enhanced classification - Adding an Initial Classification

User-Defined Help

When Adding a Classification, you will enter the answers to a list of pre-established questions.  These questions are established by individuals with administrative rights in Settings > Classification Administration.

To add an initial classification for Enhanced Classification:

  1. Optional: Access the inmate record you want to use.

  2. Optional: Point to the Housing heading on the side menu, and click Classification on the menu that appears. 

    The Classification browse screen will appear.  If the inmate has not been classified yet, the browse list will be empty.

  3. Select the Initial Class. button to add an initial classification.

[Note:  Upon accessing the Initial Classification, the system can be setup to automatically display the Legal Status and Most Serious Charge/Offense pop-up]

The Classification Question screen will appear, and the first question established in Settings > Classification Administration will appear in the middle Classification Questions pane.

  1. The user has the ability to Lock and Unlock the Scored Weight if the inmate scores a predetermined score after the first few classification questions.

  1. Select the Answer box and choose the question's appropriate answer from the dropdown list.  If you are not entering any notes for the question, you may double-click on the answer and you will be taken to the next question.

[Note:  Notes can be set up to be required for certain questions through Classification Administration.]

  1. Optional: Select the Notes box and enter any additional notes.

  2. Click Next to navigate to the next classification question, or click Cancel to cancel the classification process.

    Once a question is answered, the Question #, Question, Answer, Question Weight, and any applicable Notes will automatically appear in the Classification Questionnaire list in the bottom browse pane.  The total weight value will be calculated for all answered questions and will appear beside the Scored Weight and Answered Weight heading, in addition to the resulting classification.

[Note:  If the Scored Weight has been locked, it may differ from the Answered Weight.]

  1. Optional: Click Back to return to the previous question, or double-click a Classification Question in the bottom browse pane to view or edit its answer.

  2. Optional:  Click Reset to reset all answers and notes added to the new classification ("notes" is referring to the multi-line edit field associated with a classification question and answer, and not the Notes Editor pop-up located at the bottom of the page).  Upon clicking the "Reset" button, the user will see a warning pop-up in which he or she may either confirm the reset by clicking "Yes" or cancel the reset by clicking "No".  Once a classification has been saved, the "Reset" button will be inactive.  This will prevent the user from resetting classification answers on an edit.

  3. A pop-up will appear to inform you that you have answered the last question.  Click OK to close the pop-up.

  4. Optional:  After the last question has been answered users can capture the inmate's signature.

[Note:  The system can be setup to warn the user upon save that they have not captured an inmate's signature.]

  1. Optional:  Select the Legal/Current Charge button to enter Legal/Current Charge information.

  2. Optional:  Select the Population button to select a Population Assignment for the inmate.

  3. Optional:  Override the classification determined by the Classification Questionnaire.

  4. Select Save as Draft to save the classification record if not done working on it.  Using Save as Draft will not send the Classification to Review.

  5. Select Save to commit the classification and send the Classification to Review, or click Cancel to abort the process.