Showing posts with label Other-Feature. Show all posts
Showing posts with label Other-Feature. Show all posts

Payer Only Role

The Payer Only role allows subscribers to designate someone to access CourtNet 2.0 for bill paying purposes only, and not be charged the $10 sub account fee.  

Go to the Profile page. Under Sub Accounts, click on the Username hyperlink of the account you would like to convert to Payer Only. This will take you to the Sub Account Information page for a single account. To designate this account for Payer Only, Check Active? and Account Payer? and uncheck Performs Searches?.


Export Usage Detail File

The Export Usage Detail function allows you to export detailed usage data from a specified time period. The Export File is available for Advanced, Professional and Enterprise service plans. You can locate this file at the top of the profile page. Click Export Usage Detail, choose a start date and end date. Click Extract. You will open an excel spreadsheet indicating usage for the specified time range of all your account users. Included in the file are the following: Login ID, Name, Job Title, Location, Client ID, Case Number, County, Division, Action and Action Date.
 

Job Title and Location

All subscribers of CourtNet 2.0 can now add user Job Title and office Location. For subscribers with Advanced, Professional, or Enterprise service plans, this feature will allow the subscriber to track the usage of each Job Title and office Location.

On the Profile page, under User Profile, click the Job Title edit icon. This will take you to the Edit User Information box. Click the drop down menu for Job Title and choose one. Click <Save Changes>. Close box or click <Success>.


Click the edit icon for the Location. This will take you to the Edit User information box. Then, type in the work location or office name in the Location box and click <Save Changes>. Close box or click <Success>.



Client ID Tracking

The Client ID tracking feature allows you to search for cases under a specific client name and tie system usage to that client. The feature is available to Advanced, Professional, and Enterprise subscribers. A subscriber can access Client ID information from any search screen. Click the drop down arrow to change client. Choose an existing client, or enter a new Client ID. Remember to remove or change the Client ID when you are finished working for that specific client.


Recent Searches Feature

Recent Searches allows the user to see to ten (10) most recently performed searches in chronological order, with the most recent search at the top. 
To view your last ten (10)  searches, click on the recent searches option from the maroon menu bar. The specific search criteria used in the previous search will be displayed along with the date and time the search was executed. Click the search again link to re-execute a search.


Case Cart Feature

The Case Cart feature in CourtNet 2.0 is a valuable tool for storing cases for future reference and use. Case Cart allows the user to select any number of cases for review and print purposes.

To add a case to the case cart, click on the box to the left of the party name. As the selections are made, a dialog box will display validating that the case has been successfully added or removed. You can add one case at a time to the cart or add a group of cases by selecting the check box in the Blue.


In Case Cart, you have the ability to view case detail on an individual case. You can also print detailed or summary reports for the collection of cases in the cart.  


Click Print Detail for a detailed case report for all cases in the cart. You will be prompted to open, or save the report in a PDF. Information included in the report will be; parties, charges, cross references, and events. A page break will occur between each case.


Click Print Summary for a summarized report of all the cases in the case cart. You will be prompted to open, or save the report in a PDF. Information included in the report will be parties and charges.


Click Remove to delete any individual case you no longer need, or Empty Cart to remove all cases.


Click Back to Most Recent Search to return to search results.