Presenter: Margaret Lundquist, Ada County

INTRODUCTION: Margaret Lundquist, Ada County Deputy Clerk for 12 years, Exhibits/ Evidence Clerk for 7 yrs, back-up to Appeals Clerk, working w/ISTARS docs for 6 years.
SUGGESTED SKILLS AND/OR PERSONALITY TRAITS: Good working knowledge of Microsoft Word Experience with merge codes; Outlook / mail merge is helpful. Patient Persistent Tenacious Creative Desire to please others PATIENCE

WHAT CAN ISTARS DOCS F7 DO?

It can insert ISTARS case information directly into a word document.case numbers, party names, addresses, charges, hearing dates, etc. It can make automatic ROA entries. It can print out sets of documents (2 ways)

Many items entered in an ISTARS case can be printed in a word document

Takes a document from this:

IN THE DISTRICT COURT OF THE COURTDISTRICT JUDICIAL DISTRICT OF THE STATE OF IDAHO, IN AND FOR THE COUNTY OF COURTCOUNTY Magistrate Division COURT MINUTES CASE # CASENUMBER STATE OF IDAHO, vs. DEFENDANTNAME, DOB: DefendantDOB DATE TodayDateLong STATE ATTORNEY: PrimaryProscutorName Prosecuting Agency: PrimaryProsecutorAgency DEFENSE ATTORNEY: DefenseAttorneyNameorLine Public Defender Appointed Interpreter:
SCHEDULED EVENT: AllCourtHearingStart COURTHEARINGTYPECourtHearingStartDateLongCourtHearingStartTimeAllCourtHe aringEnd Judge: CURRENTJUDGE

Clerk: UserNameFirstFirst

Interpreter:

CHARGES: AllChargeStart #ALLCHARGENUMBERALLCHARGEORIGINALSTATUTENUMBER ALLCHARGESTATUTEDESCRIPTION ALLCHARGEORIGINALDEGREECODE AllChargeEnd

To this!

IN THE DISTRICT COURT OF THE FOURTH JUDICIAL DISTRICT OF THE STATE OF IDAHO, IN AND FOR THE COUNTY OF ADA Magistrate Division COURT MINUTES CASE # CR-IN-2011-0000000 STATE OF IDAHO, vs. JANE SUE DOE, DOB: 3/00/0000 Wj6w DATE Monday, October 00,0000 STATE ATTORNEY: SMITH, MICHAEL M., BCP Prosecuting Agency: Boise City Prosecutors DEFENSE ATTORNEY: JONES, JOHN J. Public Defender Appointed Interpreter:

SCHEDULED EVENT: BC COURT TRIAL CONFERENCETuesday, October 00, 000009:30 AM Judge: JUDGE JUDY

Clerk: Margaret Lundquist

Interpreter:

CHARGES: #1I23-949 MINOR IN POSSESSION OF ALCOHOL (THIRD & SUBSEQUENT OFFENSES) M #2IPV PROBATION VIOLATION-MISDEMEANOR M

LIMITATIONS: Yes If the information entered in ISTARS is wrong, its going to be wrong on you Full Court / Docs F7 document as well. Attorney addresses should be updated regularly to avoid returned mail. You can have all the hearings for the case print to a document, but theyll only print once.

Solution Use the AllHearings option in one place on the document then cut and paste to where you want the rest.

Example:
THIS IS YOUR NOTICE OF TRIAL SETTING AutoROAStartNotice of Trial Setting AutoRoaEnd The above-entitled matter has been set for trial before the Court and a jury for: AllCourtHearingStart CourtHearingType..CourtHearingStartDateLong @ CourtHearingStartTime Judge: CourtHearingJudge AllCourtHearingEnd

THIS IS YOUR NOTICE OF TRIAL SETTING

The above-entitled matter has been set for trial before the Court and a jury for: Pretrial Conference..Wednesday, October 12, 2011 @ 04:00 PM Judge: Deborah Bail Jury Trial..Tuesday, October 18, 2011 @ 09:30 AM Judge: Deborah Bail

DOCUMENT USERS:
Notify your docs go to person if theres something in our document that you change regularly. I like to add multiple options; if this time you use A. but not B or C, B and C can easily be deleted. Or you can chose to load several more specific documents. Notify them if attorney mail comes back. If requesting a new document be loaded; provide a current document with clear indications of what you want to be entered automatically, exact wording and where. Be open to slight deviations to accommodate the merge codes, work together until you get a document that works the way you want it to. Be aware that sometimes, with slight changes to the system, merge codes stop working the way they used to and youll need to notify your Docs person to have them updated, typically just re-entering the code will suffice.

ISTARS DOCUMENTS INSTALLER: the go to person! (youre someone who likes to be needed).

Your documents may start like this:

IN THE DISTRICT COURT OF THE FOURTH JUDICIAL DISTRICT OF THE STATE OF IDAHO, IN AND FOR THE COUNTY OF ADA ^ DISTRICT JUDGE ^, Plaintiff, vs. ^, Defendant. CHARGES: ^ NOTICE OF TRIAL SETTING Case No. ^ ^

THIS IS YOUR NOTICE OF TRIAL SETTING

The above-entitled matter has been set for trial before the Court and a jury for: ^ Copies to Counsel:
ADA COUNTY PROSECUTORS OFFICE ^ ^ ATTORNEY AT LAW

Youll add merge codes and prompts:

IN THE DISTRICT COURT OF THE COURTDISTRICT JUDICIAL DISTRICTOF THE STATE OF IDAHO, IN AND FOR THE COUNTY OF COURTCOUNTY CURRENTJUDGE todayDateYear DISTRICT JUDGE CASESTYLE1, Plaintiff, CaseStyle2. CASESTYLE3, Defendant. NOTICE OF TRIAL SETTING Case No. CASENUMBER TodayDateMonth TodayDateDayofMonth,

CHARGES: AllChargeStart AllChargeNumber AllChargeStatuteNumber AllChargeStatuteDescription AllChargeDegreeCode AllChargeEnd

THIS IS YOUR NOTICE OF TRIAL SETTING

AutoROAStartNotice of Trial Setting AutoRoaEnd The above-entitled matter has been set for trial before the Court and a jury for: AllCourtHearingStart CourtHearingType..CourtHearingStartDateLong @ CourtHearingStartTime Judge: CourtHearingJudge AllCourtHearingEnd Any motion to exclude a witness who was a victim of the alleged crime must be made two (2) weeks prior to trial. Discovery compliance date is set for, NeedPrompt Disc. Compliance Date EndPrompt. Copies to Counsel:
PRIMARYPROSECUTORAGENCY ^PRIMARYPROSECUTORNAME PRIMARYDEFENSEATTORNEYNAME PRIMARYDEFENSEATTORNEYAGENCY PRIMARYDEFENSEATTORNEYMAILINGADDRESS PRIMARYDEFENSEATTORNEYCITY PRIMARYDEFENSEATTORNEYSTATE PRIMARYDEFENSEATTORNEYZIP

And the clerks will print out this:

IN THE DISTRICT COURT OF THE FOURTH JUDICIAL DISTRICTOF THE STATE OF IDAHO, IN AND FOR THE COUNTY OF ADA JUDGE JUDY DISTRICT JUDGE STATE OF IDAHO, Plaintiff, vs. JOE D SMITH, Defendant. CHARGES: 1 I18-923 Strangulation (Attempted) F 2 I18-918(4) F Domestic Battery or Assault Enhancement-In The Presence of a Child F NOTICE OF TRIAL SETTING Case No. CR-FE-2011-00000000 October 5th, 2011

THIS IS YOUR NOTICE OF TRIAL SETTING

The above-entitled matter has been set for trial before the Court and a jury for: Pretrial Conference..Wednesday, October 00, 2011 @ 09:00 PM Judge: JUDGE JUDY Jury Trial..Tuesday, October 00, 2011 @ 09:30 PM Judge: JUDGE JUDY Any motion to exclude a witness who was a victim of the alleged crime must be made two (2) weeks prior to trial. Discovery compliance date is set for, June 10, 0000. Copies to Counsel:
ADA COUNTY PROSECUTORS OFFICE JOHN SMITH JANE JONES JONES & JONES LLC P.O. BOX 1828 BOISE ID 83702

WHO CAN WORK ON ISTARS DOCUMENTS: Each county will have their own policies for who they want to work on the documents; Ada County limits access, currently two people. We name our documents in either upper or lower case titles so we can distinguish who prepared the document, we try not to make changes to each others documents if possible; they may be set up in an exact format to fit a specific form.

If youre interested, check with your supervisor.

If youre already set-up to service ISTARS documents by Supreme Court, you should have access to the SAMPLE DOCUMENTS and MERGE CODES in the Full Court / ISTARS documents server.

HOW TOS: When setting up a document a copy and paste sheet is useful, I also use the autocorrect option in word; NP for NeedPrompt and EP for EndPrompt are very helpful for adding in prompts. Save in the FULL COURT SERVER thats been setup by Supreme Ct. for you Save your document as Rich Text Format

To load the document in Istars:

Click on the Table OR then

go to Filedown to Table Maintenance, a new menu bar will appear click on General Tables down to Forms over to Forms Maintenance and the forms maintenance screen will appear.

The ISTARS table maintenance screen will appear.

Click on new

Click on new to load the document

Go to Document File: 1) Scroll to the document that you saved in the New Istars Docs/Full Court file. 2) Name the Document: a descript name is useful to others using it. 3) Document used by: does it have specific merge codes or is it generic? Print document for: choose File copies #___ Save Close 2). Name the document Test Re-test

3). Whos using the document? Is it criminal or civil specific or generic?

1). Click on the drop down box and scroll to the document you saved as a Full Court/ New ISTARS Doc.

TROUBLESHOOTING:
If you get a Not Rich Text Format message, but you know you saved it as Rich Text Format. Try: dropping periods..hyphens .or .parenthesis etc. in the title when saving either place .sometimes theyre OK, other times theyre not. Also try: re-saving the long way.start with a fresh document (no hidden formats) or just wait until the next day, you may see something you missed with a fresh pair of eyes. Remember, PATIENCE! If you get Gibberish to the ROA: Re-enter: AutoROAStart Notice of Hearing AutoRoaEnd ^ all caps ^ cap and lower case

HELPFUL HINTS: Get in the habit of using merge codes for your CourtClerkName and CurrentJudge; these can change . and if youve used the merge codes to begin with the changes are automatic and a huge time saver. If you make a typostart again from the beginning...dont just backspace, especially on Names and addresses, auto correct and Need Prompts. Use a tested copy and past sheet..really useful on names and address, headings, caption setups, etc. Copy and paste from merge code sheet, but be sure you test them. Names and address: I like to pull in both attorneys and party names addresses, its usually easier to cut the excess than to add (unless its a very large case, then you may want to use an attorney only document so it wont freeze your program). Have multiple options available so the clerk can make that call. AutoROAStart Notice of Hearing AutoRoaEnd

Use a font size 2 for the space between Start and Notice so you dont see a full space left before the Notice on the ROA.

The NeedPromt code will bring up a box: Youll need to add the information it asks for

The AutoROAStart Notice of Trial Setting AutoRoaEnd will also bring up a box; you can make changes in the box, add a date to the Notice of Trial Setting (June 10, 2011)you can also change the Judge or ROA date before clicking OK or cancel.

USING TABLES IN YOUR DOCUMENTS:

Using tables in your documents is a great way to keep information isolated to one area. Often the merge code is much longer than the actual data to be merged into the final document; the tables confine the data to one section.
STATE OF IDAHO, vs. DEFENDANTNAME, DOB: DEFENDANTDOB STATE ATTORNEY: PRIMARYPROSECUTORNAME DEFENSE ATTORNEY/PD: PRIMARYDEFENSEATTORNEYNAMEORLINE Public Defender Appointed Interpreter: ________________

NAMES AND ADDRESSES: a good example for the use of tables. I like to pull up both attorney names and addresses and party names and addresses; I feel its easier to cut the extras out than to add them in. Drawback sometimes on a really large case, when you have 20 or 30 parties on a side, pulling in every ones name and address can freeze your program; having a document which just pulls in attorney names works best. Then quickly check for pro se litigants and add in their information once the document comes up.
PrimaryOnePlaintiffAttorneyName Attorney at Law PrimaryOnePlaintiffAttorneyMailingAddress PrimaryOnePlaintiffAttorneyCity, PrimaryOnePlaintiffAttorneyState PrimaryOnePlaintiffAttorneyZip AllPlaintiffStart AllPlaintiffName AllPlaintiffMailingAddress AllPlaintiffCity AllPlaintiffState AllPlaintiffZipAllPlaintiffEnd _X_ By United States mail
___ By telefacsimile ___ By personal delivery ___ By overnight mail/Federal Express

_X_ By United States mail

___ By telefacsimile ___ By personal delivery ___ By overnight mail/Federal Express

AllPlaintiffStart AllPlaintiffName AllPlaintiffMailingAddress AllPlaintiffCity AllPlaintiffState AllPlaintiffZipAllPlaintiffEnd

SETS AND MULTIPLE DOCUMENTS: Documents can be printed as sets or singles.

Sets: commonly used for criminal cases; can be set to print as batches or bulk mailings. Advantage great for mass mailings, you can set multiple cases to print. Draw back you cant bring up the document before printing to make changes. Multiple documents listed as one: this option is often used by our in court clerks, we also have some appeals documents set up this way. Advantage you can view the document before printing. Drawback if you just want to print one page, you need to be careful to select current page before printing, or the whole thing prints out.

IN THE DISTRICT COURT OF THE FOURTH JUDICIAL DISTRICT OF THE STATE OF IDAHO, IN AND FOR THE COUNTY OF ADA JOE SMOE, Plaintiff-Appellant, vs. JANE DOE, Defendant-Respondent. SUPREME COURT NO.

CLERK'S CERTIFICATE OF APPEAL

Appeal from: Fourth Judicial District, Ada County. Honorable Judge Judy, presiding. District Court case number: CV-OC-2009-00000 Appealed from: Judgment of Conviction, filed June 10, 0000. Attorney for Appellant: John Smith Attorney for Respondent: Sam Jones Appealed by: Joe Smoe Appealed against: Jane Doe Notice of Appeal filed: June 14, 0000 Amended Notice of Appeal filed: Second Amended Notice of Appeal filed: Notice of Cross-Appeal filed: Appellate fee paid: Yes Respondent's Request for additional clerk's record filed: Respondent's Request for additional reporter's transcript filed: Name of Reporter: Brooke Bohr - Tucker PO Box 1625 Boise 83701 Was reporter's transcript requested? Yes Dated: Friday, October 07, 2011 CHRISTOPHER D. RICH Clerk of the District Court

By_________________________ Deputy Clerk

IN THE DISTRICT COURT OF THE FOURTH JUDICIAL DISTRICT OF THE STATE OF IDAHO, IN AND FOR THE COUNTY OF ADA

Supreme Court Case No. ^ CERTIFICATE OF EXHIBITS

I, CHRISTOPHER D. RICH, Clerk of the District Court of the Fourth Judicial District of the State of Idaho in and for the County of Ada, do hereby certify: There were no exhibits offered for identification or admitted into evidence during the course of this action. I FURTHER CERTIFY, that the following documents will be submitted as CONFIDENTIAL EXHIBITS to the Record: 1. ^. I FURTHER CERTIFY, that the following documents will be submitted as EXHIBITS to the Record: 1. ^. IN WITNESS WHEREOF, I have hereunto set my hand and affixed the seal of the said Court this 7th day of October, 0000. CHRISTOPHER D. RICH Clerk of the District Court

By____________________ Deputy Clerk

IN THE DISTRICT COURT OF THE FOURTH JUDICIAL DISTRICT OF THE STATE OF IDAHO, IN AND FOR THE COUNTY OF ADA

Supreme Court Case No. ^ CERTIFICATE OF SERVICE

I, CHRISTOPHER D. RICH, the undersigned authority, do hereby certify that I have personally served or mailed, by either United States Mail or Interdepartmental Mail, one copy of the following: CLERKS RECORD AND REPORTERS TRANSCRIPT to each of the Attorneys of Record in this cause as follows: JOHN SMITH ATTORNEY FOR APPELLANT BOISE, IDAHO SAM JONES ATTORNEY FOR RESPONDENT BOISE, IDAHO CHRISTOPHER D. RICH Clerk of the District Court

Date of Service: ____________________

By_________________________ Deputy Clerk

IN THE DISTRICT COURT OF THE FOURTH JUDICIAL DISTRICT OF THE STATE OF IDAHO, IN AND FOR THE COUNTY OF ADA

Supreme Court Case No. ^ CERTIFICATE TO RECORD

I, CHRISTOPHER D. RICH, Clerk of the District Court of the Fourth Judicial District of the State of Idaho, in and for the County of Ada, do hereby certify that the

above and foregoing record in the above-entitled cause was compiled under my direction as, and is a true and correct record of the pleadings and documents that are automatically required under Rule 28 of the Idaho Appellate Rules, requested by Counsels. I FURTHER CERTIFY, that the Notice of Appeal was filed in the District Court on the 14th, day of June, 2011. as well as those

CHRISTOPHER D. RICH Clerk of the District Court By ____________________ Deputy Clerk

IN THE SUPREME COURT OF THE STATE OF IDAHO

Supreme Court Case No. ^

CLERK'S RECORD ON APPEAL

Appeal from the District Court of the Fourth Judicial District, in and for the County of Ada. HONORABLE DEBORAH BAIL

^ ATTORNEY FOR APPELLANT BOISE, IDAHO

^ ATTORNEY FOR RESPONDENT BOISE, IDAHO

IN THE DISTRICT COURT OF THE FOURTH JUDICIAL DISTRICT OF THE STATE OF IDAHO, IN AND FOR THE COUNTY OF ADA

District Court Case No. CV-OC-2009-07789 Supreme Court Case No. ^ ACKNOWLEDGMENT OF SERVICE

The parties listed below have been served a copy of: CLERKS RECORD AND REPORTERS TRANSCRIPT This document acknowledges service by Christopher D. Rich, Clerk of the District Court or an authorized Deputy Court Clerk, of the above named documents to the below listed parties. The signature of those parties or an authorized representative of those parties indicates that the above named documents have been received by those parties or authorized representatives, and releases Christopher D. Rich, Clerk of the District Court, and the Fourth Judicial District Court Clerks office from any liability regarding service of the above named documents to the below named parties:

Called & Served ^Phone ^ ATTORNEY FOR APPELLANT BOISE, IDAHO

Called & Served ^Phone ^ ATTORNEY FOR RESPONDENT BOISE, IDAHO

Attorney for Appellant or Authorized Representative

Date

Attorney for Respondent or Authorized Representative

Date