Juror Pool Management

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The Juror Pool is the database of all potential jurors who may be summoned for service.

Accessing the Juror Pool

1. Click the Menu button in the top navigation
2. Select “Juror Pool”

Pool Overview

The Juror Pool page displays a table with all pool members:

Columns:

• Name
• Email
• Phone
• Address
• Created Date
• Last Updated
• Status

Table Features:

• Search across all columns
• Sort by clicking column headers
• Pagination for large lists
• Export to CSV

Importing Jurors from CSV

Preparing Your CSV File

Required Fields:

• first_name - Juror’s first name
• last_name - Juror’s last name
• email - Email address (must be unique)

Optional Fields:

• phone - Primary phone number
• street_address - Street address
• city - City
• state - State (e.g., “CA”, “NY”)
• zip_code - ZIP or postal code
• county - County name
• date_of_birth - Date of birth (format: YYYY-MM-DD)
• language - Preferred language

CSV Format Example:

first_name,last_name,email,phone,street_address,city,state,zip_code
John,Doe,john.doe@example.com,555-1234,123 Main St,Springfield,IL,62701
Jane,Smith,jane.smith@example.com,555-5678,456 Oak Ave,Springfield,IL,62702

Import Steps

1. Click the “Import CSV” button
2. Upload File:
   • Click “Choose File” or drag and drop
   • Supported format: .csv
3. Preview Data:
   • System displays first 10 rows
   • Verify column mappings
4. Validate:
   • Click “Validate”
   • System checks for errors
   • Fix any errors and re-upload if needed
5. Import:
   • Click “Import”
   • Progress bar shows status
   • Success message appears when complete
6. Review Results:
   • Summary shows imported count
   • Download error report if needed

Tips:

• Always validate before importing
• Keep a backup of your CSV
• Use consistent date formats (YYYY-MM-DD)
• Duplicate emails will be skipped

Summoning Jurors

Steps to Summon

1. Select Jurors:
   • Check boxes next to jurors to summon
   • Or click “Select All”
   • Use filters to narrow the list

2. Click “Summon” Button

3. Configure Summons:
   • Court Date: Select from dropdown
   • Courthouse: Auto-fills based on court date
   • Summons Date: Date the summons will be sent (default: today)
   • Reporting Instructions: Edit as needed
4. Review Summary:
   • Number of jurors to be summoned
   • Court date details
   • Summons send date
5. Send Summons:
   • Click “Send Summons”
   • Confirm in dialog
   • Success message appears

What Happens

• Each selected juror receives a summons via email
• Jurors are assigned to the specified court date
• Juror state changes to CREATED (summoned)
• Jurors receive a link to register online
• Summons record is created in the system

Summons Email Contains:

• Court date details
• Reporting instructions
• Link to online registration portal
• Juror ID for reference
• Contact information

Tips:

• Summon 2-3 times the number of jurors needed
• Send summons at least 2-3 weeks before court date
• Use filters to target specific demographics or geographic areas

Editing Pool Members

1. Find the juror in the pool table
2. Click the actions menu
3. Select “Edit”
4. Update fields as needed
5. Click “Save Changes”

What You Can Edit:

• Contact information
• Address
• Demographic information
• Notes

Removing Pool Members

When to Remove:

• Juror requests permanent removal
• Deceased
• Permanently disqualified
• Duplicate record

Steps:

1. Find the juror in the table
2. Click the actions menu
3. Select “Remove”
4. Confirm deletion
5. Juror is removed from the pool

Important:

• Removed jurors cannot be recovered
• Service history is retained for records
• Can be re-imported if needed

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Related Topics:

• Court Operations - Managing summoned jurors
• Individual Juror Management - Working with specific jurors

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