Adding a Docket Event to a Docket Instance

1. Within any of the three calendar views of Docket Calendar, double-click a specific Docket Instance. The docket instance session will open.
2. In the Pending Docket Events snap-in, click on the  add new event button to create a new event within this Docket Instance.
3. Select or type all required and relevant data for each available field. Some fields may be required while others are not.
   Click for details.  

   Field	Description
   Case	Search for and select the relevant case. Type the case number or the last name of the primary involved person and press Enter to search, then select the correct case name from the search results.
   Status	Specify a status for the Docket Event by selecting from the drop-down list provided.
   Notes	Type notes about the event.
   Event Type	Specify an event type from the drop-down box provided.
   Number Fields	These fields track numbers that are relevant to the case, such as Law Numbers, Defender Numbers, Prosecutor Numbers, Court Numbers, and Miscellaneous Numbers.
   Parent Event	This field specifies the Docket Instance that the Docket Event is associated with.
   Location	Select the location where the event is to take place.
   Date Fields	Specify the duration or the end date and time for the Docket Event.
   Category	Select an event category from the drop-down list.
   Title	Enter a short title for the event.
   Currency	The Currency 1 and Currency 2 fields can be used to enter amounts of money associated with the event.
   Date	You can use this field to enter a date associated with the event that is separate from the Start and End fields.

4. Select the Docket Involvements snap-in.
5. Click on the  add new button to create a new involved person.
6. Enter all relevant data in the fields provided.
   Click for details.

    

   Field	Description
   Involved Person	Specify the person involved from the drop-down box provided. If the person's name is not listed, you may choose to do either a Name Search or a Name Quick Search. Click in the field, type in the last name of the person on this case, and perform a search.
   Notes	Type notes about the person's involvement with the event.
   Date	Specify the date the person was involved on the docket.
   Reminder Time Prior to Event	Specify the amount of time for a pop-up reminder to appear from the drop-down box provided.
   Email	Select this box if you would like the involved person to receive an email notification.
   Pop-up	Select this box if you would like the involved person to receive a pop-up notification.
   Involvement	Specify the involvement of the person from the drop-down box provided. For example, select "Covering Attorney."
   Status	Select a status to be associated with this involved person.

7. In the lower portion of the screen, select the Event Involved People snap-in.
8. Click on the  add new button to add an event involved person.
9. Enter all relevant data in the fields provided.
   Click for details.  

   Field	Description
   Involved Person	Specify the person involved from the drop-down box provided. If the person's name is not listed, you may choose to do either a Name Search or a Name Quick Search. Click in the field, type in the last name of the person on this case, and perform a search.
   Notes	Type any notes desired.
   Date	Specify the date the person was involved on the docket.
   Reminder Time Prior to Event	Specify the amount of time from the drop-down box provided.
   Email	By default, this box will not be checked. If you would like the involved person to receive email notification, click on the box.
   Pop-up	By default, this box will not be checked. If you would like the involved person to receive pop-up notification, click on the box.
   Status	Select a status to be associated with this involved person.

10. Select the Case Summary snap-in.
    The case summary snap-in contains the case summary report from your case session.

    A sample case summary.

    

11. Save the session. The event is inserted into the docket instance you selected.