the Failure to Report Appointment Letter Memo to Court Juvenile Intake Report common I&R / I&R Modified Alerts Update Warning Attribute Wizard areas of CE Overview Screen Updates PSI/PDI Narrative Editor PSI / PDI Wizzard Violation of Probation Misconduct Create Assesments Itineraries = Creation of Field Sheet Legal History Folder Maximum Experiration Date = MED Menues and dropdowns will always be availible on the top of every screen  EVENTS = CHRONO / CONTACT IN THIS IMAGE Event Screen 1 of 2  EVENTS = CHRONO / CONTACT IN THIS IMAGE Event Screen 2 of 2  PROGRAMS IN THIS IMAGE Program screen 1 of 2  PROGRAMS IN THIS IMAGE Program screen 2 of 2  COMMUNITY SERVICE IN THIS IMAGE Community Service Screen 1 of 2  COMMUNITY SERVICE IN THIS IMAGE Community Service Screen 2 of 2  DOCUMENTS IN THIS IMAGE Documents screen 1 of 3. Orange Box – upload Photo - Blue Box - Upload documents – Purple Box - Generate documents - Green Box – Send email to court  DOCUMENTS IN THIS IMAGE Documents Screen 2 of 3. After clicking on Generate document - Word Forms will appear as shown above  DOCUMENTS IN THIS IMAGE Documents 3 of 3. After clicking on Upload the above will appear  APPOINETMENT LETTER IN THIS IMAGE Appointment Letter will be generated in a word format. (Example A)  FAILURE TO REPORT LETTER IN THIS IMAGE Failure to Report Letter will be generated in a word format. (Example B)  JUVENILE INTAKE REPORT IN THIS IMAGE Juvenile Intake Report will be generated in a word format. (Example C)  MEMO TO COURT IN THIS IMAGE Juvenile Intake Report will be generated in a word format. (Example D)  FAMILY COURT - I & R IN THIS IMAGE Investigation Report will be generated in a word format. – Screen 1 of 2 (Part A)  FAMILY COURT - I & R IN THIS IMAGE Investigation Report will be generated in a word format. – Screen 2 of 2 (Part B) LIST OF OTHER AVAILABLE DOCUMENTS THAT CAN BE GENERATE IN CE  CERTIFICATE OF COMPLETION: AUTHORIZATION TO DE-INSTALL IID & REMOVE A4 RESTRICTION FROM DRIVER'S RECORD) DMV A4 Restriction Removal Project  (ERT) Engagement Response Team Referral Form  2024 SYEP Affiliation Letter  ACE Welcome Letter  Acknowledgement of Special Conditions of Vehicle Ignition Interlock Device  Address Verification  APPOINTMENT LETTER  Authorization for Release of Health Information Pursuant to HIPAA  Behavioral Health Consultation Request Form  Bench Warrant  Brooklyn NeON HSE Referral  Certificate of Relief from Disabilities (COR) Application Summary & Certificate  Certificate of Relief from Disabilities (COR) Certificate ONLY  Certification of Completion/Authorization to De-Install Ignition Interlock Device(s)  CHANGE OF ADDRESS  Client Acknowledgement of Conditions of Probation  Client's Agreement to Report/Make Payments to Safe Horizon  Community Connection/Referral with Disclosure Consent  Compliance Letter  Conditional Discharge/Probation Ignition Interlock Notification To Court and District Attorney  Conditions of Probation  Conditions of Probation Weapons Forms  Confidentiality Statement  Consent For Release of Information Concering Medical Treatment  Consent for Release of Information Concerning Medical and/or Treatment for Alcoholism/Drug Abuse  Consent To Search Memo To Court  Court Action Sheet  Court Activity Form LIST OF OTHER AVAILABLE DOCUMENTS THAT CAN BE GENERATE IN CE  DWI Administrative Fee - Obligation Created in Error with Balance  DWI Administrative Fee Obligation Established Lette with Previous Balance  DWI Administrative Fee Obligation Established Letter  DWI Fee Obligation Notication  DWI Fee: Non-Conforming Payment Type  DWI-IGNITION INTERLOCK DEVICE ALERT RESPONSE  EARLY DISCHARGE FROM PROBATION  EARLY DISCHARGE FROM PROBATION - Copy  Employment Works Screening guide  FAILURE TO REPORT  Family VOP Petition  I&R  I & R Modified  ID NYC  IID CASE REFERRAL FORM FOR HOME VISITS  Impaired Driver System (IDS) Form  Intake FTR Letter - Never Reported No Show/Split-Sentence  Intake FTR Letter - Never Reported No Show/Straight Sentence  INTEL REFERRAL FORM  INTERIM CREDIT TEMPLATE  Interstate Compact Eligibility Guide & Worksheet  Interstate Transfer Violation Of Probation - Absconder  Interstate Transfer Violation of Probation - New Felony or New Violent Crime Conviction  Interstate Transfer Violation of Probation - Technical Violation  Juvenile Intake Report  KIOSK Enrollment Letter  KIOSK Mandatory Orientation Session  LCRC Invest-DRAFT LIST OF OTHER AVAILABLE DOCUMENTS THAT CAN BE GENERATE IN CE  LETTER OF INTRODUCTION  MEMO TO COURT  MEMO TO COURT  Notice of Agreement  Notice of Change in Order and Conditions of Probation (DPCA DMV 680)  NOTICE OF DISCHARGE FROM PROBATION  Notice To Appear  Notice to Court of Adjustment  Notice To Probationers Assigned To Reporting Track  Notification Letter to Complainant/Victim  Notification of Invalid Probation Sentence  NOTIFICATION TO COURT AND DISTRICT ATTORNEY OF ALLEGED NON-COMPLIANCE WITH IGNITION INTERLOCK ORDER AND CONDITIONS  NYC DEPARTMENT OF PROBATION REPORTING TRACK RELOCATION APPLICATION  NYS CIR Checklist for Adult Ops  ORDER OF INTRASTATE TRANSFER OF PROBATION SUPERVISION  Owner Authorization To Istall Ignition Interlock Device  Probationer Agreement to Report/Make Payments to Safe Horizon  Progress Report  Prohibition on Redisclosure of Information Concering Substance Abuse Patient  RAPID RESPONSE REFERRAL FORM  RAPID RESPONSE REFERRAL FORM - WindX - Testing Testing  RAW Re-Arrest Step-Up Notification to Borough AC's Office  Referral For Drug Testing - Supervision Cases Form  Reporting Track Receipt Form  Request for Certificate of Disposition  REQUEST FOR EARLY DISCHARGE  Request for Temporary Waiver of Monthly DWI Administrative Fee LIST OF OTHER AVAILABLE DOCUMENTS THAT CAN BE GENERATE IN CE  Request for Temporary Waiver of the Polygraph Examination Fee  REQUEST TO REMOVE IID RESTRICTIONS (NO VEHICLE)  Restorative Justice Questions -- GUIDE  Restorative Justice Questions  Resume Template  RTA Audit for Adult Ops  Safe Horizon - Restitution Notification/Change Status Form  Satisfaction of Sentencing Conditions Related To Ignition Interlock Device Installation  Signature Pad - Acknowledgement of Special Conditions of Vehicle Ignition Interlock Device  Signature Pad - Appointment Letter  Signature Pad - FTR Letter  Signature Pad - FTR Letter - Copy  Signature Pad - I & R  Signature Pad - Memo to Court  Signature Pad - Probationer Agreement to Report/Make Payments to Safe Horizon  Signature Pad - Acknowledgement of Conditions of Probation  Signature Pad - Administrative Hearing Report  Signature Pad - Client's Agreement to Report/Make Payments to Safe Horizon  Signature Pad - Community Service Progress Report  Signature Pad - Conditional Discharge/Probation Ignition Interlock Notification To Court and District Attorney  Signature Pad - Conditions of Probation  Signature Pad - Conditions of Probation Weapons Forms  Signature Pad - Courtesy Report  Signature Pad - DWI Fee - Probationer Acknowledgement  Signature Pad - DWI Fee - Probationer Acknowledgement – Copy  Signature Pad - DWI Fee - Probationer Acknowledgement - Copy (2)  Signature Pad - DWI Fee - Probationer Acknowledgement - Copy (3) LIST OF OTHER AVAILABLE DOCUMENTS THAT CAN BE GENERATE IN CE  Signature Pad - DWI-IGNITION INTERLOCK DEVICE ALERT RESPONSE  Signature Pad - Intake FTR Letter - Never Reported No Show/Split-Sentence  Signature Pad - Intake FTR Letter - Never Reported No Show/Straight Sentence  Signature Pad - KIOSK Enrollment Letter  Signature Pad - Letter of Inroduction  Signature Pad - Mandatory Orientation Session  Signature Pad - Notice To Appear  Signature Pad - Notice To Probationers Assigned To Reporting Track  Signature Pad - Notification To Court and District Attorney of Alleged Non-Compliance with  Ignition Interlock Order and Conditions  Signature Pad - Owner Authorization To Istall Ignition Interlock Device  Signature Pad - Request for Temporary Waiver of the Polygraph Examination Fee  Signature Pad - Satisfaction of Sentencing Conditions Related To Ignition Interlock Device Installation  Signature Pad- Sex Offender Monitoring Form  Signature Pad - VOP Update Report  STATE OF NEW YORK ORDER OF CONFLICT-OF-INTERESTTRANSFER OF PROBATION SUPERVISIO  STATE OF NEW YORK ORDER OF TRANSFER OF INTERIM PROBATION SUPERVISION  STATE OF NEW YORK REQUEST FOR TEMPORARY SUPERVISION  Termination of Probation Sentence by Court Action  The Fortune Society Referral Form  Travel Package  TRAVEL PERMIT  Travel Permit - Application  Update Investigation Report - Juvenile  UPDATED I & R LIST OF OTHER AVAILABLE DOCUMENTS THAT CAN BE GENERATE IN CE  Updated Investigation Report  Verification Grid (Investigation)  Verification Grid (Supervision)  VOP UPDATED REPORT  YASI Case Plan  YASI Narrative  YASI Narrative - Copy  SORA 48 hour  ALERTS IN THIS IMAGE Alerts is in the blue highlighted area under the OTHER dropdown option. Shown above is the List of Alerts for assigned cases. This list will let you know when someone has done something in the case.  WARNING Warning Screen for pop-ups of messages from DOP Staff and Officers IN THIS IMAGE Warning is in the blue highlighted area under the ACTION dropdown option. Shown above the area where you enter the warning message. This will allow a pop to appear for anyone who access the case.  ATTRIBUTES WIZARD IN THIS IMAGE Attribute Screen 1 of 11. Attributes Wizard is in the blue highlighted area under the OTHER dropdown option. Shown above the area where you enter all required information related to the client’s profile.  OVERVIEW IN THIS IMAGE Overview screen all blue links can be edited.  PSI WIZARD IN THIS IMAGE PSI Wizard. All blue links can be edited, plus sign brings you to the Name Editor screen. All blue links at the bottom of the page are accessible to edit information.  CREATE MISCONDUCT IN THIS IMAGE Misconduct should be created in real time to keep the process honest. All Misconducts should be recorded at the time of the incident. The plus sign below response to create the action taken regarding the misconduct. See next page. 1 of 2  CREATE MISCONDUCT IN THIS IMAGE The plus sign will have the following pop-up screen appear. Choices for Responses are as follows, Administrative Hearing, Administrative Review, Case Conference, Court Admonishment, Enhancement of COP, FRT Excused, FTR Not Excused, PO Admonishment, Restore to Calendar, Transfer to High Risk, VOP, VOP Additional Spec. 2 of 2  VIOLATION OF PROBATION IN THIS IMAGE This screen will display the violations NYC Department of Probation has created for this client. The plus sign will allow user to create the violation for the client. 1 of 3  VIOLATION OF PROBATION IN THIS IMAGE Error Messages are displayed because a misconduct was not entered. All misconduct must be entered prior to creating a violation, such as negative home visits, failure to report, not reporting to programs etc... 2 of 3  VIOLATION OF PROBATION IN THIS IMAGE Screen shown when all information is entered in the misconduct screen. 3 of 3  ITINERARY IN THIS IMAGE Using the tree Itineraries is display under the users listed name (1). Select Itineraries (2). To manage and view itineraries click on image (3). Next page will provide a view of screen to create and manage your itineraries also known as field sheets.  ITINERARY IN THIS IMAGE To create an itinerary, you must first click on the plus sign. This screen also displays a completed itinerary.  ITINERARY IN THIS IMAGE After clicking on the plus sign, the above information must be completed and saved (shown at the bottom of the screen in blue). Next step will be adding the offender/respondent in which you will be conducting the field visit on. To do this you must click on the plus sign in the offender area.  ITINERARY IN THIS IMAGE After clicking on the plus sign in the offender area. The screen above will appear.  ITINERARY IN THIS IMAGE A different way to create an itinerary, you must first click on the plus sign in the top right-hand corner of your screen.  ITINERARY IN THIS IMAGE A different way to create an itinerary, you must first click on the plus sign highlighted in orange.  ITINERARY IN THIS IMAGE After clicking on the plus sign in the offender area. The screen above will appear.  LEGAL HISTORY IN THIS IMAGE To add a legal history, you must first click on add Legal History shown at the bottom right side of your screen  LEGAL HISTORY IN THIS IMAGE Next complete all fields shown in the screen above. Then click on save shown at the bottom right side of the screen.  MAX EXP DATE IN THIS IMAGE Maximum Expiration Date, also known as MED, can be found in the Supervision fold of your respective case. (Always ensure that you are clicking on your assigned case to make any changes) To make changes click on the Max Exp Date link and the above screen will appear. Complete and click Save. Always check with your supervisor about MED as each unit has their own way of tracking MED.  CE DROPDOWNS / MENU Login Screen Supervision Action Other Tree navigation Activities Due Confidential Offender Accounting My Criminal Court Administrative Supervision New Message Alerts My Family Court Misconducts Seal Offender Associations New York City Probation Rewards Update Warning Attribute Wizard Roster Violation of Probation Waiting Room Attributes Overview IPRS Transactions SOR COA Generation Calendar Cases Apply for IDNYC Reports Conditions Restitution Documents SMT Events Social Media Profiles Community Service Substances Programs Vehicles Viewed By  CE / CX LOGIN IN THIS IMAGE Login screen for CE / CX NOTE: CE currently has two login screens CE and CX both screen look identical and at times passwords may not be the same for both screens. The difference between the two is CX screen will provide a forgot password option and CE will not. (you will have to notify helpdesk to assist)  A FULL VIEW CE TREE SCREEN IN THIS IMAGE Ce Tree. Notifications/ All clients assigned to Officer/Navigation to all boroughs and branches.  CE DROPDOWNS / MENU Generate View of & client's case Uploads All cases view Enter Events Enter Programs Client Photo Quick view of Client Info Also know appears here as Chrono Conditions of Probation Enter Community Service Offender Search bar By case number, NYSID, PIN, Client first name/last name IN THIS IMAGE Explanation of the menu and dropdowns  OTHER DROPDOWN MENUS IN THIS IMAGE Other dropdowns that can be viewed in the tree sceen. Visiting Adult Court Case in CE  OVERVIEW IN THIS IMAGE In this image is the screen of an adult client.  CRIMINAL CASE FOLDER IN THIS IMAGE Shown above are the details which appear in the Sub tabs of the criminal case folder. Additional Tabs are charges, case Events, Case Caseloads and Associates  CRIMINAL INVESTIGATION IN THIS IMAGE Shown above are the details which appear in the Sub tabs of the criminal court investigation folder. Additional Tabs are charges, case Events, Case Caseloads and Associates  PRE - SENTENCE INVESTIGATION PSI IN THIS IMAGE In this picture. How to access PSI Wizard / PSI Narrative Editor  PRE - SENTENCE INVESTIGATION (PSI) IN THIS IMAGE In this picture is the PSI wizard page. All blue links can be edited.  PRE - SENTENCE INVESTIGATION (PSI) IN THIS IMAGE In this picture is the PSI Narrative page. All blue links can be edited.  CRIMINAL COURT SUPERVISION IN THIS IMAGE Shown above are the details which appear in the Sub tabs of the criminal court supervision folder. Additional Tabs are charges, case Events, Case Caseloads and Associates. Visiting Family Court Case in CE  FAMILY COURT OVERVIEW IN THIS IMAGE In this image is the overview screen of a juvenile client.  FAMILY COURT FOLDER IN THIS IMAGE Shown above are the details which appear in the Sub tabs of the Family case folder. Additional Tabs are charges, case Events, Case Caseloads and Associates.  FAMILY COURT SUPERVISION IN THIS IMAGE Shown above are the details which appear in the Sub tabs of the Family Court Supervision. Additional Tabs are charges, case Events, Case Caseloads and Associates.  FAMILY COURT INVESTIGATION IN THIS IMAGE Shown above are the details which appear in the Sub tabs of the Family Court Supervision. Additional Tabs are charges, case Events, Case Caseloads and Associates.  INTAKE IN THIS IMAGE Shown above are the details which appear in the Sub tabs of the Intake – JD folder. Additional Tabs are charges, case Events, Case Caseloads and Associates. NOTE: All pink areas are an indication that the case is closed and sealed.  Blue Highlighted line means that is the case you are THINGS TO working on Plus, signs most of the time mean you are adding or able to edit REMEMBER Pink Highlighted area indicates the case is sealed and should never be referenced Also save your work as you go so you do not loose your work A Legal History folder should always be created on every arrest The Arrows next to any area will provide additional dropdowns In most situations if you aren’t sure what something is hover your mouse over the area it will tell you what it is