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 1
7/11/2018 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 2
7/11/2018 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. 3
7/11/2018 E-filing in appeals for trial court and clerk staff 7 E-filing in appeals for trial court and clerk staff 8 4
7/11/2018 E-filing in appeals for trial court and clerk staff 9 E-filing in appeals for trial court and clerk staff 10 5
7/11/2018 E-filing in appeals for trial court and clerk staff 11 Demo E-filing in appeals for trial court and clerk staff 12 6
7/11/2018 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 7
7/11/2018 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 16 8
7/11/2018 E-filing in appeals for trial court and clerk staff 18 9
7/11/2018 TRIAL COURT TECHNOLOGY UPDATES TRIAL COURT TECHNOLOGY OFFICE OF JUDICIAL ADMINISTRATION INDIANA SUPREME COURT Odyssey Interfaces Odyssey 1
7/11/2018 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
7/11/2018 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
7/11/2018 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
7/11/2018 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
7/11/2018 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
7/11/2018 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 7
7/11/2018 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 8
7/11/2018 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. 9
7/11/2018 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 10
7/11/2018 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. 11
7/11/2018 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 12
7/11/2018 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 13
7/11/2018 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 14
7/11/2018 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 15
7/11/2018 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 16
7/11/2018 PUBLIC DEFENDER INFORMATION SYSTEM (PDIS) INTERFACE • Involves Criminal and Civil Cases STATE AUDITOR COLLECTIONS INTERFACE • One-way Information Sharing 17
7/11/2018 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
7/11/2018 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
7/11/2018 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
7/11/2018 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 21
7/11/2018 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 22
7/11/2018 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
7/11/2018 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. 24
7/11/2018 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. 25
7/11/2018 HOW TO IMPORT AN E-FILED GU CASE INTO THE GUARDIANSHIP REGISTRY? SELECT THE CASE TO BE IMPORTED 26
7/11/2018 ENTER REQUIRED INFORMATION SET CASE REQUIREMENTS 27
7/11/2018 VIEW CASE SUMMARY MENTAL HEALTH ADJUDICATION 28
7/11/2018 DOCUMENT ATTACHMENT DOCUMENT ATTACHMENT 29
7/11/2018 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.” 32
7/11/2018 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 33
7/11/2018 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
7/11/2018 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
7/11/2018 Need Help? HELPDESK@COURTS.IN.GOV OR 1-888-275-5822 QUESTIONS??? 39
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