Involved People

JustWare sessions can involve people at many levels. People can be related to names, cases, events, correspondences, and tasks, making it easy to quickly record and reference information about an involved person.

Involving people in events, correspondences, and tasks ensures that the name session calendar of each involved person and the case session calendar for each related case are up-to-date, listing all applicable events. Involving people also ensures that your agency's automated documents are accurate and up-to-date.

Involving Names with Events, Tasks, and Correspondences

1. Click the Involved People snap-in within the Calendar, Correspondence, or Task snap-in in any JustWare session. Be sure you have the correct event, task, or correspondence in focus.

2. Add a new record.

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
   Involved Person	Select an involved person in one of the following two ways: If you are in a case session, select a name from the list of case-involved people. Type search criteria and click the search button to locate a name. Tip: Names automatically become hyperlinks when they are successfully added. Click the hyperlink or press Enter to open a linked name.
   Notes	Type any related notes in this free-text field.
   Date	Type a date or select a date from the drop-down calendar. By default, the time is set to 12:00 AM. Type a different time, as desired.
   Reminder Time Prior to Event	If you want an email or pop-up reminder sent to this involved person for the selected event, task or correspondence, select the amount of time prior to the event, task, or correspondence you want the email or pop-up reminder to be sent.
   Email	Select this check box if you want this involved person to receive an email reminder for the selected event, task, or correspondence.
   Pop-up	Select this check box if you want this involved person to receive a pop-up reminder for the selected event, task, or correspondence.
   Flag	This is an agency-customizable check box.
   Status	Select the status type from the list.
   Docket Involvement	This field is read-only and is populated if the involved person is involved with the event through a docket involvement.

4. Save the session.

Note: You cannot involve the same person multiple times on the same record.

Inline Event Involved People Snap-in

Depending on your JustWare configuration, you may have access to the Inline Event Involved People snap-in. This snap-in is designed differently than the standard snap-in.

1. Navigate to the Events, Correspondence, or Tasks snap-in in any JustWare session. Be sure you have the correct event, task, or correspondence row in focus.
2. Click in the Involved Name(s) field for the record row. Note: You will not be able to type in this field.
3. Click the Involve Name(s) button . An Involving Names on Event screen opens, which shows any names already involved with the event.

4. Add a new record.

5. 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
   Involved Person	Select an involved person in one of the following two ways: Select a name from the list of case-involved people. Type search criteria and click the search button to locate a name. Tip: Names automatically become hyperlinks when they are successfully added. Click the hyperlink or press Enter to open a linked name.
   Notes	Type any related notes in this free-text field.
   Date	Type a date or select a date from the drop-down calendar. By default, the time is set to 12:00 AM. Type a different time, as desired.
   Reminder Time Prior to Event	If you want an email or pop-up reminder sent to this involved person for the selected event, task or correspondence, select the amount of time prior to the event, task, or correspondence you want the email or pop-up reminder to be sent.
   Email	Select this check box if you want this involved person to receive an email reminder for the selected event, task, or correspondence.
   Pop-up	Select this check box if you want this involved person to receive a pop-up reminder for the selected event, task, or correspondence.
   Flag	This is an agency-customizable check box.
   Status	Select the status type from the list.
   Docket Involvement	This field is read-only and is populated if the involved person is involved with the event through a docket involvement.

6. You may choose to continue adding records to the Event Involved People snap-in. When you are done involving names for the event, click Update Name(s) in the Actions group of the Explorer toolbar. All involved names appear as a comma separated list in the Involved Name(s) field.
7. Save the session.

Note: The Involving Names on Event  screen is not a session, but a temporary screen to facilitate involving name records. Clicking Update Name(s) adds the newly involved names to the event but does not save the changes to the event. Edit Multiple Records and Copy Record are not available on this screen, and menu options cannot be filtered using code partitioning. To refresh you will need to refresh the main Events snap-in, not the Involving Names on Event screen.