Overdue Batches
Summary
The Overdue Processing Batches option will allow the user to view the Overdue Processing Information that was processed for the batch selected. Overdue Processing Batches can be found under Utilities, Overdue Processing, and Overdue Batches.
Civil
Overdue Batches
Step 1: Selecting an Overdue Batch
From Utilities, click on Overdue Processing, Overdue Batches. This will bring up the Overdue Processing Batches screen.
The Batch ID is automatically created from the user- name and the current date. Fill in the required fields and Click Next to continue.
If the user selects to search by Batch ID, the following fields will be displayed on the screen:
Field Descriptions:
| Search By | Required | The user must search by the Batch ID or the Processed Date. |
| Processed By | Required | Select from the user names displayed in the drop down list. This is the user login of the person who created the batch. The system will default to the ALL selection. |
| Batch ID | Optional | The Batch ID can be typed into this field or the field can be left blank. |
| Type | Required | Select the type of Overdue Batch from the drop down list. Options may include (ALL), FTA, FTC, FTC-RF, FTP. The system will default to the ALL selection. FTC-RC will be the overdue type used for probate cases. |
| Include Voided Batches | Optional | Place a check in the Include Voided Batches check box to include voided batches in the search. |
If the user selects to search by Processed Date, the following fields will be displayed on the screen:
Field Descriptions:
| Search By | Required | The user must search by the Batch ID or the Processed Date. |
| Processed By | Required | Select from the user names displayed in the drop down list. This is the user login of the person who created the batch. The system will default to ALL. |
| From Processed Date | Optional | A starting date for TnCIS to search for batches. This field can be left blank. If this field is left blank, there will not be a starting date to restrict the batch search. To search for a date from the calendar, click on the From Processed Date hyperlink and make a selection from the calendar. Any required filings that match the following criteria will be selected for Overdue Processing:
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| Thru Processed Date | Optional | The ending date for the batch search. This field can be left blank. If left blank, there will not be an ending date for the batch search. To search for a date from the calendar, click on the Thru Processed Date hyperlink and make a selection from the calendar. |
| Type | Required | Select the type of Overdue Batch from the drop down list. Options may include (ALL), FTA, FTC, FTC-RF, FTP. The system will default to the (ALL) selection. |
| Include Voided Batches | Optional | Place a check in the Include Voided Batches check box to include voided batches in the search. |
Step 2: Selecting an Overdue Batch
Double Click on a batch from the listing determined from the criteria selected. The Overdue Batch screen will be displayed with the batch ID listed on the top of the screen.
From this screen the user has two tabs to review information. The General Tab will be the default screen. The FTC-RF tab (Failure to Comply-Required Filings) will display the filings included in the selected batch.
The fields below are displayed on the General Tab (Note: The Notes field is the only field that is not display only.)
Field Descriptions:
| Batch ID | Display Only | The Batch ID selected from the previous screen. |
| Processed By | Display Only | This is the user login of the person who created the batch. |
| Processed Date | Display Only | The date the batch was processed. |
| Beginning Date | Display Only | The starting date search criteria from the previous screen. |
| Ending Date | Display Only | The ending date search criteria from the previous screen. |
| Void Date | Display Only | If the batch has been voided, the Void Date will be displayed. |
| Void Reason | Display Only | Reason the overdue batch was voided. |
| Notes | Optional | The user can add notes to this batch. |
| (Tasks) Print Overdue Processing Report | The user can also display/print the Overdue Processing List for this batch by clicking on the hyperlink ‘Print Overdue Processing Report.’ The information on the report will only apply to the current batch being viewed. |
The fields below are displayed on the FTC-RF Tab (Note: This screen is display only.) The information will be displayed in ascending Due Date order. The Total Number Of Parties will be listed at the bottom of the display. (The total number is not an actual count of individual parties, but the count of records included in the overdue batch.)
Click the OK button to close the viewing of the Overdue Batch that was selected. This will bring the user back to the Overdue Processing Batches screen.
Field Descriptions:
| Due Date | This is the filing due date for the required filing. | |
| Name | The name of the party responsible for the filing. | |
| Overdue Filing | A description of the overdue filing. | |
| Case Number | The case number the filing is linked to. | |
| Action | The action performed as a result on the overdue filing. |
Rev. 05/14/2021