Case Management
The management of case information in GTS is critical to producing accurate reports and statistical data. Case management functions can be divided into a few distinct categories as listed below.
Case Creation
Creating a New Guardianship Case
Learn more about creating new cases in GTS.
Learn more about the appropriate case actions to use, as the sending or receiving county, when a case is transferred.
Case Actions
Adjudication of Incapacity Case Action
Once a judge has made a ruling of incapacity on a case, the adjudication must be recorded in GTS.
Adding Case Actions (except Adjudication of Incapacity)
Case actions drive statistics, reports, and overdue notices. Learn how to record most case actions and how to handle some specific scenarios, such as replacing a guardian on a case when the appointed guardian has passed away.
In the event that a judge makes a ruling that restores capacity, multiple case actions must be recorded to ensure the case is closed correctly.
Record the appropriate case actions that signal the court order and an emergency guardian's submission of a final accounting report.
Refer to a list of all case actions available in GTS.
Submitted Reports
Learn more about accepting reports that have been submitted to GTS by a guardian.
Returning a Report for Correction
Learn more about returning a report to a guardian for corrections prior to being accepted by the court for review.
Reviewing Accepted Reports
Once a report has been accepted, it must be reviewed by the court.
Concern of Loss Flags
Learn more about manually adding Concern of Loss flags to a report to indicate an item that needs review or follow up.
Learn more about updating the status of Concern of Loss flags that exist on a report. If flags exist, this is a necessary step in order to complete the review of a report.
Learn more about suppressing certain flags on a case so they will not display on future guardian reports.
Report Reminders
Learn more about adding and updating report reminders which allow you to record notes and comments related to a case that should be referenced when reviewing future guardian reports.
Bonds
Adding Bonds or Bond Waivers on a Case
Learn more about recording bonds or bond waivers when ordered by a judge for a case.
Posting Bonds and Bond Management
Learn more about posting the bond information provided by a guardian for a case and managing posted bonds.
Administrative Closure
Learn more about the characteristics of any cases that have been administratively closed in GTS at the request of your county.