First Article

General Release Notes Version 2.9 Service Pack 72 This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 1 of 144 Contact Information If further assistance is needed, please contact Catalis. Catalis 3025 Windward Plaza, Ste 200 Alpharetta, Georgia 30005 Toll Free: 1.800.280.5281 Office: 407.321.7434 www.catalisgov.com All Benchmark™ software, trade names, Documentation manuals, report libraries, and any other material are Copyright 2007-2024 by Catalis, ALL RIGHTS RESERVED. Any use of materials in this manual, including reproduction, modification, distribution, or republication, without the prior written consent of Catalis, is strictly prohibited. All the following are service marks of Catalis, or its affiliates and are protected by inclusion herein; Benchmark™. Revision History Name Dylan Schilling Kyle Wilson Kyle Wilson Kyle Wilson Kyle Wilson Kyle Wilson Kyle Wilson Kyle Wilson Kyle Wilson Kyle Wilson Kyle Wilson Kyle Wilson Kyle Wilson Kyle Wilson Kyle Wilson Ana Luisa Munoz Date 11/18/2020 3/31/2021 11/19/2021 12/10/2021 12/30/2021 1/20/2022 2/16/2022 5/5/2022 6/17/2022 9/19/2022 10/21/2022 10/25/2022 2/10/2023 4/12/2023 4/26/2023 9/12/2023 Description Created Document Finalized Release Finalized Release Finalized Release Finalized Release Finalized Release Finalized Release Finalized Release Finalized Release Finalized Release Finalized Release Finalized Release Finalized Release Finalized Release Finalized Release Finalized Release Version 2.9.1.0 2.9.7.0 2.9.21.0 2.9.23.0 2.9.24.0 2.9.25.0 2.9.28.0 2.9.30.0 2.9.32.0 2.9.38.0 2.9.43.0 2.9.44.0 2.9.48.0 2.9.49.0 2.9.50.0 2.9.58.0 This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 2 of 144 Ana Luisa Munoz Ana Luisa Munoz Ana Luisa Munoz 12/18/2023 5/22/2024 8/15/2024 Finalized Release Finalized Release Finalized Release 2.9.62.0 2.9.67.0 2.9.72.0 Table of Contents Contact Information...................................................................................................................................... 2 Revision History ............................................................................................................................................ 2 Table of Contents .......................................................................................................................................... 3 Minimum Requirements ............................................................................................................................... 6 Release 2.9 Service Pack 72 .......................................................................................................................... 7 Corrected Issues ........................................................................................................................................ 7 Added Features ......................................................................................................................................... 8 Release 2.9 Service Pack 67 ........................................................................................................................ 10 Corrected Issues ...................................................................................................................................... 10 Added Features ....................................................................................................................................... 16 Release 2.9 Service Pack 62 ........................................................................................................................ 17 Corrected Issues ...................................................................................................................................... 17 Added Features ....................................................................................................................................... 21 Release 2. Service Pack 58 .......................................................................................................................... 23 Corrected Issues ...................................................................................................................................... 23 Added Features ....................................................................................................................................... 29 Release 2.9 Service Pack 50 ........................................................................................................................ 31 Corrected Issues ...................................................................................................................................... 31 Added Features ....................................................................................................................................... 32 Release 2.9 Service Pack 49 ........................................................................................................................ 33 Corrected Issues ...................................................................................................................................... 33 Added Features ....................................................................................................................................... 35 Release 2.9 Service Pack 48 ........................................................................................................................ 36 Corrected Issues ...................................................................................................................................... 36 Added Features ....................................................................................................................................... 42 Release 2.9 Service Pack 44 ........................................................................................................................ 46 Corrected Issues ...................................................................................................................................... 46 Added Features ....................................................................................................................................... 48 This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 3 of 144 Release 2.9 Service Pack 43 ........................................................................................................................ 49 Corrected Issues ...................................................................................................................................... 49 Added Features ....................................................................................................................................... 59 Release 2.9 Service Pack 38 ........................................................................................................................ 62 Corrected Issues ...................................................................................................................................... 62 Added Features ....................................................................................................................................... 71 Release 2.9 Service Pack 32 ........................................................................................................................ 72 Corrected Issues ...................................................................................................................................... 72 Added Features ....................................................................................................................................... 75 Release 2.9 Service Pack 30 ........................................................................................................................ 76 Corrected Issues ...................................................................................................................................... 76 Added Features ....................................................................................................................................... 79 Release 2.9 Service Pack 28 ........................................................................................................................ 80 Corrected Issues ...................................................................................................................................... 80 Added Features ....................................................................................................................................... 83 Release 2.9 Service Pack 25 ........................................................................................................................ 84 Corrected Issues ...................................................................................................................................... 84 Added Features ....................................................................................................................................... 87 Release 2.9 Service Pack 24 ........................................................................................................................ 88 Corrected Issues ...................................................................................................................................... 88 Added Features ....................................................................................................................................... 92 Release 2.9 Service Pack 23 ........................................................................................................................ 93 Corrected Issues ...................................................................................................................................... 93 Added Features ....................................................................................................................................... 94 Release 2.9 Service Pack 21 ........................................................................................................................ 96 Corrected Issues ...................................................................................................................................... 96 Added Features ....................................................................................................................................... 98 Release 2.9 Service Pack 20 ...................................................................................................................... 101 Corrected Issues .................................................................................................................................... 101 Added Features ..................................................................................................................................... 102 Release 2.9 Service Pack 19 ...................................................................................................................... 103 Corrected Issues .................................................................................................................................... 103 Added Features ..................................................................................................................................... 105 This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 4 of 144 Release 2.9 Service Pack 17 ...................................................................................................................... 107 Corrected Issues .................................................................................................................................... 107 Added Features ..................................................................................................................................... 109 Release 2.9 Service Pack 16 ...................................................................................................................... 110 Corrected Issues .................................................................................................................................... 110 Added Features ..................................................................................................................................... 113 Release 2.9 Service Pack 14 ...................................................................................................................... 115 Corrected Issues .................................................................................................................................... 115 Added Features ..................................................................................................................................... 118 Release 2.9 Service Pack 12 ...................................................................................................................... 119 Corrected Issues .................................................................................................................................... 119 Added Features ..................................................................................................................................... 120 Release 2.9 Service Pack 9 ........................................................................................................................ 121 Corrected Issues .................................................................................................................................... 121 Added Features ..................................................................................................................................... 122 Release 2.9 Service Pack 8 ........................................................................................................................ 123 Corrected Issues .................................................................................................................................... 123 Added Features ..................................................................................................................................... 124 Release 2.9 Service Pack 7 ........................................................................................................................ 125 Corrected Issues .................................................................................................................................... 125 Added Features ..................................................................................................................................... 128 Release 2.9 Service Pack 5 ........................................................................................................................ 130 Corrected Issues ................................................................................................................................... 130 Added Features ..................................................................................................................................... 131 Release 2.9 Service Pack 4 ........................................................................................................................ 133 Corrected Issues .................................................................................................................................... 133 Added Features ..................................................................................................................................... 135 Release 2.9 Service Pack 3 ........................................................................................................................ 137 Corrected Issues .................................................................................................................................... 137 Added Features ..................................................................................................................................... 138 Release 2.9 Service Pack 2 ........................................................................................................................ 140 Corrected Issues ................................................................................................................................... 140 Added Features ..................................................................................................................................... 143 This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 5 of 144 Minimum Requirements Windows 8 or Higher. .NET 4.8 or higher. Note: .NET 4.8.1 is not compatible with Windows Server 2012R2. 64-bit TWAIN Driver. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 6 of 144 Release 2.9 Service Pack 72 Corrected Issues BEN-6215: Unable to Open Transactions on Closed Payment Plans Expected Result: The user should be able to open transactions associated with a deactivated payment plan without receiving errors. Resolution: Fixed the issue where opening transactions associated with a deactivated payment plan resulted in an error message being displayed. BEN-6966: Save Audits when Updating Status or Status Change Reason on UCR Tab Expected Result: The system should save the audits when the user updates the Status or Status Change Reason on the UCR tab. Resolution: Fixed issue where; after updating the Status or Status Change Reason, the system was not saving the audit-related information. Now, after updating these fields, the related information is displayed on the audit view. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 7 of 144 Added Features BEN-6771: Allow Users to Enter and See Case Characteristics Request Details: Add the ability to see case characteristics when they are being sent and to enter them manually when they weren’t reported. Resolution: Added two new columns in the UCR tab, CaseCharacteristicName and CaseCharacteristicValue are now included in the grid. Users can view and manually add the case characteristics, and the information is saved. BEN-7043: Efile - Review Screen - Convert PDFs with Errors Honoring Setting OCRDocumentsSavedAsPdfA Request Details: Modify the logic to only OCR a document if it is a PDF with errors and the setting OCRDocumentsSavedAsPdfA is set to true, to avoid significant delays on the efile review screen opening. Resolution: Modified the logic to OCR documents in the efile review screen. Documents will now only be OCR’d if the setting OCRDocumentsSavedAsPdfA is true and the PDF has errors. Not all documents will get OCR’d when reviewing them in the efile review screen. PDF documents that do not contain errors will not be OCR’d. Document with errors when setting OCRDocumentsSavedAsPdfA is turned off: This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 8 of 144 Document record is not OCR’d: Document is corrected and displayed without errors when setting OCRDocumentsSavedAsPdfA is turned on: Document record is OCR’d: Disclaimer: Many PDFs are displayed correctly even if the abcpdf control detects an error, therefore some documents will be OCR’d even though there are no visible errors. Requires Admin Configuration. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 9 of 144 Release 2.9 Service Pack 67 Corrected Issues BEN-4978: Central Scanning - Appended Text Being Reset Expected Result: After tabbing out of the Docket Text field, the system should not change the docket text, and the docket text entered by the user should be saved on the database. Resolution: Fixed issue where after tabbing out of the Docket Text field the system was changing back to the docket text associated with the docket code, now the docket text entered by the user will be saved in the database and displayed in the field. BEN-5843: Manual Credit Card Payments Failing when Charge has a Citation without Number Expected Result: Manual credit card payments should not fail when the charge has a citation but does not have the citation number. The case number should be sent if the citation number is blank. Resolution: Fixed issue where manual credit card payments would fail when the charge has a citation but does not have the citation number. Modified code to not overwrite with a blank citation number and to populate it with the case number if it is an empty string, due to not having a citation number. Note the Case has a charge and a citation without number: This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 10 of 144 Manual credit card payment was processed on this case. The transaction was completed successfully: BEN-6182: Closing All Reopens Expected Result: When a closed case is reopened multiple times, users should be able to decide to close all case reopens when performing a case close. Resolution: Fixed issue where all case reopens were forced to be closed, now if the user tries to close the case, the following prompt will appear giving the option to close or not all case reopens. Configuration: Go to Main Menu -> Admin -> System Setup -> Settings. Find setting PromptToCloseReopensOnCaseClosing. Default value: False. Possible values for the setting are listed below: True: If the setting is true, the system will prompt the user to decide if they want to close all case reopens or not. False: If the setting is false, all case reopens will be automatically closed on case closing. The prompt will not appear. Requires Admin Configuration. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 11 of 144 BEN-6305: Error with Label Printer Expected Result: After selecting the Label printer in Tools -> Printers or selecting the Label printer during the case creation process the system should not display an error. Resolution: Fixed issue where after selecting the Label printer an error message was thrown, now the system allows to select the Label printer without error. BEN-6349: Column Names Disappear when Adding or Deleting Case Party Petition Attributes Expected Result: Column names should remain displayed when adding or deleting Case Party petition attributes in the Manage Petition Attributes pop-up window. Resolution: Fixed issue where adding or deleting a petition attribute would remove all column names from the grid. Assign Petition Attributes button is based on CasePetitionMultipleAttributes right. BEN-6369: Add Case Reopen - Link Parties does not Save the Parties Selected Expected Result: Parties selected to link to the reopen when adding a reopen to the case should be saved, and the system should display the party on the Parties column in the Manage Case Reopens pop-up window. Resolution: Fixed issue where after adding parties to case reopens the system was not saving the parties selected, now if the user selects a party on the reopen process the system saves the party and displays it on the Parties column. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 12 of 144 BEN-6436: TCATS Service is not Sending Any Prosecutor Dispositions Expected Result: After the user completes the prosecutor information TCATS service should send any prosecutor dispositions and display the disposition flag. Resolution: Fixed issue where after completing the prosecutor information the system was not sending any prosecutor information, now the system displays the citation flag and sends the prosecutor disposition. BEN-6534: Invalid Data Typed in the PrimaryPartyType Field Causes Issues to Edit Party Information Expected Result: User should be prevented from typing invalid data in the PrimaryPartyType field when editing the party information in the Edit Party window. Resolution: Fixed issue where typing invalid data in the PrimaryPartyType field would cause issues to edit the information of the party where the invalid data was saved. Changed the party type validation to use the lookup for PrimaryPartyType. When a user enters invalid data for the PrimaryPartyType and attempts to save the changes, a warning is prompted indicating the value entered is not a valid type (not included in the PrimaryPartyType lookup): Note that to edit the PrimaryPartyType field through the Edit Party window in the Parties tab, the logged in user needs the EditCaseParty_PrimaryPartytype right. Find if this right is granted to the user by accessing its related role, under the Case Management > Parties section. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 13 of 144 This is an optional right, that can be added for the desire(s) primary party type(s) by running the F08279_EditPrimaryPartyTypesFromPartyTab.sql query located in the OptionalRights folder from the installation package. Requires Admin Configuration BEN-6592: ICP not Evaluating CaseID when Displaying Process Actions Information Expected Result: In the Court Appearance Details screen, when reviewing a case with a warrant number that is also on another case, the Process Actions section/link should display correct case information. Resolution: Fixed issue where the Process Actions section/link displayed incorrect case information. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 14 of 144 Configuration: Go to Main Menu -> Admin -> System Setup -> Settings. Find setting AlllowMultiCaseOnWarrant. Default value: False. Possible values for the setting are listed below: True: If the setting is true, the system will continue to show all cases with the same warrant number. False: If the setting is false, it will filter the cases by CaseID. Requires Admin Configuration BEN-6656: Deskew Function Corrupts Image without Stamp Expected Result: In the Dockets tab, after applying Deskew function to an image without stamps, deskew functionality should be applied and the image should not be corrupted. Resolution: Fixed issue where images without stamps were corrupted after applying deskew functionality. There was left over code related to deskewing Tifs in the deskew PDF logic that would resave the PDF file after it had already been saved using the save Tif logic. Commented out the code that was resaving the image after it had already been saved. Now, images without file stamp that are deskewed will display the deskewed image without error. BEN-6753: PDF Documents Display Only the Stamp Expected Result: In the Dockets tab, PDF documents imported or scanned should be displayed in the Image Viewer and in Benchmark Web -> Summary tab. Resolution: Added new setting OCRDocumentsSavedAsPdfA. If the setting is true, documents will be OCRed when scanned or imported from the Dockets tab. If the setting is false, documents will not be OCRed. Documents reviewed in the e-File Review screen will also be saved as PDFA and OCRed when this setting is true. OCRing documents will add a delay to the saving and display of the images which can be quite significant depending on the number of pages in the document. This setting only applies if the setting StoreDocumentsAsPdfA is true. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 15 of 144 Added Features BEN-6487: Dockets Send Email Option - Send Original Images Request Details: Add new functionality to send only the redacted version or ask the user if the original or redacted images should be sent. Resolution: Added a new setting EmailOnlyRedactedCopy to automatically send redacted images when the setting is true or to ask the user if original images should be sent when the setting is false. Configuration: Go to Admin -> System Setup -> Settings. Find setting EmailOnlyRedactedCopy. Default value: False. Possible values for the setting are listed below: True: If the setting is true, the system will send the redacted document. False: If the setting is false, the system will display the “Send Original Images?” message box. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 16 of 144 Release 2.9 Service Pack 62 Corrected Issues BEN-5196: Reopen Record Created when Reopen Close Date is Deleted Expected Result: The system should not create a Reopen record when the user deletes the Close Date on another Reopen record. Resolution: Fixed issue where a new Reopen record was created even when the Add Reopen button was not clicked. Now, deleting the Close Date in a Reopen record will not create an additional row. BEN-6051: Blank Email Sent from Receipt Docket Expected Result: In the Dockets tab, case Dockets with a receipt file should be attached to the email when the user attempts to send an email from Tools -> Send Email option. Resolution: Fixed issue where receipt files were not attached to the email, now when the user sends an email from the Dockets tab the receipt document is attached to the email. BEN-6062: Error Attaching an Image to the Bond Check After Releasing the Bond Entry Expected Result: After releasing a bond that is not associated with a case the system should not prompt a warning message to attach an image and should release the bond without errors. Resolution: Fixed issue where after trying to release a bond with no case associated the system was displaying an error message since there is no case that can be used to display images. The prompt to attach an image if the bond is not associated with a case was removed. BEN-6079: UCR Tab Showing Default Dates Expected Result: After creating a new UCR record that has not yet been sent, the system should not populate a default date in the Submit Date column. Resolution: Fixed issue where after creating a new UCR record the system populated a default date, now after creating a new UCR record the Submit Date column is empty. BEN-6083: Multiple Pages Tiff Stamping when Configured to Stamp the First Page Only Expected Result: When finalizing a document, the file stamp should be applied only to the first page when it is configured to do so, by setting the StampFirstPageOnly flag to true for the configured Endorsement in the Endorsements table, regardless of whether the setting StoredDocumentsAsPDFA being turned off or on. Resolution: Fixed multiple pages Tiff stamping when the setting StoredDocumentsAsPDFA is turned off. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 17 of 144 BEN-6130: Document Resulted from Appending to a Bond with More Than One Docket is Displayed Incorrectly Expected Result: Performing the Appending process in the Cash Bond Entry screen for a bond with more than one docket, the related docket images should be displayed correctly from the Dockets tab, and all docket entries related to the bond should not be removed and replaced by the image used for the appending process. Resolution: Fixed issue where after performing the Appending process in the Cash Bond Entry screen for a bond with more than one docket, the related docket images were displaying incorrectly. Now, after the appending process in the Cash Bond Entry screen, the system displays the correct docket and does not remove or replace the images. BEN-6132: Notifications Tab – User Interface Issues Expected Result: Users should be able to drag the splitter bar that separates the Notification records grid and the Notification Details section, the content of the grid should expand or contract properly. Elements that reduce the readability of the Notifications screen should be removed. Resolution: Docking issues fixed so that when the splitter bar is dragged up or down, the content properly expands or contracts. Other User Interface cleanup changes were made to increase the readability of the screen, the Add Notification button and the Attachments section were removed. Grid changes were made to reduce the number of columns in the grid and order the columns in a logical sequence. These grid changes are configurable through the administration table: Field Defaults. Text Notification (does not include the Subject line): This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 18 of 144 Email Notification (includes the Subject line): BEN-6202: Multiple Attachments not Added to Email Expected Result: In the Dockets tab, all docket images that were added as attachments (Tools -> Add Image To Attachments) should be included in the email (Tools -> Send Email). Resolution: Fixed issue where after attaching multiple images the system was not adding all the documents. Now, all the images that were added as attachments will be included in the email. BEN-6234: Active Users in Same Case from Case Lists Expected Result: From a Case List detail view, the active user label should display the users that have the same case open. Resolution: Fixed issue where the active user label was not displayed in a case opened from a Case List. Now, the active user label will display in the case detail and the user will be added to the active user list. The label will only show one username then the total number of users in parentheses after the name it shows. The user can hover over the label and see all the users in the case. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 19 of 144 BEN-6242: Deskew Functionality in Evidence Tab Expected Result: In the Evidence tab, the Deskew functionality should be applied to TIF extension files. Also, it should be applied only to the selected page of a multiple page PDF extension file and not to all the pages of the file. Resolution: Fixed issues applying Deskew functionality to TIF and PDF images in the Evidence tab. Now, Deskew functionality is applied to TIF extension files and only to the selected page of a multiple page PDF extension file. BEN-6335: Status Field Doesn´t Change Based on the Case Status when the Case Type is not in the Main Lookup Expected Result: In the UCR tab, the Status field should change automatically when the user changes the case status in the General tab, if the Court Type and Case Type are configured correctly to be considered for a UCR process. Resolution: Fixed issue where the Status field was not populated for some case types. Now, if the case type is added in the main lookup UCRSendCaseType or if it is added in a specific lookup UCRSendCaseType + CourtType, the Status field will be populated and automatically updated. Requires Admin Configuration. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 20 of 144 Added Features BEN-5698: Associate Multiple Parties to a Case Petition Request Details: Add the ability to relate multiple parties to a case petition. Resolution: A new optional right was added, CasePetitionMultipleAttributes should be enabled in the user role to see the added button "Assign Petition Attributes" in the Petitions tab, this button will allow the user to associate multiple parties to a case petition with configured default fields. Script PetitionMultiAttributesRightInsert.sql available in 1_SQLUpdateScripts\OptionalRights folder. Requires Admin Configuration. BEN-6076: Email Sent to All Configured Party Emails when an e-File is Approved/Rejected Request Details: Add the functionality to send an email to all configured party emails when an e-File is approved/rejected. All documents should be attached to each email sent when the eFile is approved. The e-File information should be sent to all configured party emails when the eFile is rejected. Resolution: Added logic to create a new attachment for each email sent to each configured party email. It is now possible to send multiple documents from an accepted e-File without getting an application error when a filer has multiple party emails configured. BEN-6124: PDF Document Redactions in Evidence Tab Request Details Add the ability to redact PDF documents in the Evidence tab. Resolution: Added the ability to add redactions on PDF documents from the Image Viewer in the Evidence tab. BEN-6125: Deskew Functionality in Dockets Tab Request Details: Add Deskew functionality for PDF and TIFF documents. Resolution: Added the ability to deskew PDF and TIFF documents in the Dockets tab. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 21 of 144 BEN-6274: Allow Users to Link a Reopen Record to a Party Request Details: Add the ability to link a reopen record with a case party. Resolution: Added a new Setting SelectPartiesOnCaseReopen, when the setting is set to true, a new button titled “Edit Parties” and a new column titled “Parties” will appear in the Manage Case Reopens pop-up window. The user can double-click the Parties column, or click the new button added to link one or multiple case parties to each reopen record, if the setting is set to false, the new button and Parties column will not be available. Links will be saved in the table tblCaseReopenCaseParty in the database. BEN-6282: Preserve Uniform Case Number when Editing Case Number Request Details: Add the ability to not change the UCN when the user edits the case number from the option Tools -> Edit Case Number. Resolution: Added the ability to not change the Uniform Case Number when editing the Case Number. A new setting PreserveUCNOnCaseNumberEdit was added, if the setting is set to true, the UCN doesn’t change; if the setting is set to false, the UCN changes. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 22 of 144 Release 2. Service Pack 58 Corrected Issues BEN-5533: Modify Logic to Assign CasePartySubType When Adding an Attorney to a Party Expected Result: The CasePartySubType should be populated with the PrimaryPartySubType from the attorney record. If the attorney does not have one, no CasePartySubType should be populated. Resolution: Fixed issue where after adding an attorney to a case the CasePartySubType was not populated. Now, the CasePartySubType is populated with the PrimaryPartySubType after adding an attorney to a case if the attorney has one. It will be left black if the attorney does not have a PrimaryPartySubType. BEN-5696: Restitution Checks Should Always Use the tblCasePartyAddress (if exists), If Not, Use the Active Address Expected Result: The case party address of a restitution check should be the address that was added to the tblCasePartyAdress, in case the address does not exist, it should be the active address. Resolution: Fixed issue where after paying with a restitution check the system was taking the active party address and not the tblCasePartyAdress added to the case. Now when the case has a case party address the system should use that address in the restitution check. BEN-5762: Copy/Paste Functionality was not Working on Imported PDF documents in Dockets Redacted Expected Result: Redacted PDF and TIFF documents must be copied/pasted from the original docket to a new docket with the ability to see the original and redacted document in the image viewer and the docket to which the redacted document was pasted will be marked as redacted. Resolution: Fixed issue where copy/paste functionality was only copying redacted images from PDF/TIFF documents and not the entire document including non-redacted pages. In addition to having the ability to see the original and redacted document in the docket. BEN-5768: Remove Prompt to Send Original Images When No Original Images Exist Expected Result: User should not be prompted with the message “Send Original Images” if the document does not have any original images. Resolution: Fixed issue where the prompt “Send Original Images” was displayed even though the document does not have any original images. Now, when the prompt is only displayed for the documents that contain redacted images. BEN-5782: Appending Images Results in Dockets Getting Flagged as Redacted Expected Result: In the Dockets tab, the redaction status should not change when appending a page to a document. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 23 of 144 Resolution: Modified the logic to only alter the redact status if the current document has an original image. BEN-5856: Pending Cases Acceptance Process Not Respecting Docket Code Security Expected Result: The pending cases acceptance process should respect the docket code security of its related case dockets. Resolution: Logic was added to the AcceptPendingCase routine to loop through the case dockets, and if a case docket has its HideFromWeb field value equal to Normal and the DocketCode’s DefaultHideFromWeb field value is not equal to Normal, it will set the case docket’s HideFromWeb to match the DocketCode’s DefaultHideFromWeb field value. Dockets that come in from an external service that did not populate the HideFromWeb value will now set the value when the pending case is accepted. BEN-5870: Redactions - Large PDFs Files and Benchmark ImageWebService Expected Result: After importing and redacting documents with many pages the file should not grow exponentially, and the saving time should not be too long. Resolution: Modified PDFHelper.cs to only save the redacted pages to TIF and then re-insert them into the PDF document. BEN-5902: General Tab – QA Headers are Not Updating After Changing Related Data Expected Result: In the General tab, QA headers should update the information according to the changes made to other areas in the case such as updating statutes on the Charges tab or updating fees on the Fees tab, without having to close and re-open the case. Resolution: The QA grids on the General tab now refresh after making changes to other areas in the case such as updating statutes on the Charges tab or updating fees on the Fees tab, without having to close and re-open the case. BEN-5976: Appending to Single Page PDF/A Redacted Image is Not Stamping the Appended Page Expected Result: User should be able to append single page tiff file to a single tiff file without losing the stamps applied. Resolution: Fixed issue where appending a single tiff file to a single tiff file was deleting the stamps to the new tiff file. Now the stamp remains. BEN-5977: Dockets Tab - Appending an Image Causes Redaction Removal on Non-PDF/A Documents Expected Result: In the Dockets tab image viewer, using the Append functionality on the Import option located in the Tools drop-down, should not remove the redactions on a legacy image that is in tiff format with the setting StoreDocumentsAsPdfA turned on. Resolution: Modified the code to set the document access type to current before removing stamp and reapplying. The redacted images are now retained when importing or scanning an image to a legacy image that is in tiff format with the setting StoreDocumentsAsPdfA turned on. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 24 of 144 BEN-5978: Appending Causes Stamping Twice on Non-PDF/A Documents Expected Result: After appending a document the document should not be restamped. Resolution: Fixed issue where the document was re-stamped after appending a document. Now after appending the document is not re-stamped. BEN-5989: Non-Redacted Document is not Included in the Original Image After a Redacted Image has been Copied. Expected Result: In the Dockets tab, after a redacted image is copied to a non-redacted document, the non-redacted document should be included in the original image. Resolution: Fixed issue where appending redacted images to a document that doesn’t have redactions, the system was not creating an original of the document, only the original from the copied image was added. Added logic to create an original of the image the user is pasting to before appending the original images that were copied. After the change, the original document now contains both the images that were originally on the docket as well as the original images from the copied images. Copy and Paste options are in the Tools menu. BEN-5993: Replace Document Option from Copy/Paste Functionality Only Copies the Redacted Images Expected Result: In the Docket tab, when replacing an image using the Replace Entire Document option from the Copy/Paste functionality, if the image used as replacement is redacted, both the redacted image and the original image should be available on the docket entry where the replacement was performed. Resolution: Updated the logic for replace to use the original image from the copied image when saving the original image on the docket the images were pasted to. After the update, the original does not contain any redacted pages. Original and redacted images will be displayed according to the View Original/View redacted button from the viewer. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 25 of 144 BEN-6002: Copy / Paste Functionality Prompts an Error when Using Redacted Legacy Images Expected Result: In the Dockets tab, when a user copies and pastes a redacted legacy image to a new redacted image, the system should replace the document, and the redaction flag should remain. Resolution: Fixed issue where pasting images with redactions resulted in an error with PDF/A turned on. Modified logic to always include the normal image as the original image when pasting images if PDF/A is turned on. BEN-6038: Receipts Generated from Fees Tab do not Always Display the Correct Receipt Information Expected Result: In the Fees tab, Transactions grid, Receipt report should display the correct information. Resolution: Fixed issue where receipts were displaying the same information in all the transactions, the Receipt query record was not set up to auto-finalize and it was reloading the unfinalized version of the receipt. Added logic when running either the Details or Receipt reports to set AutoFinalize = True before running the queries. BEN-6040: Find Command Does Not Perform the Search Without First Selecting a Docket from The List Expected Result: In the Petitions tab, the ‘Find’ command will search for the entered docket regardless of whether the user first selected a docket from the list or not. Resolution: Find command shows the next docket based on the entered docket without first selecting a docket from the list. Once you reach the end of the found dockets, they should continue to be displayed if you continue to find the dockets based on the entered docket name. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 26 of 144 BEN-6043: Petition Docket Grid Refresh Issue After Adding Docket on Dockets Tab Expected Result: The new docket should not be displayed on the Petition tab unless the docket has been assigned to the case petition. It should not overwrite the header text of the fixed row; it should add a new docket entry line below the header text line. Resolution: Fixed issue where after adding a new docket the system was changing the petition dockets header to the name of the last docket added and after a new docket was added the system was assigning it automatically. Now after adding a new docket, the header appears as expected, and the docket is not assigned automatically. BEN-6047: Petition Type Not Saved When Using Court Type Specific Petition Type Lookup Group Expected Result: In the Petitions tab, the petition type selected when adding a petition should be saved regardless of being set to use a court type specific PetitionType lookup or a regular PetitionType lookup. Resolution: Modified the code to use the court type specific PetitionType lookup, if it exists, otherwise to use the regular lookup group PetitionType everywhere the lookup group “PetitionType” was being referenced. The petition type now saves as expected. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 27 of 144 BEN-6053: Application Error is Displayed when a Bond Entry is Released from Accounting Bond Entry Option. Expected Result: A bond entry should be released upon completion of the process without getting an application error. Resolution: Fixed issue where after releasing a bond entry the system was displaying an error message, now when the user releases a bond the system updates the bond entry to released status without displaying an error message. BEN-6055: Document is not Included as an Attachment in a Benchmark Email Sent from a Docket Expected Result: Document should be added as an attachment when sending an email from a docket and the recipient should receive the content of the email and the document in the attachment section. Resolution: Modified the code to evaluate the PDFPageCount property instead of PageCount. If the PageCount is 0, it will get the page count from the PDF file instead of from tblDocument to include the correct pages. The document is added to the attachment section in the email sent from a docket, the recipient receives the email as a document in the attachment section when the setting UseEmbeddedDocumentLinkWithinEmailBody is equal to false. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 28 of 144 Added Features BEN-4467: Case Lists – Add Ability to Export Images Request Details: Add the ability to export images from a case list for case lists that are image enabled. Resolution: Added a new right ExportImagesFromCaseList. If the logged in user has access to this right, a new menu item under the List Options drop-down called “Export Images” will be displayed. Once selected, the user should be prompted with a file location prompt to select the location to save the images. The following pop-up message will appear to confirm that the export process is complete. File Naming: If the case list contains a column named "ExportFileName", this will be used as the file name. If the ExportFileName doesn’t end in ".pdf", the system will append ".pdf" to the ExportFileName value to be used as the file name. If the case list does not contain a column called "ExportFileName", a new setting DefaultExportFileNamingConvention was added, the user can add the file naming needed. E.g. {{CaseDocketID}}.pdf or {{ParentCase.CaseNumber}}{{DocketDate.ToString("yyMMdd")}}. Requires Admin Configuration. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 29 of 144 BEN-5445: Attorney Party Ability to Open Cases in Read Mode When Permission is Granted and Assigned as a Party Request Details: Add the ability for the Attorney to open the cases to which it is assigned as a party in read mode and not allow to open the cases in which it is not assigned as a party. Resolution: New permissions have been included to limit access to the Attorney role when viewing cases in read mode. The permission “ViewCaseOnlyWhenCaseParty” limits the Attorney to only be able to open cases in which they are a party, and the permission “ViewCaseAlways” ensures that an Administrator user can open any case without any impact from the “ViewCaseOnlyWhenCaseParty” permission. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 30 of 144 Release 2.9 Service Pack 50 Corrected Issues BEN-4018: Bond Refund Check Address Error Expected Result: The address displayed in the Checks Accounting module should be the Case Party Address; it is the Active Party Address. Resolution: Fixed an issue where after changing the party address after posting a bond, the system was not displaying the same active party address in the check address. BEN-4903: Redaction Can Be Removed from a Redacted Document Expected Result: Redacted areas in a document should not be moveable in file editing software. Resolution: A fix was implemented making the redacted rectangles added from the redaction functionality part of the document. BEN-5167: Documents Emailed Without Redactions Expected Result: When having redacted documents in a docket entry and the user who is previewing the document does not have privileges to view original images, the images sent should only contain the redacted images. Resolution: Fixed issue where original images were attached when sending an email from a docket entry with redacted documents by users without having the privileges to view original images. Now only redacted images are attached to the email when a user without privileges to view original images sends the email. BEN-5181: Depositor Addresses for Pending Checks Are Deleted After Adding a New User Expected Result: Manual address added for depositors should not be deleted after adding new parties. Resolution: Fixed issue where manual addresses for depositor were overwritten when adding a new party. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 31 of 144 Added Features BEN-4464: Permission for Compliance Deletion Request Details: Add the ability to delete compliances based on user rights. Resolution: Added a new right, DeleteCaseCompliance, to disable or enable the compliance deletion option. Now, when the DeleteCaseCompliance right is set to true, the delete option will be enabled, and when it is set to false, the delete option is disabled. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 32 of 144 Release 2.9 Service Pack 49 Corrected Issues 111722: Docket Text was only being saved in the first case in the multi-case selection Expected Result: Docket text should be saved correctly when selecting multiple cases. Resolution: Implemented a fix during saving docket text when selecting multiple cases. 111754: Unable to Delete Bad Image Pointers Expected Result: Users should be able to delete bad image pointers using the Delete options from the Tools menu under the images viewerase Label in the Dockets tab. Resolution: Enabled the Delete options when there are docket entries with bad image pointers. 111757: ICP - Users Without the Right to View Sealed Case Docket Images Can View the Images Expected Result: Users without the right: ViewSealedCaseDocket should not be able to view sealed case docket images from the ICP module. Resolution: Modified the logic to prevent displaying sealed case docket images in the ICP module if the user doesn’t have the right: ViewSealedCaseDocket. 111773: Receipt Big Sequence Number Modification is Not Saved Expected Result: User’s modifications to the BigSequenceNumber column value should persist after closing the Sequence Numbers screen. Resolution: Modified the code to look for "system.int64" instead of "System.int64" when saving number values. The BigSequenceNumber value now saves as expected after being edited by the users. 111788: The New Case Screen is Not Adding the Default Case Party Types Expected Result: In the New Case screen, the system should look at the case party types of the case type (if they exist), or the case party types of the court type if no case party types exist for the selected case type when adding the default case party types. Resolution: Modified the New Case screen logic to look at the case party types of the case type (if they exist), or the case party types of the court type if no case party types exist for the selected case type. Now, the correct required case party types display after entering the court type and the case type. Required Case Party Types set to a specific Case Type in the Case Party Types table: This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 33 of 144 Case Party Types added when selecting the related Court Type and Case Type: 111806: An Application Error is Displayed When Trying to Add a Compliance to a Case That Has a Bond Without a Defined Bond Type Expected Result: User have the ability to add compliances to a case that has an unposted bond without bond type and does not generate any application error. Resolution: Fixed the error that occurs when a compliance is added to a case that has a bond without posting and without bond type. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 34 of 144 Added Features 15722: Notification Label/Button Showing Other Users Accessing Same Case Request Details: Add new label at the top of the screen to show the other user logins that are actively in the case. Label should read "Other Users:" and then list only one user login code on the label. When there is more than one user in that case, label should show a "+" sign next to the user login to indicate multiple users. Resolution: Added setting "OtherUsersInCaseInterval" - The polling interval to check for other active users in a case. Now when in the case are more than one user the system will display a label showing the user that is in the case at the same time. 15772: Ability to Create Petition Types Based on the Court Type Selected For a Case Expected Result: Result: Ability to add types of petitions in the lookup list based on the court type selected in the creation of a case and show the general list of petitions when the court type case does not have a specific petition type for that court type. Resolution: Added types of petitions based on the Court Type if in the lookup group list there is a petition for the CourtType of a case then those lookup records must be shown when adding a petition to that case from the petition tab. If the court type case does not exist in the lookup list then the general petitions list should be displayed. 15838: Auto Populate Attorney SubType In Dropdown When Adding Attorney To a Case Request Details: Add the ability to auto populate attorney subtype in dropdown when adding an attorney to a case. Resolution: Added the ability to auto populate the attorney subtype. Now when users add an attorney to a case the subtype is auto populated. 15851: Add Ability to Export Case Lists to Excel Request Details: Add the ability to export case lists to Excel, not right requirements. Resolution: Added the ability to export case lists to Excel. Now the users can export case lists to Excel. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 35 of 144 Release 2.9 Service Pack 48 Corrected Issues 110699: Different Waive Fee Types can be Selected Expected Result: In the Manage Waives pop-up window, users should not be able to select a reason with a non-matching waive fee type after changes are saved. Resolution: Fixed issue where the reason was updated with a different waive fee type, now if the reason selected has a different waive fee type, a warning message will appear to let the user know that the change is not accepted. 110710: Image Functionalities Enabled when No Image is Available in the Citation Screen Expected Result: The image functionalities should be disabled when no image is available in the viewer from the Citation Screen. Resolution: Added code to disabled Add/Move Document and the image functionalities options on the Tools menu when there is no image available in the viewer from the Citation screen. 110776: Case Task Control Possible Bad State not Allowing to Edit Expected Result: In the Case Tasks tab, users should be able to edit tasks without error. Resolution: Fixed issue where there was a remote possibility that the case task control could get in a bad state and not allow editing. 110901: First Image is Repeated when Split Function is Used in Appeals Tab Expected Result: Split functionality should split the document and should not repeat the first image in other parts of the document. Resolution: Fixed issue where the first page of the split document was used for all parts of the split document, now the first page is not repeated across all sections. 111036: CICA Number is Not Shown on The Completed Citation Expected Result: CICA number should be displayed on the completed citation when browsing the charge tab. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 36 of 144 Resolution: Implemented a fix and it is now possible to see the CICA# when completing a citation and review it in the Charge tab when opening the case. 111037: Changing Selected Citation in Batch Prevents Usage of Next Button Expected Result: In the Citation Entry screen, users should be able to move from one citation to another and only required fields from the current citation should be needed to continue. Resolution: Fixed issue where changing the selected citation in a batch from a tab other than the first would cause erroneous required field template checks, now the warning includes required fields only from the selected citation and tab. 111144: Pop Image Viewer Not Updating when All Pages Are Deleted Expected Result: Pop Image Viewer should update after deleting all the pages of a document to stop displaying a deleted document. The Print and Delete options should not be available when there is no document in the viewer. Resolution: Fixed issues where the Pop Image viewer would not update when all pages are deleted. Now, after deleting all pages the deleted document will not be displayed anymore. In addition, modified code to hide the print button and delete menu if there is no document available in the viewer. 111326: Complete Compliance Expected Result: Compliances configured to be completed when the balance is zero should update the “Complete” and “Complete Date” compliance statuses once the compliance has been completed. Resolution: Fixed issue where the compliances that were configured to be completed when the balance is zero were not updating the “Complete” and “Complete Date” compliance statuses. Now the system updates both as expected. 111366: Documents are Re-stamped After Using the Deskew Function Expected Result: When the Deskew function is selected from the Tools menu in the Dockets tab viewer, the stamp should be removed prior to deskewing, then reapplied to avoid displaying it twice in the document. Resolution: Fixed issue where the stamp was not being removed prior to deskewing causing the stamp to be displayed twice in the document. 111367: Tools’ Functionalities in Dockets Tab Result in Images Being Re-stamped Expected Result: User should be able to rotate an image docket and move an image document to a new one without getting Re-stamping documents. Resolution: Fixed issue where rotating or moving an image resulted in re-stamping the document. Now the Re-stamping does not happen. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 37 of 144 111386: Warrant Screen - Warrant Number Missing Message Says "No Type Selected" Expected Result: The Warrant Number Missing message when entering a new active process should say: "Please enter a warrant number before saving the active process.". Resolution: Corrected the message box when the warrant number is missing. 111402: The Judge’s Signature is Difficult to Read After Finalizing a Document in Docket Viewer Expected Result: The judge’s signature must be legible when the StoreDocumentsAsPdfA setting is false. Resolution: Improved the quality of the judge’s signature when finalizing a document in the docket viewer when the StoreDocumentsAsPdfA setting is equal to false. 111452: @ Free Type on Docket Entries Not Saving User Entered Docket Text Expected Result: When entering in a docket code that has “@” in the docket text the user can enter in a string replacement for the “@” symbol. Resolution: Fixed issue where after entering in the text replacement for the “@” symbol in a docket code, after pressing enter on the new docket entry line the text reverts to the “@” symbol. Now the text replacement remains in the new docket entry line. 111526: Dockets not Parsed when Transferred or Copied Expected Result: Dockets should be transferred or copied with the same docket text from the original case. Resolution: Fixed issue where dockets were transferred or copied with unparsed text, now the original docket text is retained when consolidating cases or coping dockets. 111527: Email Functionality Window for Page(s) Selection Not Prompted in the Dockets Screen Expected Result: The email functionality window for page(s) selection should be prompted after selecting the Send Email option from the Tools menu in the Docket screen for a multi-page PDF file when the setting DocketEmailPromptForPages is turned on. Resolution: Fixed an issue where attempting to email a multi-page PDF files by page range would not prompt the user for the page selection. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 38 of 144 Requires Admin Configuration 111531: Unable to Rotate Pages of a Document from the Dockets Viewer Expected Result: The page or pages of a document must be able to be rotated from the Docket viewer. Resolution: A fix has been implemented and it is now possible to rotate one page or multiple pages of a document from the Docket viewer. 111553: Unable to Docket to Multiple Cases and Add Multi-page Image Simultaneously Expected Result: User should be able to select multiple cases and docket either single or multipage docs simultaneously. Resolution: Fixed an issue where selecting and docking either single or multi-page docs simultaneously was only adding the document to the first case. Now the documents are added to all the docs simultaneously. 111568: Changing the Assessed Check Box Causes Selected Column to Change Expected Result: Changing the Assessed check box in a fee should not cause the selected column to change in the Fees tab. Resolution: Modified the logic that selects the Fee code column to not execute if the user is editing the Fee grid. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 39 of 144 111577: Citation Auto-Docket Not Parsing {{CITATIONNUMBER}} In Docket Text Expected Result: Citation auto-dockets should parse the docket text to include the citation number or violation date, if a citation auto-dock text is configured to do so. Resolution: Modified all areas of code that set the DocketText before the DocketCodeID to now set the DocketCodeID before setting the DocketText. The citation number and the violation date are successfully parsed in the docket text. 111579: Petition Tab - Disposition Not Saving After Removing the Disposition Expected Result: After selecting the blank disposition from the disposition drop down, the disposition date should be removed, and the petition should be saved with no disposition or disposition date populated. Resolution: Fixed issue where after selecting the blank disposition the petition was not saving. Now the system saves the petition with an empty disposition. 111624: Appeals - Finalized Appeal Missing Images Expected Result: User should be able to see the word document with images after finalizing an appeal and when the setting PDFA are enabled. Resolution: Fixed issue where finalizing appeals with PDFA enabled, the finalized appeal does not contain images. Now after finalizing an appeal the user can see the image in the word document. 111639: PDF/A - Dockets Emailed with a Page Selection Send Selected Pages Out of Order. Expected Result: Dockets emailed with a page selection using the Send Email option from the Tools menu in the Docket tab when the setting DocketEmailPromptForPages is set to true, should send the selected pages in the correct order. Resolution: Fixed an issue where PDF dockets emailed with a page selection would send the pages out of order. Requires Admin Configuration. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 40 of 144 111640: PDF/A - Email Functionality Only Sends First Page when Page Selection is Disabled Expected Result: When the setting DocketEmailPromptForPages is set to false, users should be able to email multi-page PDF dockets using the Send Email option from the Tools menu in the Docket tab. Resolution: Fixed issue where only the first page of PDF dockets would be emailed when setting DocketEmailPromptForPages was set to false. Requires Admin Configuration. 111653: Central Scanning - Docket Text Removed after Tabbing Through Batch’s Columns Expected Result: In Central Scanning, the user should be able to tab through all the fields and the Docket Text entered should remain. Resolution: Fixed an issue where tabbing through all the fields in the Central Scanning resulted in the deletion of the Docket Text entered. Now text deletion of the Docket Text does not occur. 111657: Central Scanning - CCISSequenceNumber Changes After Tabbing Through the Case Number Field Expected Result: CCISSequenceNumber field should not be reset after tabbing out of a case number. Resolution: Fixed issue where tabbing out of a case the system was updating the CCISSequenceNumber field without any information edited or added. Now, after tabbing out of a case the system still shows the same CCISSequenceNumber as expected. 111675: Case Bonds - Error Received when Undoing a Post Expected Result: Users should be able to undo a post on a bond that was previously released and had a check associated with the release. Resolution: Fixed issue where users were receiving an error trying to undo the post on a bond. Now users can undo a post on a bond that was previously released. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 41 of 144 Added Features 14506: Dispositon Tab – Add Satisfied Date Column. Request Details: Add a new column named Satisfied Date to the Disposition tab, also known as the Supreme Court tab. Resolution: Added the SatisfiedDate field to the CaseParty table and to the Disposition tab (Supreme Court tab). 14581: Evidence Tab – Adding Field to Grid Request Details: Add the ability to modify the display of the Evidence table and add Presented By column in a specific position within the same grid. Resolution: Added new functionality to show additional columns and use Field Defaults screen to configure which columns are shown and the display order they should appear. E.g.: If Field Default -> tblCaseEvidence is configured as in the image below The Evidence grid will be displayed as follows (Note that Evidence Type column is configured in a different table - tblEvidence) Requires Admin Configuration. 14851: Change Request - Citrus County: Invalid Statute Popup Option for Batch Scanning This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 42 of 144 Request Details: Add the ability to prompt a warning message based on the statute (court type) of a new citation entry to prevent the user from completing it. Resolution: Added the new setting AllowedStatuteCourtTypes that holds a comma delimited list of court types. When the user selects a different court type that was not configured in the setting, the system prompts a warning message preventing the user from creating the new citation. 15310: PDF/A – Despeckle and Deskew Functions Disabled for PDFA Conformance Documents Request Details: The users would like to prevent the use of the Despeckle and Deskew functions from the Tools Menu for PDFA conformance documents displayed in the Dockets tab viewer. Resolution: Fixed a bad merge issue. Now the sub options Despeckle and Deskew from the Tools menu are disabled when a PDF document has PDFA conformance. Now the Despeckle and Deskew Functions are grayed out and disabled: This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 43 of 144 15347: Request for Alert When Juvenile Tickets are Entered through Citation Batch Screen Request Details: Add an indicator on the citation Batch Entry screen for juvenile tickets. This will not show up until the user has entered in the Offense Date so that it is properly populated. Resolution: Added the ability to configure a Juvenile Defendant Flasher to the Citation Entry screen. New settings: CitationEntryConsiderJuvenileAge: Age to determine Juvenile Defendant flasher on the citation entry screen. Defendants with an age below this value will cause a flasher to appear on the citation entry screen. CitationEntryJuvenileAgeBaseDate: Date by which to calculate defendant age for the Juvenile Defendant flasher on the ciation entry screen. Valid options: CurrentDate, OffenseDate, CaseOpenDate 15552: Petitions Tab - Disposition Dropdown Modification to Use Appropriate Lookups Request Details: Update the Petition Disposition options in the Petitions tab to use LookupGroups: PetitionDisposition and PartyDisposition, prioritizing PetitionDisposition. Lookups should use the CourtType-specific LookupGroups when available. Resolution: Updated the Petition Disposition options to use LookupGroups: PetitionDisposition and PartyDisposition, prioritizing PetitionDisposition. These lookups will use CourtType-specific LookupGroups when available. See the example below. Petitions on CF cases will use the PetitionDispositionCF LookupGroup for the Disposition combo box if it is available in the Lookup table. The full CF Petitions Disposition combo box priority list, depending on the existence of each LookGroup, will be the next one: PetitionDispositionCF > PetitionDisposition > PartyDispositionCF > PartyDisposition. 15608: Create Task Type of Add tblCaseUCR Records Request Details: Users would like to have the ability to add a UCR record from the “List Action” menu. Resolution: Added new list option in the “List Action” menu named “Add UCR”. When clicking the new option “Add UCR” the system adds a new empty UCR record to be fill out with further information. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 44 of 144 15719: Display DIN on Dockets in the General Tab Request Details: Add functionality to show the DIN for dockets on the general tab. Resolution: If the setting DisplayFCTCNumberInFirstColumn is set to ‘true’ the DIN field will be displayed in the dockets grid on the general tab. When the setting is ‘false’, the dockets will show a sequential number based on docket date and docket sequence number. 15723: Add Right to Control the Access to the Audit History Request Details: Add a right to control the access to the audit trail of a case using the ctrl + F7 key combination. Resolution: Added right ViewAuditHistory. If this right has been added and the logged in user has this right, they will be able to view the audit history. If they do not have the right, they will not be able to view audit history. All the users in the Administrator role have access to view audit history. If the right name is not added to the Rights table, all the users will continue to be able to access the audit history. Requires Admin Configuration 15735: Case Dockets Are Not Ordered When They Are Scanned from a Batch Expected Result: Documents scanned within a batch must be displayed in the order scanned. Resolution: Case dockets are now sorted by CaseDocketID based on scan order within a batch. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 45 of 144 Release 2.9 Service Pack 44 Corrected Issues 110996: Appending Process Causes Redaction Flag Removal in Docket Entries Expected Result: User should be able to see the redact flag after importing a new image. Resolution: Fixed issue where after importing an image in a Docket that was redacted the redact flag disappear, corrected the RedactStatus on the document, by passing False to the parament to reset the redaction status, which has corrected the flag. 111356: Error Thrown When Stamping E-File Documents Expected Result: Accepting E-File submission should not throw an error regardless of the images being in PDF format and the environment is not configured to store images as PDFA. Resolution: Removed the requirement for the environment to store images as PDFA documents, and only check if the extension is PDF. Images now stamp as expected. 111362: Mouse Pointer Changes to Busy Icon when Opening Send Email Screen Expected Result: Mouse pointer should be the standard icon when Send Email screen is opened. Resolution: Fixed issue with mouse pointer, turned off the wait cursor before opening the Send Email screen. 111373: Attempting to Open the Manage Waives Window Throws an Error Expected Result: The users should be able to open the Manage Waives window from the Fees tab without receiving any error. Resolution: Fixed issue by adding object reference checks to code to prevent object reference errors. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 46 of 144 This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 47 of 144 Added Features N/A This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 48 of 144 Release 2.9 Service Pack 43 Corrected Issues 108642: Error Docketing Receipt Image for a Credit Card Payment Expected Result: User should be able to process credit card payment and the receipt image should be saved in the docker successfully. Resolution: Fixed issue where processing a credit card payment does not save the receipt image. Now, after processing a credit card payment the system saves the receipt imaged as expected. 110634: Deletion Options are Enabled when Docket Entries have No Images in Dockets Tab Expected Result: The delete options in the Dockets tab should not be available for dockets with no image related. Resolution: Fixed issue were deleting options of a docket were available even if there was no image on the case Docket. Now, if there are no images on any case Dockets the delete option will be disabled. 110688: Error Message is Not Displayed to the User When Attempting to Add a Duplicate Fee Expected Result: Warning message should be displayed to the users when attempting to add a duplicate fee that is set to not allow it. Resolution: Added a warning pop-up message when the "allow multiples" option is disabled for a fee and the user tries to add it multiple times in the same case. 110816: Copy Case Process Changes the CaseID on the Citation Records to the CaseID of the New Case Expected Result: The CaseID on a Citation record should not be updated to the CaseID of the new Case that resulted from using the Copy Case functionality under the Tools dropdown menu from the main toolbar. Resolution: Removed the code that changed the CaseID of a Citation record to the new CaseID of the copied Case. See the example below. This Case record was originated from the Copy Case process. It was copied from the Case with the CaseID = 2245212: This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 49 of 144 The Citation record associated to the original Case keeps the same CaseID value (2245212) after performing the Copy Case process: 110959: PDF/A - Evidence Documents not Saving as PDF Expected Result: Evidence PDF documents should be saved as PDF. Resolution: Fixed issue where PDF documents were converted to TIF regardless of the StoreDocumentsAsPdfA setting status, now PDF files will remain as PDF if setting is true. Also, if there is a mixture of extensions, it will be converted. This will work for PNG, TIF, and JPG extensions, that are imported with a PDF file. 110973: PDF/A – “Total Document Page Count for Case” Not Accurate When Having PDFs Docketed Expected Result: User should be able to use the option “Total Document Page Count for Case” to know how many pages are in all the dockets when having multi-pages PDFs docketed. Resolution: Fixed issue where using “Total Document Page Count for Case” option was not accurate to the total number of pages when having multi-pages PDFs docketed. Now, when using the option “Total Document Pages Court for Case” shows the correct number of pages. 110974: PDF/A - Insert Page to a Multiple Pages PDF/A Document Only Inserts Before Page One Expected Result: The users should be able to insert a page to a multiple pages PDF/A document before the current page of the document that is displayed in the viewer from the Dockets tab, not only before the page one. Resolution: Fixed issue where a refresh occurring when the user clicks the Tools menu on the image viewer from the Dockets tab caused the page to go back to page one, resulting in the insert function to perform the insert before page one. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 50 of 144 111095: Error when Trying to eRecord Documents Expected Result: Users should be able to eRecord documents when there are Party Types on the case that do not exist in the Case Party Type administration table. Resolution: Fixed issue where deleted case party type associations were throwing an error if the party type was previously added to a case, not allowing the user to eRecord documents, now if the association to the court or case type does not exist, the eRecord screen will not try to load the party information. 111104: Print Options Available on Dockets with No Image Expected Result: The print options in THE Dockets tab should not be available for dockets with no image. Resolution: Fixed issue were printing options of a docket were available even if there was no image on the case Docket. Now, if there are no images on any case Dockets the print option will be disabled. 111108: PDF/A - Delete Options are Not Available for Images Imported Prior to PDFA Expected Result: The Delete options under the Tools menu in the Dockets tab image viewer should be available for the images imported prior to PDFA. Resolution: The logic to determine if the delete options were enabled, was looking at the documents page count property. When storing the images as tif, this value is always 0. Removed the check of the page count property. 111130: Duplicated Pop-Up in Release Option of a Bond Expected Result: The system should show only one pop-up with the release date of a Bond. Resolution: Fixed issue where clicking the release option the system was showing the release date pop-up twice, now the pop-up message will appear only once. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 51 of 144 111159: Sentence Provision Not Immediately Updated when Victim Impact Panel is Checked/Unchecked Expected Result: The Sentence Provision field in the Sentencing sub-tab from the Charges tab should be updated when checking/unchecking the Victim Impact Panel checkbox by adding/removing the sentence provision that is configured to do so. Resolution: Added logic to call the method to update the Provision field when the Victim Impact Panel is checked/unchecked. See the example below. The Sentence Provision: VIP TEST has been configured to be added/removed depending on the Victim Impact Panel checkbox status by setting its LookupKey field to VIP: The Sentence Provision is added immediately when checking the Victim Impact Panel checkbox: The Sentence Provision is removed immediately when unchecking the Victim Impact Panel checkbox: Requires Admin Configuration. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 52 of 144 111164: Citation Grid QA Template Viewer Toolbar and Scroll Bar are Disabled in Read Only Mode Expected Result: The read only rights users should be able to use the scroll bar and the toolbar to navigate the pages and/or change the zoom of a document in the citation sub-tab images viewer from the Charges tab. Resolution: Removed the lines of code that disabled the toolbar. Setting the ReadOnly property of the image viewer was taking care of disabling the buttons on the toolbar that the user should have access to. The users can now use the scroll bar and the toolbar to navigate the pages and/or change the zoom. 111165: Citation Number is Updated Despite the Change is Canceled Expected Result: Citation number should not be updated when the change is canceled. Resolution: Fixed issue where the citation number was updated even when the change was canceled through the Insufficient Rights pop-up window, now if no override is provided, the user will be notified that the edit has been canceled and the citation number will revert to the original value. 111166: Closed Case Gray Icon is not Refreshed This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 53 of 144 Expected Result: The case folder icon should be refreshed when moving to next or previous case. Resolution: Fixed issue where a case was closed and the gray folder icon was not refreshed when moving to next or previous case, now the correct folder icon will appear after moving to next or previous. 111167: Completed Task Is Not Creating Auto-Docket Expected Result: User should be able to complete a task then an auto-docket is created. Resolution: Fixed issue where completing a task was not creating an auto-docket. 111190: Payment History Missing the Amount Paid Expected Result: The payment history option in the restitution tab of a charge should display the amount paid in the column with the related payments. Resolution: Fixed issue where making a payment of a charge in the restitution tab option payment history would not show the amount paid in the column with the related payments. 111192: Party Pagination Issues on Large Cases Expected Result: In the Parties tab, users should be able to see all parties without skipping or duplicating records on cases with 50+ members of a single party type. Resolution: Fixed issue with pagination, now all parties are properly displayed throughout the pages. 111195: PDF/A – Add Text to Image Using a White Box Annotation Expected Result: In the Dockets tab, users should be able to add or overwrite text to an image with an esthetic appearance. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 54 of 144 Resolution: A new functionality was added for users to have the option to add a white background when they need to override text on images. The user will need to add a new record with the Lookup group: TextOnlyStamp, the Description field needs to have some text which will be used to determine the default length of the stamp, but the characters will never be seen. Also, the SRSCode will need to have "pdfwhiteout" as the text. This will allow the user to move and resize a whiteout box to the place of their choosing on a PDF file. E.g., with the length of the description above this is how the default length of the white box will look on the image. Requires Admin Configuration. 111196: Read Only Fields Allow Focus on Them Expected Result: Fields that are read-only during the creation of a bond in a case should prevent the field from allowing focus (cursor in fields). Resolution: Fixed issue where read-only fields from bond creation were allowing focus on them. Now the fields were disabled to prevent focus and the appearance looks like read-only. 111200: Docket Entries Are Cleared Out in the Petitions Tab Expected Result: The Petitions tab should load the dockets associated with the first petitions entry after leaving then coming back to the Petitions tab. Resolution: Fixed issue where Petitions tab did not refresh the docket grid when loading the screen. Added code to the Petitions control to force the reload of the dockets grid. 111223: ICP Presentation Quick Link Buttons Set to Not be Visible are Displayed in the ICP Module Expected Result: The Presentation Quick Link Buttons that are set to not be visible, by unchecking the Visible checkbox in the ICP Presentation Quick Link Buttons admin table should not be displayed in the ICP module, according to each court type configuration. Resolution: Fixed issue where Quick Link Buttons that were set to not be visible would be displayed by default in the ICP module. Added logic to check if the current Presentation Quick Link Button is available it won’t switch, if it is not available, it will switch. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 55 of 144 111228: Permission to Delete Dockets and Dockets with Images Was Not Being Respected in the ICP Module Expected Result: A warning message should be displayed when the user does not have permission to delete a docket or a docket with images from a case and the ICP module. Resolution: DeleteCaseDocket and CaseDocketDeleteImage permissions to delete dockets and dockets with images respectively are now respected in the ICP module. 111229: Registry and Garnishment Tabs are Not Updated After Payment Expected Result: After posting a transaction using Registry and Garnishment special payment types, Registry and Garnishment tabs should be updated accordingly. Resolution: Fixed issue where Registry and Garnishment tabs were not updated after posting a transaction with these special payment types. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 56 of 144 111232: Add Case Party List Action - Prompts for Every Record Selected Expected Result: User should be able to use the add party list actions when having multiple records selected and the prompt should only occur one time and apply to all selected records. Resolution: Fixed issue where having multiple records selected when using the add party list actions prompted multiple times. Now it only occurs one time and applies to all selected records. 111256: Citation Entry - Undetailed Error Messages When Errors Thrown During Case Creation Expected Result: When a citation in “Citation Entry” is completed and a case is created, if an error occurs during case creation the error message that is shown should display stack trace information. Resolution: Fixed issue where a citation is completed, and a case is created but an error occurs then a generic “Failed to create a case” error message was displayed. Now, generic message was replaced with a more typical error message, and it will allow for easier debugging future errors. 111261: Significant Stamping Process Slow Down for Multiple Pages Files Expected Result: Multiple pages files getting stamped at the same time in the docket tab image viewer should be stamped in short period of time even the files are TIF and bigger than 11 pages. Resolution: Fixed issue where stamping process slow down with a file more than 11 pages, modified functionality to only save as PDFA if there are inconsistent font widths the first time a document is saved after importing. 111264: Aspose Watermark in Old Word Forms Expected Result: Users should be able to save old style word forms without an Aspose watermark included in the file. Resolution: Fixed issue where Aspose watermark was included in word form, now this watermark will not be added to the final document. 111287: Lookup Icons and Delete Key Work in Read-Only Mode Expected Result: Users should not be able to open lookup lists and/or change values in the General tab when the user has no edit access to the case. Resolution: Fixed issue where read-only users were able to update general headers, now the user is not allowed to use lookup icons and/or press the delete key to modify data if the case is read-only. 111300: Incorrect Spelling in Read-Only Warning Message Expected Result: Warning message title for only read cases should say “Insufficient Permissions”. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 57 of 144 Resolution: Fixed spelling typo in the warning message title. The new title message says “Insufficient Permissions”. 111306: Holding Account Checks Not Triggering Auto-Docket When Saved Expected Result: User should be able to create pending check from the Holding Account tab and trigger the auto-docket. Resolution: Fixed issue where creating pending checks from the Holding Account tab was not triggering the auto-docket. Modified points of the saves so the check detail has already been added before the check is saved so that auto-docket will be triggered. 111311: Modifying a Statute on an Existing Charge in the ICP Throws an Error Expected Result: The users should be able to modify a statute on an existing charge in the InCourt Processing module without receiving an error. Resolution: Fixed an issue where using the charge lookup list functions in In-Court Processing module would cause an error by surrounding a filter value with single quotes so SQL won’t think it’s a column. 111339: ICP - Attempting to Add a Charge from the Prosecutor Tab Throws an Error Expected Result: User should be able to add charges in the Prosecutor tab from the ICP workspace. Resolution: Fixed issue when a charge was added to a case with no charges from the Prosecutor tab in the ICP workspace threw an error. Now, charges can be added without getting an error prompt. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 58 of 144 Added Features 13814: Enable Saving Color Certified Stamp Request Details: User should be able to save seals, signatures or annotations with color when having StoreDocumentsAsPdfA = False and RetainReceivedImageFormat = True to TIF file documents imported. Resolution: Fixed issue where colorized seals, signatures or annotations applied to a TIF file documents were added black and white. Now, the color images applied to the documents retain the color when having these settings set as StoreDocumentsAsPdfA = False and RetainReceivedImageFormat = True. 13884: Continuance Column Displays - Judge Portal Request Details: Events details should be displayed the column Continuances after set the court result to continue in Benchmark client. Resolution: Resolved the issue when the column Continuances could not be displayed in an event detail of a court docket list. 15345: Citation Batch Entry - Ability to Copy Citation Data from Previous Citation When Using QA Grid Request Details: Citation data should be copied from the previous citation and saved the data after citation was completed. Resolution: Resolved the issue when the system was not allowing to copy previous citation using QA grid. Now, the previous citation is copied successfully to a new to complete case creation. 15367: PDF/A - Save Document as PDF When Scanning to Dockets Request Details: Scanned documents should be saved as PDF/A when the setting StoreDocumentsAsPdfA is true. When the setting is false, the documents should be saved as a TIF document. Resolution: Save documents as PDF/A as they are scanned into Benchmark when the PDF/A setting StoreDocumentsAsPdfa is turned ON. When the PDF/A setting is turned OFF, Benchmark continues saving as TIF. 15394: Ability to Include the Document Identification Number in the File Stamp Request Details: The users would like to be able to include the CCISSequenceNumber also known as "DIN" in the file stamp. Resolution: Added the ability to include the CCISSequenceNumber also known as "DIN" in the file stamp. To include the “DIN” in the file stamp, add the desired text description followed by "{din}" in the EndosmentText field in the Endorsements table. This will also work including " {ccissequencenumber}" in the endorsement text. See the example below. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 59 of 144 Endorsement text: Case# {case} File Date {filedatetime} DIN {din} CCISSequenceNumber {ccissequencenumber} Resulting stamp: Requires Admin Configuration. 15397: Force eRecord TIF Images to be Black and White Request Details: Users would like when sending a color PDF to eRecording to force images to be black and white TIF. Also, the user would like an option to specify the target dpi of the TIF being send to the recording system. Resolution: Added the ability to force images to black and white TIF when sending to eRecording and the PDF had color. Added new setting ERecordAllowColorImages, when setting value is set true, the image will be saved as color image TIF. If the setting value is set to False, the image will be saved as a black and white TIF. Note the setting RetainReceivedImageFormat must be set to True for the new setting to work. Benchmark is already forcing images to be 300 X 300 DPI when recording. Requires Admin Configuration. 15423: Display Opt Out Flags on Party Emails Screen Request Details: In the Party Emails tab, users would like to be able to set or clear a flag when a person opts to not participate in the case with a specific email address. Resolution: A new column title “Opt Out From Case” was added to the emails grid, the column will be available if the grid is accessed from a case. In the column, the user will be able to set or clear the opt flag. The status of this new flag will be updated in the Case Email Addresses section if Case column is selected. After the flag is updated in the Edit Part screen, changes are reflected in the section CASE EMAIL ADDRESSES. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 60 of 144 15424: Display Opt-Out Flags on Party Email Screen Request Details: Display the opt-out check boxes on the Send Email screen. These boxes should only indicate the current selection and not be editable from this screen. Resolution: Added the opt-out flags to the Send Email screen. The checkboxes will display the current selection (true/false) and are not editable from this screen. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 61 of 144 Release 2.9 Service Pack 38 Corrected Issues 109106: Auto Emails Attachments Sent Without the File Extension Expected Result: The attachments files from the auto generated emails in the Emails tab should contain the file extension. Resolution: Modified the code to append ".pdf" to the attachment name. Attachments now come through with a file extension, regardless of the setting for naming email attachments as the docket text. Added additional logic to cover other possible files that would have no file extension in email attachments. With setting UseDocketTextAsAttachmentName turned on: With setting UseDocketTextAsAttachmentName turned off: Requires Admin Configuration. 109997: Citation Batch Images Not Attaching to Citation Cases After Save to PDF/A Expected Result: User should be able to use the copy and paste functionality from the tools menu in the dockets tab for any docket. Resolution: Fixed issue where using the copy and paste functionality would make the system flashes but never copy the images from one docker to the other. 110471: Petition Deletion Throws an Error. Expected Result: The users should be able to delete a petition from the petition tab of a case. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 62 of 144 Resolution: Added code to fix the process of deleting a petition. An error message is no longer shown. 110481: Unable to Finalize Documents in PDF/A Format. Expected Result: Users are not able to finalize documents that were signed on the web. Resolution: Added code to fix the process of finalizing documents. The signature appears on the viewer to place. 110529: PDF/A - Warrant Image Attachments Not Retaining Original Images Expected Result: After attaching multiple images to a warrant with a redaction in the first page, original image should point to the PDF file which includes all images. Resolution: Fixed issue where original images where not converted to a PDF file, now if there is an original image, it will also create a PDF copy of the original image that includes all pages of the image. 110556: Sarasota County: Error When Deleting Petition on a DP Case Expected Result: Original images should also be included in the file. Resolution: Fixed issue where error would throw when deleting a petition on a DP case. 110566: PDF/A - Multi-Case Warrant Images Not Viewable on the Related Active Process Case Expected Result: The users should be able to view the multi-case warrant images on the related active process case dockets, after adding an active process in the General tab that includes related cases and multiple documents attached to the multi-case warrant. Resolution: Fixed issue where after attaching multiple images to a multi-case warrant the images would not be displayed on the related case. Added logic to re-sync the images after the This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 63 of 144 document is converted to PDF. This will now delete the extra document records that are on the related case’s active process docket entry. 110589: Appending Process Causes Redaction Flag Removal In Docket Entries Expected Result: Users should be able to Append documents to a docket that has been previously redacted, and the redaction flag should remain in the docket grid. Resolution: Fixed issue where any docket that has been redacted then appending any image to it, was removing the redaction flag in the docket grid. 110770: Selecting Cancel when Printing Crystal Forms Leaves the Related Case Docket on the Case Expected Result: The users should be able to cancel the printing of a Crystal form by selecting the Cancel option on the prompt screen displayed and the related auto-docket should be deleted from the case. Resolution: Added code to delete the related auto-docket if the user cancels on the prompt screen displayed when attempting to print a Crystal form on a case. Note that this only applies to Crystal forms that are set up to auto-docket. See the example below. The user selects the form: Notice to Appear, from the Print menu in the Events section. Notice the auto-docket added in the Dockets section. However, the user decides to cancel the printing: After the user selects the Cancel option in the prompt screen displayed, the related auto-docket is deleted: 110792: Batch Docketing Not Working in Docket Only Batches Expected Result: Docket only batches in batch scan should work without requiring a case dockets collection. Resolution: Modified the code to check if the case dockets collection is nothing. If it is nothing or the case dockets collection does not contain the CaseDocketID, the system will not try to get This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 64 of 144 a handle to the case docket in the collection to set the CaseID. Users can now enter multiple docket entries in a docket-only batch. 110830: Adding a Restitution Detail Throws an Object Reference Error Expected Result: The users should be able to add a restitution detail record by clicking on the Add Detail icon when they are editing the Restitution section of a charge in the Charges tab. Resolution: Fixed issue where adding a restitution detail would throw an object reference error. Added object reference checks in the CloseGlobalCases routine where the error was thrown from. 110971: PDF/A – File Stamps were not Added to Documents Expected Result: In the Dockets tab, documents imported, scanned, or added from auto-dockets should be stamped. Resolution: Fixed issue where file stamps were not applied to documents, now stamps are properly added. 110972: PDF/A – Error when Attempting to Finalize a DocuSigned PDF Expected Result: In the Dockets tab, documents eSigned with DocuSign should be able to be finalized without error. Resolution: Fixed issue where finalizing redacted DocuSigned files was throwing an error, property MediaBox was changed from Page to Doc. 110975: Delete Functions are Available when Docket Entries have No Images Expected Result: The Delete functions from the Tools menu in the Dockets tab image viewer, should not be available if there are no images on the case docket. Resolution: Fixed issue where the image Delete functions were still available even if there was no image on the case docket. The Tools menu for a case docket without images do not display the Delete Functions: This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 65 of 144 110979: Reopen Date Field Does Not Let User Leave Without Entering a Date Expected Result: No pop-up appears in case the field is empty, and the user mistakenly selects the Reopen Date field and clicks elsewhere in Benchmark or presses tab no matter what the status of the case is. Otherwise, the pop-up will be shown if the user tries to remove the date from the reopen date field when the field was previously filled. Resolution: If the Reopen Date field was not previously filled in, it allows you to continue, and no pop-up will appear. If the Reopen Date field was previously filled in and the user attempts to delete, a pop-up will appear. 110980: Document Template Queued to the Web, Then Completed in the Client Gets Stuck in the Queue This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 66 of 144 Expected Result: The Document Template screen should remove the Complete, Complete/Print, Sign and Edit buttons after the users queued a document template to the web for signature. This prevents the users from completing or signing a document template in the client once it has been queued to the web for signature. Resolution: Fixed issue where the document templates initiated in the client, queued to the web for signature, then completed or signed in the client would get stuck in the documents queue on the web. Modified the Document Template screen to not have the Complete, Complete/Print, Sign and Edit buttons after queuing a document template to the web for signature. Document Template screen before queuing a document template to the web for signature: Document Template screen after queuing a document template to the web for signature: 110981: No Type Should be Notified - Add/Edit Active Process Window Expected Result: A warning should be display indicating no type was selected, user should still be able to fill out all the information and create the active process. Resolution: Fixed issue by adding warning message when the active process type was empty to prevent the creation. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 67 of 144 110985: Sequence Number in the Appeal Record Entries Grid is Not Updated after Inserting an Entry Expected Result: User should be able to add new entries in the appeal records grid and the sequence number should be updated. Resolution: Fixed issue where the sequence number in the appeal records grid was not updated after inserting a new entry. 110986: Add Entry and Scan New image to it. Expected Result: User should be able to scan a document in a new entry and the system should not show an error message. Resolution: Fixed issue where a scanning an entry would show an error message, added logic to save the scanned image with a tiff extension and corrected tiff extensions. 110987: Appeals Viewer Displays Incorrect Image when Selecting a Normal Entry Expected Result: User should be able to insert a normal entry and the image of the previous entry should not be displayed. Resolution: Fixed issue where the normal entry displayed the image of the previous entry modifying LoadDocImage to hide the image viewer when there is no document on the current selected entry. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 68 of 144 110989: Adding Related Cases Fails to Update Related Case Audit Log Expected Result: In a case, when related cases are added, the tblRelatedCase audit log should be updated. Resolution: Fixed issue where audit log was not updated after adding a new related case, a refresh was added to the collection class. 111002: Inactive Reject Reasons are Available Expected Result: Inactive reject reasons should not be available when rejecting a pending e-file case. Resolution: Fixed issue where inactive reject reason were shown in the drop-down menu to reject an e-file case. 111005: Retention Management Converted Images Expected Result: The user should be able to view converted images without error. Resolution: Fixed issue where converted images were throwing an error indicating the image was not converted yet, now images are displayed without error. 111016: Add to Current Bond, Information is not Retained Expected Result: User should be able after creating a bond, to add the information to a new bond and the system should retain all the information from the original bond. Resolution: Fixed issue were adding information from an existing to a new bond retains the defendant, depositor, insurance information and the person the bond was assign to. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 69 of 144 111051: PDF/A - Warrant Number Stamps Not Being Applied Expected Result: Any warrant that is imported or scanned to a docket and then associated to an active process should get the warrant number stamped. Resolution: Fixed issue where PDF files were declined for stamping, now PDF files are also stamped after removing the code that declined to stamp PDF files. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 70 of 144 Added Features 15310: PDF/A – Despeckle and Deskew Functions Disabled for PDFA Conformance Documents Request Details: The users would like to prevent the use of the Despeckle and Deskew functions from the Tools Menu for PDFA conformance documents displayed in the Dockets tab viewer. Resolution: Disabled the sub options Despeckle and Deskew from the Tools menu when a PDF document has PDFA conformance. Notice the Despeckle and Deskew Functions are grayed out and disabled: This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 71 of 144 Release 2.9 Service Pack 32 Corrected Issues 110140: PDF/A – Redaction in the Evidence Tab Throws an ImageExpress Error Expected Result: The users should be able to save redactions without causing the document images to disappear and view the original image without receiving any error in the Evidence tab. Resolution: Fixed issue where saving redactions would cause the document images to disappear and trying to view the original image would prompt an ImageExpress error in the Evidence tab. Added logic to determine if the image to process in the viewer is a placeholder or not to proceed accordingly. 110155: Document TimeStamp is Applied to All the Pages when is Set to Stamp the First Page Only. Expected Result: The document time stamp should be applied only to the first page when it is set to do so, by setting the StampFirstPageOnly field to true for the configured ’Endorsement’ in the Endorsements table. If there is no endorsement configured, the time stamp won’t be applied at all. When there is no endorsement configured, the default time stamp will be applied according to the ImprintFirstPageOnly setting located in the Settings table, only if the setting StoreDocumentsAsPdfA is set to false. Resolution: Added logic to apply the time stamp according to the the StampFirstPageOnly setting value from the Endorsements table. Also added logic to make it the priority, not the ImprintFirstPageOnly setting from the Settings table, if the users have an endorsement configured. See the example below of a multiple page file imported when setting StampFirstPageOnly is set to true. Document’s first page: Document’s second page (only the first page was stamped): This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 72 of 144 Requires Admin Configuration. 110220: PDF/A – Warrant Document Saving Without an Extension Expected Result: The document images associated to a case process action should be displayed when selecting its related warrant document in the Dockets tab viewer and saved with an extension value in the database. Resolution: Fixed issue where document images associated to a case process action would not be displayed in the Dockets tab viewer and would be saved without an extension value in the database. See the example below. The warrant document image is displayed successfully: The warrant document image is saved with an extension in the database. 110285: Redaction on TIFF Images in the Dockets Tab Throws an Error Expected Result: The users should be able to successfully save redactions applied to TIFF images in the Dockets Tab. Resolution: Fixed issue where reloading TIFF images during redaction would prompt an error. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 73 of 144 110352: PDF/A - Delete Page from Multiple Pages Docket Entry Only Deletes the First Page Expected Result: The users should be able to delete the page selected when using the ’Delete Page’ functionality under the Tools menu from the images viewer in the dockets tab whether it is the first page or not. Resolution: Fixed issue where a refresh would occur when selecting the Tools menu on the dockets image viewer causing it to go back to the page one, resulting in the delete function performed against the page one and not the page selected by the user. See the example below. Select the ‘Delete Page’ functionality for an intermediate page: After clicking on the ‘Yes’ option in the confirmation window the selected page will be deleted: This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 74 of 144 Added Features N/A This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 75 of 144 Release 2.9 Service Pack 30 Corrected Issues 109690: PDF/A Document Records with TIF Document Extension Value Expected Result: The document extension should not be updated to TIF after any action performed on the document. Resolution: Fixed issue where document extension was updated to TIF, now document extensions will not be modified. 109737: Included Evidence is Not Properly Saved in Appeals Tab Expected Result: Newly added dockets should be saved properly in the appeals tab. Resolution: Fixed issue where evidence added is not saved properly in the create/view record. New dockets or images message will not be displayed when there are no new dockets or images. 109928: PDF/A – ‘Print All Documents’ Functionality from the Dockets Tab Prints Blank Images Expected Result: The ‘Print All Documents’ functionality from the dockets tab should print all documents without printing any blank images. Resolution: Fixed issue where printing all documents from the dockets tab would print blank for PDF images. 109936: Searching a Case Already Open Not Working when Using ‘CTRL + O’ Hotkey Expected Result: The users would like that searching for a case that is already open using the ‘CTRL + O’ hotkey to perform the search displays the searched case without receiving any error. Resolution: Added logic to check and not open a new empty tab when using ‘CTRL + O’ hotkey to search for a case that is already open. 109946: Document Template - Signing as Another User Applies Logged In User’s Signature Expected Result: Users should be able to sign a document template as another user when using the Sign option to select a party’s signature for templates that contain the {Signature} token. Resolution: Made modifications so that the selected party’s signature would be passed to the finalization process when finalizing the form instead of applying the logged in user’s signature. See the example below. Document Template containing the {Signature} token: This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 76 of 144 Generated Document Template after applying the selected party’s signature: 109948: Error Received When Unlinking all Dockets from a Petition Expected Result: User should be able to unlink all docket from a petition if needed. Resolution: Fixed an issue where unlinking all dockets from a petition thrown an error. 109978: Document Templates Routed to Web Retain Highlighted Fields Expected Result: Document templates routed to the web should not retain the text highlighted and should not save template tags in the document. Resolution: Fixed issue where document templates retained highlighted text and template tags, text is no longer highlighted, and tags are not saved to the document when routed to the web. 109991: Null Reference Error when Searching Evidence and Clicking Event Lookup Icon Expected Result: User should be able to search an event when adding evidence search criteria. Resolution: Fixed issue with event lookup icon throwing an error. 110000: Inactive Court Rooms Showing in Judges Calendar This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 77 of 144 Expected Result: Inactive court rooms should not be displayed in the Court Room drop-down list in the Admin -> Calendar -> Judges Calendar screen. Resolution: Fixed issue where inactive court rooms were listed; a condition was added to filter only active court rooms. 110014: Petitions Tab Displays Wrong Related Dockets After Sorting Petition Grid Expected Result: The correct associated docket should be displayed in the selected petition regardless of the row order. Resolution: Fixed issue where dockets were displayed in the same order they were assigned and not from the petition is selected, the correct docket now display after sorting the petition grid and selecting a new row. 110093: Sequence Number Not Assigned on Case Expected Result: The user should be able to create a case and set the date to any prior year date then when finishing the case creation, select “No” in the confirmation dialog for creating a case on a previous date. The system should not finish the case. Resolution: Fixed issue by adding logic that determine if the case was created successfully. If not, the user will remain in the case screen to make modifications. 110095: Case Party Attributes Not Displayed on Case Parties Tab Expected Result: The user should be able to add party attributes to the defendant and they should display on the party detail screen at the bottom right. Resolution: Fixed issue where if no custom template was configure with template key "CasePartyAttributes" + “CourtType” then the case party attributes were not displayed on the party details screen. The system now will look for the template “CasePartyAttributes” instead to display the party attributes. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 78 of 144 Added Features 12971: eFiling Stamps - New Case eFile Stamps Need to be Able to Include Case Number Request Details: After accepting an efile record the user should be able to see the case number in the documents. Resolution: Modified the stamp logic to display the case number if {case} tag is configured in the efile stamp after accepting the efile record. The setting eFileStampAfterAccept must be set to true. 13683: Case Evidence - Ability to Delete Evidence Record When Case Evidence Deleted from Case Request Details: Users would like to be able to delete an evidence record when the case evidence is deleted form a case if no other cases reference the same evidence record. Resolution: Created a new setting called DeleteEvidenceWhenCaseEvidenceDeleted. If this setting is true, when case evidence is deleted from a case, it will also delete the evidence record and storage item record(s) if no other cases reference the same evidence record. Also applied a fix to prevent object reference error encountered when deleting a case evidence record without an associated evidence record. Requires Admin Configuration. 14794: Highlighted Line Corresponds to the Image Presented on Multiple Proposed Order Filings Request Details: Users would like that the selected item on multiple proposed order filings shows highlighted and displays its correspondent image in the Documents queue. Resolution: Modified documents.js script to retain the selected item id and re-highlight after checkboxes are set on multiple proposed order filings. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 79 of 144 Release 2.9 Service Pack 28 Corrected Issues 109566: Issue When Deleting a Date Field in the Charges Tab Expected Result: The user should be able to clear any date field after the user has entered a date by mistake. Resolution: Fixed issue where date fields were not able to be cleared after the user entered a date. Now we can hit the Delete key to clear any date field. 109573: Adding Multiple Seal/Signature/Text Saves Only the Last One Added Expected Result: The user should be able to finalize all the added seal/signatures on a docket without any issues. Resolution: Fixed issue with multiple seal/signatures causing only the last seal/signature to be placed in all locations. 109678: Index not Created When Finalizing Appeals Containing a Normal Entry Expected Result: The document generated after finalizing an appeal record that contains Normal Entries in the Appeals tab should include its own index. Resolution: Text-only Normal Entries do not have an assigned page for their images (because there are no images), which causes an exception when the index is generated. Fixed the issue by adding a check that the page string exists to allow the index to be created. See example of a generated index containing a Normal Entry below: 109724: Error When Deleting a Row in the Document Templates Admin Table Expected Result: The users should be able to delete a row in the Document Templates Admin table by selecting it and then clicking on the Delete icon or using the ‘Ctrl + D’ hotkeys. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 80 of 144 Resolution: Modified code to check for the correct ID field name when deleting a record from the Document Template Admin table. 109728: Docket Displaying Below Docket Image Expected Result: The user should be able to restore a redacted image and it must be displayed in the docket that belongs to. Resolution: Fixed issue where restoring a redacted image display the image of the docket record below the selected one. 109735: The Option to Open a Case Using the ‘Ctrl + O’ Hotkeys Does Not Work Expected Result: The users should be able to press the ‘Ctrl + O’ hotkeys to display the Case Search window and open the searched case successfully. Resolution: Fixed issue where using the ‘Ctrl + O’ hotkeys to open the Case Search window and perform a search would prompt an error causing the search to fail, displaying a ‘Case not Open’ tab. 109740: Closeout Screen – Voided Payments Included in Total Expected Result: Voided payments in a transaction should not be included in the total cash amount in the closeout screen. Resolution: Fixed issue where voided payments were included in the total cash amount, now, voided payments are not included in the total if the void date is the same as the closeout date, if the void date is after the closeout date, the payment will be included in the total. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 81 of 144 109756: PDF/A - Scan and Replace Page on a PDF Document Throws an PDF Error Expected Result: The user should be able overwrite an existing image stored as PDF in a docket by scanning a new page. Resolution: Fixed issue where scanning to a docket to overwrite an image already stored in PDF format was throwing an error. 109757: GetOrdinalSuffix Returns Wrong Suffix Expected Result: GetOrdinalSuffix function used for applying dates to document templates should return the correct suffix. Resolution: Fixed GetOrdinalSuffix function to return the correct date suffix. See an example on how to use it below: Output: 109759: Open New Case While in a Case with the Folder Icon Does Not Work Expected Result: The user should be able to click the folder icon when in a case to display the search window then perform a search and open a different case. Resolution: Fixed issue where in a case the folder icon is utilized to prompt the window search, then perform a search to open a different case and the system throws an error. 109803: CCITT4 Compression Format Was Not Being Forced when Packaging Images for eRecording Expected Result: XML packages for eRecording should save the image with CCITT4 compression format. Resolution: Fixed issue where compression format was non-CCITT4, now the compression format will be forced to be CCITT4 when packaging images for eRecording. 109835: Error Prompted When Using the Deskew or Despeckle Functions Expected Result: The users should be able to select the Deskew or Despeckle functions from the Tools menu in the image docket viewer without receiving any error. Resolution: Fixed issue where selecting the Deskew or Despeckle functions would prompt an error while the setting StoreDocumentsAsPdfA was set to true. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 82 of 144 Added Features 14574: Document Template - Fill LoggedInUserSignature Before Queuing to Another Party to Sign Request Details: The users would like that the LoggedInUserSignature document template token would be filled before queuing a document template to another party to sign. Resolution: The LoggedInUserSignature document template token will use the PartyID field from the DocumentTemplateVersion table, which is now being populated with the PartyID of the logged in user, not the PartyID of the user that initially created and integrated the Document Template. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 83 of 144 Release 2.9 Service Pack 25 Corrected Issues 14295: Case Sequence Numbers Being Skipped Expected Result: Case sequence numbers should not be skipped during the case creation process. Resolution: Fixed issue where for e-Filing and Jail Web Service case sequence numbers were skipped during the case creation process, a check for an already set Case.CaseSequenceNumber was added in the CreateNewCase method to avoid incrementing and skipping a sequence number value. 108968: Marriage License Displays Wrong Party Information Expected Result: After entering information on the marriage license case, in the Marriage Tab the information should remain for each party even though the user switches to any other tab and then come back to the Marriage Tab. Resolution: Fixed issue where after entering information on the Marriage tab for a marriage license case then the user switches to another tab in the case and goes back to the Marriage Tab, the wrong party information was displayed. 109175: Docket Code with ’@’ in the Beginning with Other Text is Not Functional Expected Result: Docket entries should be generated successfully in a case when adding a docket code that has a docket text value set with ’@’ in the beginning with other text. Resolution: Fixed issue where a docket code with ’@’ in the beginning with other text in its docket text value would disappear from the case once the user finishes typing. The ‘@’ symbol in a docket text is used as a text replacement variable. It allows easy entering of free text in a docket entry when that docket code is added to a case. Now docket codes with ’@’ in the beginning with other text will be functional. See the example below: Docket text value: Generated text replacement variable ’@’ in the beginning after entering the docket code and hitting enter: This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 84 of 144 Generated docket entry after entering free text using the replacement variable ’@’ and hitting enter: 109479: Active Process Flasher Remains on Consolidated Case Expected Result: Active process flasher should be turned off when an active process is consolidated to another case, the flasher should be turned on in the case it was consolidated to. Resolution: Fixed issue where the active process flasher was not transferred to the new consolidated case. The active process flasher now turns off when an active process is consolidated to another case, and the active process flasher turns on in the case it was consolidated to. 109673: PDF/A - Error When Choosing to Print Multiple Copies of PDF Documents Expected Result: User should be able to print multiple copies of a multiple pages or single page document imported into Benchmark. Resolution: Fixed issue where downloading multiple copies of a document, only the first copy kept all the content of the document and all the other copies were blank. 109680: PDF/A Functionality - Unintended Redaction Location Shifting in the Documents Expected Result: The users should be able to redact a PDF/A document area using the Freehand, Text and/or Block redaction options without any redaction location shifting after selecting the ‘Save Redaction’ option located in the PDF viewer in the Dockets tab. Resolution: Fixed issues with some PDF documents having left and bottom offsets which affected redactions and annotations. Also fixed issue with height and width of redaction not being calculated correctly resulting in what looks like a small shift; however, it was just a small size reduction. Area selected to redact: This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 85 of 144 Area redacted after selecting the ‘Save Redaction’ option: 109722: Bond Screen - The Bond Type Lookup Shows Shifted and the Issued Date Drop Down is Missing Expected Result: The bond details screen in the Bonds tab should display the Bond Type lookup without overlapping the text field and the Issued Date drop down should be accessible. Resolution: Reverted inadvertent changes in the designer class that were causing resizing of some of the controls. The Bond Type lookup and the Issued date drop down now display correctly. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 86 of 144 Added Features 14295: Fee Type “Filling fee Require Count” can be used as a non-case fee Request Details: Users would like that any fee which its Fee Type is set as “Filing Fee Required Count” and the Court Type is set as “non-case”, should calculate the base amount with a count of 1 and changing the count should update the amount due. Resolution: Added the ability for Fee Types “Filling Fee Require Count” to be used as a non-case fee, this only work if the value of BaseFineAmount = 1 on the fee record, and only works on the FeeBaseAmount on the fee disbursement. It does not calculate based on the CountAtFeeBaseAmount or the FeeAdditionalAmount for additional counts. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 87 of 144 Release 2.9 Service Pack 24 Corrected Issues 17228: Change Event Filter Logic on Case Search Screen Expected Result: Users should be able to see the current and future case events in the Search Screen, when the case related events have a blank court result or when the set court result has its Disposed flag set to false. Resolution: Changed logic in the Search screen so the Disposed flag in the Court Results by Court Type located under the Admin -> Court Types menu controls whether current and future events are shown or not in the event grid. Requires Admin Configuration. 109589: Long Delay Loading Statute Lookup Screen Expected Result: Loading the statue lookup screen should not take an unnecessarily long time. Resolution: Changed the loading of the statute lookup screen to not load all child collections of tblStatute. This eliminates potentially thousands of calls to the database. 109607: Error Encountered when Modifying a CaseList Query with Single Quotes Included Expected Result: Users should be able to include simple quotes when creating or modifying CaseList queries. Resolution: Added MS Replace function to handle single quotes inside of the Query Text field when a new CaseList is created or modified. Example: This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 88 of 144 109623: Judge’s Signature Not Viewable in Pending Documents in Client Expected Result: Documents that are created in web as TIFF and signed by a judge, then reviewed for finalization in the client should not be missing the signature. Resolution: Modified the signature saving process to save as an image instead of a tif. This was an issue caused by the new crystal viewer not displaying tif blob values. 109657: E-Filings Acceptance Loop Expected Result: Users should be able to accept the fillings in Benchmark Resolution: Fixed issue where accepting a filling did not remove it from the queue and it keeps prompting the e-File Review windows in a loop and removes the attached document. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 89 of 144 109660: future Events Not Visible on Search Window Expected Result: Case searches should include future events in the results. Resolution: Adjusted the search query to include results for events that have dates in the future. 109666: PDF/A Functionality - Batch Scanning Would Sometimes Cause Benchmark to Crash Expected Result: The users should be able to create a new Batch Scanning and close the newly created Batch tab without causing Benchmark to crash. Resolution: Fixed issue with PDF Viewer not disposing correctly in Batch Scanning. Find the option to create a new Batch Scanning by clicking on Central Scanning under the Case menu options. 109669: Case List Results Without a Valid CaseID Not displayed In Case List Expected Results: Case list results that have a CaseID column but an invalid CaseID should still display in the case list results. Some case lists that are used for bulk payment processing need to display the results of the records that do not link to cases. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 90 of 144 Resolution: Modified the case list code to only remove case list records if the CaseID in the case list results in a valid case and the logged in user does not have access to the case. If it is not a valid CaseID, the record will still be in the case list. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 91 of 144 Added Features N/A This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 92 of 144 Release 2.9 Service Pack 23 Corrected Issues 103655: Petitions Tab Sorting Not Working on Dependency Cases Expected Result: Users should be able to sort petitions by Petition Type, Petition Date, Disposition or Disposition Date in the Petitions tab grid by clicking on the related column header. Resolution: Added sorting and sorting indicator to all columns in the Petitions tab grid. 109471: Tracking Request Module Not Showing Evidence Requests Expected Result: Users should be able to see Evidence Requests in the Request Module. Resolution: Fixed Issue where Request Module was not showing the Evidence Requests. 109476: Document Template Tag {SignatureDate} not Showing the Date Expected Result: Users should be able to see the signature date when this tag is added in a document template. Resolution: Fixed issue where {SignatureDate} field not showing the value. 109485: Benchmark Freezes When the Party History Tab is Selected Expected Result: Users should be able to select the Party History tab without Benchmark getting frozen. Resolution: Removed the loading of party history on a thread. 109560: Error Mailing Word Documents Expected Result: Users should be able to see and email old word forms without any issue from the Dockets tab. Resolution: Old word forms are now visible in the image viewer and can be emailed from Tool -> Send Email option. • • • • Fixed issue with word documents not being emailable, will now insert a PDFA attachment. Old word forms docket confirmation pop-up window will now show above Word application. Old word forms will not prompt to save when trying to exit, file is now read from disk instead of copying to a separate location. Old word forms will now convert to PDFA on docketing. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 93 of 144 Added Features 14400: PDF/A Functionality - Ability to Scan with Twain 32bit Request Details: Users would like to be able to scan with the Twain 32bit driver. Resolution: Added new executable file: AccusoftTwain32.exe, that will spawn off if scanning using the 32bit Twain driver is needed. Also added new application setting in the CourtWin.exe configuration file: Force32BitScanning, if this is set to "true" it will use the new process to scan. 14402: PDF/A functionality - After Complete/Signing Document Template Make It Read Only Request Details: Users would like that after completing or signing a document template it would be a read only file. Resolution: After signing or completing a document template force PDFA conversion as Ghostscript will convert to a read-only PDFA. 14403: Adding Signature/Text/Seal to PDFA Does Not Make Background Transparent Request Details: Users would like the background to be transparent when adding Signature/Text/Seal. Resolution: Adding Signature/Text/Seal will make white background transparent before displaying and applying to PDFA. 14473: PDF/A – Redaction/General Enhancements Request Details: Add additional annotation and redaction options. Resolution: Added ability to add freehand redactions and text selection redactions on PDFs. These can be toggled on or off. Removed the option to remove annotations for Stamps/Seals (this option is only for redactions). Added ability to view PDF Viewer toolbar on the bottom if the .config file as an appSetting PDFViewerDisplayToolbar set to ‘True’. This toolbar is also used for a document template PDF Viewer that shows on the bottom. (Default Value is ‘true’) Fixed an issue with bookmarks not transferring over on PDFs after stamping. Bookmarks and thumbnails are viewable in the toolbar options. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 94 of 144 Fixed issue where some redactions on pages too far apart from the current page could no longer be moved. Fixed issue where certain actions would move the user back to the first page after re-loading the PDF> It will now keep the user on the same page when the document re-loads. Moved PDFViewer search to the bottom. Removed many unnecessary files from the PDFViewer. NOTE: The toolbar is hidden when redacting because the system does not support changing zoom levels during the process. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 95 of 144 Release 2.9 Service Pack 21 Corrected Issues 108255: UCR Tab Does Not Refresh When Switching Tabs Expected Result: UCR tab should refresh when user leaves the tab and return to it. Resolution: Fixed issue where UCR tab would not refresh when switching tabs. 109452: Sequence Number Should be Requested Only One Time During Case Creation Expected Result: Case Types set to Manual Assign Case Number should prompt the user to enter a sequence number only one time when creating a new case. Resolution: Fixed issue where user was required to enter a sequence number when the case sequence number had already been entered. 109468: Active Checkmark not Working in Party Address Expected Result: Users should be able to checkmark the desired active address when editing party information form the Parties tab without receiving an error. Resolution: Fixed issue where users would receive an error message when checking an address as active while editing the party information form the Parties tab. 109470: Generating Old Word Forms caused Benchmark to Close Expected Result: Users should be able generate the old-style Word forms in the client and benchmark should not stop executing. Resolution: Fixed issue where generating the old-style word forms in the client causes Benchmark to stop executing and close. 109473: Appeals Evidence Not Importing into Finalized Appeal Expected Result: Users should be able to add the evidence into a new appeal and view the images into the appeals tab. Resolution: Fixed issue where evidence images are no viewable in appeals tab. 109503: Image Viewer Window Caching Issue Expected Result: Image in the Image Viewer should clear when moving to a new docket line. Resolution: Added the method to clear the PDF viewer to the LoadNothing procedure. The image is now cleared when selecting the new docket line. 109511: Credit Card Transaction Post Document Preview Blank Expected Result: After posting a credit card transaction the document preview pop-up displays the document content. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 96 of 144 Resolution: Fixed issue where document preview shown after posting credit card transaction displays a blank screen. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 97 of 144 Added Features 13508: Add Ability to Send Documents Serviceable as a Link to the Document Request Details: Add ability to send documents serviceable as a link to the document rather than sending it as an actual attachment when using Benchmark emails. When the document is retrieved using the document link, mark the document as serviced. Resolution: Added UseEmbeddedDocumentLinkWithinEmailBody setting. When set to true, documents serviceable will be sent as a link to the document rather than an actual attachment when using Benchmark emails. When the document is retrieved using the document link, it will be marked as serviced in the audit records stored in the Case Document Service table from the database, by updating the Service Complete Date value to the datetime that the link was used. Requires Admin Configuration. 13657: Integrate Client with EMV Reader/Pay Pal Device Request Details: User should be able to utilize Pioneer Payments payment processing functionality with EMV Reader/Pay Pal Device Resolution: Added ability to configure Pioneer Payment Device (EMV Reader), new payment provider needs to be set up in tblPaymentProvider on the EndPoint field utilizing the API URL set up following Pioneer Payment API Integration guide. • • • • Added logic when selecting a case and adding the payment type configure with the new payment provider the system will launch the payment portal and initiates the EMV reader to be ready to insert and process a Card. Added logic to validate if the transaction is completed. o if the charge was declined a message will be displayed to the user indicting the reason for the failure o if the charge was successful, the receipt will complete the processing. After the transaction is successful the reference number is imported into benchmark. Adde logic in payment portal to validate If the user tries to close out of the payment portal window too early, the system will display a warning message. Added logic in payment portal to shows a message box confirming that the payment was confirmed and that it is safe to close out of the payment portal window. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 98 of 144 Note: Paypal software needs to be installed following the instructions that comes with the reader. Requires Admin Configuration. 14297: Add Comments Field to Records in Notifications Tab Request Details: Users would like to be able to enter comments on a notification using the grid in the Notifications tab. Resolution: Added a Comments field in the Notifications tab grid. 14361: Docket Codes with PromptDialogue Prompt When Added Via Form Generation Request Details: Forms that create an auto-docket when printed should display a message box with the value of the form´s associated docketcode has in the PromptDialogue Field. Resolution: Added logic to display PromptDialogue text to user when generating forms with a docket code that has PromptDialogue text. 14377: Add Duplicate Check When Adding Payment to Transaction Request Details: Users would like a prompt added when a duplicate payment is added. Resolution: OK button is set to default, pressing the Enter key behaves as clicking the OK button. Added a message to the cashier screen to use “Add” only when adding another payment. Added a duplicate payment message if the payment is duplicate. If the user selects Yes, the payment will be added. If the user selects No, the payment will not be added. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 99 of 144 14381: Add Ability to Add Marriage and Party Fields to ‘MUNI’ General Header Request Details: Users would like to add case marriage, party, party name, and party address fields to the ‘MUNI’ general header. Resolution: Added the ability to add case marriage, party, party name, and party address fields to the ‘MUNI’ general header. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 100 of 144 Release 2.9 Service Pack 20 Corrected Issues 108297: Citation Grid QA Template Not Honoring Read Only Mode Permissions Expected Result: Users with read only permissions should not be allowed to use the Lookup button and F12, neither to use the Delete key in the citation grid QA template. Resolution: Added logic to prevent users with read only access from being able to click the lookup button, press F12 to launch the lookup, or press the Delete key to delete a value from a field in the citation grid QA template. 108394: Allow Multiple Option on Fee Not Working Properly Expected Result: Users should not be able to add a fee if it is already added on the case and the AllowMultiple property of the added fee is set to false. Resolution: Added logic to not allow users to add a fee if it is already added on the case and the AllowMultiple property of the added fee is set to false. Requires Admin Configuration. 109316: Date Displays as 01/01/0001 After Blank Date is Edited and No Date Entered Expected Result: Date field should display as blank after editing blank date. Resolution: Added in a refresh row after leaving the date field. If the date field is null, it will display as blank rather than displaying as 01/01/0001. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 101 of 144 Added Features 13011: New Document Template Tag for Related Cases Request Details: Add in a document template tag with the ability to list related cases. Resolution: Added 2 new tags to be added to a table in a document template, {[Related Case#]AllRelatedCase.CaseNumber} and {[Related Case Style]AllRelatedCase.CaseStyle}, they can be use as shown below to list the case number and case information. It can list parent and child cases information. Related Case Number {[Related Case#]AllRelatedCase.CaseNumber} Related Case Style {[Related Case Style]AllRelatedCase.CaseStyle} Requires Admin Configuration. 13529: Suppress Auto Print of Receipt When Posting Bond with Money Request Details: Add ability to control whether receipt is printed or not when a bond is posted with cash. Resolution: Added new setting PrintBondPostReceipt. When set to true, the user will be prompted to confirm printing the receipt. When set to false, user will not be prompted to confirm printing the receipt and it will not be printed. Requires Admin Configuration. 14206: Upper Case All Marriage License Fields Request Details: Add ability to control if the data should always be entered as upper case for the values entered in on the Marriage License tab. Resolution: Added new setting UpperCaseMarriageLicenseFields. When set to true, all data will be entered as upper case regardless of the user using the Shift or Caps Lock key while entering it. When set to false, data will be saved as user types in the information. Requires Admin Configuration. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 102 of 144 Release 2.9 Service Pack 19 Corrected Issues 18918: Access to Secured Cases (Confidential, Expunged and Sealed) Issue Expected Result: Users without rights to view confidential, expunged, or sealed cases should not be able to view them. Resolution: Added logic to disallow users without proper rights to view confidential, expunged, or sealed cases. Requires Admin Configuration. 108331: PDF/A Functionality – Multi Page Scanned Documents Page Format Not Working Properly Expected Result: The first scan to an empty docket should create TIFF files, even though StoreDocumentsAsPdfA setting current value is set to true. Resolution: Fixed issue where first scan to an empty docket would create a PDF file instead of TIFF files, when StoreDocumentsAsPdfA setting was set to true. Requires Admin Configuration. 108337: PDF/A Functionality – Issue Appending Image to an Existing Document Expected Result: Users should be able to append image to an existing document successfully. Resolution: Fixed issue with appending/inserting/replacing to existing document. If the existing document is TIFF and importing a PDF, tiffs will be converted to PDF and then PDF appended/inserted/replaced. IF the existing document is PDF and scanning, scanned TIFFs will be appended as PDF pages. 108528: PDF/A- Insert Page Before Current Page Inserts Only First Page Expected Result: Users should be able to insert all the pages when choosing Insert Page(s) Before Current Page. Resolution: Fixed issue with page actions for PDFs with multi page scanned documents would not import all scanned pages. 108767: Adding Clerk Seal to PDF is Throwing an Error Expected Result: The user should be able to add a seal annotation to a PDF document when working with dockets. Resolution: Fixed issue with adding clerk seal signature image to a PDF document. Image object was being disposed. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 103 of 144 108835: Document Stamp is Being Cut off when Printing Expected Result: Users should be able to print document and stamps remain in the document without been cut off Resolution: Fixed issue with printing process cutting off document stamp for PDFs so now depending on default printer margins nothing gets cut off. 109051: Docket Check-In Times Modification Expected Result: Users should have the ability to select multiple cases and edit all check-in times at the same time. Resolution: Added extra variable to SetCheckInField to update each row instead of just the first one. 109054: Document Template Temporal Files Open Only as PDF Expected Result: In the document template screen, the user should be able to open document temporal files in a word or PDF format depending on their needs. Resolution: After complete, two options are displayed, the user can open the document in PDF or Word format by clicking on ‘As PDF’ or ‘As Word’ options respectively. 109245: PDF/A - Error Generating Receipt Image Expected Result: Users should be able to see the generated receipt image, successfully attached to the receipt docket after cashiering. Resolution: Fixed issue where sometimes Ghostscript would crash when generating a PDFA, related to FastWebView. 109249: Electronic Signature is Stripped off from Document Expected Result: Electronic signature should stay in document when viewing from benchmark client. Resolution: Fixed issue with electronic signature not been supported by Benchmark client. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 104 of 144 Added Features 13837: Copy DL Number from Case Tab Request Details: Users would like to be able to copy the defendant’s Driver’s License number from the case tab. Resolution: Added the ability for users to copy a case defendant’s DL number from the case tab menu. User must have new right CopyDriversLicense to view and use this case tab option. If this right does not already exist after updating, use the SQL file F13837_InsertRight.sql located in the 1_SQLUpdateScripts>OptionalRights folder of the download package to add it. Requires Admin Configuration. 13059: PDF/A - Appeals Generation Request Details: Update the Appeals process to support PDF/A documents. Resolution: Added the ability to handle PDFs in Appeals generation. This will apply to appeals created when setting StoreDocumentsAsPdfA is true. Also added column PageCount to tblDocument so images do not need to be pulled during appeal generation to support these changes. Requires Admin Configuration. 14277: Add Properties for Auto-Compliance Base Date to be Based on Docket Date Request Details: Add properties to CaseCompliance so that base date for auto-compliances can be based on the docket date of the docket that created the compliance. Resolution: Added RelatedDocketDate and RelatedDocketDateWithRequiredByYear properties. These new properties will only be used if auto-compliances are configured to use them. See result of have each of them configured as base date below: This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 105 of 144 Requires Admin Configuration. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 106 of 144 Release 2.9 Service Pack 17 Corrected Issues 19510: Error Accepting Pending Case Expected Result: User should be able to Accept Pending cases then case number should be assigned and status change from pending to open. Resolution: Fixed issue were accepting pending cases did not assign case number neither change status from pending to open. 107547: SQL Roll Back Error Encountered During Receipting Expected Result: Users should not get any errors from the Docket tab during receipting which results in saving partial data to the fees and checks. Resolution: Added fix to prevent the error thrown from the docket tab that caused the SQL roll back error. 108245: Document Template does not Apply AKA information Expected Result: User should be able to apply the document template tag CasePartyAddressAKALabel and pull AKA information into the template. Resolution: Fixed issue where system prevent AKA names from populating in the template tag. 108448: Errors During Save on Non-Benchmark Admin Tables Expected Result: User should be able to save new records in non-Benchmark admin table without getting errors. Resolution: Fixed issue were saving new record in non-Benchmark admin table thrown errors. 108849: Document View Resets to Page 1 after Finalize Each Redaction Expected Result: User should be able to redact multiple pages at the same time. Resolution: Added ability to add multiple blocks of redactions on multiple pages and finalize after complete. 108860: Edit Source Table While Importing Payment Expected Result: Users should be able to edit the source table successfully in the payment file. Resolution: Fixed issue where editing source table in the payment file case would throw error. 108963: Deferment Fields on Prosecutor Tab Not Saving Expected Result: Deferment Status field on the prosecutor tab should not be reset when moving to a different charge. Resolution: Fixed issue where Deferment fields would reset when moving to a different charge. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 107 of 144 109042: Notification Type Editor Sets LastRunDate When Editing Schedule Expected Result: The LastRunDate should never be set to the current date time when using the notification editor. Resolution: Modified the notification editor to not set the LastRunDate. Also modified the edit screen to not update the CreateByUserID and CreateDate every time the notification is edited1 and to set the ModifyByUserID to the logged in user. Modified the admin screen to display the LastRunDate as date/time field instead of just a date. 109062: Latency Loading Charges Tab Expected Result: Use should not expect a long time to load charges tab. Resolution: Fixed issue where loading time takes too long when navigating to charges tab. 109082: Templates with Multiline Wrapped Spaces are no Longer Wrapped when Converted to PDF Expected Result: User should be able to use underlines, spaces or tabs in document templates to wrap multiple lines. Resolution: User has 2 options to make this work: If the user wants to use underline tabs to wrap multiple lines, the user must load a word document from the edit Template Screen. If the user wants to use/edit underline tabs/spaces to wrap multiple lines in existing templates, the user can make changes using the client editor. Before printing the template, the user needs to click the option “Edit”, then the option “Complete/Print” in order the conversion to PDF works. 109150: Duplicate Weapons License Number on Case Expected Result: When two users with the same case open retrieve a weapons license number for the case, the system should prevent assigning double weapons license number to the case. Resolution: The system will prompt an error if a weapons license number has been already assigned to the case by another user. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 108 of 144 Added Features 13390: Add Logic to View/Print Single Page PDF Files on Docket as Multi Pages PDF File Request Details: Add logic to view and print single page PDF files on a docket as multi-page PDF file while in read only mode and if all documents on a docket are PDF files. Resolution: Added logic to view and print single page PDF files on a docket as multi-page PDF file if all documents are PDF and while viewing/printing in read only mode. Read only mode will be determined by the value set in the ReadOnlyImagePath setting. Requires Admin Configuration. 13704: Add Repeating Table to Display Party Listings with Their Assigned Attorneys Request Details: Add ability to show party listing with their assigned attorneys in columns, so they show next to each other in document templates. Resolution: Added two new properties: AttorneyDisplayNames and AttorneyProperNames, which can be included on a repeating table to display party listings with their assigned attorneys in document templates. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 109 of 144 Release 2.9 Service Pack 16 Corrected Issues 18419: Process Action Reasons Ignores Active Check Box Expected Result: When unchecking a Process Action Reason’s Active check box in Lookup table, it should not appear as an option after clicking the Lookup box for Reason(s) when adding an Active Process. Resolution: Fixed issue where Process Action Reason set to inactive would still appear as an option after clicking the Lookup box for Reason(s) when adding an Active Process. 108174: Configured Auto Dispositions do not Update if CourtResult Field is Populated. Expected Result: The auto disposition records should update all fields that are configured to do so and are not populated, regardless of the CourtResult field being populated. Resolution: Fixed issue where auto disposition rules set up to populate CourtResultDate and other fields on tblCaseEvent would not update. Requires Admin Configuration. 108297: General Header QA Templates on the General Tab Not Honoring Read Only Mode Permissions Expected Result: Users with read only permissions should not be allowed to use Lookup button and F12, neither to use delete key to change any data. Resolution: Fixed issue where General Header QA Templates on the General tab, allow using the lookup icons or F12 to change a value when in read only mode. 108333: PDF/A Functionality – Stamping not Working as Expected Expected Result: Users would like to stamp documents and the system keeps a record of the stamps. Resolution: Fixed issue where stamping was not happening. 108376: PDF/A - Sending Multipage PDF to ERecord Duplicates Text Expected Result: The text in the multi-page PDF that is sent to eRecording should not get duplicated. Resolution: PDF document text will no longer duplicate when sending to eRecord. 108408: Landscape Orientation in Document Templates Printing as Portrait Expected Result: Users should be able to print Document Templates using landscape orientation in page layout configurations. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 110 of 144 Resolution: Document template will now use PDF viewer when completing the template so that it will support landscape configurations. 108516: PDF/A – Error Thrown when Retrieving Document with Stamps. Expected Result: Users should be able to retrieve documents with stamps without any errors prompting through this process. Resolution: Fixed issue where errors were prompting when retrieving document that contains stamps. 108523: Error Loading PDF Viewer Expected Result: Users should be able to load PDF viewer without any issues. Resolution: Fixed issue with CefSharp will now work with AnyCPU and specific platform builds (x86/x64). 108579: Error Messages When Generating Document Templates Expected Result: Users should be able to generate document templates without any errors prompting through this process. Resolution: Fixed issue where errors were prompting when generating document templates. 108710: Release Cash Bonds Not Prompting to Attach Image to Bond Check Expected Result: Users should get prompted to attach an image to the bond check. Resolution: Fixed issue where users are unable to attach an image to a bond check. 108832: Citations Scanned into Batch are Not Showing Expected Result: User should be able to view scanned images in the image viewer when opening a citation entry which image was scanned into batch. Resolution: Fixed issue where scanned image would not show in the image viewer when opening citation entry which image was scanned into batch. 108850: PDF/A - Printed Documents Are Not Clear Expected Result: Users should not get blurred printed documents. Resolution: Changed PDF Viewer print resolution from 150 to 300. 109079: Complete/Print for Document Templates not Printing Expected Result: User should be able to click Complete/Print button in document templates then the system prompts a pop-up message to select the printer to use. Resolution: Fix issue were clicking Complete/Print button in templates was not prompting any message to complete the printing process and select the printer 109080: Popup Viewer Not Working for PDF Documents This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 111 of 144 Expected Result: Popup viewer should work as expected for PDF documents. Resolution: Fixed issue where popup viewer would not function for PDF documents. 109081: Appeals Erroring out Sometimes When Using the Appeals Viewer. Expected Result: User should be able to use the Appeals Viewer without getting an error message. Resolution: Fixed issue where sometimes Appeals viewer would not have a record of where to get the image which would cause an error. 109083: Document in eFile from the Portal Becoming Unreadable when Converted to PDFA Expected Result: Document in eFile from the portal should be viewable in client. Resolution: Fixed issue where the system converts an import to PDFA even though document was already in PDFA format. 109084: Some PDF Documents Cannot be Redacted Expected Result: Users should be able to redact Pdf documents without any issue. Resolution: Fixed issue where redacting certain text in some documents would fail because of not being able to determine the font. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 112 of 144 Added Features 12589: Add Ability to Determine the Order that Waives are Applied to a Payment Plan Request Details: Add ability to waive fees on a payment plan from the front of the payment plan, reducing the amount due for the upcoming part of the payment schedule. Resolution: Added new setting PaymentPlanWaiveOrder that allows users to determine the order that waives are applied to a payment plan. When setting value is set to zero, waives will be applied to end of payment plan schedule. When setting value is set to one, waives will be applied to the upcoming part of the payment plan schedule. Requires Admin Configuration. 12688: Add Logic to Show Multiple Charges in the Citation Verification Screen. Request Details: Add a section for each of the case charges in the citation verification screen to display them simultaneously. Resolution: Added logic to show multiple charges in the citation verification screen. 13713: Add Ability to Update Judge Simultaneously on Multiple Events Via Court Docket. Request Details: Add ability to select multiple types of events and assign them to the newly selected event judge simultaneously via Court Docket. Resolution: Added ability to select multiple types of events and assign them to an event judge simultaneously via Court Docket. 13387: Add HTML Editor for Message Body in Email Request Details: Add HTML editor to the Notification Type edit screen to format the message. Resolution: Added HTML Editor to the Notification Type message body. 13392: Notice to Appear Does Not Update Docket Text for Parties Request Details: Add ability for all forms with a QueryKey that contains “NoticeToAppearCaseEvent” and has prompts for which parties to print the notice for to include the parties in the docket text. Current functionality only includes the parties included in the notice if the QueryKey equals “NoticeToAppearCaseEvent”. Resolution: Added ability for all forms with a QueryKey that contains “NoticeToAppearCaseEvent” to include the parties the notice was printed for in the docket text. Requires Admin Configuration. 13430: Add OptIn Field to tblPartyPhone This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 113 of 144 Request Details: Add an OptIn field to tblPartyPhone. Add a check box to the Party Phone screen for users to manually toggle the OptIn flag on or off. Resolution: Added OptIn field to tblPartyPhone. Users can manually control which phone opted in/out to receive notifications. 13431: Add OptOutDate Field to tblPartyPhone Request Details: Add an OptOutDate field as a Date Time field to tblPartyPhone. Resolution: Added OptOutDate field to tblPartyPhone. If OptIn checkbox is checked, the OptOutDate will be empty. If OptIn checkbox was not previously checked before, the OptOutDate will be empty but, if manually unchecked the OptIn, it will make OptOutDate field have a date. 13539: User Defined Column Order Request Details: Users would like the ability to order columns based on the user preferences. Resolution: Users can now move columns of the Compliance and Active Process grids on the General tab. The column order will be preserved the next time a user accesses a case. 13660: Add Deferment Fields to CaseChargeRecommendation Request Details: Add Prosecutor Deferment fields to tblCaseChargeRecommendation table. Resolution: Added ProsecutorDefermentDate, ProsecutorDefermentEndDate, ProsecutorDefermentType, ProsecutorDefermentStatus fields to tblCaseChargeRecommendation table. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 114 of 144 Release 2.9 Service Pack 14 Corrected Issues 17039: Payment Plan Case Records Gets Deleted When Fees Removed Expected Result: When deleting fees from a payment plan, the payment plan case record should not get deleted after all the fees are removed. Resolution: Fixed issue where the payment plan tab disappears after deleting the fees. 21325: New Case Screen Case Type Box Disappears Expected Result: The case type box should re-appear after a court type that has case types is selected when creating a new case. Resolution: The case type box is now made visible if the selected court type has case types. 104028: Case Style Not Updating on Case Tab Expected Result: The tool tip text on the case tab should refresh and display the correct text when navigating through cases using the next and previous buttons on the case toolbar. Resolution: Fixed issue where the tool tip text doesn’t update when navigating through cases. 107343: Error When Opening a Probation Case That is Transferred. Expected Result: When a case is transferred to a probation case and opens it, the users should not get any error. Resolution: Fixed issue where error would throw when opening a probation case that is transferred. 107591: Duplicate Cases Being Created as 000000000 Expected Result: When a user creates a new case and cancels the case, the system should discard the unfinished information and should not create a case with sequence number of 0. Resolution: Applied changes to make sure the case was being deleted and corrections for issues happening when the CaseCharge would be deleted and leave orphan Citation records around. 108254: UCR Tab Does Not Refresh When Navigating through a List Expected Result: The UCR tab should refresh when navigating through a case list. Resolution: Fixed issue with UCR tab not refreshing when navigating through a list. 108265: List Action to Add Event Does Not Add Event to All Selected Cases. Expected Result: The Add Event list action should add the selected event to all the selected cases. Resolution: Fixed issue where list action to add event would not add the event with some compliance types. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 115 of 144 108288: Notifications Not Updating When Switching Tabs Expected Result: Notification’s tab should update when switching tabs of a case. Resolution: Fixed issue where notifications tab was not updating when switching tabs of a case. 108336: Error Importing PDF/A Expected Result: Users should not get out of memory error while importing an image. Resolution: Changed AccuSoft dlls for 64-bit to build Benchmark as 64-bit. 108433: Error Running Crystal Forms and Reports Expected Result: Reports generation using Crystal Runtime not working. Resolution: Issue fixed Updating Crystal Reports to version 13.0.30.385 64bit. 108483: Unable to set Provisions fields as Read Only Expected Result: When setting a certain Court Type or Case Type to read only the provisions fields should not be editable. Resolution: Fixed issue where provisions field under sentencing tab cannot be set as read only as the rest of the fields when setting a specific Court Type or Case Type to read only. 108613: The Tracking Management screen takes a long time to load after the new Evidence fields were added to the Unassigned Items section of the screen. Expected Result: The load speed of the Tracking Management screen should not take so long with the addition of the Evidence fields. Resolution: Added performance improvements for how evidence information is captured when loading the Unassigned Items section of the Tracking Management screen. The load speed is now comparable to what it was prior to the new evidence fields being added to the Unassigned Items screen. 108665: Law Firm is not Displayed under Law Firm Column in the Check Queue. Expected Result: “Law Firm Column” should display the Party Type of Attorney. Resolution: Added setting PullLawFirmFromForeclosureAttorney. If the setting is unchecked, then information is displayed in the Law Firm Column in the Check Queue. If the setting is checked, the no information is displayed. 108712: Bond disbursement information displaying irrelevant information Expected Result: Users should not get $0 paid fee entries under the Bond disbursement information. Resolution: Fix issue where $0 paid fee entries shows under the Bond Disbursement information. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 116 of 144 108793: UCR Tab Shows Field Twice Expected Result: Fields in the UCR tab should not show multiple times when user clicks on Next/Previous case. Resolution: Added logic to remove column headers during the setup of the UCR grid. 17228: Change Event Filter Logic on Case Search Screen Expected Result: The Disposed flag should control if an event is displayed or not in the event grid on the search screen. Resolution: Disposed flag located in Admin -> Court Types -> Court Results By Court Type controls whether events are showed or not in the event grid on the search screen. Requires Admin Configuration. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 117 of 144 Added Features 13494: Add New Field to Client ProsecutorDefermentStatus Request Details: Add a new field DefermentStatus to the charges screen on the Prosecutor section. Resolution: Added a new field to the Prosecutor tab on the charges screen. 13495: Add New Field to Client ProsecutorDefermentEndDate Request Details: Add a new field DefermentEndDate to the charges screen on the Prosecutor section. Resolution: Added a new field to the Prosecutor tab on the charges screen. 13505: Active Process Closure Warning Request Details: Cases with outstanding active processes should warn users that attempt to close them Resolution: If a case has at least one outstanding active process, the standard case-close warning is replaced with a new message warning about the active processes. 13545: Display Edit Defendant Button on All Cases with Charges Request Details: Users would like to have Edit Defendant button available on any cases with charges, not just those with citations. Resolution: The Edit Defendant button is now available on all cases with charges. 13651: Add UnsubscribeDate Field to tblPartyEmail Request Details: Add an UnsubscribeDate as a Date Time field to tblPartyEmail. Resolution: Added UnsubscribeDate to the user control Party Email grid. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 118 of 144 Release 2.9 Service Pack 12 Corrected Issues 108580: Add Payment Button Cutoff Expected Result: The pop-up menu to add a payment to a transaction needs to be better formatted. Resolution: An error that caused buttons in the Add Payment menu to be too low on the pop-up menu has been fixed, and correct formatting has been restored. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 119 of 144 Added Features This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 120 of 144 Release 2.9 Service Pack 9 Corrected Issues 20848: Purged Docket Images Set Page Count to Zero Expected Result: Total removal of images from a docket should correctly set the page count of the docket to zero to prevent issues with indexing. Resolution: Removing all images from a docket will now correctly set the page count to “0 of 0” rather than “1 of 1”. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 121 of 144 Added Features This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 122 of 144 Release 2.9 Service Pack 8 Corrected Issues 104003: Adding Long Address to Party Error - 2.9 Expected Result: Users should not get an error when adding a long address to the party. Resolution: Modified the address length to 255 characters. 108282: Delete Docket Not Working Expected Result: Delete Docket icon in the Dockets Tab should delete the docket selected. Resolution: Modified the code to look at the case.CaseDockets count rather than the local CaseDockets collection. 108287: Notifications Tab - Does Not Refresh When Navigating Through a List v2.9 Expected Result: The Notification tab should refresh when navigating through cases in a case list. Resolution: Fixed issue where notification tab records are not being refreshed when navigating through cases. 108335: PDF/A functionality - Can’t print from docket tab Expected Result: Users should be able to print TIFFs from the Docket tab. Resolution: Fixed issue where printing from Docket tab for TIFFs was not printing. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 123 of 144 Added Features 10740: Docket Active Emails / Select All Request Details: Users attempting to email case documents should only see active emails. They should also have a select-all option in the event one party has many active emails. Resolution: The Send Email tool in a case’s Documents tab will now only show active party emails. A select all function has been added whenever a party has more than one email. 13332: PDF/A – Add Ability to Hide Individual Pages on Multi-Page PDF/A Request Details: Add the ability to hide individual pages on a PDF/A document. Current functionality only allow hiding all or none of a multi-page PDF. Resolution: Added new column ‘HiddenPages’ to tblDocument to store pages that are hidden for PDFs. The Document Viewer now has a “Hide Page” button to remove individual pages, and an “Un-Hide Page” button to restore previously hidden information. 13388: Notification Tab Comment Field Request Details: Users need to be able to add comments to information added to the Notifications tab of a case. Resolution: A Comments field has been added to the Notifications tab of cases. This field has also been added to the Field Default table. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 124 of 144 Release 2.9 Service Pack 7 Corrected Issues 107359: Auto Email Custom From Address Expected Result: Automatic Emails should be sent configured with the Email Type’s FromAddress value. Auto Email attachments should be sent with a filetype. Resolution: Added new setting SmtpAllowCustomEmailFrom. If this setting is true and an autoemail’s Email Type has a configured FromAddress, then the sent email will be sent from the FromAddress address. Note: The relay server must allow the custom FromAddress, or an error will be thrown. If the setting is false, then emails will use setting SmtpFromAddress as the from address. If SmtpAllowCustomEmailFrom is false and an auto-email’s Email Type has a configured FromAddress, then the sent email will use setting SmtpFromAddress as the from address and the Email Type’s FromAddress as the ReplyTo address. If one of these relayed emails are replied to, they will reply to the Email Type’s FromAddress. Also fixed an issue where PDF Auto Email attachments would not send with a file extension. SmtpAllowCustomEmailFrom is false: 107769: Read-Only Party Details Selection Box Disappears This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 125 of 144 Expected Result: The read-only Party Details selection box should not disappear when the selection is changed and should not be able to delete the values in read-only mode. Resolution: Corrected display issues when in read only mode and added preventions for being able to use the delete key to delete values while in read-only mode. 108118: Info Column Resizing Expected Result: The info column that displays icons next to each docket entry should be resizable to accommodate more icons. Resolution: Unlocked the info column to allow resizing so all icons can be viewed. 108144: Editing Notes Set To View Only Expected Result: User roles with the right ‘View/Edit Prosecutor Notes’ set to ViewOnly should not be able to edit the prosecutor notes or note titles. Resolution: Added code checks to check the rights of the user when attempting to edit notes and note titles. 108148: Deselecting Deactivated Attorney Resets Status Expected Result: Deselecting a deactivated attorney’s ATT code on a case should not reactivate the attorney. Resolution: Fixed an issue where deselecting a deactivated attorney’s ATT code on a case would reset the attorney’s status. 108177: PDF/A Viewer Rapid Change Error Expected Result: Rapidly changing between images in the PDF/A image viewer should not cause an error within the viewer. Resolution: Fixed an issue where rapidly changing the image in the PDF/A image viewer would cause an error within the viewer. 108198: Report Printing Extra Cases This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 126 of 144 Expected Result: Printing reports from case lists should not print unselected cases. Resolution: Fixed an issue where printing reports from case lists would print hidden or filtered case entries in the list. 108246: PDF/A Image Viewer - Docket Click and Arrow Key Selection Causes Viewer Mismatch Expected Result: Image in the Viewer shouldn’t be mismatched when a user selects a docket and change it quickly using arrow keys. Resolution: Added a semaphore to loading of PDF that will load them in sequence every time. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 127 of 144 Added Features 11832: Add Checkbox for Victim Impact Panel to Traffic Sentencing Screen Request Details: Users would like to have a new check box for Victim Impact Panel to the traffic sentencing screen that adds/removes a sentence provision to the case charge when checked/unchecked. Resolution: Added method that handles check box change for VIP similar to ADI and BDI. 13032: Statute Attributes Request Details: Some users need to have access to tables to monitor and update various state statutes. Resolution: A new Statute Attributes table has been added to Benchmark’s Admin menu. This new table allows administrators to add state statutes and edit their court/case types, effective dates, and values. 13057: PDF/A Image Manipulation Request Details: Update the new PDF/A image viewer to support the previous viewer’s image manipulation functions. Resolution: Added support for image manipulation functions in the new PDF/A image viewer. • • • • • • Added PDF support for Deskew and Despeckle Added stamping functionality using tblEndorsement for PDF stamps and floating stamps Added PDF support for redactions, which will remove the underlying text behind the redaction Added PDF support for page reorder, page/document movement, and page/document deletion Added support for Fit to Height/Width and Default Fit to Height/Width for PDFs in the new viewer Added PDF support for Split to New Docket 13428: Notification Tab in Client - Add Crud Rights for Adding, Updating, and Deleting from the Case Notification Tab Request Details: Add a new crud right for CaseNotifications. Resolution: A new crud right is created, add it to any roles that will need to have access to update the notification tab. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 128 of 144 This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 129 of 144 Release 2.9 Service Pack 5 Corrected Issues 107912: Appeals Record Bookmarks Expected Result: Generate Appeals documents should not be generated with duplicate bookmarks. Resolution: Fixed an issue where Appeals documents would generate with duplicate bookmarks. 107964: Imported Word File Extension Expected Result: Imported .docx Word files should save with the proper file extension. Resolution: Fixed an issue where imported Word files would save with the file extension .DOCF instead of the native extension .docx. 108129: Construction Zone Fee Modifier Expected Result: When checked on a citation, a statute’s construction zone modifier should correctly modify the citation fees on case creation. Resolution: Fixed an issue where statute construction zone modifiers would not be enforced on case creation. 108134: Docket Alert Auto-Deactivation Expected Result: Dockets configured to automatically deactivate case alerts should correctly deactivate the alert if present on a case when filed. Resolution: Fixed an issue where dockets configured to auto-deactivate case alerts would not deactivate the alert when docketed. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 130 of 144 Added Features 12263: Probation Compliance Completed Check Box Request Details: Add the ability to mark a compliance as completed on Probation cases. Resolution: Added the Complete and Completed Date columns to Probation compliances. 13037: APG Cash Drawer Integration Request Details: Add the ability for Benchmark to trigger APG cash drawers to automatically open upon posting of a transaction. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 131 of 144 Resolution: Added new column UseCashDrawer to tblPaymentType. When a user posts a transaction including at least one payment with a payment type that has UseCashDrawer set to true, Benchmark will trigger a connected APG cash drawer to open. 13061: PDF/A Client eRecord Packaging Request Details: Update eRecord packaging to support .tiff and .pdf filetypes. Resolution: Added new setting ERecordImageSubmitFormat. This setting supports values of “tiff” and “pdf”. The value of this setting controls the image format to package images in when creating an eRecord package. This setting will default to “tiff” when initially added. 13263: Vehicle License Plate Expiration Month Request Details: Users need to be able to track license plate expiration month on citations. Resolution: Added new VehicleTagExpirationMonth field to tblCitation. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 132 of 144 Release 2.9 Service Pack 4 Corrected Issues 107321: Filtering Events by Officer Availability Expected Result: Selecting an event should properly filter events by the selected officer’s availability when setting EnableOfficerFilteringInSelectEvent is true. Resolution: Fixed an issue where events were not being filtered according to the selected officer’s availability when setting EnableOfficerFilteringInSelectEvent was true. 107411: ICP Appearance Tab Opening Improperly Expected Result: Selecting a charge on a case on the Sentencing screen of In-Court Processing should not cause the view to suddenly change to the Appearance tab. Resolution: Fixed an issue where selecting a charge from a case with a court type different from the court type currently selected in In-Court Processing would cause the screen to reload into the Appearance tab. 107487: Case List Apply NoAccess User Permissions Expected Result: Users that have had a certain case type marked as NoAccess should not be able to view cases of that type through the Case List case viewer. Resolution: Added logic to check user permissions AccessCourtType and AccessCaseType to suppress cases that the user does not have access to from being visible in case lists. 107775: Print All Documents Printer Prompt Expected Result: Using Print All Documents on the Dockets tab should give the user the printer dialog prompt. Resolution: Fixed an issue where Print All Documents on the Dockets tab would not prompt the user to choose a printer. 107784: Party Code Not Populating Bond Insurance Info Expected Result: Entering a Depositor party code on a surety bond should populate the Insurance Information section. Resolution: Fixed an issue where entering a Depositor party code on surety bonds would not populate the Insurance Information section of the bond. 107812: Interest Rate Misleading ‘$’ Symbol This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 133 of 144 Expected Result: When using Edit Row on an Interest Rate Admin menu item, a ‘$’ symbol should not appear in the InterestRate field. Resolution: Fixed an issue where when using Edit Row on an Interest Rate Admin menu item, a ‘$’ symbol would appear in the percentage-based InterestRate field. 108120: Storage Items with No Evidence Object Expected Result: Opening the Tracking Management screen when there are Storage Items that reference an EvidenceID with a value that does not exist in tblEvidence should not throw an object reference error. Resolution: Modified the code to check for the Evidence Object being null. Errors are no longer thrown when opening the Tracking Management screen in this scenario. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 134 of 144 Added Features 12268: Prosecutor Recommendation Right Request Details: Add the ability to control which users can see and interact with the Prosecutor Recommendation tab of the Charges screen. Resolution: Added new right ProsecutorRecommendation. Users with this right will be able to view and interact with the Prosecutor Recommendation tab of the Charges screen. 12291: List Action Document Template Reports Request Details: Add the ability to run Document Template reports from List Actions. Resolution: Added the ability to run Document Template reports from List Actions and CourtResult changes. For List Actions, the ActionKey will be the DocumentTemplateReport and Benchmark will use task RunQueryID to run the form. For CourtResult changes, Benchmark will use CourtTypeCourtResultReport.QueryID to run the document template form. 13055: PDF/A Image Stamping Request Details: Imported PDF documents should receive a file stamp. Resolution: Imported PDFs will now receive a file stamp. 13056: PDF/A Page Navigation Request Details: Imported PDF documents should be navigable using the navigation buttons. Resolution: Imported PDFs will now update page navigation when scrolling through pages. PDFs can also be navigated using the navigation buttons. 13058: PDF/A Image Refresh Request Details: Imported PDF document images should refresh when inserting, deleting, or appending pages. Resolution: Imported PDFs will now refresh when inserting, deleting, or appending pages. 13063: New Client Image Viewer Request Details: Change the image viewer to better support PDF/A documents. Resolution: Changed the client to now use Mozilla PDF.js using CefSharp Chromium browser to display PDFs. 13073: PDF/A Annotations Request Details: Imported PDF document images should support application and management of annotations. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 135 of 144 Resolution: Added the ability to add custom text/image annotations to PDFs. 13238: PDF/A Warrant Recall Stamps Request Details: Update recalled warrant stamps to support PDF/A documents. Resolution: Added recalled warrant stamp support to PDF/A documents. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 136 of 144 Release 2.9 Service Pack 3 Corrected Issues 106856: Case List Multi-Page Image Redactions Expected Result: Changing the page on a document in a case list’s image viewer with an unsaved redaction should not delete the redaction. Resolution: Fixed an issue where page changes in the case list image viewer would delete any unsaved redactions. Changing the page with an unsaved redaction will now prompt the user to save their changes. 107360: Cash Bond Split Issue Expected Result: Splitting a posted cash bond should update the database and split the selected bond normally. Resolution: Fixed an issue where the Split Bond process would not correctly create the split bond transaction and the bond action taken records. Also fixed an issue with the new split bond case docket not saving on the case. 107582: Editing Document Templates Queued from Client Expected Result: Document templates generated in client and routed to a judge for signature should be editable on the web. Resolution: Documents queued to the web from client will no longer have the token stripped, leaving them editable from the judge’s web view (if the document was not finalized on the client side.) 107588: Duplicated Audits for Initial Record Saves Expected Result: When Benchmark is saving and auditing records, duplicate audits should not be saved. Resolution: Fixed an issue where duplicate audit records would be saved if initiated by a triggered auto-action. 107631: Error While Disposing a Case Expected Result: When disposing a case with the disposition date set to yesterday, the closed date on the case should match the disposition date. Resolution: Fixed issue where the closed date on the case was defaulting to the current date. Now, the closed date will match the disposition date entered when disposing the case. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 137 of 144 Added Features 8478: Payment Plan Schedule Include Transaction ID Request Details: Add the ability to see the ID number of transactions made to a payment plan’s scheduled payments. Resolution: Added support for TransactionID field in tblPaymentPlanSchedule. When a payment is made to a Payment Plan, the payment’s TransactionID will be saved in the scheduled payment’s database entry in tblPaymentPlanSchedule. If more than one TransactionID is applied to the payment, then the most recent ID will be saved. 12264: Probation Parent Case Compliances Request Details: Users should be able to see the compliances from a probation case’s parent case while on the probation case. Resolution: Added new setting ShowAllParentProbationCaseCompliances. When true, all compliances from a probation case’s parent case will show in the probation tab’s compliances section. When false, the previous logic is retained where the parent case compliance must be associated to a CaseFee and have a RequiredAmount greater than zero to be displayed. 12285: Party AKA Attributes Request Details: Users should be able to configure and save a variety of characteristics for a given party. Resolution: A new Party Attributes tab has been added to every Party edit menu. This new table allows users to configure many values individually for every AKA associated with that party. 12876: Custom Note Type Support Request Details: Users need to be able to configure custom Case Notes beyond those included as standard. Resolution: Note Types are now included in the Lookup table, and now support new custom Note Types that can have their permissions linked to Rights. 12899: PDF/A Client Documents Request Details: Add the ability to save Crystal- and Document Template-generated images in PDF/A format. Resolution: Added new setting StoreDocumentsAsPdfa. When true, images generated by Crystal reports or Document Templates will be saved in PDF/A format. 12900: PDF/A Scanned Documents Request Details: Add the ability to save scanned and imported images in PDF/A format. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 138 of 144 Resolution: Added new setting StoreDocumentsAsPdfa. When true, scanned and imported images will be saved in PDF/A format. Also applied changes to allow for page operations (insert, delete, etc.) and page navigation (with viewer controls or Ctrl+G shortcut) with PDF/A documents. 12916: Appeals Document Title Squish Request Details: The generated “RECORD ON APPEAL” title for Appeals Word documents should not be squished to the left side of the document. Resolution: Fixed an issue where the Appeals document generator would squish the “RECORD ON APPEAL” title to the left side of the document. 12928: Party Ethnicity Request Details: Users need to be able to track party ethnicity. Resolution: Added new Ethnicity field to tblParty. 12931: Multiple Active Process Flashers Request Details: Add the ability to display multiple Active Process types on the case flasher Resolution: Added new setting MultipleActiveProcessFlasher. When true, the active process flasher will reflect multiple case process action statuses. When false, the flasher will reflect the first active process on the case. 12976: Probation Parent Case Fee Panel Scroll Bar Request Details: On Probation cases, users should be able to scroll through the case fees of the parent case. Resolution: Fixed an issue for Probation cases where the scroll bar for the parent case fee panel would be disabled. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 139 of 144 Release 2.9 Service Pack 2 Corrected Issues 107320: Preselected Event Officers Expected Result: Officer selection when adding a new Case Event should be defaulting to an officer already assigned to the case, if possible. Resolution: Adding an event to a case will now cause the officer selection dropdown to autofill with the case’s assigned officer. Selected officer can still be changed as normal. 107358: Unlock Case Button Expected Result: When cases are unlocked, they should not lock upon changing tabs, and changes made to unlocked cases should save properly. Resolution: Fixed an issue where unlocking a case would not save any changes made and the case would immediately re-lock as soon as the tab loses focus. 107361: Garnishment Amount Limits Expected Result: Garnishment checks should not be able to be posted with negative amounts, zero amounts, or amounts above the total garnishment fees. Resolution: Added a check to Garnishment amount. Users will now receive a warning if the amount they entered is zero, less than zero, or more than the total garnishment fees. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 140 of 144 107417: ABCPDF Inverse Color Imports Expected Result: PDFs imported to Benchmark should import with normal colors. Resolution: Fixed an import issue where the ABCPDF tool would invert some colors on certain PDF imports. 107479: PostCaseDocketID Not Updated on Bond Undo Post Expected Result: When a posted bond is un-posted, the PostCaseDocketID value referencing the auto-docket for the bond in tblCaseBond should be removed. If the bond is re-posted, the PostCaseDocketID value should reflect the bond’s new auto-docket. Resolution: Fixed an issue where bonds in tblCaseBond were keeping old values for their PostCaseDocketID fields if the bond was un-posted and re-posted. 107505: Docket Code Group Docketing as FREETYPE Expected Result: When docketing using a Docket Group Code, the added dockets should have their individual Docket Codes. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 141 of 144 Resolution: Fixed an issue where adding dockets through a Docket Group Code would correctly add all dockets but incorrectly assign them the FREETYPE Docket Code. 107756: Split Bond Error Expected Result: Attempting to split a bond should not throw an error. Resolution: Fixed an issue where splitting a bond would throw an error. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 142 of 144 Added Features 12244: Custom Case Statuses Request Details: Add the ability to create general-purpose custom case statuses. Resolution: Added the ability to create custom case statuses in Lookups by leaving the LookupKey field blank. Custom statuses cannot replace the required stock Benchmark statuses. Any case can be set to a custom case status from any other case status, and a custom case status on any case can be set to any other case status. When changing a case to or from a custom case status, normal case status restrictions (such as changing an Open case to Reopened) do not apply. 12834: Parties Detail Sorting Request Details: Users accessing a given party’s Details should be able to sort the information. Resolution: Parties can now have their detail text tables sorted alphanumerically. This applies to the AKAs, Phone Numbers, Emails, and Addresses tables. 12880: Use Party DisplayPartyNameID Display Name in UI Request Details: Parties with a DisplayName value from DisplayPartyNameID should be shown in Benchmark cases as that DisplayName. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 143 of 144 Resolution: Fixed an issue where party DisplayName was not being used in place of their PrimaryName in cases. This document may contain confidential and/or proprietary information and is intended to be used only by licensed Benchmark users. Any use by others is strictly prohibited. v2.9.72.0 Page 144 of 144