Case Tab - Time Saver

Case Tab - Time Saver

When adding data to the case tab there is a time saver available for you to use. If the client you're working on has multiple allegations you can copy information from the original allegation to a secondary allegation with the click of a button!

Each section (Presenting, LE, CPS, and Prosecution) will have a button labeled 'Copy Primary Information' on all secondary allegations. Please see the table below to find what fields copy over:

Section Fields
Presenting Agency Disposition, Funding Source, Screened By, Screened (In/out), Referral Source, Jurisdiction, Date Presented to CAC, Date Incident First Reported, Incident State, Incident County, Incident Location Type, Incident Location Description
LE Case Number, Referral Date, Referring Person, Investigation Open Date, Investigation Close Date, Investigating Person, Charges Filed, Date Charges Filed, Charge(s), Narrative
CPS CPS Case Number, Abuse Type, Alleged Perpetrator, Abuse Disposition, DHS Case Manager, Investigation Open Date, Investigator, Referral Source, Referred For Other DHS Services, Narrative
Prosecution Prosecution Case Number, Case Reviewed By, Completed Date, Date Referred to Prosecution, Decision to Prosecute, Leading Prosecutor, Outcome Date, Referral Source, Charge(s)
 
Note: After using the Copy Primary Information button double check the information copied. Before saving the information always double check to be sure it is correct for the allegation you copied it to.


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