Dockets
A Docket acts as a folder in which you create different types of Instruments for registration and must be created before you can add Instruments.
If a transaction is to be charged to a different Docket, you must change Dockets between each billable activity. Otherwise, all the transactions will be attached to the opened Docket.
Note: It is recommended that you create a Docket for each transaction you are processing as this will allow you to print off a Docket Summary detailing charges incurred on the system relating to a specific file. This will more easily allow you to track changes and to bill clients for relevant costs.
To create a new Docket:
- From the Dockets screen, choose Create New.
The Create New Docket window appears.
- Enter the desired Docket ID and Docket Name.
Tip: The Docket ID and Name can be any combination of letters, numbers and/or special characters. The character limit for Docket ID is ten characters, and 50 characters for the Docket Name.
- Choose OK.
- If desired, from the Filter drop-down list, select an
option to limit the Dockets displayed.
| Option | Description |
|---|---|
| All | All Dockets will display |
| Active | Only Dockets whose status is set to Active will display |
| Inactive | Only Dockets whose status is set to Inactive will display |
| Recently Created | Only the last ten Dockets created will display |
- To search Dockets, enter the full Docket number in the Docket ID or Name field, or enter the first few characters of the Docket name, followed by *.
Note: You can also refine your search using one of these methods.
| Search Operator * | User Enters: | Search Result |
|---|---|---|
| No asterisk * - enter an exact match of the name | smith |
|
| Asterisk * at the beginning - this will display results ending in the characters following the asterisk | *smith |
|
| Asterisk * at the end - this will display results starting with the characters entered before the asterisk | smith* |
|
| Asterisk * in the middle - this will display results starting and ending with the characters on either side of the asterisk | smith*abc |
|
| Multiple asterisks* - this will display results with the entered characters separated by asterisks | *1*2*3* |
|
- Double-click on any Docket in the List or select a Docket and from the green arrow menu
select Open Docket.
To change the Name or ID of a Docket:
- Select a Docket.
- From the green arrow menu select Edit Docket.
The Edit Docket window opens.
- Make the necessary changes and select OK
Tip: You can edit an open Docket by selecting Edit from the green arrow menu in the header toolbar.
To change a Docket's status to Active or Inactive:
- Select the Docket.
Tip: To select multiple Dockets at the same time, use the checkboxes on the left.
- Select the green arrow menu .
- Select Set to Inactive or Set to Active as applicable.
To order Instruments by courier:
- Open a Docket.
- From the displayed Instrument list, select the desired Instrument(s) by selecting the checkboxes.
- From the green arrow menu in the header of the screen next to the Teraview logo, select Courier Request.
The Instrument & Plan Courier Request window opens.
- Enter the Instrument or Plan numbers.
- Enter the Address details and any Delivery Instructions, if needed.
- Select Courier.
The request is sent.
Tip: You can also request Instruments in the Parcel Register, available from most Search options.
Mark a Docket as Active or Inactive
To mark a Docket as Active or Inactive:
- On the Dockets screen, select the desired Docket.
- From the green arrow menu to the right of the Docket, select Set to Active or Set to Inactive.
The new status displays in the Status column of the Dockets list.