Process Tracking List and Report on Processes for an Agency Rules
UC113_BR_TBL
If no records are matched for the search criteria specified.
|
|
Displays informational message, “No records found for the specified criteria”. Then prompt the user for a new search.
|
CND83 |
BR163 |
When accessing the list of processes for an Agency |
|
An authorized user will be able to view and generate a report on any agencies’ assignments. |
CND327 |
BR1047 |
When accessing the list of processes for an Agency |
|
The system will generate a list based on the criteria entered and will only display processes with an ‘unserved’ status. |
CND327 |
BR452 |
When Process Tracking Group Search has a Sort By selection of “Defendant Address” |
|
The sort will be in alphabetical order by City name, then Street Name, Street number, Address Line 2, County Name, File Number (descending order) and Process Issued Date/Time (descending order). |
CND782 |
BR1031 |
When Process Tracking Group Search has a Sort By selection of “Local Assignment and File Number” |
|
The sort will be in alphabetical order by Level 1, Level 2, Level 3, then Officer Last Name, First Name, Middle Name, then County Name, File Number (descending order) and Process Issued Date/Time (descending order). |
CND783 |
BR1032 |
When Process Tracking Group Search has a Sort By selection of “File Number” |
|
The sort will be in groups of alphabetical order by County Name (associated with File Number) then order of File Number (descending order), then Process Issued Date/Time (descending order). |
CND784 |
BR1033 |
When Defendant Name is used as part of the Group Search criteria |
|
Matches on Defendant name will be based on ‘Begins With’ match on the text entered for Last Name, First Name, or Middle Name fields. For Middle Names, records should be returned that match the “begins with” criteria in addition to records with no Middle Name (and matching Agency Name and other criteria when entered). |
CND785 |
BR1034 |
When Street Name is used as part of the Group Search criteria |
|
Matches on Street Name will be based on ‘Like’ match on whole word. Example: ‘MAIN’ will find MAIN ST, EAST MAIN but not MAINTENANCE RD. |
CND786 |
BR1035 |
When City is used as part of the Group Search criteria |
|
Matches on City will be based on an ‘Exact’ match. |
CND787 |
BR1036 |
When Zip Code/Zip+4 is used as part of the Group Search criteria |
|
Matches on Zip Code and Zip +4 will be based on ‘Exact’ match of both segments when used. |
CND788 |
BR1037 |
When Officer ID is used as part of the Group Search criteria |
|
Matches on Officer ID will be based on ‘Exact’ match of criteria entered. |
CND789 |
BR1038 |
If Street Name or City fields are used as part of the Group Search criteria |
|
The system will assume State = NC and Country = USA. |
CND794 |
BR1043 |
When displaying the Group Search Results screen |
|
An informational message will display showing the search criteria. Format as ‘Criteria Search’ <Criteria Name>: <Value> [; etc.]’ The following exceptions apply. Do not print ‘Sort By, Agency County, or Agency Type’. If ‘Officer’ selected do not show Process Tracking Assignment. Format ‘Process Type’ with a series of comma-separated items selected. If ‘All Warrants’ is selected, do not show the other sub-warrants if they are selected. If ‘All Summons’ selected, do not show the other sub-summons. |
CND795 |
BR1044 |
When ‘SEARCH FOR CITY’ button is clicked on the Group Search screen |
|
The search will only be on cities in North Carolina. |
CND796 |
BR1045 |
If the ‘Process Tracking Assignment’ field and ‘Officer’ field is selected on a Group Search screen |
|
The search and results displayed will be based on matches of the Officer name submitted and ignore the Process Tracking Assignment selected. |
CND806 |
BR1058 |
When the ‘Group Search’ screen is submitted |
|
Conduct a search on servable processes (warrants, summons, OFAs) in an ‘Un-served’ status with an ‘AND’ search on all fields entered on search screen as specified in applicable Field Business Rules. |
CND807 |
BR1059 |
When displaying the group search results from a List or Report search |
|
The type of sort selected will always be the first column(s) in the results screen with the remaining columns in standard order moved to the right. For sort by Defendant Address this is the Defendant Address column. For sort by Local Assignment, this is the Process Tracking Assignment and Officer column, and for sort by File Number, this is the County and File number columns. |
CND810 |
BR1048 |
When displaying a field on a process |
|
All fields will display the value from the process archive if an archive is available unless otherwise indicated in the field definition.
|
CND969 |
BR1238 |
If the Assignment Status field is set to 'Accepted or Locally Assigned'
|
|
The assignment date ranges will search the latest local assignment dates or Accepted Process date for the currently selected agency.
|
CND983 |
BR1252 |
If the Assignment Status field is set to 'Assigned Pending Acceptance' |
|
Display all unassigned processes with current 'Owning Agency' name equal to Agency name on Inquiry; AND processes with the latest action of "Forward, Issued, or Return to Clerk Unserved" within the given date range.
|
CND984 |
BR1253 |
When applying Assignment Status to the Group Search criteria |
|
If Assignment Status is “Converted Pending Acceptance”, return all processes converted prior to case county go-live date unless (a) case county does not equal the Process Tracking Agency County or (b) one or more subsequent Process Tracking actions have occurred. If Assignment Status is "Accepted or Locally Assigned", return all processes with an action of "Accept Process" greater than or equal to the date the process was assigned to the current owning agency. If Assignment Status is "Assigned Pending Acceptance", return all processes which (a) have not received an action of "Accept Process" greater than or equal to the date the process was assigned to the current owning agency, and (b) do not meet the criteria for “Converted Pending Acceptance”. If Assignment Status is "Both Assigned and Accepted”, return all processes meeting criteria for “Accepted or Locally Assigned” or “Assigned Pending Acceptance”.
|
CND989 |
BR1258 |
When Process Tracking Group Search has a Sort By selection of “Local Assignment and Address” |
|
The sort will be in alphabetical order by Level 1, Level 2, Level 3, then Officer Last Name, First Name, Middle Name, then City name, Street Name, Street number, Address Line 2, County Name, File Number (descending order) and Process Issued Date/Time (descending order).
|
CND1002 |
BR1271 |
When displaying a field on a process |
|
All fields will display the value from the process archive if an archive is available unless otherwise indicated in the field definition.
|
CND969 |
BR1238 |
If the Release Order Conditions are updated after issuance
|
|
Update the archive for the process |
CND971 |
BR1240 |
When Process Tracking Group Search has a ‘Process Tracking Assignment’ selection
|
|
The search results will include matching assignments in the folder levels below the selected folder in addition to the matching assignments in the selected folder. |
CND1039 |
BR1315 |
When the search criteria matches more than 250 records from the database.
|
|
The Search Results screen will display an informational message: “Warning: Display of search results was truncated at 250 records. Up to 1000 records will print in the report. Use additional search criteria to narrow results.”
|
CND990 |
BR1329 |