Dockets

Create a grouping of requests in a docket, such as a docket to present at a board meeting for approval.

Dockets can be created to group requests together. This is most often used to create a docket of requests that will be presented at a board meeting or grants review committee meeting for approval. 

Docket Details

Overview Tab

Once a docket is created and requests are added, summarized data for the requests is available on the Overview tab of the docket. 

• The total requested amount is available along with a breakdown by request disposition.
  
  
• A chart is available displaying grant totals based on a selected code.
  • To change the default code displayed on this chart, contact your CSM or Implementation Manager. 
    
    
    

Requests Tab

The Requests tab provides easy access to each request included in the docket. Requests are displayed grouped by disposition. The system administrator can add columns to this view in Admin Tools & Settings.

Documents Tab

The Documents tab within a docket contains two additional tabs: Docket Documents and Linked Request Documents. 

The Docket Documents tab allows for the creation and storage of documents directly related to this docket, such as a docket memo or meeting minutes. 

• Click Add New Document to add a document directly related to this docket.
  • Multiple options are available, including uploading a document from your computer or utilizing a document template.
    • In a docket document template, merge tables can be added to populate data from all requests included in a docket. Contact your CSM or Implementation Manager for more details. 
      
       
• Click a document title to view the document.
  
  
• Click the double arrow icon to manage the document properties.
  
  
• Click the dropdown icon to edit the document properties, upload a new version, or download the document.
  
  
  
• Click the trash can icon to delete a document.

The Linked Request Documents tab makes request documents easily accessible. Any request documents for requests within the docket can be linked, making them available on this tab. Follow the steps below to manage the linked documents.

1. Click Link Request Documents.
   
   
2. Click a document type.
   
   
3. Click Link or Unlink next to a specific document, or click Link All or Unlink All.
   
   

Once request documents are linked, they can be managed from the list on this tab. 

• Click a document title to view the document.
  
  
• Click the double arrow icon to manage the document properties.
  
  
• Click the dropdown icon to edit the document properties, upload a new version, or download the document.
  
  
  
• Click Unlink to unlink a document, removing it from this list.

Add a New Docket

1. Click the plus icon in the quick navigation menu. 
2. Click New Docket.
   
   
3. Complete the applicable fields, and then click Save.
   1. Name - Enter a descriptive name for the docket. This is the only required field.
   2. Date - Enter a date, such as the date of the board meeting at which this docket will be presented.
   3. Description - Enter a description of the purpose of this docket.  
   4. Status - Select the status of the docket. The Docket Statuses section details how to configure the available statuses. 
   5. Notes - Enter any additional notes related to the docket.
      
      

Requests can now be added to the docket. This can be done from each request record, or in batch from a super search.

Add a Request to a Docket

1. Navigate to the request record.
2. Click the Overview tab.
3. Click the pencil icon next to the Docket field.
   
   
4. Select the docket from the dropdown, and then click Update. 

Add Requests in Batch to a Docket 

1. Run a super search to generate a list of the relevant requests.
2. Click Batch Edit.
   
   
3. Check the box next to each relevant request.
   
   
4. Click Action, select Assign to Docket, and then click Go.
   
   
5. Select the docket to which these requests should be added, and then click Update.
   
   

Dockets Dashboard

Access existing dockets and add new dockets from the dockets dashboard.

1. Click Dashboards in the upper navigation bar, and then click Dockets. 

Several actions can be taken on this page.

• Click Add New Docket to add a new docket.
  
  
• Click the name of an existing docket to access it.
  
  
• Click Edit Columns to adjust the columns displayed on the dashboard list view.
  • The system remembers these adjustments the next time the user visits the dashboard.
    
    

• Click the pencil icon next to Criteria at the top of the page to change the filtering criteria for the dashboard.

Manage a Docket

1. Click Dashboards in the upper navigation bar, and then click Dockets.
2. Click the docket name.
   
   

From the Overview tab, actions can be taken to manage the docket. 

• Click a pencil icon next to a field, such as the Docket Date or Status, to edit it.
  
  
• Click Delete This Docket to delete it.
  
  
• Click the pencil icon next to Inactive and select Yes to make this docket inactive, removing it from the default list view on the Dockets page.

Docket Statuses

The available docket statuses can be customized for your site. 

1. Click the gear icon in the quick navigation menu.
2. Click Dockets.
   
   
   

Manage the available statuses from this page.

• Click Add New Docket Status to create a new status.
  
  
• Click the pencil icon next to an existing status to edit it.
  
  
• Click the trash can icon next to an existing status to delete it.