Court Details & Operations

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The Court Details page is your central workspace for managing a specific court date’s jury operations.

Accessing Court Details

From the Homepage:

1. Click on any court date card
2. You’ll be taken to the Court Details page for that court date

Page Layout

The Court Details page is divided into three main sections:

1. Header Section

• Court Date Name & Details: Display court date title, date, time, and courthouse
• Back to Homepage Link: Click to return to the dashboard

2. Metrics Section

• Juror State Breakdown: Real-time counts of jurors in each state
• Updates automatically as you perform actions

Live View Metrics:

• Queued
• Called to Appear
• Appeared
• At Risk to Appear
• Dismissed

Upcoming View Metrics:

• Summoned
• Signed Up
• Registered
• Exempted
• Disqualified

Past View Metrics:

• Summoned
• Called to Appear
• Appeared
• Failed to Appear
• Dismissed

3. Tabbed Content Area

Tab 1: Live Queue / Jurors

• Data grid table with all jurors for this court date
• Filtering, sorting, and export capabilities
• Inline actions on each juror row

Tab 2: Messages

• Send questionnaires to jurors
• Send custom messages
• View message history

Juror Table

The juror table displays all jurors assigned to this court date with the following columns:

Table Columns

1. Name: Juror’s full name (First Last)
2. Email: Email address
3. Juror ID: Unique system identifier
4. Court Room: Assigned court room (if applicable)
5. Juror State: Current state (e.g., QUEUED, APPEARED)
6. Flagged Answers: Icons indicating flagged questionnaire responses

Row Actions

Click the actions menu on any row to:

• View Details: Open the Juror Details Modal
• Approve Request: Approve pending request (if applicable)
• Deny Request: Deny pending request (if applicable)
• View Full Profile: Navigate to the individual Juror Detail page

Filtering the Juror Table

Quick Filter (Search Bar)

• Located in the table toolbar
• Type to search across all visible columns
• Searches name, email, juror ID, etc.

Column Filters

1. Click the filter icon in any column header
2. Select filter criteria:
   • State Filter: Choose one or more juror states
   • Court Room Filter: Filter by assigned court room
   • Flagged Answers Filter: Show only jurors with specific flags
3. Apply the filter
4. Clear filters using the “Clear All Filters” button in the toolbar

Exporting Juror Data

To export the juror list to CSV:

1. Click the Export button in the toolbar (CSV icon)
2. The file will download automatically
3. Open in Excel or Google Sheets for further analysis

Export includes:

• All columns visible in the table
• Respects current filters (only exports filtered jurors)
• Includes juror ID, name, email, phone, state, court room

Clerk Actions

1. Call to Appear

Purpose: Assign jurors from the queue to a court room

Steps:

1. Click the “Call to Appear” button
2. The Call Modal opens
3. Select Court Room: Choose the court room from the dropdown
4. Number of Jurors: Enter how many jurors to call (e.g., 20)
   • Minimum: 1
   • Maximum: Number of jurors currently queued
5. Appearance Time: Set the time jurors should report
6. Click “Call Jurors” to confirm
7. A success message will appear
8. The selected jurors will transition to CALLED_TO_APPEAR state
9. Jurors will receive notification with court room and time

What Happens:

• System selects the specified number of jurors from the QUEUED state
• Assigns them to the chosen court room
• Sets their appearance time
• Sends automated notifications (email/SMS)
• Updates the juror table and metrics in real-time

Tips:

• Call jurors in batches as needed throughout the day
• Ensure you have enough jurors for the panel size required
• Check “At Risk” jurors before calling to avoid no-shows

2. Dismiss Jurors

Purpose: Release jurors from service when they’re no longer needed

Steps:

1. Click the “Dismiss” button
2. The Dismiss Modal opens
3. Choose Dismissal Strategy:
   • Dismiss Random X Jurors: Enter a number (e.g., 10)
   • Dismiss All Remaining: Dismisses all queued jurors
4. Click “Dismiss” to confirm
5. A confirmation dialog may appear
6. Click “Confirm” to proceed
7. Dismissed jurors transition to DISMISSED state
8. Jurors receive notification of dismissal

Use Cases:

• Court has reached a verdict and remaining jurors aren’t needed
• Jury panel is full and excess jurors can be released
• Court session is cancelled

Tips:

• Dismiss jurors as soon as they’re not needed to avoid unnecessary waiting
• Use “Dismiss All” at the end of the day if jury selection is complete

3. Generate Documents

Purpose: Create official court documents for this court date

Available Documents:

• Sign-in Sheet: Attendance roster for jurors
• Biographics Sheet: Juror biographical information for attorneys

Steps:

1. Click the “Generate Documents” dropdown
2. Select the document type
3. Document generation begins in the background
4. You’ll receive a notification when the document is ready
5. Click the notification to download the PDF

Document Details:

Sign-in Sheet:

• Lists all jurors called to appear
• Includes columns for signature and time
• Organized by court room

Biographics Sheet:

• Detailed juror information for attorney review
• Includes questionnaire responses
• Formatted for printing

Messages Tab

The Messages tab allows you to communicate with jurors assigned to this court date.

Sending a Questionnaire

Steps:

1. Click the “Messages” tab
2. Toggle to “Question” message type
3. Select Questionnaire Type: Custom or Informative
4. Choose Questionnaire: Select from the dropdown
5. Review Preview: The questionnaire content displays
6. Select Recipients: All jurors or filtered by state
7. Click “Send Questionnaire”
8. Jurors receive the questionnaire via email and in their portal

Sending a Custom Message

Steps:

1. Toggle to “Informative” message type
2. Select Message Template: Choose from pre-configured templates
3. Edit Message (Optional): Customize the message text
4. Preview: Review the formatted message
5. Select Recipients: All jurors or filtered by state
6. Click “Send Message”

Common Message Templates:

• Parking Instructions
• Courthouse Security Guidelines
• Dress Code Reminder
• Session Delay Notification
• Weather Closure

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Related Topics:

• Individual Juror Management - Working with specific jurors
• Homepage Dashboard - Overview of all court dates
• Juror State Lifecycle - Understanding juror states

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Next: Juror Management →