Edit a Defendant on a Process

Once a Defendant is added to a process, under certain conditions it is possible to subsequently edit certain Defendant information or assignment data. Below are the steps to edit the Defendant information.

Before you start:

The ability to edit a Defendant is based on the type and status of the process being edited and the user's role. If an edit is disallowed due to these conditions, the Edit Defendant button will not display or an error message will display upon use of the button.
Defendants on Warrants and Summons cannot be edited once the status has changed to Served.
Defendants on Orders and Citations can be edited before, and up to 8 hours after, the status has changed to Served.
The information available for edits and the results of any edits are particularly affected by whether or not a process has been issued. Details on this subject below.
For help with adding a Defendant's image directly from a process, click here.
A Business as a Defendant can be edited also. Click here for Help on this subject.

Editing a Person Defendant

1. Search for and retrieve the process on which the Defendant is to be edited.
2. The PROCESS TAB VIEW of the process displays, defaulted to the SUMMARY tab.

Note: If the process status is Unserved or Served, the CASE SUMMARY TAB VIEW will display instead, defaulting to the ORIGINAL PROCESS tab. Click the View Process button from this tab. The PROCESS TAB VIEW of the process will then display, defaulted to the SUMMARY tab.

1. From the displayed process, click the DEFENDANT tab.
2. The DEFENDANT tab displays. Click the Edit Defendant button.
3. The PERSON DETAILS screen displays based on the issuance condition of the process:
  - Before Issuance - The Name fields cannot be edited (note). DMV, Race, Sex, Ethnicity, SSN, DOB, and Age data can be updated if blank or Unknown. The Address fields will accept any edits. Edits will affect only the Master Person record and the current process.

Note: Other Defendant details can be made accessible for edits by clicking the Update Additional Information button from the Defendant tab. Click here for Help on this subject.

- After Issuance - Edits to Defendant information are limited to DMV, DOB, SSN data (if blank or Unknown) and Address data. Unlike the above Before Issuance, additional Person information is not accessible. Any edits made will affect the Master Person record, the current process, and any process listed at the bottom of the screen. Click here for the conditions under which these additional processes display.

The fields available for edits (subject to the issuance conditions above):

- DMV ID, DMV State, Expiration Date, DMV Class, Original Source (DMV)
- (Release Order only) Last Name, First Name, Middle Name/Initial, Suffix

- Race, Ethnicity, Sex
- Date Of Birth, Age, (No Basis)
- SSN, Original Source (SSN)
- Street Number, Street Name, Address Line 2, Zip Code/Zip +4, Pre-fill from US Zip, City, Search for City, County, State, Country
- Home Phone Number

Perform the edits and click the Edit button.

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The results are based on the issuance condition of the process during the edits:

Defendant edits made before issuance - The DEFENDANT tab returns with edited Defendant information displayed.
Defendant edits made after issuance - The AFTER ISSUANCE CONFIRMATION screen displays. Updated copies of additional processes affected by the Defendant edits can be printed by clicking the Print button. See Multiple Process Print Due to Defendant Edit for more Help. To return to the (now edited) DEFENDANT tab, click the Cancel button.

Adding an Image

Perform Steps #1 - 3 above.
From the displayed DEFENDANT tab, click the Upload Image button.
The Image Upload screen displays. Add an image (For Help, see Add a Person Image.) Once completed, click the Upload button on the IMAGE screen.

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The DEFENDANT tab returns displaying the added Defendant image.

Editing a Business Defendant

1. From the displayed process, click the DEFENDANT tab.
2. The DEFENDANT tab displays. Click the Edit Defendant button.
3. The BUSINESS DETAILS screen displays. Edit the Business data and click the Edit button.

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The DEFENDANT tab returns with edited Business information displayed.

For a listing of associated rules for this topic, click here.