Explorer Toolbar
The Explorer toolbar, located in the left-hand area of JustWare, is collapsible and includes several
important JustWare options. These options vary depending on your permissions and the type of session that is
active.
Quick Search
With JustWare Quick Search, you can search on an index of fields for
any case or name record.
My JustWare
My JustWare is customizable to give you pertinent workflow information such as active
cases, scheduled events, and team activities.
The My JustWare session is the default logon screen. It is configured to display several reports specific to you and your
logon. These reports are hyperlinked to relevant JustWare sessions. Depending on your permissions, different My JustWare views are available in the Views group
of the Explorer toolbar. For example, the My JustWare page may contain a calendar listing all the events on which you are listed as an involved
person, as well as information on all active cases with which you are associated.
Actions
The Actions group contains all actions that can be performed in the current
session. These actions vary depending on the active session. Common actions, available depending on your
permissions, include the following: Save, New,
Delete, Merge, Copy, Refresh and Close Session.
Reports
This group displays all reports available for the current session in addition to
Report Builder, which opens Microsoft Report Builder. All System and Custom reports can be accessed in the Utilities group, by clicking System Reports. See "System Reports" for more information about System Reports. Talk to your JustWare Administrator about adding specialized reports or adding certain reports to session views.
Note: The Report Builder feature is only visible in the Explorer Toolbar if you have
permission to access it. Report Builder reports must be saved to a folder you
create called "Custom" to ensure that they are accessible through JustWare; never save them to the default folders, such as the "Model" folder. For
example, if you would like a Report Builder report to appear in the Reports group of
the Explorer Toolbar when you are in a case session, create a "Custom" folder inside
the "Case" folder in SQL Reporting Services, and save the report there. For more
information about Report Builder, talk to your JustWare Administrator.
Views
A View is the format in which information is displayed within the current session. It determines which snap-ins are visible. Your
organization and your personal permissions determine which views you can access. Each
view is customized to cater to different roles in your office workflow. For example,
data entry personnel need access to different information than supervisors or
administrators.
If you have access to more than one view for the current session, they
are listed in the Views group.
Web Browser View
Name records can be viewed in a web browser view. When you open a name in this view, you are taken to the default Web page
specified to run inside JustWare (the default set by the administrator in JWXML). By using this Web Browser view, you are able to view web
information without leaving JustWare. Your default Web page might be an intranet or
a specific Internet site. Using the search field, you can visit alternate sites as
well. Additionally, parameters can be set to conduct a Web browser search from a
session data set.
Search
The Search group contains tools that allow you to search the JustWare database in a
variety of ways. See "Searching" for more information on searching.
Accounting Tools
The Accounting Tools group in the Explorer Toolbar contains quick links to convenient
financial tools. Common tools, available depending on your permissions, include
Agency Account, Payments, Pending Payments, and Voucher.
Note: These tools will only appear in your Explorer toolbar if you have been
given permission to view them. Talk to your JustWare Administrator for more
information.
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Agency Account : This tool can be used to
assign accounts to agencies. The agencies have to be account owners and have an
associated name record.
See "Agency Account" for more information about agency accounts.
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Voucher:JustWare is equipped with a tool that allows you to track name records that have funds in an overpay account, are entitled to restitution, or are owed any other payment from your organization.
See "Vouchers" for more information about vouchers.
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Payments The Payments section of the Accounting Tools group provides multiple tools that are designed to handle all aspects of payments in JustWare. The following tools are available in the Payments section:
- Case Payments: The Case Payments tool provides a streamlined method for entering multiple payments across case records without searching for and opening name records first. This tool utilizes a case search to retrieve the desired record and enable payment entry.
- Non-Case Payments:The Non-Case Payments tool is used to take payments that are not tied to financial obligations on a case. For example, this tool could be used to take payments for a photocopy fee.
- Payment History:View a history of all payments made in JustWare. Payments can also be voided from this session.
- Pending Payments: Manage all payments that were paid by check and are awaiting funding.
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Deposits: JustWare Deposits allows you to create deposits from payments that have been taken in JustWare. The Deposit tool consists of two sections:
- Creating Deposits: A tool that allows you to enter information and filter off various criteria to include only those payments into a JustWare deposit. Deposits are created with a Pending status and can be later set to Posted or Voidat which point they are moved to the Deposit History.
- Deposit History: The Deposit History snap-in displays all Posted and Voided deposits.
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Utilities
The Utilities group provides links to several tools that advanced users (both
administrators and non-administrators) will make use of on a regular basis. The tools in
this group include the following:
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Case Reassignment: JustWare's Case Reassignment tool allows you to reassign active case involvements in
bulk from one involved person to another. Additionally, you can update the
involvement type of the current person assigned.
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Docket Calendar: Docket Calendar is a
function that enables you to view the Docket Calendar on a daily, weekly or monthly basis. Dates in the future
and the past can be seen in a calendar similar to that of Microsoft Outlook.
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Docket
Management: Docket Management is a
function that enables you to create and manage the scheduling of Calendar
Dockets.
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Document Scanning: JustWare's document scanning tool allows you to quickly
and easily scan, organize and queue related single- and multi-paged documents.
Once documents are scanned, you can easily direct multiple documents to the
filing cabinet of a single case or multiple cases. See the Document Scanning section of the
JustWare User Manual. |
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Duplicate Name Detection: Duplicate name detection is a convenient and powerful maintenance tool used to prevent
the JustWare database from becoming cluttered with duplicate
name records.
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Location Assignment: JustWare's Location Assignment feature provides a quick and
user-friendly way to record the location of cases and exhibits. Information can
be entered manually, or a barcode scanner can
be used for increased ease of use. See "Case/Exhibit Location Assignments with a Barcode Scanner" for more information on using a barcode scanner. |
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Physical Location: The Physical Location session enables
you to manage an entire physical location unit from one screen. You can reassign cases to
different physical locations, use a log to record and review pertinent notes related
to a physical location, check for potential conflicts for a physical location
assignment, and review a broad range of data related to a
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Post Time Tracking: This session allows you to quickly and easily update existing time
tracking records.
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System Reports: Reports display formatted JustWare data in a variety of
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JDA 2.0 Editor: JustWare
Document Automation (JDA) is a document automation tool that allows you to
author documents once and then use them any number of times. For more
information on the JDA 2.0 Editor, see the JDA 2.0 Editor User Manual. |
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Report Builder
A link to Microsoft Report Builder. This is used to build reports that can be used in JustWare.
Note: The Report Builder feature is only visible in the Explorer Toolbar if you have permission to access it. Report Builder reports must be saved to a folder you create called "Custom" to ensure that they are accessible through JustWare; never save them to the default folders, such as the "Model" folder. For example, if you would like a Report Builder report to appear in the Reports group of the Explorer Toolbar when you are in a case session, create a "Custom" folder inside the "Case" folder in SQL Reporting Services, and save the report there. For more information about Report Builder, talk to your JustWare Administrator.
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