Participant Management

Participants are the backbone of all information entered into GTS. Keeping accurate information in participant records and managing participants on cases is easy with the tools provided in GTS.

Case Participants

Manage Participants on a Case

A case participant is any person or organization that has a role on a case. Learn more about how to add persons and organizations to a case and, when needed, how to remove them.

 

Creating Participant Records

Learn more about adding new participant records to GTS and how to prevent duplicate participant records from being created.

 

Principal and Responsible Agent Participant Records

Learn about these two unique participant types and the circumstances in which they are used on a case.

 

Updating Participant Records

Learn about maintaining accurate information on case participants, attorneys, principals, and responsible agents.

 

Managing the IFP Status for an Incapacitated Person

When a petition is filed for IFP status for an incapacitated person, this should be recorded in GTS. Additionally, when the judge rules on the petition, the IFP status should be updated. Learn how to perform these important functions.

 

Printing Access Code Letters

Access code letters grant access to case information and documents in GTS to guardians and interested parties. Learn how to produce and manage these letters and the risk involved with regenerating a new access code.

 

Participant Alerts

Abuse, Neglect, Financial Exploitation

Learn more about how to add and manage participant alerts for these specific circumstances.

Attorney Status Changes

Learn more about the automated alerts that court staff receives when Pennsylvania bar attorneys experience a change that affects their ability to practice law.

 

Add Trainings and Certifications

Learn more about adding training and certification information for a guardian at the participant level, so it automatically appears on all guardianship reports they submit.

 

Add a Fee Waiver

Learn more about adding a waiver when a case participant should not be assessed filing fees on their guardianship cases.

 

 

Attorneys

Managing Attorneys on a Case

Learn more about adding attorneys to a case and how to designate the participants on the case they represent.