1. Dallas Court Case Management Training
System Maintenance Training
5/13/2013
Dallas Court Case Management Training
Basic Overview Training – City of Dallas, TX
Carol Gauntt, Eddy Perez and Cathryn Castillo
City of Dallas TX

2. ABC’s of Training A – Ask Questions B – Be on Time
C – Turn off Cell Phones
D – Don’t talk over someone else
E - Embrace Change
F - Have Fun!!!

3. Purpose – Basic Overview
The purpose of this training session is to introduce the class to basic navigation of INCODE Central and perform basic functions in INCODE.

4. System Maintenance Training
5/13/2013
Objectives
As a result of this training session, one should be able to:
Have an good understanding of INCODE terminology;
Search and steer through INCODE Central and Control Center;
Have basic grasp of Case Management Center and Queues;
Navigate through the Report Viewer;
Print forms and documents;
Have a basic understanding of Tyler Content Manager, Scanning and using TOP;
Manually enter a case through the INCODE software
City of Dallas TX

5. System Maintenance Training
5/13/2013
INCODE Terminology
Status Codes – Tracks and Disposes Cases
Disposition Macros – Performs Multiple Functions
Queue – Works like an Electronic Cabinet
Payment Group – Cases that are in a Payment Plan
Control Center – Locate and Process Cases
Case Management Center – Process cases in batch and load Queues
TCM – Tyler Content Manager
TOP – Tyler Output Processor
Dynamic Grid – A grid a user can manipulate
City of Dallas TX

6. Basic Overview Exam
1. The INCODE CENTRAL menu is divided into three parts. Of those three parts where can the user define their own menu?
a. Applications list
b. Program list
c. Favorites list
d. All of the above

7. Basic Overview Exam
1. The INCODE CENTRAL menu is divided into three parts. Of those three parts where can the user define their own menu?
a. Applications list
b. Program list
c. Favorites list
d. All of the above

8. Basic Overview Exam
The favorites list can be edited to hold job specific modules in one long list or can be divided into topics where specific modules can be compartmentalized.
a. True
b. False

9. Basic Overview Exam
The favorites list can be edited to hold job specific modules in one long list or can be divided into topics where specific modules can be compartmentalized.
a. True
b. False

10. Basic Overview Exam
3. To open a program within the program menu, you MUST click on the plus sign beside the item to open.
a. True
b. False

11. Basic Overview Exam
3. To open a program within the program menu, you MUST click on the plus sign beside the item to open.
a. True
b. False

12. Basic Overview Exam Of the following hot keys, which one is incorrect?
a. F5 opens any field drop down where a lookup icon is located.
b. F7 moves through the screen tabs to the left while F8 moves to the right
c. F6 does nothing
d. Space bar marks a checkbox when the field is highlighted

13. Basic Overview Exam Of the following hot keys, which one is incorrect?
a. F5 opens any field drop down where a lookup icon is located.
b. F7 moves through the screen tabs to the left while F8 moves to the right
c. F6 does nothing
d. Space bar marks a checkbox when the field is highlighted

14. Basic Overview Exam
The Citation Selection screen offers the following ways to search for a case or defendant:
a. Only Name
b. DL, SSN, Citation #, Docket #, VIN
c. Name, SoundX, PD case number, Tag number
d. Both b and c

15. Basic Overview Exam
The Citation Selection screen offers the following ways to search for a case or defendant:
a. Only Name
b. DL, SSN, Citation #, Docket #, VIN
c. Name, SoundX, PD case number, Tag number
d. Both b and c

16. Basic Overview Exam
6. The Definition of a Status Code is a two digit code that identifies the status a case is in, or a requirement to be completed by the defendant.
a. True
b. False

17. Basic Overview Exam
6. The Definition of a Status Code is a two digit code that identifies the status a case is in, or a requirement to be completed by the defendant.
a. True
b. False

18. Basic Overview Exam
7. Status codes cannot be edited, added or deleted by the user.
a. True
b. False

19. Basic Overview Exam
7. Status codes cannot be edited, added or deleted by the user.
a. True
b. False

20. Basic Overview Exam
8. Disposition Macros can be executed from the Citation Selection Screen by which of the following ways? a. Marking the Macro checkbox beside one or more cases and selecting the Disposition Macro button in the upper left corner of the Citation Selection screen. b. Highlighting a case in the violation grid and selecting the Disposition Macro button in the upper right corner of the Citation Selection screen. c. Highlighting a case in the violation grid, selecting the Disposition Macro button in the upper left corner and selecting one of the three choices in the popup that appears. d. All of the above

21. Basic Overview Exam
8. Disposition Macros can be executed from the Citation Selection Screen by which of the following ways? a. Marking the Macro checkbox beside one or more cases and selecting the Disposition Macro button in the upper left corner of the Citation Selection screen. b. Highlighting a case in the violation grid and selecting the Disposition Macro button in the upper right corner of the Citation Selection screen. c. Highlighting a case in the violation grid, selecting the Disposition Macro button in the upper left corner and selecting one of the three choices in the popup that appears. d. All of the above

22. System Maintenance Training
5/13/2013
Basic Overview Exam
A queue is a virtual filing cabinet. A case can be sent to a queue from the Citation Selection screen from which of the following methods?
a. Through a Disposition Macro
b. Through a ‘Send to Queue’ button in the disposition screen
c. Through the printing of a document with a queue identified in document maintenance
d. All of the above.
City of Dallas TX

23. System Maintenance Training
5/13/2013
Basic Overview Exam
A queue is a virtual filing cabinet. A case can be sent to a queue from the Citation Selection screen from which of the following methods?
a. Through a Disposition Macro
b. Through a ‘Send to Queue’ button in the disposition screen
c. Through the printing of a document with a queue identified in document maintenance
d. All of the above.
City of Dallas TX

24. System Maintenance Training
5/13/2013
Basic Overview Exam
Tyler Output Processor (TOP) allows you to view documents and other images that have been scanned into TCM.
a. True
b. False
City of Dallas TX

25. System Maintenance Training
5/13/2013
Basic Overview Exam
Tyler Output Processor (TOP) allows you to view documents and other images that have been scanned into TCM.
a. True
b. False
City of Dallas TX

26. System Maintenance Training
5/13/2013
Questions / Notes
City of Dallas TX