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.  

If Zip Code segment only is entered, records should be returned that match the Zip Code segment and any Zip +4 segment.
 

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