How to Add a Case
Open the Case section on the client management form.
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Click the + in the top right corner of the Case Window
Step 1:
- Specify the case number, start date, conviction date, arresting agency, judge, and court type.
- Select next in the bottom right corner
Step 2:
- Specify the start date, duration, sentencing type, and sentencing date of the initial monitoring interval.
- Select next in the bottom right corner
Step 3:
- Specify the initial supervision type, level, phase, and any notes, verify the start & expected end date, and if the initial supervision will be primary.
- Select next in the bottom right corner
Step 4:
- Specify the supervisor and the start date for that supervisor for the initial supervision interval.
- Select finish in the bottom right corner
