Record a notification of a court action

You record a notification when you wish to advise participants in the case of a court action, as part of your ongoing efforts to keep the participants informed of the status of their case and when their involvement is needed.

You can record a standalone notification record or link it to an existing legal action. If you want to link a new notification to another court action record, see Record a linked legal action.

Follow these steps to record a notification of a court action.

1. From the Home screen, click the Case tab. The Case Workload screen appears.

2. Click the case ID number link for the case you want to update. The Case Overview screen appears.

3. Click Court in the link menu. The Case Members Legal History screen appears.

4. Click the Case Court Actions link at the top of the screen. The Case Court Actions screen appears.

5. Enter search criteria to find any existing notifications and click Search. The matching court actions appear in the results grid.

6. If the correct record already exists, click select to update the record.

7. If the notification does not exist, select Notification in the Action Category list and click Add Action. The Notification Details screen appears.

8. Enter the hearing date in the Scheduled Hearing Date box.

9. Under Notification Concerning, select the case members who are involved in the notification.

10. Under Persons Notified, select the case member or other person notified about the action. Click Add to add the name to the grid.

11. Complete other information as appropriate.

12. Click Save. You are returned to the Case Court Actions screen.