E-filing in appeals for trial court and clerk staff - E-filing in appeals for trial court and clerk staff - IN.gov

 
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7/11/2018

       E-filing in
appeals for trial
 court and clerk
             staff
                  Bob Rath, Director
        Appellate Court Technology
    Office of Judicial Administration

                                        Who?   What?
 E-filing in
 appeals for
 trial court and
                                               A recent
 clerk staff                            How?     rule
                                               change

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        Clerks in offices that
        accept e-filing are
Who?    encouraged to e-file to
        the Appellate Clerk’s
        Office

        E-filing in appeals for trial court and clerk staff                     3

                                                                 Motions

What?                                                              Notices

                                                              Transcripts
                          E-filing in appeals for trial court and clerk staff   4

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How?

       To obtain an account for an
         Odyssey county, please
           contact Trial Court
             Technology at
       helpdesk@courts.in.gov or
            1-888-275-5822.

       To obtain an account for a
       CSI county, please contact
        CSI at 1-855-274-4468.

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E-filing in appeals for trial court and clerk staff   10

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   E-filing in appeals for trial court and clerk staff                     11

Demo

                              E-filing in appeals for trial court and clerk staff   12

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A recent
  rule                      Fonts for transcripts
change

                            E-filing in appeals for trial court and clerk staff                           13

Fonts permissible through June 30, 2018

                                                                                  Bookman Old
    Arial     Baskerville     Book Antiqua                          Bookman                     Century
                                                                                     Style

   Century
               Courier         Courier New                          CG Times       Garamond     Georgia
 Schoolbook

                 New           New Century                                         Times New
                                                                     Palatino
              Baskerville      Schoolbook                                            Roman

                                                                                                               14

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Existing rule would have permitted only one
font, beginning July 1, 2018

                            Calisto MT

                                                                                   15

Rule change retained most fonts
added Calisto MT; removed Courier, Courier New
for Notices of Appeal filed on or after July 1, 2018

                                                       Bookman Old
    Arial     Baskerville   Book Antiqua    Bookman                  Calisto MT
                                                          Style

               Century                                                  New
   Century                   CG Times       Garamond      Georgia
             Schoolbook                                              Baskerville

                     New Century                  Times New
                                     Palatino
                     Schoolbook                     Roman

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E-filing in appeals for trial court and clerk staff   18

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TRIAL COURT
TECHNOLOGY
  UPDATES
TRIAL COURT TECHNOLOGY
OFFICE OF JUDICIAL
ADMINISTRATION
INDIANA SUPREME COURT

Odyssey Interfaces

      Odyssey

                                1
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ABSTRACT OF JUDGMENT INTERFACE

    • One-way Information Sharing
    • Abstracts are required on all DOC
      commitments
    • Felony revocation abstracts are
      also required

ABSTRACT OF JUDGMENT INTERFACE

    • Two Error Screens
      • Abstract Missing TCN
      • TCN Errors

                                                 2
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ABSTRACT OF JUDGMENT INTERFACE

   •Important reminders
     •TCN, not required field, but
      should be added to every
      Abstract
     •Update Offender Record
      with DOB/Race/Gender

         CHRIS INTERFACE

     • One-way Information Sharing
     • Preferred Method
       • Misdemeanor convictions
       • Dismissed cases

                                            3
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         CHRIS INTERFACE

    • Important reminders
       • Add TCN Event
       • Update Party Record with
         DOB/Race/Gender
       • Contact Arresting Agency or
         Prosecutor Office to correct
         name

CIP TIMELINESS MEASURES INTERFACE

    • One-way Information Sharing –
      Odyssey data imported into CIP
      App
    • Tracks Odyssey Case Events and
      Hearing Types

                                               4
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CIP TIMELINESS MEASURES INTERFACE

    • Important reminders
       • Out-of-Home Case Flag,
       • Use same Party ID on all cases
       • Relate all Cases
    • Involves JC, JT, GU and AD cases

 GUARDIANSHIP REGISTRY INTERFACE

    • Two-way Information Sharing
    • GUR and CMS must match

                                                 5
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GUARDIANSHIP REGISTRY INTERFACE

   • GUR Creates Odyssey Case in Non-
     eFiling Counties
      • Add Events, Update Party
        Information, and Venue Cases
   •Use eFiled Cases Alert to create
    case

GUARDIANSHIP REGISTRY INTERFACE

   • Use MEGUR to transmit Odyssey
     Cases to GUR
      • Must update party records
        (Connection Type and
        DOB/R/G/Address) and populate
        other MEGUR fields denoted by

                                               6
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GUARDIANSHIP REGISTRY INTERFACE

  • Odyssey-Specific Activities
    • Financials/Hearings/Disposition/QC
      SR/Stat Closure/Case Status and
      Transfers
    • Specific Events will Populate GUR

GUARDIANSHIP REGISTRY INTERFACE

   • Important reminders
      • Update Party Information in GUR.
      • Terminate orders and revoke
        Guardians in the Registry
      • Relate all Cases

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 INDIANA COURTS ONLINE REPORTS
        (ICOR) INTERFACE
        • One-way Information Sharing

 INDIANA COURTS ONLINE REPORTS
        (ICOR) INTERFACE
• Odyssey imports quarterly court activity into INcite.
  ICOR reports:
   • Case filings/method of dispositions/stat
     closures/transfers in and out/venues in and out
   • Special Judge appointments/Self Represented
     litigants/ADR/Pauper Appointment/Interpreter

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INDIANA COURTS ONLINE REPORTS
       (ICOR) INTERFACE
   • Judicial Service Report
     • All reported quarterly stats
       are compiled into annual
       report sections for publication

 MENTAL HEALTH ADJUDICATION
         INTERFACE
   • One-way Information Sharing –
     Odyssey data transmitted to MHA.

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   MENTAL HEALTH ADJUDICATION
           INTERFACE
       • Case created in MHA when NICS
         Event is added in Odyssey
       • Attach Oder to NICS event or to
         case in MHA

   MENTAL HEALTH ADJUDICATION
           INTERFACE
• Important reminders
   • Only add the NICS events if the involuntary
     commitment is longer than 72 hours.
   • Update Party record with DOB, SSN or
     DLN with Expiration Date
   • Relate all Cases

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    OPTIMA INTERFACE

• One-time and One-way
  Information Sharing – Odyssey
  data imported into Optima
• Involves JC cases

    OPTIMA INTERFACE

• All Case information excluding
  documents is transmitted nightly.

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        OPTIMA INTERFACE

    • Important reminders
       • Add the GAL/CASA Appointed
         Event at Initial Hearing
       • Relate all Sibling Cases
       • Use same Party Record/ID on all
         cases

   ODYSSEY COURT MEASURES
          INTERFACE
• One-way information sharing – data
  pulled from Odyssey into INcite
  application
• OCM uses the information you are
  already entering for the QCSR
   • Users don’t have to do any extra work

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    ODYSSEY COURT MEASURES
           INTERFACE
     • Based on the National Center
       for State Courts “CourTools”
        • http://www.courtools.org/Trial
          -Court-Performance-
          Measures.aspx

    ODYSSEY COURT MEASURES
           INTERFACE
• Four Categories
  • Number of Cases Pending by Case Type
  • Average Age of Pending Cases
  • Time to Disposition
  • Clearance Rate

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 ODYSSEY COURT MEASURES
        INTERFACE
 • Shows detailed, case-level data
   with graphs
 • Click directly into any case’s
   Odyssey CCS

PROTECTION ORDER REGISTRY
        INTERFACE
 • Two-way Information Sharing
 • POR Creates PO and JQ Case
    • Add Events, Update Party
      Information, and Venue case to
      another County

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PROTECTION ORDER REGISTRY
        INTERFACE
  • Odyssey Changes Case Number
    (Case Transfer)
    • Hearing Information sent to
      POR

PROTECTION ORDER REGISTRY
        INTERFACE
• Important reminders
  • Update Party Information in POR
  • Close case in Odyssey and Terminate
    orders in the Registry
  • Relate all Cases

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PUBLIC DEFENDER INFORMATION
   SYSTEM (PDIS) INTERFACE
   • One-way Information Sharing –
     Real-time data
   • Assess Court Calendars,
     Documents and Events
   • Certified EFSP

PUBLIC DEFENDER INFORMATION
   SYSTEM (PDIS) INTERFACE
• Important reminders
   • Add PD Assignment event each time
     a PD is appointed immediately
   • Mark the attorney as a Public
     Defender
   • Relate all Co-defendant Cases

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PUBLIC DEFENDER INFORMATION
   SYSTEM (PDIS) INTERFACE
  • Involves Criminal and Civil Cases

 STATE AUDITOR COLLECTIONS
         INTERFACE
  • One-way Information Sharing

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STATE AUDITOR COLLECTIONS
        INTERFACE
  • Odyssey imports fees collected
    into INcite online report
       • All fees collected and
         reported in Odyssey import
         into semi-annual reporting
         form in INcite

STATE AUDITOR COLLECTIONS
        INTERFACE
 • Report is emailed to Auditor of
   State to reconcile with electronic
   transfer of funds from court to
   Auditor’s Office

                                              18
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 TEXT REMINDER SYSTEM

• One-way Information Sharing
• Text reminder sent to
  defendants 5 days and 1 day
  prior to upcoming hearing

 TEXT REMINDER SYSTEM

• Cancelled and Rescheduled
  Hearing notices will also be sent
  between the 5 and 1 day period

                                            19
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 TEXT REMINDER SYSTEM

• Defendants must have a cell
  phone number logged in
  Odyssey or the Supervised
  Release System in INcite

 TEXT REMINDER SYSTEM

• Interested in participating?
  Contact the TCT Help Desk to
  sign up!

                                       20
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   CMS SEARCH INTERFACE

• One-way Information Sharing
• “Search Engine” query multiple CMS
  • Currently searches Odyssey and
    QUEST

   CMS SEARCH INTERFACE

 • Search non-confidential, public cases
   • Judicial authorization is needed to
     search confidential juvenile cases
   • Scanned documents are available

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BVM PROJECT INTERFACE

• One-way Information Sharing
• Link Citation Data to Odyssey Case
  • See Odyssey Cheat Sheet -
    Required Fields for BMV SR16

BVM PROJECT INTERFACE

• Use Appropriate Event Code(s)
  to Create SR16 correctly
  • See Odyssey Cheat Sheet -
   BMV Events

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   GUARDIANSHIP
   REGISTRY

ONE-TIME EXTENSION OF TEMPORARY
          GUARDIANSHIP
 Effective 7/1/2018
 IC 29-3-3-4(a)

 Upon notice and hearing, the court may,
 with good cause shown, grant one (1)
 extension of the temporary guardianship
 for not more than ninety (90) days.

                                                 23
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 PLEASE REMEMBER …..

The Guardianship
 Information Sheet is a
 required document as of
 1/1/2018.

 PLEASE REMEMBER …..

Temporary guardianships
are valid only for 90 days.
Extension must be granted
 before the original
 guardianship expires.

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   PLEASE REMEMBER …..

Enter the Letter Date in
 the registry for each
 guardianship granted. The
 case is accessible on
 https://public.courts.in.gov

   PLEASE REMEMBER …..

 Use the E-Filed Cases Alert to import
  the GU case from Odyssey into the
  Guardianship Registry.

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HOW TO IMPORT AN E-FILED GU CASE
INTO THE GUARDIANSHIP REGISTRY?

SELECT THE
CASE TO BE
IMPORTED

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ENTER
REQUIRED
INFORMATION

SET CASE
REQUIREMENTS

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VIEW CASE
SUMMARY

   MENTAL
   HEALTH
   ADJUDICATION

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DOCUMENT
ATTACHMENT

DOCUMENT
ATTACHMENT

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DOCUMENT
ATTACHMENT

   PROTECTION
   ORDER
   REGISTRY

                      30
7/11/2018

          NEW JQ CASE TYPE

• JQ cases are
generated only
when DCS files the
petition for a Child
Protection Order.

          NEW JQ CASE TYPE

 • All other protection
   orders petitions that
   involve protecting a
   child/minor will have
   the PO case type.

                                   31
7/11/2018

AR 9 (G) (5) NOTICE OF EXCLUSION
OF CONFIDENTIAL INFORMATION

• When the Confidential Form PO- 0104 is
  filed, Administrative Rule 9(G)(5) Notice
  of Exclusion of Confidential Information
  must be filed. PNW-0102 is located here:
  http://www.in.gov/judiciary/iocs/2645.htm.

        CONFIDENTIAL FORM

   • The confidential form should be
     marked with the new document
     security group “Access Limited to
     Clerk and Court.”

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     CONFIDENTIAL FORM

• Should be filed in criminal cases when
  a NCO is requested.
  • Should not be filed as an
    attachment when e-filed.

   PO CASE FILING EVENTS

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                   E-FILING

       • Criminal E-Filing for Case
         Initiation
          • Criminal Data and Documents
            options

                   E-FILING

• COURTS.IN.GOV/EFILE
   • Subscribe options
   • User Guide
   • Tutorials for Filers, Clerks, and Court Staff
   • Rules for E-filing
   • Contact Us

                                                           34
7/11/2018

  E-FILING LATEST NEWS

• Trial Rule 86 Updates (1/1/2018)
  • Service of process changes
  • Two new rejection reasons

  E-FILING LATEST NEWS

• AR9 Changes (1/1/2018)
• Working on expanding case
  initiation for PO, JQ, Juvenile and
  Criminal

                                              35
7/11/2018

         E-FILING LATEST NEWS

      • Probation and Community
        Corrections: e-filing process
      • Sheriff Service fee process
        change (7/1/2018)

   HOW TO PROCESS THE E-FILED
     CONFIDENTIAL FORM
• Edit the filing and change
  the filing code to the
  CFF- Confidential Form
  Filed (PO and NCO
  Process Only) filing code

                                              36
7/11/2018

    HOW TO PROCESS THE E-FILED
      CONFIDENTIAL FORM
• Ensure that the proper
  filing is highlighted in the
  upper left-hand window
  before updating the
  document security for
  this filing code.

    HOW TO PROCESS THE E-FILED
      CONFIDENTIAL FORM
     • Click on the lock
       icon that appears in
       the Actions option
       list

                                       37
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HOW TO PROCESS THE E-FILED
  CONFIDENTIAL FORM
• Select the security of
  Access Limited to
  Court and Clerk
• Accept the filing

INCITE SELF-HELP RESOURCES

                                   38
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      Need Help?

HELPDESK@COURTS.IN.GOV
         OR
    1-888-275-5822

  QUESTIONS???

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