While this seems like such a simple task, it is extremely ...
Demonstration Script
Provide the following general information:
• How many installations exist in public defenders offices?
• Provide information about some of the installations?
• What are the available modules?
• Are all the modules integrated?
• Does the software employ a consolidated database?
• Does the software employ Central Screen for each Client?
• What type of security features does the system have?
Functionality:
Data Entry
• Demonstrate how data is entered to create a new case.
• Demonstrate how to add, delete or change information
• Demonstrate how duplicate data entry is avoided
• Demonstrate how cases are closed
• Demonstrate how user tables are modifiable.
• Demonstrate how data fields can be customized.
Conflict of Interests
• Demonstrate how conflicts of interest are detected throughout the entire database and existing Dallas County databases.
• Demonstrate how to search on names, social security numbers, clients, case numbers, complaining witnesses, etc.
User Features:
• Show what vital case-related information for each case appears on the main screen
• Demonstrate time tracking
• Demonstrate Document Tracking
• Demonstrate how users can:
o Take notes on-screen and review notes on every case, client and contact
o List all dates for client, case, attorney, a group, or entire office
o Provide a management tool for analysis of workflow, case status and types of cases opened and closed
o Track court dates, statutes of limitations, appointments, meetings, and vacations
o Schedule related events using court rules
o Maintain an audit trail of all entries and changes
o Generate custom reports for on-going use that include the ability to assign the reports to a menu or function keys for easy access.
o Track telephone calls and case facts
o Ability to calculate child support for family related cases
o Print out labels and open case files to be stored by client name
o Identify special needs for a Client
o Manage deadlines, schedule calendar events
o Assemble and control documents
Tracking
• Demonstrate how the system can track and provide graphic reports on the following information:
o Felony Cases
o Misdemeanor Cases
o DA offers to PD (process of evolution)
o Investigator activity
o Translator activity
o Cases that evolve of (Felony to Misdemeanor / Misdemeanor to Felony).
o Matrices of interrelated cases (PD or Not) Felony / Misdemeanor, Felony/Misdemeanor – Family, Felony/Misdemeanor - Juvenile
o Police / Arresting Officer
o Ethnic Race
o Gang- related
o Mentally Challenged
o Competency Issues including a section to track competency based in the statutes of the law and Psychiatric evaluations.
Reports:
o Demonstrate the systems ability to generate the following reports:
o Conflict Checking Reports
o All Purpose Report - This Report should display a case list by Attorney, Judge or Court. This Report should be created using various search criteria including Attorneys, Judges, Courts, Case Status (Open, Closed, All), Case Type (Criminal, Family, etc.), Case Detail (Felony, Custody, etc.) and Charges. Users can specify date range and sort order.
o Scheduling Report
o Advanced Search Report - This Report should enable broad searching capabilities to find cases by any combination of fields including Open Date, Closed Date, Entry Date, Status (Open or Closed) Case Type, Case Detail, Top Charge, Disposition Charge, Disposition Type, Sentence Type, Event, Court, Attorney, Judge or DA. It should allow users to search by any combination, and helps users identify patterns and trends in the data. This Report should also include the number of days each case has been opened and the average length of cases.
o Caseload Summary Report / Court/ Attorney Statistics Report - This Report should allow users to keep compile case statistics. This Quarterly Progress Report should calculate and print totals for all open cases (type of case), all plea cases (by whether they began as felonies and then reduced to lesser felonies or misdemeanors, etc.), all trials (by results), all conflicts, etc. It can be run by any date range.
o Word Search Reports - This Report should allow users to use word string search to find all cases with the same Arrest Location, Memo information and/or Sentence Notes information.
o Appeal Reports - The Appeal Reports should include different variations of Aging Reports (by Conviction Date, Assignment Date, Transcript Filed Date) and various combinations of Master List Reports (Alphabetical Listing of All Open Appeal Cases (Brief Not Filed), Alphabetical Listing of All Open Appeal Cases (Brief Filed), Attorney Assignment Reports, etc.)
System Integration:
• Demonstrate the system’s ability to integrate with the following Dallas County systems:
o Criminal (Mainframe) Courts System
o Community Service Probation (AS400) System
o Law Enforcement System is called Adult Information System (AIS) and is custom developed system using .Net architecture.
o Civil Courts System called Odyssey by Hyland Software
o Child Support (Mainframe) CM System
Security & Confidentiality Issues:
• Demonstrate how confidentiality and security issues will be protected for Juvenile, Civil Mental Health issues & Criminal Mental Health with secure records or HIPPA issues
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