Information is the key to running any business.

• Is yours where you can get to it quickly and easily?
• Is there just one place to handle the updates so it is all kept current?
• Can you find what you need and get it in a format you can use?
• Can you access all of your data sources from a single application?
• Are all related pieces of information tied together?
• Is finding the information you want a simple and intuitive task?

If you answered "no" to any of these questions, you need our help!

Our data handling expertise ...

• We can work with your existing databases and help add productivity by improving data entry and access.  Data is worthless unless it can be gathered quickly, accurately and reliably.  We are experts at helping you retrieve the information when you need it in a flexible, dynamic manner.
• We can seamlessly tie together data from multiple databases into a single, coherent application.
• We can migrate existing, outdated applications to take advantage of the best technologies available.
• Our developers have an average of over 25 years of experience working with database applications and pride themselves in keeping up to date with the latest technologies.
• You may want your application on the web, on your desktop , on an internal  server or on the web.  Perhaps a blend of all.  We can help you decide and implement it the way it makes the most sense for your business.

Databases we have used:

• Oracle
• MS/SQL
• Informix
• SQLite
• Progress
• Access
• and more!

Some sample applications:

• Client / server application to track all of the paperwork / e-filings, steps and scheduling required to get a legal cases through a major court system
• Web application for online testing, training and compliance tracking for a teaching hospital and several universities
• Safety inspection / auditing and tracking

The InfoPro Court Solution was initially developed for an appeals court.  With over twenty years of development, it handles nearly every aspect of the court system.  We know that every court is unique, so as custom developers, we can provide the best of all possibilities ... an understanding of the processing, tracking and reporting needed from every business, a specific understanding of the functioning of a court system and the ability to modify an application to fit the way your court operates.  Below are just a few of the areas where our case management system can help case flow and tracking:

Getting the data in:

• Initial information can be keyed into our system or can be transferred (all or in part) from other court systems (such as the Clerk of Courts) where available
• The system can handle either paper processing or e-filing as available.  If paper files are used, the system can print appropriate file labels and track the physical file locations
• Are you coming from another case management system?  We have a great deal of expertise in moving data from different types of databases and helping make it more consistent in the process

Accessing the data once its there (information is no good if you can't find it!):

• All users start with a dashboard customized to them that shows all of the cases and motions for which they are responsible along with dates, flags, status information, days pending, links to documents and detailed information
  • List of all active cases for which they are responsible based upon their role and possible association with a particular judge along with case type, hearing information, days pending and more
  • The court can define colored highlighting to draw attention to particular cases for everyone's dashboard
  • Filtering and sorting capabilities also make it easy to quickly find the information you need
  • When a case is selected, a list of all associated documents is displayed and each is viewable with the click of a button
  • Additional tabs are available for case summary information or a list of all of the motions associated with a case
  • All of the details and information associated with a case is accessible with a double click
  • The next tab on the dashboard is similar to the "all my cases", but is "all my motions"
  • The motion tab list shows each motion with its case, type, file date, panel, decision, status and more
  • Selecting a motion allows you to see the motion text, any associated documents, and status and notes as it moves through the decision making / voting process
  • The motion status log lets users make notes to everyone associated with a motion or private notes between two parties as decisions are being determined
  • Once again, the motion list has many filtering and sorting capabilities and quick access to all of the case details if needed
  • Additional tabs provide access to the substantive motion or time motion dockets and specially highlighted lists such as motions awaiting judicial review
  • The final set of tabs are available to judges and people associated with them for handling and tracking electronic signatures
• Find cases directly by:
  • Keying in a case number at the top of any screen
  • Keying in the name of a party or any name associated with a case at the top of the screen
  • Double clicking or using the "View Case" or "View Cases" buttons from any screen that includes a list of case or motion numbers
  • Enter list of case numbers or motion numbers in a lookup screen
  • Use a query screen to find cases based on a wide range of criteria including panels, status, type, designation, any of a number of dates or even by text in case notes
  • A similar query screen is available for motions
  • Searching is also available for combinations of names in different roles and can be narrowed by status, type and case number ranges
• Main Case Screen -- where all the details are available at a glance and can be edited if granted the proper permissions
  • The main case screen can be accessible from many locations including simply keying a case number or name of a person associated with the case at the top of any screen or by double clicking on any case list
  • If a single case is selected, it starts with the main case overview including caption, status, type, hearing information, designation, visibility, lower court information and other key flags
  • If the main case screen is accessed from a list or as the result of a query, several browse/list tabs (general info, case statistics or hearing info) show summary information for the list
  • Additional tabs on the main case screen include:
    • List of attorneys and their contact information
    • All of the key dates and status information (due dates, file dates, hearing, circulation, journal, etc.) with automatic generation of due dates based on local rules
    • Case notes with user, date and time stamps and selection of a note type and key date
    • Motions in list and detail form and also including links to any associated documents and a list of all consolidated cases using each motion
    • Additional names and associated attorneys
    • Case associations showing other cases with the same lower court case number, parties, case titles along with consolidations and companions including those consolidated at the lower court level
    • List of companion cases
    • List of consolidated cases
    • Case status tracking showing the number of days associated with each status and details of any granted extensions
    • A list of all e-filed documents for the case, viewable with a click
    • Audit trails for changes to case, motion, panel or note information with date, time, user and specific data identified
    • A list of links to the Clerk of Courts associated documents (if available)

Other Court Functions

• Scheduling
  • Default hearing panels are scheduled for the year in a random, but balanced manner taking into consideration:
    • Holidays, writing weeks, vacations
    • Balance of how often sit, with whom and where
  • Cases are scheduled for the panels with priorities based on things such as age of case, acceleration, juvenile, etc.
  • Motion panels are generated in a random but equal manner based upon the type of motion
  • Lists of specialty panels such as juvenile or Anders brief can also be used for even distribution of those types of cases
  • Case associations for all cases with a particular NOA date range help identify potential consolidations or conflicts
• Integration with other systems -- For example, by working with the clerk of courts in Cleveland, we have been able to move from a system of paperwork being passed between the Clerk's office to the court to electronic communications. This has resulted in faster case processing with greater consistency and accuracy. Data is provided from the Clerk's office to the court with read-only access. The Clerk also has tables that can be updated by the court so that information can be submitted in the other direction. Some of the things we have been able to do with this integration include:
  • Read information for new cases filed with the Clerk and use that information to initialize cases in our system
  • Have access to links to documents on the Clerk docketing system so they are directly accessible from within our application
  • View all e-filed images from within our application
  • Submit information about each motion decision to the Clerk's office for their docket
  • Submit notifications to the Clerk's office for mailing electronically or by paper
  • Synchronize information as parties or case information changes
• Dockets are automatically generated for time and substantive motions
• Reporting
  • A large number of reports are available including case summaries, status reports, statistics, calendaring, holdover lists and more
  • All reporting is parameter driven for flexible data selection
  • Any grid type listing (such as query results, or a person's active cases) can be output to an Excel spreadsheet for printing or further analysis
  • Integration with the query screens provides a simple means of ad-hoc reporting to either paper or screen
  • A series of screens help with the generation and seeing the data behind reporting for the Ohio Supreme Court
• Maintenance
  • The application is table driven allowing for customization for each installation by the setting of codes and flags
  • Security levels and employee type definitions provide control over who sees what data and whether or not they are able to modify it
  • Profile definitions make it easy to re-use security selections from user to user
  • Table views and ad-hoc query screens allow direct access to the data if desired

A mobile version of the application is available for off-site usage

The InfoPro Testing / Training / Tracking Solution is a web-based system designed to allow an organization to create or upload testing and training materials, establish requirements and track compliance. It is designed to be very flexible and scalable. The application was originally designed to track people at a teaching hospital taking a safety training class required by the Joint Commission. Today, it supports all of the employees, graduate students and undergraduates at several state universities and is used for a number of applications including safety programs, defensive driving, patient relations and diversity training. The design is a very flexible open framework that can be adapted to meet many needs. Highlights include:

• The ability to define requirements for groups of individuals. A requirement can be met by taking a test or class, producing a license, showing competency or by any other means selected.
• Requirements can be one-time or recurring.
• E-mail alerts can be sent manually or automatically to users to let them know about upcoming and overdue requirements.
• Users can take tests, register for training classes and review training materials.
• Administrators can define tests and classes.
• Tests can be any combination of media items (slide presentations, videos, documents, pictures, etc.) and questions (multiple choice, true/false, yes/no).
• Managers can view status information for any of their employees and can run compliancy reports for their department(s).
• Summary reports can provide an overview of how well each department is meeting its requirements.

Overview

• Home page
  • When a user signs into the application, they can see at a glance what training requirements they have, how to meet those requirements and when they are due.
  • Overdue items are highlighted in red and those due within the next month are in yellow.
  • If there is a training class available for a requirement, a link is provided to the class calendar where they can see all upcoming classes. From there, they can select a class to get more detailed information (when and where it will be held, instructor name, availability) and register for the class.
  • If there is a test available to meet a requirement, a link is provided that will take them directly to the test taking screen.
  • If a test was started but not completed in an earlier session, it will display at the top of the screen with a heading of “Incomplete tests”.
  • A user may browse all available tests, view related training materials and take any test desired, even if they do not have a requirement for it.
  • From this main screen, the user can also access helpful links, see upcoming classes and check past test results.
• Taking Tests
  • Tests can be any mix of media and questions.
  • Media can be displayed in-line with the test or can be viewed in a separate window for later reference.
  • While taking a test, the user can always see how many questions there are and whether or not they have answered all of them.
  • They can easily move around to any test question desired.
  • At any point in time, they can exit and score the test.
  • Test results are displayed immediately upon completion.
  • Users can print final results and / or missed questions if desired.
  • If there are users that are unable to access a computer, test questions can be printed and the answers entered later for scoring if desired.
  • Users also have the choice of exiting leaving the test incomplete. They can return to it any time within 30 days.
• Defining Tests
  • Within the application, you are able to develop your own tests.
  • Tests can be any combination of questions (true / false, yes / no, multiple choice) and media.
  • Media can be anything that you want that your users can open. Examples include slide presentations, videos, documents, pictures, links to other web sites, etc.
  • Test questions are grouped by topic.
  • A test is made up of any one or more topics with a specified number of questions for each topic. Questions will be randomly selected from those available for each topic.
  • There can be a relationship between a test and a class where either taking the test or the class will meet a given requirement.
  • Links to reference materials can be added for each question so that users can view training materials during the testing process if desired.
  • Media can be linked to specific questions, topics or tests and / or can be available for viewing and reference from the main welcome screen.
• Classes
  • Training classes are defined as a group of topics, much like tests.
  • Classes can be based on a standard definition so that for a new class, the topic list, description and other basic default information is automatically generated.
  • Users can register for classes from the class calendar and / or administrators can register people for whom they have responsibility.
  • Only instructors and managers have access to the screen shown above where all of the students are displayed and results can be viewed and entered.
  • From this screen, it is easy to e-mail an individual (by selecting their name) or send an e-mail to all class members (with the “E-mail all” button).
  • When sending an e-mail to the entire class, the subject field is automatically populated with “Notice for class: “, followed by the date, class name and class number.
• Requirements
  • Requirements are defined as a group of topics based on a class or test definition.
  • Requirements can be met by taking a test, attending a class or other means as entered by a manager such as licensing, competency or individualized training.
  • Requirements have a frequency associated with them. They may be one time only, or may be recurring such as an annual assessment. The frequency can be based upon a number of months or years.
  • Requirements are associated with groups of people. They can be for any combination of individuals, departments, job codes or groups.
  • Complex combinations can be entered such as all employees within a group of departments that are not office administrators.
  • The list of individuals for some requirements can be automatically built upon others. For example, there may be an initial training class that is required by employees that drive a campus vehicle. It can be set up so that once they have taken that class, they will have an annual requirement to take a test or present a current driver’s license.
• Compliance tracking / reporting
  • Users see their own compliance information when they log onto the system.
  • Managers can easily check the compliance for all requirements for any individual for which they have responsibility.
  • Flexible reporting options are available to produce the information needed.
  • Reports can be for individuals, departments, groups, the institution or everyone with a particular requirement.
  • Topics included can be all of those for a test, a class or a requirement.
  • Reports show when requirements are due and highlight those that are due soon or overdue.
  • Summary information by department showing the number of individuals requiring training and the percentage that are compliant is also provided in both detail and summary reports. Compliance for the entire group of departments is also calculated.
  • Reports are generated as Excel spreadsheets so that the output can be sorted, formatted and presented in any way desired.
  • An overall report / graph is available to show the number of classes held & tests taken each year since application installation.
• E-mail reminders
  • There are two types of e-mail reminders that can be sent.
  • Manual reminders can be sent on demand to any group of users. It can be for all upcoming requirements or for a specific one. This can be helpful when a new requirement is established or if there is an upcoming audit or other deadline where an extra reminder would be helpful.
  • Automatic e-mail reminders will send notices to anyone with a requirement that is due within the next 30 days.
  • A reminder frequency can also be set. For example, reminder e-mails can be sent weekly starting from the time there is an upcoming requirement until the requirement is met.
  • Reminders can be for a specific requirement or for all that are becoming due.
• Security
  • There are a few types of security. Most users can access their own information, take tests, register for classes and view media.
  • Managers can define requirements, view status and run reports for the individuals for which they have responsibility. They may manage one or more groups or departments or even the entire institution. They have control and visibility of user related data.
  • If employee / supervisor relationship data is available, managers will be automatically be associated with all levels below them and will be able to report on any individual, group or level below them
  • Administrators can define requirements, tests, classes, topics, etc. They have control of application related data.
  • Super users have full access to all material and all users in the system.
  • We are able to integrate with your existing security systems or can use tables within the application database for validation.
• Technical Information
  • The application was developed using MS/SQL Server for the database. InfoPro developers have a great deal of experience with a number of databases (Oracle, Informix, etc.) and the application could be re-written to run on another platform if desired.
  • This is a web-based application using asp.net.
  • Hosting can be done within your network or we can work with a third-party hosting company.
  • Depending upon the level of integration desired and security controls within your organization, we can either work in conjunction with an existing employee database or we can import regularly updated files into our application.