TestTrack | 6.1 Enhancements · Reference: Jeff Karpel Summary: Hover over Witness name to show Person Address in the Victim Services tab Report generated by Crause, Scott on 4/10/2017

TestTrack | 6.1 EnhancementsReport generated by Crause, Scott on 4/10/2017 at 11:01:34 AM

Issue Number: 3377 Date Entered: 2/24/2015 Product: PBK Entered by: Duke, Laurie Component: Setting Control

Status: Closed (Verified) Initial Severity: Normal SeverityType: Enhancement Priority: Normal Disposition: Open - Not ReviewedReference:

Summary: Adding Calendar to Setting Master of Valid Court Dates

RecordsFound by: Duke, Laurie Date Found: 2/24/2015Version Found: 6.1Description: Per Jeff during the SC09 PreGo Live Meeting we will do this. Jeff asked Dave to email:

Adding Calendar to Setting Master of Valid Court Dates 6.0

David R. Sanders Director of Information Technology 16th Circuit Solicitor's Office 1675-1A York Highway York, SC 29745

Office: (803) 818-6618 Cell: (803) 984-2367 E-Mail: [email protected]

JLK – we need to specify what dates are ‘allowed’ to be scheduled on a setting. My idea would be to use a date picker similar to the one we currently use for Trial Days so that a use can simply pick every date they wish to be allowed on the Setting. If no dates have been selected, then all dates are allowed (depending on the weekend setting). Everywhere a court date is currently validated against weekends, this new validation would take place and display the message “The date selected is not a valid date for this setting” if the setting has valid dates set and the user picked a date that does not exist on that setting.

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Found by: Heltibrand, Joe Date Found: 5/24/2016Version Found: 6.1Description: Create Table tblCtDocketMasterAvailableDays (

SequenceNumber BigInt Not Null Identity, DocketCode Varchar(20) Not Null, AvailableDate DateTime Not Null, EnterUserId Varchar(8), EnterDate DateTime)GO

Create Index idx_tblCtDocketMasterAvailableDays_DocketCode on tblCtDocketMasterAvailableDays (DocketCode)

GO

Created By: Duke, LaurieDate Created: 2/24/2015 4:23 PMCreation Method: Add windowModified By: Duke, LaurieDate Modified: 11/1/2016 3:20 PM


Issue Number: 3763 Date Entered: 6/29/2015 Product: PBK Entered by: Duke, Laurie Component: My View

Status: Closed Initial Severity: Normal SeverityType: Enhancement Priority: Normal Disposition: Open - Not ReviewedReference:

Summary: My View - Add Tab Labeled "My Created"

RecordsFound by: Duke, Laurie Date Found: 6/29/2015Version Found: 6.1Description: Enhancement request from May 2015 User Conference - approved by group.

St. Charles County, MO – approved for 6.1 Make a tab on My View labeled “my created” that will show all reminders that person has created. Only show uncompleted reminders. Keep a history of who the reminder was assigned to.

JLK- a. Build a new tab labelled ‘Created’ that will list all the open Reminders that were created by the User currently displayed on MyView.b. Each time the Staff ID is changed, (typically using the A/C checkbox and Assign feature but also if they simply change the Staff ID on the Reminder) create an Assigned History record that has the following datac. Add an Assigned History button to ALL reminders that will show the list of Assigned History records for this Reminder.

Created By: Duke, LaurieDate Created: 6/29/2015 4:37 PMCreation Method: Add windowModified By: Duke, LaurieDate Modified: 10/24/2016 10:58 AM


Issue Number: 3764 Date Entered: 6/29/2015 Product: PBK Entered by: Duke, Laurie Component: Diversion


Summary: Authorizations on Program Groups

RecordsFound by: Duke, Laurie Date Found: 6/29/2015Version Found: 6.1Description: Enhancement request from 2015 User conference - approved by group.

Arlington, VA, SC09, St. Louis City – approved for 6.1 Add “authorizations” to a special program group so that only certain users can see. Don’t make diversion tab wording blue when this authorization is set. Tab remain black. They will have to set authorizations on events & documents as well.

Found by: Duke, Laurie Date Found: 11/2/2016Version Found: 6.1Description: Program with an authorization associate is still being displayed.

To reproduce:1) On program group PTD I set an authorization - I associated the "CONF" team2) I checked user maintenance and "Laurie" is not part of the "CONF" team3) I log in as Laurie4) I go to the Johnny Badguy case 450902 and the PTD program displays

If a user is not part of the authorized team they should not see this program listed: 1) On the finance tab on the person screen 2) On the finance tab on the case screen

If a user IS part of the authorized team then the program should be grayed out on all screen.

Please correct.



Issue Number: 3765 Date Entered: 6/29/2015 Entered by: Duke, Laurie

Status: Closed (Verified)Type: Enhancement Priority: NormalReference:

Summary: Ability to Mass Change Evidence Locations

RecordsFound by: Duke, Laurie Date Found: 6/29/2015Version Found: 6.1Description: Enhancement request from 2015 user conference - approved by group.

Kassie – King County, WA – approved for 6.1 Evidence – wants the ability to MASS change the location.

o Make like mass re-assignment Ramsey MN would need this as well.

JLK – a. Name this new feature ‘Evidence Location Change’ and rename Location Change to “File Location Change”b. I like the Current Location filter, please add Room, Shelf, Ledge and Space to this filterc. When showing an item, show its, Current Location, Room, Shelf, Ledge and Spaced. Allow the user to specify a New Reason, Location, Room, Shelf, Ledge and Space on the same line ( I know you will probably run out of space so yoe. Upon Update, update the New fields but also generate an Evidence Transaction record the same as they are currently generated from the Evidence

Found by: Duke, Laurie Date Found: 11/2/2016Version Found: 6.1

Description: Make the following changes:

1) Add the "Please Wait" warning while page is being loaded2) Headers - add the hover over popup box allowing the user to either duplicate or lookup the codes (like we do on mass event entry)3) Columns - add the dropdown feature to all columns4) Catalog Number - make this a hyperlink back to the case. a) If catalog number doesn't work as a hyperlink please suggest an alternative5) Location - I enter a valid location, press update - get the below error message.

Found by: Duke, Laurie Date Found: 11/3/2016Version Found: 6.1Description: Two items:

1) Fix display issue when I click on the catalog number.2) Add spinning wheel while page is loading. I enter in a current location and it looks like nothing is happening. a) Page is slow in loading - I enter in a location and it takes almost a minute to populate the page. Do whatever necessary to speed the display of the page.3) New reason not being populated on evidence page

Created By: Duke, LaurieDate Created: 6/29/2015 4:39 PMCreation Method: Add windowModified By: Duke, LaurieDate Modified: 11/21/2016 2:31 PM


Issue Number: 4150 Date Entered: 12/11/2015 Product: PBK Entered by: Crause, Scott Component: Case


Summary: Warning system option: Two Public defenders (Att with PD Flag set) on codefendant case)

RecordsFound by: Crause, Scott Date Found: 12/11/2015Version Found: 6.1Description:

Similar to the system option Warning to warn if the same Defense attorney is added to a codefendant case:

• If two PUBLIC DEFENDERs ( att with PD Flag set on attorney record) are set on multiple codefendants in a codefendant case, a warning will fire.

Reason: In VA two PUBLIC DEFENDERS from the same PD office can not represent Codefendants of the same case.

Digant, on a Co defendant Case.

• If a Defense attorney is added to one of the cases and is marked as Public defender• If, on one ofthe OTHER Codefendant cases the same or a Different Defense attorney is added that ALSO has the Public

Defender Flag Checked, Please Provide a warning:◦ "A Public Defender is already assigned to another Codefendant case" (Ok or Cancel)

Created By: Crause, ScottDate Created: 12/11/2015 9:28 AMCreation Method: Add windowModified By: Crause, ScottDate Modified: 11/7/2016 12:31 PM


Issue Number: 4160 Date Entered: 12/17/2015 Product: PBK Entered by: Duke, Laurie Component: Person


Summary: Ability to Hide Gang Button

RecordsFound by: Duke, Laurie Date Found: 12/17/2015Version Found: 6.1Description: Okay for 6.1

Jeff KarpelOwner / Software Architect(314) [email protected] | www.karpel.com9717 Landmark Parkway, St. Louis, MO 63127

From: Laurie Duke [mailto:[email protected]] Sent: Wednesday, December 16, 2015 7:53 AM To: Jeff Karpel; Joe Heltibrand Cc: Chris Lebeck; Scott Crause; Mike Baker Subject: Enhancement Request - Ability to Hide Gangs Button - Benton

Benton asked if we could make the Gangs button a show/hide or user authorization. I’ve had several other office’s asked for this same thing in the past.

Created By: Duke, LaurieDate Created: 12/17/2015 7:55 AMCreation Method: Add windowModified By: Duke, LaurieDate Modified: 11/2/2016 9:37 AM


Issue Number: 4184 Date Entered: 1/5/2016 Product: PBK Entered by: Crause, Scott Component: Bad Checks

Status: Closed (Verified) Initial Severity: Normal SeverityType: Enhancement Priority: High Disposition: Open - Not ReviewedReference:

Summary: Bad Check Event Report ( Does not have Status option for Pending or Filed)

RecordsFound by: Crause, Scott Date Found: 1/5/2016Version Found: 6.1Description:

Add the ability to include Case Status of "Pending", "Filed", "Both" to the Bad Checks Event Report

Possible Bad Check Statuses

Open Closed Pending = filed to a criminal referral (not directly to green case)Filed = filed to green case

Created By: Crause, ScottDate Created: 1/5/2016 3:18 PMCreation Method: Add windowModified By: Crause, ScottDate Modified: 11/7/2016 12:38 PM


Issue Number: 4212 Date Entered: 1/21/2016 Product: PBK Entered by: Sondagar, Ankit Component: Case

Status: Closed Initial Severity: Normal SeverityType: Enhancement Priority: Normal Disposition: Open - Not ReviewedReference: Jeff Karpel

Summary: Hover over Witness name to show Person Address in the Victim Services tab

RecordsFound by: Sondagar, Ankit Date Found: 1/21/2016Version Found: 6.1Description: Digant,

Please add this to TT and mark it approved for 6.1


From: Tadsen Kassie [mailto:[email protected]] Sent: Thursday, January 21, 2016 9:26 AM To: Jeff Karpel; Karpel Support Subject: enhancement request

Hello, We would like to add a request to the enhancement queue.

Our Victim Services staff (and others) would find it extremely helpful if when they hover over the name in the Witness tab and in the Victim Services tab if the address could show up in the pop up (instead of the person’s name or victim/witness type, which we can clearly see in those locations). This would let them see if there is an address entered for the victim to determine whether or not a letter still needs to be generated before they actually generate the letter and so they don’t have to go into the Person record to check to see if there is an address entered.

They have been experiencing problems where someone (other than Victim Services) removes the person’s address and may put “Transient” or leave it blank (probably because the person is a defendant on another case) and the Victim Notify flag is still checked on the case that they are a victim on. Victim Services cannot send a letter if they do not have a valid address. If they are the ones to remove the address, they will uncheck the Victim Notify box or they can at least check it if they can easily see that there isn’t an address or it is Transient.

Let me know if you have any questions, and thanks for your consideration. Kassie

Kassie Tadsen Business Systems Analysis Manager MCAO-ITD, Applications [email protected]

Created By: Sondagar, AnkitDate Created: 1/21/2016 11:03 PMCreation Method: Add windowModified By: Karpel, JeffDate Modified: 5/13/2016 1:25 PM


Issue Number: 4220 Date Entered: 1/28/2016 Product: PBK Entered by: Oza, Digant Component: Witnesses

Status: Closed Initial Severity: Normal SeverityType: Enhancement Priority: Normal Disposition: Open - Not ReviewedReference:

Summary: Display Victim Address on Victim Name Hover

RecordsFound by: Oza, Digant Date Found: 1/28/2016Version Found: 6.1Description: Hello,

We would like to add a request to the enhancement queue.



Let me know if you have any questions, and thanks for your consideration. Kassie

Kassie Tadsen Business Systems Analysis Manager MCAO-ITD, Applications [email protected]

Created By: Oza, DigantDate Created: 1/28/2016 6:09 AMCreation Method: Add windowModified By: Karpel, JeffDate Modified: 6/30/2016 10:09 AM


Issue Number: 4243 Date Entered: 2/3/2016 Product: PBK Entered by: Long, Bryan Component: Case

Status: Closed (Verified) Initial Severity: Normal SeverityType: Enhancement Priority: Normal Disposition: Open - Not ReviewedReference: CW#103940

Summary: Witness tab and Victim services tab - change to hover over to address

RecordsFound by: Long, Bryan Date Found: 2/3/2016Version Found: 6.1Description: Kassie Tasden - Maricopa AZ



Attachments: RE enhancement request.msg

Created By: Long, BryanDate Created: 2/3/2016 3:12 PMCreation Method: Add windowModified By: Long, BryanDate Modified: 4/3/2017 9:07 AM


Issue Number: 4470 Date Entered: 5/5/2016 Product: PBK Entered by: Long, Bryan Component: Setting Control

Status: Fixed, assigned to Turner, Bradley; Heltibrand, Joe Initial Severity: Normal SeverityType: Enhancement Priority: Normal Disposition: Open - Not ReviewedReference: CW#118162

Summary: Mass Court Room Change

RecordsFound by: Long, Bryan Date Found: 5/5/2016Version Found: 6.1Description: Shelly Phillips - Crook OR

I have brought this to your attention before, but not sure if it has even been addressed. I would like to be able to mass change the docket (or court room) through setting control. You are able to change the court room (Docket) and duplicate, but there is no set docket tab. Our courts often change court rooms and we have to go into each case to change the court rooms.

Attachments: Mass Court Room Change.eml

Found by: Heltibrand, Joe Date Found: 11/2/2016Version Found: 6.1Description: Place a button labled "Change Setting". When pressed, check for values in the "Dock" column. If no values are present, display a message "Please specify a new setting

code for the cases to change". If values are present, update each tblCsDocketDetails record with the changed setting code (tblCsDocketDetails.DocketCode). Hopefully you are storing the tblCsDocketDetails.SequenceNumber for each row, that will make your update simpler. Be sure to update any tblCsDocketDtlSubpoenaedWitnesses records. These are linked by the docket sequence number, but I think we may have some queries still joining on DocketCode, DocketDate.

Created By: Long, BryanDate Created: 5/5/2016 9:34 AMCreation Method: Add windowModified By: Oza, DigantDate Modified: 11/3/2016 9:04 AM


Issue Number: 4645 Date Entered: 9/20/2016 Entered by: Lebeck, Chris

Status: Fixed, assigned to Lebeck, ChrisType: Enhancement Priority: NormalReference:

Summary: Enh 6.1 - All User to Modify eSubpoena Cancellation Message

RecordsFound by: Lebeck, Chris Date Found: 9/20/2016Version Found: 6.1Description: Approved by JLK by email to CWL on 9/20/2016.

1. DDL for modification

Alter Table tblCtSystemValues Add eSubpCancelMessageBody Varchar(Max) GO

Update tblCtSystemValues Set eSubpCancelMessageBody = eSubpMessageBody GO

2. Under eSubpoena Options create two tabs: Notification Message and Cancellation Message3. Provide the user the ability to edit the outgoing cancellation message sent by eSubpoena in the exact same manner as the Notificaiton Message including what to include in the system body. Cu

4. For both Notification Message and Cancellation Message include in the title of the message the Court Hearing Description, Date and Time of the hearing in the subject line of the message.

Created By: Lebeck, ChrisDate Created: 9/20/2016 11:02 AMCreation Method: Add windowModified By: Oza, DigantDate Modified: 11/2/2016 12:59 AM


Issue Number: 4649 Date Entered: 9/21/2016 Product: PBK eSubpoena Entered by: Duke, Laurie Component: Case

Status: Closed (Verified) Initial Severity: Normal SeverityType: Enhancement Priority: Normal Disposition: ClosedReference:

Summary: eSubpoena Enhancements

RecordsFound by: Duke, Laurie Date Found: 9/21/2016Version Found: 6.1Description: Yes to all 3 items, for 6.1 – send it.


From: Chris Lebeck [mailto:[email protected]] Sent: Tuesday, September 20, 2016 10:56 AM To: Laurie Duke <[email protected]>; Jeff Karpel <[email protected]>; Joe Heltibrand <[email protected]>; Matt Ziemianski <[email protected]> Cc: PBKDevelopers <[email protected]> Subject: RE: eSubpoena Enhancements from Charles MD

There is a third item on this I keep meaning to report. Can we remove CR125 at the top and replace it with Subpoena. It doesn’t mean anything to people outside California? CR-125 is the name of Judicial Council approved subpoena for California.

Chris LebeckLegal Counsel / Project Manager(314) [email protected] | www.karpel.com9717 Landmark Parkway, St. Louis, MO 63127

From: Laurie Duke [mailto:[email protected]] Sent: Tuesday, September 20, 2016 10:53 AM To: Jeff Karpel <[email protected]>; Joe Heltibrand <[email protected]>; Matt Ziemianski <[email protected]> Cc: PBKDevelopers <[email protected]> Subject: eSubpoena Enhancements from Charles MD

1) Can we add the officer’s badge number behind his name?

a. Reason they have a couple of officer’s that have the exact same First & Last Name and Middle Initial. This way when the supervisor logins into eSubpoena they can tell specifically which officer this subpoena if for.

2) On the status for Cancelled & Called Off can we include the date the State’s Attorney’s office clicked the cancelled or called off buttons? a. Reason: The Sgt needs to know when the officer was cancelled/called off so he knows if his officer’s are milking them for overtime and the officer himself knows when they get called off/cancelled in case they ignore their emails and just log into the site.

Laurie DukeProject Manager / Trainer - PROSECUTORbyKarpel(314) [email protected] | www.karpel.com9717 Landmark Parkway, St. Louis, MO 63127



Issue Number: 4651 Date Entered: 9/21/2016 Product: PBK Entered by: Duke, Laurie Component: Security


Summary: Sentencing Copy Info - Copy Sentencing Notes

RecordsFound by: Duke, Laurie Date Found: 9/21/2016Version Found: 6.1Description: Yes, 6.1


From: Laurie Duke [mailto:[email protected]] Sent: Wednesday, September 21, 2016 3:58 PM To: Jeff Karpel <[email protected]>; Joe Heltibrand <[email protected]> Cc: [email protected]: Enhancement Request - Sentencing Copy Info to Feature - Charles MD

When doing the “copy info to” feature can we include the sentencing notes? This way they don’t have to copy & paste into each charge.




Issue Number: 4652 Date Entered: 9/21/2016 Product: PBK Entered by: Duke, Laurie Component: Security

Status: Closed Initial Severity: Normal SeverityType: Enhancement Priority: Normal Disposition: Open - Not ReviewedReference: 4661 and 4651

Summary: Sentencing Copy Info - Copy Sentencing Notes

RecordsFound by: Duke, Laurie Date Found: 9/21/2016Version Found: 6.1Description: Yes, 6.1


From: Laurie Duke [mailto:[email protected]] Sent: Wednesday, September 21, 2016 3:58 PM To: Jeff Karpel <[email protected]>; Joe Heltibrand <[email protected]> Cc: [email protected]: Enhancement Request - Sentencing Copy Info to Feature - Charles MD

When doing the “copy info to” feature can we include the sentencing notes? This way they don’t have to copy & paste into each charge.





Status: ClosedType: Enhancement Priority: NormalReference: 4651

Summary: Sentencing Screen Copy Info To can this include sentencing notes

RecordsFound by: Duke, Laurie Date Found: 10/3/2016Version Found: 6.1Description: Yes, 6.1 approved.


From: Laurie Duke [mailto:[email protected]] Sent: Friday, September 30, 2016 4:19 PM To: Jeff Karpel <[email protected]>; Joe Heltibrand <[email protected]> Cc: [email protected]: Enhancement Request - Sentencing Screen Copy Info To can this include sentencing notes - Charles MD

Charles MD wants to know if we can include the sentencing notes when they use the “Copy Info To” feature. Currently users have the ability to copy sentence & program information but not notes.



Issue Number: 4667 Date Entered: 10/10/2016 Product: PBK Entered by: Duke, Laurie Component: Documents

Status: Closed (Verified) Initial Severity: Normal SeveritType: Enhancement Priority: Normal Disposition: Open - Not ReviewReference:

Summary: Add Jurisdiction Filter to Document Generation

RecordsFound by: Duke, Laurie Date Found: 10/10/2016Version Found: 6.1Description:

Yes. 6.1

iPHONEbyKarpel


Can we add the ability to do document generation by jurisdiction?

Reason – LA05 has three parishes and they want to run Diversion Letters in mass but Richland Parish only wants to run Richland Diversion letters (they don’t want West Carroll or Franklin letters t They are using the same court events and a “dummy traffic attorney” so I have no way to just get Richland’s letters.

Found by: Heltibrand, Joe Date Found: 11/2/2016Version Found: 6.1Description: Digant, add a Jurisdiction text box to the criteria page and use it to filter cases based on tblCsCases.JurisdictionID



Issue Number: 4700 Date Entered: 10/28/2016 Product: PBK Entered by: Oza, Digant Component: Arrest Transfer

Status: Fixed, assigned to Karpel, Jeff; Heltibrand, Joe Initial Severity: Normal SeverityType: Enhancement Priority: Normal Disposition: Open - Not ReviewedReference: Email

Summary: During Referral Transfer - show a grid of Charges being imported instead of one at a time

RecordsFound by: Karpel, Jeff Date Found: 10/28/2016Version Found: 6.1Description: During a Law Enforcement Referral transfer, upon Add Case, the user is forced to click update on each Charge to bring each of them into the transferred Case.

Instead of that, I would like an input grid that lists all the charges, with checkboxes defaulted to checked, and the ability to change the charge, and a Continue button. See below.

Found by: Heltibrand, Joe Date Found: 11/2/2016Version Found: 6.1Description: Digant, the logic that is in place currently on Add Case will continue to call the stored procedure that inserts the holding charges into the tblCsCharge table. The difference will

be a new list that will come up as described in detail #1 that will query from tblCsCharges. When the user presses Continue, any row that is unchecked will have that tblCsCharge record deleted. All checked rows will have the associated tblCsCharge record updated with the information on that row.

Created By: Oza, DigantDate Created: 10/28/2016 2:08 AMCreation Method: Add windowModified By: Oza, DigantDate Modified: 12/21/2016 7:41 AM


Issue Number: 4701 Date Entered: 10/28/2016 Entered by: Oza, Digant

Status: Fixed, assigned to Karpel, Jeff; Heltibrand, JoeType: Enhancement Priority: NormalReference:

Summary: Juvenile Person Merging

RecordsFound by: Karpel, Jeff Date Found: 10/28/2016Version Found: 6.1Description: When in Juvenile Access, and the System Option below is selected to show All Persons, show All Persons in the Person Merge.

This will allow offices to merge Juveniles into Adults when they deem it appropriate.



Issue Number: 4706 Date Entered: 11/2/2016 Product: PBK Entered by: Oza, Digant Component: Case

Status: Fixed, assigned to Lebeck, Chris Initial Severity: Normal SeverityType: Enhancement Priority: Normal Disposition: Open - Not ReviewedReference:

Summary: Court Number in Notes Title Bar

RecordsFound by: Oza, Digant Date Found: 11/2/2016Version Found: 6.1Description: In 6.1, On the Notes Page Please add the Court Number after the Defendant Name.

Thanks, Chris



Issue Number: 4715 Date Entered: 11/8/2016 Product: PBK Entered by: Oza, Digant Component: Application Update

Status: Open, assigned to Duke, Laurie Initial Severity: Normal SeverityType: Enhancement Priority: Normal Disposition: Open - Not ReviewedReference:

Summary: Allow User to Open Document on Left Side of Document Maximize Screen

RecordsFound by: Duke, Laurie Date Found: 11/8/2016Version Found: 6.1Description: Allow user to open a document on the left side of maximize screen.

Laurie DukeSenior Project Manager - PROSECUTORbyKarpel(314) [email protected] | www.karpel.com9717 Landmark Parkway, St. Louis, MO 63127

Created By: Oza, DigantDate Created: 11/8/2016 10:30 PMCreation Method: Add windowModified By: Oza, DigantDate Modified: 3/22/2017 12:45 AM




Summary: Add Sentence Service to Sentencing Button on Case Screen

RecordsFound by: Duke, Laurie Date Found: 11/10/2016Version Found: 6.1Description: 6.1 per JLK

When they click on the “Sentencing” button on the case screen add the "Sentence Service" button for each charge. Button will be blue if data existsWhen clicking on the button open the "sentence service" screen for that charge

Created By: Duke, LaurieDate Created: 11/10/2016 9:28 AMCreation Method: Add windowModified By: Duke, LaurieDate Modified: 11/28/2016 9:22 AM


Issue Number: 4726 Date Entered: 11/23/2016 Product: PBK Entered by: Oza, Digant Component: Documents

Status: Open, not assigned Initial Severity: Normal SeverityType: Enhancement Priority: Normal Disposition: Open - Not ReviewedReference:

Summary: Deleting Folders

RecordsFound by: Heltibrand, Joe Date Found: 11/23/2016Version Found: 6.1Description: Digant, please code to not allow deleting tblCsDocuments records where RecordType = ‘FOLDER’ if there are any other tblCsDocument records (regardless of RecordType)

that are children of that record by ParentSequence = SequenceNumber.

What is happening is that if the user has the authority to delete documents and deletes a folder, all files and folders that are in that folder are being orphaned and are no longer visible in the documents tab.

So if a folder has any documents for folders in it and is being deleted, display a message “This folder contains files or folders. Move or delete these before deleting this folder.” and stop processing.

Created By: Oza, DigantDate Created: 11/23/2016 11:58 PMCreation Method: Add windowModified By: Oza, DigantDate Modified: 11/23/2016 11:58 PM


Issue Number: 4727 Date Entered: 11/23/2016 Product: PBK Entered by: Oza, Digant Component: Related Cases

Status: Fixed, assigned to Heltibrand, Joe Initial Severity: Normal SeverityType: Enhancement Priority: Normal Disposition: Open - Not ReviewedReference: Email, Joe Heltibrand

Summary: Related Cases, Remove Edit For Same Defendant

RecordsFound by: Heltibrand, Joe Date Found: 11/23/2016Version Found: 6.1Description: Digant, on the Related Cases (Appeals) tab on a case, you are validating that the file number entered is a file number belonging to the same defendant. Please remove this restriction and make su

the association of a civil case (no defendant).




Status: Closed (Verified) Initial Severity: Normal SeverityType: Enhancement Priority: Normal Disposition: Open - Not ReviewedReference: E

Summary: Case Created Event - Specific to Case Page Template

RecordsFound by: Heltibrand, Joe Date Found: 11/24/2016Version Found: 6.1Description: Digant, we need to be able to associate a specific Case Created Event for each case page template so that when a case of that type is created, this event is added to the

case. Furthermore, you need to ensure that any folders that the event is configured to create are created for that case.

Add this column to the tblCtCpCasePageTemplate record:

if not exists (Select 1 From INFORMATION_SCHEMA.Columns Where Table_Name = 'tblCtCpCasePageTemplate' And Column_Name = 'CaseCreatedEvent')BeginAlter Table tblCtCpCasePageTemplate Add CaseCreatedEvent Varchar(8)

EndGO

Show this column with the appropriate auto-complete, list, validation, etc. on the Edit Case Page Template page. Reproduced: Could NotSteps to Reproduce: Enhancement

Created By: Oza, DigantDate Created: 11/24/2016 1:19 AMCreation Method: Add windowModified By: Duke, LaurieDate Modified: 3/6/2017 1:44 PM




Summary: Title for Case Page Template While In Design Mode

RecordsFound by: Heltibrand, Joe Date Found: 11/24/2016Version Found: 6.1Description: Digant, can you modify the title when in design mode to include the case page template description? It would be a good reminder

Place the description before what you have currently here. So it should read “Bankruptcy Case Page Design Mode”.

Reproduced: Could NotSteps to Reproduce:

Enhancement




Status: Fixed, assigned to Heltibrand, Joe Initial Severity: Normal SeverityType: Enhancement Priority: Normal Disposition: Open - Not ReviewedReference:

Summary: Case Page Template Selection When Adding Case

RecordsFound by: Heltibrand, Joe Date Found: 11/24/2016Version Found: 6.1Description: Digant, we need to turn off the popup that comes up when the user presses Add Case on the person page if the user is transferring in a case from the Import Referrals page.

This should always add a standard criminal case, regardless of who is doing it.

Joe HeltibrandDirector - PROSECUTORbyKARPEL(314) [email protected] | www.karpel.com9717 Landmark Parkway, St. Louis, MO 63127





Summary: Flag To Allow Witness Types By Civil Or Criminal Case

RecordsFound by: Heltibrand, Joe Date Found: 11/24/2016Version Found: 6.1Description: Digant, please add these flags to the tblCtWitnessType record. Add them to the maintenance page. Label them “Allow on Civil Case” and “Allow on Criminal Case”. Let the

user check off any combination of the two.

When selecting a party type on a civil case, show only those where “Allow on Civil Case” is 1.

When selecting a witness type on a criminal case, show only those where “Allow on Criminal Case” is 1.

if not exists (Select 1 From INFORMATION_SCHEMA.Columns Where Table_Name = 'tblCtWitnessType' And Column_Name ='CivilFlag')BeginAlter Table tblCtWitnessType Add CivilFlag Bit Not Null Default 1

EndGO

if not exists (Select 1 From INFORMATION_SCHEMA.Columns Where Table_Name = 'tblCtWitnessType' And Column_Name ='CriminalFlag')BeginAlter Table tblCtWitnessType Add CriminalFlag Bit Not Null Default 1

EndGO

Reproduced: Could NotSteps to Reproduce: Enhancement





Summary: Flag To Allow User Defined Fields By Civil Or Criminal Case

RecordsFound by: Heltibrand, Joe Date Found: 11/24/2016Version Found: 6.1Description: Digant, please add these flags to the tblCtUserDefinedFields record. Add them to the maintenance page. Label them “Allow on Civil Case” and “Allow on Criminal Case”. Let

the user check off any combination of the two.

When binding the list of user defined fields for the case page template design mode, show only those where “Allow on Civil Case” is 1. When showing the list of user defined fields on a standard criminal case (from the button), show only those where “Allow on Criminal Case” is 1

if not exists (Select 1 From INFORMATION_SCHEMA.Columns Where Table_Name = 'tblCtUserDefinedFields' And Column_Name = 'CivilFlag')BeginAlter Table tblCtUserDefinedFields Add CivilFlag Bit Not Null Default 1

EndGO

if not exists (Select 1 From INFORMATION_SCHEMA.Columns Where Table_Name = 'tblCtUserDefinedFields' And Column_Name = 'CriminalFlag')BeginAlter Table tblCtUserDefinedFields Add CriminalFlag Bit Not Null Default 1

EndGO

Reproduced: Could NotSteps to Reproduce: Enhancement





Summary: Deleting Folders

RecordsFound by: Heltibrand, Joe Date Found: 11/24/2016Version Found: 6.1Description: Digant, please code to not allow deleting tblCsDocuments records where RecordType = ‘FOLDER’ if there are any other tblCsDocument records (regardless of RecordType)

that are children of that record by ParentSequence = SequenceNumber.

What is happening is that if the user has the authority to delete documents and deletes a folder, all files and folders that are in that folder are being orphaned and are no longer visible in the documents tab.

So if a folder has any documents for folders in it and is being deleted, display a message “This folder contains files or folders. Move or delete these before deleting this folder.” and stop processing.

Created By: Oza, DigantDate Created: 11/24/2016 1:24 AMCreation Method: Add windowModified By: Duke, LaurieDate Modified: 11/28/2016 8:59 AM



Status: Fixed, assigned to Heltibrand, JoeType: Enhancement Priority: NormalReference:

Summary: Modification to Get Case and Incorporate Civil Matter Search

RecordsFound by: Heltibrand, Joe Date Found: 11/24/2016Version Found: 6.1Description: Digant, we need to do two things here.

Currently on some of the “Get A Case” fields (Court # and Ticket # for sure), we take the user to the Person Search Results list if multiple cases match that value. We need to change this to a listSearch Results. So first make this change.

Then, we need to incorporate a search on the tblCsCases.CivilMatter field. It needs to be a “like” search. I have already added it to PowerSearch (SP attached, please make sure it is the current

Here is the relevant section of the PowerSearch, just to show you how to use the CONTAINSTABLE method of doing this.

Select ResultRank = f.Rank, 'Case' as ResultType, 'Civil Matter' as ResultSubType, cs.FileNumber as ResultId, '' as DefendantLastName, '' as'Case: ' + cs.CivilMatter + ', File Number ' + Substring(cs.FileNumber, 1, 3) + '' + Substring(cs.FileNumber, 4, 6) + ', Found in C

LastUpdateDate = cs.UpdateDateFrom tblCsCases cs WITH (NOLOCK)

Join CONTAINSTABLE(tblCsCases, CivilMatter, @SearchTerm) f on f.[Key] = cs.FileNumberCross Apply (Select Top 1 UserId From vwAuthorizedCases Where FileNumber = cs.FileNumber And IsNull(UserId, @UserId) = @UserId) case

Where @SearchType in ('All', 'Case')

You will need to run this alter statement first. It needs to be wrapped in an If Exists condition first, please look into doing that. And make it a part of the 60DDLScript.

Alter FullText Index on tblCsCases Add (CivilMatter)

You will need to change this, but the relevant part is highlighted. @SearchTerm here would be whatever is typed in the Civil Matter text box that you will add to the search page.

Ideally, if only one case is returned from this search, you will take the user directly to that case, otherwise take the user to the new list of cases that you will build. Make the File Number a hyperlin

Attachments: PowerSearch.sql




Status: Open (Verify Failed), not assignedType: Enhancement Priority: NormalReference:

Summary: Add Jurisdiction to Bad Checks Label Printing

RecordsFound by: Duke, Laurie Date Found: 12/7/2016Version Found: 6.1Description: Add jurisdiction to the search criteria for Bad Check Label printing:

Laurie DukeSenior Project Manager - PROSECUTORbyKarpel(314) [email protected] | www.karpel.com9717 Landmark Parkway, St. Louis, MO 63127

From: Jeff Karpel [mailto:[email protected]] Sent: Wednesday, December 7, 2016 8:37 AM To: Laurie Duke <[email protected]>; Joe Heltibrand <[email protected]> Cc: Alex W. Zelch <[email protected]>; Betty Oliver <[email protected]>; Chris Lebeck <[email protected]>; Laurie Duke <[email protected]>; Matt Ziemianski <[email protected]: RE: Enhancement - Add Jurisdiction to Bad Checks Label Printing - LA05

Yes, 6.1


From: Laurie Duke [mailto:[email protected]] Sent: Wednesday, December 07, 2016 7:58 AM To: Jeff Karpel <[email protected]>; Joe Heltibrand <[email protected]> Cc: Alex W. Zelch <[email protected]>; Betty Oliver <[email protected]>; Chris Lebeck <[email protected]>; Jeff Karpel <[email protected]>; Laurie Duke <[email protected]>; Matt ZieSubject: Enhancement - Add Jurisdiction to Bad Checks Label Printing - LA05

Can we add the jurisdiction filter to the bad checks label printing criteria?

LA05 has three jurisdictions that collects checks and they would like to print labels for their file folders from PbK.

Laurie DukeSenior Project Manager - PROSECUTORbyKarpel(314) [email protected] | www.karpel.com

9717 Landmark Parkway, St. Louis, MO 63127

Found by: Duke, Laurie Date Found: 12/9/2016Version Found: 6.1Description: Jurisdiction and label document buttons should be same length. Almost align them correctly.

Make jurisdiction drop down box same length as case range from box. Align them as well.

Created By: Oza, DigantDate Created: 12/7/2016 9:40 PMCreation Method: Add windowModified By: Duke, LaurieDate Modified: 12/9/2016 8:16 AM


Issue Number: 4750 Date Entered: 12/15/2016 Product: PBK Entered by: Oza, Digant Component: Setting Control

Status: Fixed, assigned to Lebeck, Chris Initial Severity: Normal SeverityType: Enhancement Priority: Normal Disposition: Open - Not ReviewedReference:

Summary: Court Number in Notes Title Bar

RecordsFound by: Lebeck, Chris Date Found: 12/15/2016Version Found: 6.1Description: 1. When I click on the notes button in setting control:

2. Add the Court Case # behind the defendant name if present.

3. Please make sure that the Court# label matches what is here:





Summary: Case Get Import Referrals

RecordsFound by: Lebeck, Chris Date Found: 12/21/2016Version Found: 6.1Description: The field and button will be used in an interface to an outside system where a user will enter a case number, click the get case button and we will query an outside service to populate a record into

court referrals.

1. Add a field with label “Enter Case Number” where “Case Number” is whatever the system option for Court# label indicates.

2. Add a button labeled Get Case 3. This should be hidden from all but a select set of customers. Please utilize this system value to show/hide the textbox and button defined. Do not expose this system value in the option page iWe will turn it on manually at the sites we want to see it.

Alter Table tblCtSystemValues Add ShowGetCase Bit Not Null Default 0GO

Created By: Oza, DigantDate Created: 12/21/2016 1:23 AMCreation Method: Add windowModified By: Crause, ScottDate Modified: 1/19/2017 4:03 PM


Issue Number: 4754 Date Entered: 12/29/2016 Product: PBK Entered by: Oza, Digant Component: D

Status: Fixed, assigned to Heltibrand, Joe Initial Severity: NType: Enhancement Priority: Normal Disposition: OpenReference:

Summary: Email Document Functionality

RecordsFound by: Heltibrand, Joe Date Found: 12/29/2016Version Found: 6.1Description: Digant, we need to add additional document email functionality to the documents tab on the case. We may be doing this for other document tabs (person, criminal history, etc.), but we want to star

From the documents tab, add a new “Email Docs” button. This button will work in conjunction with the document check boxes, but selecting document is not required to bring up the outgoing mail d

Do your best at laying this out without much of a mockup, I will guide you on the design once I see what you have.

Bring up a new page that will have a set of tabbed grids at the top, a grid of the selected documents from the documents tab, a set of address lines representing To:, Cc:, and Bcc:, a subject line, a

For the set of tabbed grids, I want to give the user many options for selecting people to send to.

The first tab will be labeled “Office” and will consist of a list of all tblCtUserProfile records and their email addresses. For each row, show the user name, email address in an inputtable text box so profile records?), and three links labled “To:”, “CC:”, and “BCC:”. When one of these links is clicked, you will place that email address in the appropriate address line text box. You will concatenate

The second tab will be labeled “Case” and will contain all persons/entities on that case that could potentially have an email address. Build the query using UNIONs. Basically it will be the assignedcould be a loophole for them sending to defense without all the discovery charging functionality, not sure we want to include him), and all witnesses (cops and lay witnesses). Just as the Office tabaddress lines.

The third tab will be labeled “Person” and will allow the user to search for people. Give the user Use the same search stored procedure as the main person search. Just as above, allow the user toto place that address in the appropriate address line.

Allow the user to type any email address on any of the three address lines. It would be nice if it behaved like Outlook does and place the a semi-colon between each address whether it was manua

Beneath the three address lines, place a subject text box and a body text box.

Add a button labeled “Send”. I have stubbed out a method in DAL\email.cs called SendEmailFromCase() in the Data project for you to send all of the information to.

Joe HeltibrandDirector - PROSECUTORbyKarpel(314) 892 -6300 x [email protected] | www.karpel.com9717 Landmark Parkway, St. Louis, MO 63127

Created By: Oza, DigantDate Created: 12/29/2016 11:15 PMCreation Method: Add window

Modified By: Oza, DigantDate Modified: 1/17/2017 6:27 AM



Status: Open, assigned to Heltibrand, Joe; Duke, Laurie Initial Severity: Normal SeverityType: Enhancement Priority: Normal Disposition: Open - Not ReviewedReference:

Summary: Witness Attorney

RecordsFound by: Karpel, Jeff Date Found: 1/8/2017Version Found: 6.1Description: I still don’t see any activity on this issue. Was it sent to Digant? Is it completed? Digant?

Jeff KarpelOwner / Software Architect(314) 892 -6300 x [email protected] | www.karpel.com9717 Landmark Parkway, St. Louis, MO 63127

From: Jeff Karpel Sent: Wednesday, December 28, 2016 9:57 PM To: Laurie Duke <[email protected]>; Joe Heltibrand <[email protected]> Subject: Witness Attorney?

I thought we agreed to expose the Witness/Victim Attorney on this page? I need it for Ramsey. What am I missing? If we need space, try to put it where I indicated below.

Created By: Oza, Digant

Date Created: 1/8/2017 11:20 PMCreation Method: Add windowModified By: Oza, DigantDate Modified: 1/8/2017 11:20 PM



Status: Open, assigned to Karpel, Jeff; Heltibrand, Joe Initial Severity: Normal SeverityType: Enhancement Priority: Normal Disposition: Open - Not ReviewedReference:

Summary: Allow the selection of the Referral fields separately in addition to all together in the Referral section

RecordsFound by: Karpel, Jeff Date Found: 1/18/2017Version Found: 6.1Description: Add the 7 Referral fields individually below to allow the selection of the Referral fields separately in addition to all together in the Referral section.





Status: Closed (Verified) Initial Severity: Normal SeverityType: Enhancement Priority: Normal Disposition: Open - Not RevieweReference:

Summary: Codef charging feedback

RecordsFound by: Karpel, Jeff Date Found: 2/1/2017Version Found: 6.1Description: Digant,

Please read below. And let me know if there is any reason we should allow the selection of ‘charge links’ if there is nothing the users can do with it because the checkboxes are hidden. If not, is it sselected when using the charge grid? If you agree, please make it so.


From: Scott Crause Sent: Tuesday, January 31, 2017 1:05 PM To: Laurie Duke <[email protected]>; Jeff Karpel <[email protected]>; Alex W. Zelch <[email protected]>; Betty Oliver <[email protected]>; Matt Ziemianski <[email protected]>; <[email protected]> Subject: RE: Codef charging feedback - please respond

Makes sense.

Scott CrauseProject Manager - Trainer - PROSECUTORbyKarpel(314) 892 -6300 x [email protected] | www.karpel.com9717 Landmark Parkway, St. Louis, MO 63127

From: Laurie Duke Sent: Tuesday, January 31, 2017 1:03 PM To: Jeff Karpel <[email protected]>; Alex W. Zelch <[email protected]>; Betty Oliver <[email protected]>; Matt Ziemianski <[email protected]>; Mike Baker <[email protected]>Heltibrand <[email protected]> Subject: RE: Codef charging feedback - please respond

Works for me.

Laurie DukeSenior Project Manager - PROSECUTORbyKarpel(314) 892 -6300 x [email protected] | www.karpel.com9717 Landmark Parkway, St. Louis, MO 63127

From: Jeff Karpel Sent: Tuesday, January 31, 2017 12:59 PM To: Alex W. Zelch <[email protected]>; Betty Oliver <[email protected]>; Jeff Karpel <[email protected]>; Laurie Duke <[email protected]>; Matt Ziemianski <[email protected]>; <[email protected]>; Joe Heltibrand <[email protected]> Subject: Codef charging feedback - please respond

When using the Charge Grid, PbK stops you from being able to individually link counts by hiding the checkboxes. This is fine. HOWEVER, why not just grey out the ‘linking charges’ so they can’t select it at all? It appears broken when you can select a link, but then do not have check boxes to do anything with it.


Created By: Oza, DigantDate Created: 2/1/2017 12:17 AMCreation Method: Add windowModified By: Crause, ScottDate Modified: 2/13/2017 4:05 PM




Summary: Remove the unnecessary 'Witness succesfully transfered' message (that also happens to be spelled incorrectly)

RecordsFound by: Karpel, Jeff Date Found: 2/1/2017Version Found: 6.1Description: Upon Transfer, take the user directly to the Next Witness without displaying the message or forcing the user to select Next.

When the last Witness is either Transferred or Created, display a message that says ‘Transfer Complete’ where OK takes the user to the Referral that was just created.


Created By: Oza, DigantDate Created: 2/1/2017 12:24 AMCreation Method: Add windowModified By: Duke, LaurieDate Modified: 2/27/2017 11:35 AM


Issue Number: 4782 Date Entered: 2/5/2017 ProdEntered by: Oza, Digant Com

Status: Closed (Verified) InitialType: Enhancement Priority: Normal DispoReference:

Summary: Asset Forfeiture Fields

RecordsFound by: Duke, Laurie Date Found: 2/5/2017Version Found: 6.1Description: Add to TT and make change to 6.0 per JLK

On the civil property screen add two new fields 1) Interest Amount 2) Miscellaneous Costs

Make the fields so they can only hold a numeric value.

Joe will follow this email with the DDLs.

Laurie DukeSenior Project Manager - PROSECUTORbyKarpel(314) 892 -6300 x [email protected] | www.karpel.com9717 Landmark Parkway, St. Louis, MO 63127

Created By: Oza, DigantDate Created: 2/5/2017 11:09 PMCreation Method: Add window

Modified By: Duke, LaurieDate Modified: 2/8/2017 8:43 AM



Status: Closed (Verified) Initial Severity: Normal SeverityType: Enhancement Priority: Normal Disposition: Open - Not ReviewedReference: Jeff Karpel

Summary: When Redacting documents, there is no prompt to add the Redacted Document to CoDefendant cases

RecordsFound by: Karpel, Jeff Date Found: 2/7/2017Version Found: 6.1Description:

Created By: Oza, DigantDate Created: 2/7/2017 11:18 PMCreation Method: Add windowModified By: Duke, LaurieDate Modified: 2/27/2017 12:27 PM


Issue Number: 4787 Date Entered: 2/7/2017 Product: PBK Entered by: Oza, Digant Component: Victim Services

Status: Fixed, assigned to Crause, Scott Initial Severity: System CriticalType: Enhancement Priority: High Disposition: Open - Not ReviewedReference: Scott Crause

Summary: Victim Service Grant set up and VS Report issues

RecordsFound by: Crause, Scott Date Found: 2/7/2017Version Found: 6.1Description: Digant, I am not sure when the “Use only Victim Service Cases that have the above Grant Selected” box was added in 5.4. Perhaps this was not in their build from 04/02/2016

adjustment at the time when we added this.

I am trying to run the report with this checked and it just spins and never returns any results. If this is what is needed to Fix the issue, then “Great News”, however the repcheck this.

Can you see why this check box might be causing a problem in returning results?

------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------This is for LA 21 a county that just got updated with 6.1 with the 01/30/2017 Build If I use the Select all and accept and then update it is making all kinds of a mess with duplicates If I then go back into the grant and do nothing more than update the Grant again, It doubles or triples the amount of associated services.

Also lease review the following from the same Client.The client ran the Report twice. Once before they got an update and once after they got an update to From an April 2016 5.4 to 01/30/2017 6.1 Build

As you can see the two reports that should be exactly the same are not and I am not sure how to trouble shoot this on my end. Please what may be different between the 5.4 report query and the 6.1 Report query. I don’t have an April build to look at (do you have old builds to compare to?)

VS REPORT ISSUE:VS SERVICE STATISTICS REPORT: Criminal Side (All Services)

Run Date: 02/06/17

Total Services Based on “All Victims” = 3033

VS SERVICE STATISTICS REPORT: VOCA Grant Setup (New Victims & Demographics)(“Use only Victim Service Cases …NOT checked”)

Run Date: 02/06/17

Total Services Based on “NEW Victims ONLY ” = 2922

(Based on past experience, these numbers are far to close in size.Besides this report is run with the exact set of criteria)

Below is this same report with the same criteria selected which was run on 02/02/17… the day before we received the update

So I wasn’t sure what the new button “Use only Victim Services Cases…” would do so I tried running the report WITH that block checked. Here’s what happened…

VS SERVICE STATISTICS REPORT: VOCA Grant Setup (New Victims & Demographics)(“Use only Victim Service Cases …CHECKED”)

REPORT NEVER comes up … just spins.

And while I’m on VS REPORTS … the formatting is off a little. The far right hand column prints on the next page when the report is printed and/or if you select pdfI had “Scale to Fit” checked in the printing options, but it didn’t help. See below:

Far right column carries to the next page. Same happens if opens as pdf. Opening in Word or Excel does allow for normal printing, though.

You can however get it to print all columns on one page IF you select a Word format and/or Excel format. Just thought I’d mention it while I’m here. If I have madeselection, please advise me as to how to correct this. Thanks!

Donna


Found by: Crause, Scott Date Found: 2/8/2017Version Found: 6.1Description:

Digant, I have recreated Client issue from page one on DEV and there is another VERY Critical issue. This issue needs to be fixed TONIGHT

• I have set up 9 Grants• Each Grant as All case Workers, all Crime Categories, all Serverices and all Types.

◦ There are 38 Services picked (all of them)

• When I add Judy wade as the Victim advocate, since she is on all Grants, All of the Grants are associated to this Victim Service Case.• However when I go to add a service, only a limited number of services are available.• If I then manually determine which grants are associated to hte Victim Service Case (I an pick up to three {any three}) and I get all services av• However, If I pick the forth Grant and up, the number of services dwindle down to the 9 when all of them are picked.

This is a 6.1 Issue, because before the client was updated, they did not have this issue.



Issue Number: 4822 Date Entered: 2/20/2017 ProducEntered by: Oza, Digant Compo

Status: Open, assigned to Zelch, Alex Initial SeType: Enhancement Priority: Normal DispositReference:

Summary: International Button

RecordsFound by: Zelch, Alex Date Found: 2/20/2017Version Found: 6.1Description: Digant, I have found that the tblCtState.Code is a varchar(3), but everywhere else state is referenced (almost 100 occurrences) seems to be a varchar(2). Every stored procedure that takes any of


From: Digant Oza [mailto:[email protected]] Sent: Thursday, February 16, 2017 8:16 AM To: Scott Crause <[email protected]>; Joe Heltibrand <[email protected]>; Alex W. Zelch <[email protected]>; PBKDevelopers <[email protected]>; TatvaSoft <tatvasoft@kCc: Daniel Clark <[email protected]>; [email protected]: RE: 6.0 - International Button

Any action required on this?

Best Regards, DIGANT OZA | Associate Project ManagerTatvaSoft CMMI Maturity level 3Email Id: [email protected]

From: Scott Crause [mailto:[email protected]] Sent: Wednesday, February 15, 2017 7:33 PM To: Joe Heltibrand <[email protected]>; Alex W. Zelch <[email protected]>; PBKDevelopers <[email protected]>; TatvaSoft <[email protected]> Cc: Daniel Clark <[email protected]>; [email protected]: RE: 6.0 - International Button

Never came up for me in NH


From: Joe Heltibrand Sent: Wednesday, February 15, 2017 8:02 AM To: Alex W. Zelch <[email protected]>; PBKDevelopers <[email protected]>; TatvaSoft <[email protected]> Cc: Daniel Clark <[email protected]>; [email protected]: RE: 6.0 - International Button

Before we go making work for ourselves (which we so love to do these days), how have we handled Canadian addresses in the past? I know we have had northern sites that deal with these addre


From: Alex W. Zelch Sent: Tuesday, February 14, 2017 12:05 PM To: PBKDevelopers <[email protected]>; TatvaSoft <[email protected]>

Cc: Daniel Clark <[email protected]> Subject: 6.0 - International Button

Digant and Friends,

Person Page Please fix State abbreviation when International button selected – Please see note

Address History Please fix State abbreviation and zip code – Please see notes

Thank you,

Alex W. ZelchProject Manager / Configuration Management(314) 892 -6300 x [email protected] | www.karpel.com9717 Landmark Parkway, St. Louis, MO 63127




Status: Fixed, assigned to Karpel, Jeff Initial Severity: Normal SeverityType: Enhancement Priority: Normal Disposition: Open - Not ReviewedReference:

Summary: Put date pickers on the Probation Violation date fields

RecordsFound by: Karpel, Jeff Date Found: 2/28/2017Version Found: 6.1Description:

Steps to Reproduce:

N/A



Issue Number: 4831 Date Entered: 3/2/2017 Product: PBK Entered by: Oza, Digant Component: Re

Status: Fixed, assigned to Heltibrand, Joe; Duke, Laurie Initial Severity: NoType: Enhancement Priority: Normal Disposition: Open Reference: Tyler Ingham

Summary: Attorney - Case Assignment Report

RecordsFound by: Oza, Digant Date Found: 3/2/2017Version Found: 6.1Description: I think we are both right.

If there is only one Attorney Assigned on the Case it will be stored in tblCsCases. If that Attorney is replaced on the case a record will be inserted into tblCsAttorneyHistory, and the new Attorney will stay in tblCsCases.

So we need to probably use a Union in the Where ClauseSomething similar to this, or whatever your developers think.WHERE ... AND FileNumber IN

(SELECT cs.FileNumberFROM tblCsCases csWHERE cs.PaStartDate BETWEEN '01/01/2015' AND '01/01/2016'

AND cs.AssignedUserId = @Attorney

UNION

SELECT ah.FileNumberFROM tblCsAttorneyHistory ahWHERE ah.AssignmentDate BETWEEN '01/01/2015' AND '01/01/2016'

AND ah.AssignedUserId = @Attorney)

Tyler InghamInterface Developer(314) 892 -6300 x [email protected] | www.karpel.com9717 Landmark Parkway, St. Louis, MO 63127

From: Jeff Karpel [mailto:[email protected]] Sent: Friday, March 03, 2017 8:29 AM To: Digant Oza <[email protected]>; Tyler Ingham <[email protected]>; PBKDevelopers <[email protected]> Subject: RE: Attorney - Case Assignment Report

We simply want a report of all the cases a person was assigned in a particular period. For that, we need to use the assignment history records. Right?


From: Digant Oza [mailto:[email protected]] Sent: Friday, March 03, 2017 7:31 AM To: Tyler Ingham <[email protected]>; Jeff Karpel <[email protected]>; PBKDevelopers <[email protected]> Subject: RE: Attorney - Case Assignment Report

Tyler,

Shall we not use tblCsCases.PaStartDate for new parameter filtering?

Table tblCsAttorneyHistory holds withdraw details for assigned user and not used while generating Case Assignment Report.

Jeff, please provide your views.

Best Regards, Digant oza | Associate Project ManagerTatvaSoft CMMI Maturity level 3Email Id: [email protected]

From: Jeff Karpel [mailto:[email protected]] Sent: Thursday, March 2, 2017 4:51 AM To: Tyler Ingham <[email protected]>; Digant Oza <[email protected]>; PBKDevelopers <[email protected]> Subject: RE: Attorney - Case Assignment Report6.1


From: Tyler Ingham [mailto:[email protected]] Sent: Wednesday, March 01, 2017 5:09 PM To: Digant Oza <[email protected]>; PBKDevelopers <[email protected]> Subject: Attorney - Case Assignment Report

Hi Digant,

We would like a report modified. Can we add a filter for Assignment Date to the Case Assignment Report?It should be optional

We are interested in this logic: If the assignment date range is not blank then the report should also filter down to the cases the assigned attorney was assigned to in that date range. For instance, the user selects 01/01/2015 thru 12/31/2015, the report should filter by cases assigned in that date range. There should not be carry over from different case assignments, meaning if the attorney was assigned on a case on 12/31/2014 that case should not appear on the report, because it was not in the

https://stage.hostedbykarpel.com/PBK60/Reports/CaseAssignment.aspx

The Assignment Date can be found in the tblCsAttorneyHistory table.SELECT AssignedUserId, AssignmentDateFROM tblCsAttorneyHistory

Thanks,

Tyler InghamInterface Developer(314) 892 -6300 x [email protected] | www.karpel.com9717 Landmark Parkway, St. Louis, MO 63127

Steps to Reproduce:

N/A





Summary: Inactive Phone Numbers

RecordsFound by: Duke, Laurie Date Found: 3/3/2017Version Found: 6.1Description: Phone numbers that are inactive are showing on the witness tab. Please change to only show active phone numbers.

Reproduced: AlwaysSteps to Reproduce:

Inactive phone numbers show on the witness tab. Only active numbers show display.



Issue Number: 4839 Date Entered: 3/5/2017 Product: PBK Entered by: Oza, Digant Component: External Application


Summary: Add External View Disclaimer Text

RecordsFound by: Heltibrand, Joe Date Found: 3/5/2017Version Found: 6.1Description: Digant, add this column to the system values table:

Alter Table tblCtSystemValues Add ExternalViewDisclaimer Varchar(Max)GO

In Maintenance->Options->Show/Hide Options, on the External View tab, add a Login Disclaimer text box.

In the CaseInfoSearch (External View) login page, display this text above the login panel, centered on the page.Steps to Reproduce:

N/A



Issue Number: 4844 Date Entered: 3/7/2017 Product: Defender by Karpel Entered by: Oza, Digant Component: Victim Services

Status: Fixed, assigned to Heltibrand, Joe; Baker, Mike Initial Severity: Normal SeverityType: Enhancement Priority: Normal Disposition: Open - Not ReviewedReference:

Summary: DBK Victim services

RecordsFound by: Baker, Mike Date Found: 3/7/2017Version Found: 6.1Description: Digant, please make it so. If we are in DbK mode, do not show the Victim Service Case Worker on the case page.


From: Mike Baker [mailto:[email protected]] Sent: Tuesday, March 7, 2017 1:28 PM To: Joe Heltibrand <[email protected]>; Digant Oza <[email protected]>; PBKDevelopers <[email protected]> Subject: RE: DBK Victim services

I agree it should be the latter. Never show the victim service case worker or the victim service tab. Also, on the search page, remove the Victim claim number search area.

Mike Baker(314) 892 -6300 x [email protected] | www.karpel.com9717 Landmark Parkway, St. Louis, MO 63127

From: Joe Heltibrand [mailto:[email protected]] Sent: Tuesday, March 7, 2017 11:30 AM To: Mike Baker <[email protected]>; Digant Oza <[email protected]>; PBKDevelopers <[email protected]> Subject: RE: DBK Victim services

Mike, I can flip that setting in their database for the time being, let me have Brian connect to them and we will update the system values.

Meanwhile, what DbK change should be made? Keep the Victim Services tab but show only that option? Change the DbK page rendering to never show the VS Case Worker? If we never show Vwhat we should do.

Please confirm and Digant will make it so.


From: Mike Baker [mailto:[email protected]] Sent: Tuesday, March 7, 2017 11:00 AM

To: Digant Oza <[email protected]>; PBKDevelopers <[email protected]> Subject: DBK Victim services

Digant, The DBK show/hide options is missing the Victim Services tab. That would be fine except I am not able to “Deselect” the “Show VS case worker on case” button. It is not showing on the staCalifornia and it is showing on their case page and I cannot turn it off.

Joe/Digant, can this be a hot fix in Merced’s data base? If so, that would work. We do not necessarily need the tab, but I do need the “Case worker” turned off on the case page.

Mike Baker(314) 892 -6300 x [email protected] | www.karpel.com9717 Landmark Parkway, St. Louis, MO 63127

Steps to Reproduce:

N/A



Issue Number: 4857 Date Entered: 3/9/2017 Product: PBK Entered by: Oza, Digant Component: Report


Summary: rptCaseAvailabilityUnAvailDates

RecordsFound by: Heltibrand, Joe Date Found: 3/9/2017Version Found: 6.1Description: Digant, can you put this in place for 5.4 and make the same changes to the SSRS Case Availability report?

The change is to show only the future unavailable dates:


Attachments: rptCaseAvailabilityUnAvailDates.sql




Status: Fixed, assigned to Heltibrand, JoeType: Enhancement Priority: NormalReference:

Summary: Civil Case Detail Modifications

RecordsFound by: Heltibrand, Joe Date Found: 3/22/2017Version Found: 6.1Description: Run the following DDL:

Alter Table tblCsCivilCaseDtlParticipant Add ReturnedAmount Numeric(18,2), DateServed DateTime, ForfExpirationDate DateTimeGO

Create Table tblCtCivilDistRecip ( Code Varchar(20) Not Null,

Description Varchar(60) Not Null, Inactive Bit Not Null Default 0, EnterUserId Varchar(8), EnterDate DateTime, UpdateUserId Varchar(8), UpdateDate DateTime)GO

Create Table tblCtCivilTypeDistRecip ( SequenceNumber BigInt Not Null Identity, CivilCaseType Varchar(20) Not Null, RecipCode Varchar(20) Not Null, Percentage Numeric(5, 3), EnterUserId Varchar(8), EnterDate DateTime, UpdateUserId Varchar(8), UpdateDate DateTime)GO

Alter Table tblCtCivilTypeDistRecip Add CONSTRAINT PK_tblCtCivilTypeDistRecip PRIMARY KEY (SequenceNumber)GO

On the Property page, do the following:

• Change the validation and selection of the Participant Role column to be against the tblCtWitnessType table. 1. When adding a tblCtCivilCaseDtlParticipant to the property, default their role to the tblCsWitness.WitnessType on that selected record. Then let them change it. If a person outside 2. Add the auto-complete and drop down to those rows, there isn’t one now

• Add Returned Amount (new field tblCsCivilCaseDtlParticipant.ReturnedAmount) to the grid.• Remove Amount.• Remove the Percentage field that I have placed the new label Returned Amount over.• Add Date Served (new field tblCsCivilCaseDtlParticipant.DateServed) to the grid. Add a Calendar Picker to the text box.• Add Forf. Exp. Date (new field tblCsCivilCaseDtlParticipant.DateForfExpirationDate) to the grid. Add a Calendar Picker to the text box.• Arrange the columns according to my arrow (from left to right: Name, Participant Role, Date Served, Forf. Exp. Date, and Returned Amount).• Fix whatever is going on with the page title, I am guessing it is coded to assume there is a defendant. Left join the defendant and use the CivilMatter field if there is no defendant

On the tblCtCivilCaseType maintenance Edit Civil Case Type page, add a grid on the page to show all the new tblCtCivilDistRecip records along with a checkbox on the left. If there exists a tblCtCvalue in an inputable textbox. On add or update of the Civil Case Type page, all checked rows must sum to 100%, unless there are no rows at all.

On the Civil Case page, do the following:

• Add a column labeled “Forf. Value Returned”. It should be the sum of tblCsCivilCaseDtlParticipant.ReturnedAmount for that row. 1. Move Address to the right to make room.2. Sum this value below the colum.

• Show a read-only list of distribution values using the tblCtCivilTypeDistRecip records for the tblCsCivilCaseHdr.CivilCaseType value 1. Calculate the amounts based on the (tblCtCivilCaseDtl.PropertyValue – Sum(tblCtCivilDtlParticipant.AmountReturned)) * tblCtCivilTypeDistRecip.Percentage

Created By: Oza, DigantDate Created: 3/22/2017 12:23 AMCreation Method: Add windowModified By: Oza, DigantDate Modified: 3/30/2017 11:55 PM