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BUSINESS
PRACTICE
900-33
|
BUSINESS
PRACTICE |
Revised: 9/07/99
900-33 CONDUCTING LEGAL STAFF AND ENFORCEMENT CONTRACTOR ANNUAL CASE REVIEW
If you choose to use the Case Review screens as part of the legal review, use the View Only Case Review option. (Business Practice 800-11 Conducting a Six Month Periodic Case Review can be used.) Keep in mind that the View Only option is restrictive in nature.
To create a manual history record documenting the completion of the review:
Next to HIST:
1. On HIST:
--Type "S" in the Sel field on a blank line (user may need to change the filter date to get a blank line)--
--Press PF18 to access Event List (EVLS)--
2. On EVLS:
--Select Legal Annual Review--
--Press PF9 to return to HIST--
3. On HIST:
--Add the case number, case unit number, and person number in the corresponding fields--
--Press PF5 Add--
To attach a narrative to the manual history record documenting the completion of the review:
4. On HIST:
--Select the manual history record you created--
--Press PF16 NATE--
5. On NATE:
--Enter narrative documenting the case review conducted--
--Press PF5 Add--
--Press PF9 to return to HIST--
To Close An Existing Manual Monitored Activity For An Annual Review:
Next to MONA:
On MONA:
--Type "S" in the Sel field for the monitored activity--
--Enter "Man" in the Reason field--
--Press PF6 Update--
To Create a Manual Monitored Activity Time Frame to Complete the Next Annual Review:
On MONA:
--Type "S" in the Sel field for a blank line (user may need to change the filter date to get a blank line)--
--Press PF17 to access Activity List Maintenance (ATLM)--
On ATLM:
--Select Manual Legal Review - Annual--
--Press PF9 to return to MONA--
--Enter the case number, case unit number, and person number in corresponding fields--
--Press PF5 Add--