The Party Status Maintenance form (CDAPSTS) consists of two tabs. Use the Party Status tab to manually update the party status and the Audit History tab to view the history of changes to a party's status.

To view or change status

  1. Enter or search for a Case ID. The case description appears in the field to the right.

  2. Enter or search for a Party ID. The party's name appears in the field to the right.

  3. If the party is on the case only once, the system fills the Party Type and Party Seq No (Sequence Number) automatically. Otherwise, enter the type and sequence number, or click the arrow to the right of the Party Type field to select them from the Party form (CDAPRTY).

  4. To move to the Party Status tab and see all existing status records, select Next from the Block menu. The Party Status tab does not display the history of party status changes or deletions, but only the result of those changes or deletions. You can further limit the display by querying on the date, time, or status code.

  5. Generate/DRAW26.gif If a party is listed on a case using different party types, you must return to the top of the form and enter the other party type and sequence number. Then, select Next from the Block menu to see the statuses associated with the party in that role.

  6. To add a new status:

    1. Select Insert from the Record menu.

    2. Enter an Effective Date and Time.

    3. Enter a Party Status code or select one from the list. The system displays the party status description.

    4. Save.

  7. To update a record:

    1. Move to the desired record.

    2. Enter a new Effective Date and Time, or select a new Party Status code from the list. These are the only fields you can update.

    3. Save.

  8. To enter the same party status for a party on multiple cases, select Assign Status for Multiple Cases from the navigation frame to open the Party Status window. When you return to the Party Status Maintenance form (CDAPSTS), you are prompted to save your changes.

  9. To view the history of status changes for this party, click on the Audit History tab.

  10. Exit when you are finished.

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