This outlines how to setup LegalServer for the New Leaf Cannabis Expungement project in Illinois.This takes advantage of two newer modules in LegalServer, Charges and Services. Both of these modules should be available on all sites. If not, please file a ticket with LegalServer to enable them. As outlined below, charges tracks the past charges/convictions for the client, while Services tracks the expungement attempts and their outcomes. This allows for multiple charges being handled with one expungement attempt, or multiple results on multiple expungement attempts without opening separate full LegalServer intakes (although you could always do that too). SetupModify the following lookups
Any other lookups can use your existing lookup values. The funder does not have any specific requirements for those fields (race, gender, etc.). Note that the above modifications only require the value/name of the records to be set, and the values left as Active. Any additional fields on those lookups is optional. Create the following custom fields
Alternatively, you can use the County of Dispute field if you are only recording one charge per case. If you are recording multiple charges from multiple jurisdictions on the same LegalServer case, this custom field would be more accurate.
Build Out the FormsServicesStart with the Services Module and specifically, the Profile on the Services Module. The Profile should look like this when you are done. No custom configurations need to be done to these fields. Then turn to the Service Module Forms. Create a new Phase Create Form named "Add Cannabis Expungement". The required fields are: This does require some configuration though:
Create a Phase Create Process for the new form unless you've already done so when creating the form. Be sure to link it to the existing Cannabis Expungement Profile at the bottom of the Process. Create a similar Form and Process for editing the service record. Alternatively, you can reuse the same form and create an "Edit Cannabis Expungement" Process (this requires you going back to the form and marking it as both a Phase Aux and a Phase Create form under "Name and Description"). TIP, when creating the Phase Aux process, mark it as Complete and Active, and change any other booleans to false. Bonus - Go back to the Cannabis Expungement Profile, and add the Edit process as Action or Side Bar items using a Custom Link Box. ChargesAgain in the Process, Forms, and Profiles, switch to Charges. Then start with the PRofile. You want a "Cannabis Charge" that looks like With the Single Charge, these are not the default settings, so be sure to make the changes to match the above example. Then turn to the Charge Create Form and generate something similar without the Related case Field Like with Services, this needs a Create process linked to the previously created Profile. Case/MatterReturn to the Case-Matter Module for the last steps. Start with creating two Branch Logic forms that will go behind Toggle buttons. The first is to Add a Cannabis Charge (mark Active with no Continue Button): Then add a similar form for the Expungement Attempt: Then we're going to create two Auxiliary Forms that will be in the same process in the end. The first form is for Charges. Both of these can have Continue Buttons. There are no configuration options in the Charges Listview to worry about. The second auxiliary form is for tracking the expungement. The Services Listview needs to be modified in multiple ways.
Alternatively, this can be replaced by a Report Part that shows more of the relevant data. See the Sample Reports for an example. These two Auxiliary forms should be combined into a single process with the Charges going first and added to the Case Profile Menu Boxes as the final step. The reports also call for certain additional fields that can be added to either form or an additional form as desired:
An example would be: These field labels can be changed as necessary for your staff. Import Sample ReportsThere are two reports available on the Example Reports page --
Modify Reports to include your custom fields. You may need to reset the filters to filter for the Cannabis Expungement Service. If you are handling any Expungements that cover multiple charges, they may also need the charge subtable (and sub-subtables) aggregated so they don't produce multiple records. |