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Family Legal Assistant (FLA) User Manual, Form #09.019

1. Table name Import Y N Applicable forms s Notes 1 Acronyms N Acronyms This information is updated by us with each new version 2 Case managers Y Case managers 3 Court cases Y Court cases Court cases all Clients simple Clients intermediate Clients all 3 1 Court case charges Y Court cases Court cases all Clients simple Clients intermediate Clients all 3 2 Court case checklists Y Court cases Court cases all Clients simple Clients intermediate Clients all 3 3 Court case children Y Court cases Court cases all Clients simple Clients intermediate Clients all 3 4 Court case documents Y Court cases Court cases all Clients simple Clients intermediate Clients all 3 5 Court case evidence Y Court cases Court cases all Clients simple Clients intermediate Clients all 3 6 Court case journal Y Court cases Court cases all Clients simple Clients intermediate Clients all 3 7 Court case property Y Court cases Court cases all Clients simple Clients intermediate Clients all 3 8 Court case tasks Y Court cases Court cases all Clients simple Clients intermediate Clients all 3 9 Court case trials Y Court cases Court cases all Clients simple Clients intermediate Clients all 3 10 Court case visitations Y Court cases Court cases all Clients simple Clients intermediate Clients all 3 11 Court case witnesses Y Court cases Court cases all
2. Pe E 4 4 19 Form filler wizard step editor EUER Rn 4 4 20 Points Of contact 0 eeceecceesceesceeseescesceseceaeceaecaeecaeeeseescecseecseesecesecseecseeesaecsaeeeeseecaeeeseeeeeseeeeeeeeeeeeseeeeaeeaes 4 29 4 5 Database administration ssssccsssesssrssssscesssssssesssssssessseesseseessseessessseessessseesssessseeessseeseeeaseesesessessssesessesssseers 4 30 4 5 1 cel dp C 4 31 4 5 2 Database Changes T L RESE 4 32 4 5 3 Database maintenance EE m 4 33 4 5 4 Database transactions ceeeessceceeeesneecsaceeeaeceeaeseneecaeeeeaeeceaeeeeaeeeeeeceacectaeeesaeecsseeeeaeeesteees 4OO4 4 5 5 DERI EEUU nel 4 5 6 Guido P ao 4 5 7 Groups OO 7 4 5 8 Listbox options P See 4 5 9 Replication management ee 4 5 10 Nu M E ERGO 4 5 11 LU Ser acc Us ceo ceret ETE EEE EE EEE A acsenscaststaca st T E T E e l 4 6 Law and form information s sssoeseseseeeesoseseeceesecesosoesesesoecosorosseossoroesosoesesesoerosoroesesoecsoesesoosereesesosoesesesoesesorseosesese 4 42 4 6 1 XOU E 0 AAEE E EAE E E E EE E E A E E 4 43 4 6 2 Glossary E E E E eaves setuaueed R oo 4 6 3 Internet yellow
3. Navigating records on the Clients adv all screen enne nennen nennen rennes npud Acc O Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org Table of Contents vii TABLE OF AUTHORITIES Other Authorities Dsum P 2 12 Family Legal AS Sis tanit E EEC E 4 39 Family MET PEEDEIE BE PE 5 1 6 1 Family Legal Assistant FLA Video Demonstration Support Page Section 11 3 ssesssseseeeeeneeeeneen 3 10 Group PerrmissloOns e iia deir te tae P De teet tpe ela peste EO Dr De E ee etu Drei eR ER CE euo Bere bee Dea dep E 5 1 Matt SCREEN MEC 5 2 Marital Settlement Agreements bte tete eee etre rie e Debe eae EREE Aere Fori abc rib hee Rech RR Ee bre ke Presb onte ee besos 4 57 Microsoft Office 2000 Professional eeeeeseseeseeeeeeeeeeee eene nennen nennen enne trennt trennen enitn nenne tee trennt teen enne nn inneren ener 2 1 SEDM Contact Us Pape H 5 7 SEDM Forums Forum 5 2 Family Legal Assistant FLA Software Support eese 3 14 SEDM Jurisdictions Database Litigation Tool 410 010 sessi nennen emen eene retener 4 46 SEDM Member Forums Forum 5 4 Family Legal Assistant Support
4. ConstitutionLink htto www legislature state al us misc history constitutions constitutions html StatutesLink htto alisondb legislature state al us acas ACASLogin asp RegulationsLink http w ww alabamaadministrativecode state al us alabama html RegisterLink CourtsLink http w w w findlaw comv11stategov al alca html CourtCivilRulesLink http 204 29 92 17 Civil 20Procedure 20individualcivtoc html CourtCriminalRulesLink htto 204 29 92 17 Criminal 20Rules 20individualcrimTOC html CourtAppelRulesLink htto 204 29 92 17 Appellate 20Rules 20individualVappTOC html RulesOfEvidenceLink http www clealabama conm docs CLEAlabama AlabamaEvidence pdf UCCFilingsLink htp w w w sos alabama gov BusinessServices UCC aspx AdminOfficeOfCourtsLink httpJ v w w alacourt gov NumCounties 87 AreaCodes 205 251 256 334 Record I4 1 of 52 gt i KK No Filte Search Jurisdiction name Num Lock 2 rr 4 6 5 Legal forms and templates The Legal Forms and Templates screen contains a database of many different types of forms used in law practice Many are in editable Microsoft Word format and are embedded directly in inside the database Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org Chapter 4 Program Screens 4 48 r Caj a T C HH i Legal forms and templates Family Legal Assistant FLA aL X
5. JObilype CatName Permission PermlD D FOC maiing managemen m Fum B mistston 3Modi v ED85CZ L Pesomelindvidud effo B minstston Head v 2190322 Eminom s Fom B niristaton Modi s T1BOC5L orici checker e Fam Esse management Modi s J 4FBFDUF C peus 70 e Fem Esse management Modi EE Denssmpeia e Fom Esse management Delete s S7FCBAC Caseload sunmay w Fam sse management Read y SEBDS3E Dentsummay e Fom Esse management _ 4Delete s 65E Ponts of contact e Fem Esse management 4Delete ECD iens e Fem Ese management 4Delete F amp rocs poutcases al e Fom Ese management Delete s G5FS40C fermano mereen fom fasemanaperent Sony e TERES Record I Group n name Num Lock EE dB db s 4 5 7 Groups The Groups screen provides a way to create and organize groups of various types of users of the database Each group can have its own list of users its own list of forms that are presented on the Main Screen and its own associated permissions on each screen This allows access to and changes to the data within the database to be precisely controlled so that data withi
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7. Your registration was successful Press OK to continue 13 1 The dialog will close and then 13 2 The Registration form will close and then 13 3 You will then be returned to the Family Legal Assistant FLA Main screen 13 4 The Database Status field on the Family Legal Assistant FLA Main Screen will change from Locked to Operational Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org Chapter 3 Program Setup 2 20 1 14 If you made an error in entering the registration information you will see the following error message 2 Figure 2 15 Registration Failure Dialog Box INVALID REGISTRATION Invalid registration code Database is locked Please re register the database by submitting a request to our Contact Us page with your order number Database is locked until you register Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org AU ROO N 0 11 12 Chapter 2 Program Setup 2 1 2 11 Importing data from older versions of the program Starting with version 1 01 of the Family Legal Assistant FLA the capability is provided on the opening screen to import all data you entered from a previous version of the program This function is provided for use by those who make frequent use of the program but also like to update their program to the latest version frequently without
8. C IN EH ie Form filler wizard step editor Family Legal Assistant FLA e G al F Home Create External Data Database Tools Add Ins Acrobat Greetings Before you can start answering questions and preparing your paperwork you first need to enter your CASENUM as issued by the court or NEW if this is a new case After you have done so you may choose one of the options appearing in the Click on an amp nswer tab found below to proceed to the next step If this is a new case the system will automatically assign a Temporary Case Number beginning in T 1EBCB3DA5 ADE8 11D2 B3D4 00104BCD9487 Definitions Help _ Children Record M lofi Search Record M 1 of 20 bob ok amp No Filte Search Step outline number in legal format e g Num Lock 4 4 20 Points of contact The Points of Contact screen tracks third party points of contact in your area or that are useful in your law practice These contacts would be OTHER than attorneys or family law services and resources Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org Chapter 4 Program Screens 4 30 r es id 9 Be YE Family Legal Assistant FLA er p Home Create External Data Database Tools Add Ins Acrobat mx Points of contact b OrgName Lname Dept Fname OrgCode Mname AddrStt1 Title
9. CLIENT INT O CaseT ype ClentNum ClientDOB CaselD CaseStatus ClientProPer o lil ClientSSN ClientDLN ClientWorkPhone ClientCellPhone ClientE mailAddr ClientAddr ClientCity EN ClientDOM ClientDOS ClientDOD ClientE mployer ClientO ccupation RefAttyN ame RefAddress RefCity RefPhone RefAgencyName RefState DateT hankULtPrtd GPPOSING FAR OppPtyLname OppPtyFname ppPtyMname ppPtySSN OppPtyDOB ppPtyDLN Record 14 1of1 Search i Date case opened Num Lock 3 ee bd e 4 4 12 Clients simple all The Clients Simple all screen displays all details about Clients Main client information appears on the form and details are displayed on subform tabs at the bottom of the screen This screen displays all Clients served by the law firm or law office and not just those for the currently logged in user Hence access to this form should be limited only to management and database administrators Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org Chapter 4 Program Screens 4 22 Home Create External Data Database Tools Add Ins Acrobat FBSCEDBE SC2C ACSE Record 4 4 10f1 b ok DL e MI T 4 4 13 Conflict checker The Conflict Checker screen is used by attorneys who are considering accepting new clients It check
10. Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org Chapter 4 Program Screens 4 59 r c FA E Family Legal Assistant FLA ff e Ca d Fa Home Add Ins Acrobat tate Appellate Fa ws Pennsylvania state law requiring divorced parents to provide college education is held unconstitutional by the Pennsylvania Supreme Court Located this on the ACFC web page at http www acfc org legal citations htm http versuslaw com plweb cai fastweb exe getdoc view 4 PA 70461 0 wAsA 268 onitazz 2BKline zz 9EBE 261F 9744 11D2 B3CE 00104BCD9487 Record M 1 of 25 bob PE K Filt Search Case name Num Lock a ST UT EEUU A RRR M d Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm or g 22 23 24 26 27 28 29 Chapter 5 Database Administration 5 1 5 DATABASE ADMINISTRATION Within your law firm law office or home computer someone will need to be tasked with administering the database Administrative functions are necessary to 1 Ensure optimal operation of the database 2 Recover from errors 3 Backup to the database to protect all the work that is put into updating it The following subsections describe the more common administrative tasks performed by the database administrator 5 1 Database specifications The following limits apply
11. 4 3 4 POC mailing management The POC Mailing Management screen is used to print mailing labels for all entities in the Points of Contact screen for the entire law firm who have the RecvMail field checked It is used to conduct targeted mailings to people in the Points of Contact table for marketing purposes Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org Chapter 4 Program Screens 4 8 r r id s C H YS Family Legal Assistant FLA P Home Create External Data Database Tools Add Ins Acrobat Unselect Print All Labels EON S eter ru et aim TL enis e shelman David i ld Russ 619 574 1694 Custody eva wo m D c E 9 29 ty ty ty 23 e e E BAIE a a D m j 0 wn co chwarzentraub San Diego t iser ith Tim CA aw firm t Clair Jessica CA arriage and ag Randy ays Brian ndor CA 619 233 4222 Vendor rganization anufacturer upport grou usiness lii endor usiness D0 874 4000 Business 00 441 5437 Business 00 522 0783 Business anufacturer rd D 3 en n o v wo wo OO aa wo ce bacus Data Systems Main Offices BC Bookstore liance Defense Fund Minery Tom l State Intemational merican Academy of Main Offices merican Airlines merican Bar Assocati Main Offices merican Institute for F Main Offices Customer Service ank of America Teleservices ank of America antam Books Main
12. field indicates New meaning that it is in data entry mode 4 Enter the basic client information in the fields at the top of the form such as lastname ClientLname firstname ClientFname etc 5 When you are finished entering all the information about the client on the form you can save the content by doing one of the following 5 1 Navigating off the record using the Navigation Pane at the bottom of the form 5 2 Double clicking on the Record Selector on the left side of the screen After you have entered the user data you can search for the user by searching a given field for a value For instance click on the SSN field and then hit Ctrl F This will bring up the search dialog box and you can type in the name SSN etc and Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org 25 26 27 28 29 Chapter 3 Program Basics 3 13 search for the user Alternatively you can use the Navigation Pane at the bottom of the screen to sequence through the users until you find the one you want At this point you have entered your new user record and located him her on the form so you are now ready to begin updating client records for the user at any time as the case evolves 3 12 Technical Support You can post your technical support questions on our Family Legal Assistant FLA support forum at the following website You must be a member of SEDM in
13. F Home Create External Data Database Tools Add Ins Acrobat Lin cia b Im American amp cademy of Matrimonial Lawyers Website Website m http www aaml org lew m pa The main professional organization which family law attorneys belong They have an extensive library of very a useful materials including information about the MMPI psychological test custody adoption etc An invaluable resourc T DFAED4B B2F 7 11D2 B3DC 00104BCD 8487 1 26 1999 8 28 04 Record I4 1of48 gt pl bi VK NoFilt Search Details on this resource Num Lock 3 Ed EB D S ss 4 7 3 Legal services and resources The Legal Services and Resources screen provides a place to track organizations and individuals providing legal services in your area This screen presents a subset of the information found on the Points of Contact screen and Points of Contact table Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org Chapter 4 Program Screens 4 54 fa 2 9 HE ys Family Legal Assistant FLA in zi Fa Home Create External Data Database Tools Add Ins Acrobat e x M Ie c oly xX Bradly jm a nited States ppraiser Real property 96754412 2 11 2000 5 20 11 PI SRA certified T Type PhoneNum biose essas Dv e O iS Record 14 1 of1 bob oH Record KM 10f271 b HH iK Organization name Num Lock ie EB Hb
14. 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org Chapter 6 Resources for Further Study 6 1 6 RESOURCES FOR FURTHER STUDY 6 1 Technical Support Resources The SEDM Website Support Page provides answers to the most frequently asked questions about the Family Legal Assistant FLA as well as video tutorials on the basics of the program at the address below SEDM Website Support Page http sedm org Support Support htm 6 2 Website Resources The following websites are arranged by subject to make it easier to find the information you need relating to legal research and use of the Family Legal Assistant FLA database The documents are listed in decreasing order of value where the lowest number is the highest value to the subject of legal research and the FLA Table 6 1 Web Resources Relating to Law Litigation and Legal Research Subject Source Comments 1 SEDM Website 1 SEDM Website http sedm org Main SEDM website 2 Litigation Tools Page http sedm org Litigation LitIndex htm Litigation Tools Page 3 SEDM Subject Index http sedm org Search SubjectIndex htm Index of all site content organized by subject 2 Family Guardian Website 2 1 Legal Research Sources http famguardian org TaxFreedom Legal research sources on every subject LegalRef LegalResrchSrc htm 2 2 State Legal Resources http famguardian org TaxFreedom L
15. AddrStrt2 EmailAddr City State WebAddr Country AddrChange ChristmasCard M Specialty DateLastHev 2 11 2000 5 20 11 Pt A Type POCID Notes SRA certified Phone Type PhoneNum Ext boce essas Dive e 1 1 Record 4 1of1 e ai Record M 1of272 gt M YK Unfiltered Search 4 ul gt Organization name Num Lock AESA 4 5 Database administration The Database Administration category on the Main Screen is where mainly Database Administrators and Practice Owners administer and manage the database Ordinary users do not and should not have access to this screen and may inadvertently and seriously damage data in the database if they do not know what they are doing Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm or g Chapter 4 Program Screens 4 31 E Faray Lg Avia rN eas zs File Edit View Records Tools Window Actions Help Type a question for help AbmeyUe O OOOO CatName Administration Case management Database administration Law and form information Research ObjName MaxOfPermission ObjType Access log 4 Delete Form Database changes 4 Delete Form Database maintenance 4 Delete Form Database transactions 4 Delete Form Group assignments 4 Delete Form Group permissions 4 Delete Form Groups 4 Delete Form Listbox options 4 Delete Form Replication management 4 Delete Form Suggesti
16. We will specifically ask you if you paid for the program before we will provide support Please don t call us on the phone to ask for technical support We won t return your phone calls for tech support and will rudely hang up if you call to ask questions We are only a staff of one with many other responsibilities and we don t have time to help you or to spoon feed people who are too lazy to read either this manual or the online help system Please respect our privacy and our right to have a REAL LIFE by not calling for tech support The support forums should be more than adequate to meet your needs Finally if you see something about the program that is obviously flawed or incorrect we definitely want to hear from you because we want to fix it ASAP 3 13 Online video tutorials Online video tutorials are available to help you with specific tasks while using the database You can view these tutorials for free at SEDM Support Page Section 11 http sedm org Support Support htm 3 14 Feedback and volunteering to help us improve this program The Family Legal Assistant FLA program is a labor of love and a work in progress We do not claim that it is perfect and we know that there is much room for improvement As time permits we intend to continually improve and enhance it especially in the area of illegal technique detection and additional field decodes We solicit your feedback on how to improve it In particular we solicit
17. You will NOT need this ribbon to use the Family Legal Assistant FLA program and you should turn it off because it takes up valuable screen space Below is a picture of this ribbon Figure 2 9 Access 2007 and later Ribbon L7 F v E Home Add Ins Acrobat z 3E mE A e ES Paste 4z 27 Records va Sizeto Switch lA M X 4 Fit Form Windows 7 Clipboard Rich Text Sort amp Fi Window To turn off the Access 2007 and later ribbon use the Customize Quick Access Toolbar option at the top of the screen and select Minimize the Ribbon as follows Figure 2 10 Access 2007 and later Customize Quick Access Toolbar Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org Chapter 3 Program Setup Database admir Law and form i ObjName Firm information Print Preview Spelling V Und AtomeyUse Undo v Redo CatN ame t Administration Mode Case managem Refresh All More Commands Show Below the Ribbon Minimize the Ribbon Personnel all i Personnel individual 4 Delete POC mailing management 3 Modify Quotations 4 Delete View POC Caseload Summary Form View d ca Fa pi Add In Customize Quick Access Toolbar x New 7 7 a a Pa eeu N OPen 1 Y3 Paste zv Save Records Sizeto Switch Find A sa H M d Fit Form Windows z Clipboard E mail Sort amp
18. and recorded This information is used to assign specific cases to specific attorneys and to limit access to client information to only the attorney assigned to the case There are two versions of the Personnel form 1 The Personnel all form displays information about all personnel and is accessible only to the manager of the law firm 2 The Personnel form displays information about only the currently logged in user and is accessible to all users of the database Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org Chapter 4 Program Screens 4 6 Family Legal Assistant FLA External Data Database Tools Add Ins Acrobat Print Status Report MENSES O C125C23B 0874 1 pL FAMILLE Y INFORMATION Title BY SpouseLname SBNum SpouseFname Sex SpouseMname Height Weight DegrHigh DegrHighTitle BirthPlace BirthD ate Nationality Citizenship BloodT ype HairColor EyeColor AddrStt AddrCity PhoneW ork PhoneCell PhonePager HSER SETTINGS DBMode MANAGER INFORMATION CONFIDENTIAL BAYSSERIGRITY SalMonthly SalHourly SalOther DateReport DateDepart YearsE mployed ManageAllClients Record M 1of3 gt Pl bE T K Search Title Attorney Paralegal Secretary Courie Num Lock E3 Ed dB Hb S oss 4 3 3 Personnel individual The Personnel form is where employees and attorn
19. at ya Ge Home Add Ins Acrobat o x Trial Outline for Contempt Motion No routing required Use this form outline whenever contempt motions are file 5D6BA5D 1 F1D4 11D3 847F 00104BCD9487 Code x Section FomLawlD Code of Civil Procedure 1218 Contempt 5D6B45D5 F1D4 Code of Civil Procedure 1219 Contempt 5DBBABDS F1D4 New Search Record I4 10f202 gt VK Unfiltered Search Date this form was last revised Num Lock 4 6 6 Ministry Resources The Ministry Resources screen displays all resources available through the Sovereignty Education and Defense Ministry SEDM website including all forms publications litigation tools response letters user manuals pleadings videos etc The form is read only and may not be changed by the user The content of this form is populated by the ministry and is used to produce the following forms on the SEDM website 1 SEDM Resource Index Form 01 008 http sedm org Forms FormIndex htm 2 SEDM Resource Revision History Form 01 009 http sedm org Forms FormIndex htm Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org Chapter 4 Program Screens 4 49 Create External Data Database Tools Acrobat em e SED Wese Te Por fs http sedm or hibits EX0 1 001 pdf Shows that Americans born in and living in states of the Union are not
20. r ANu Family Legal Assistant FLA C O X Ga E Fz Home Create External Data Database Tools Add Ins Acrobat xX Display Ea e John 140859FB1 D950 11D2 B40D 00104BCD9487 Clients Cases Tasks ClientLname ClientFname ClientNum ClientWorkPhor ClientHomePhoi ClientPagerPhor Doe John Record I4 1ofi1 Click to start stop Num Lock ee Hb e 4 4 3 Caseload summary all The Caseload Summary all screen is used by the currently logged in user to 1 Look at all Open clients and cases being handed by the law firm at the present time The current user cannot look at cases assigned to other Personnel in the law firm or law office 2 Apportion the user s time among cases using the Timer and keep track of billable hours on each case Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org Rw Ne Chapter 4 Program Screens 4 13 To track billable hours spent working on a specific case the attorney simply selects the active case on the Cases tab and then clicks on the Start button to start the case timer When he is finished working on the case he clicks the Stop button which logs the total time spent and the total billable hours Billable hours are then added to the Trust Account tab for that particular client or case The top of the form allows the user to filter the presentation to display cases only based on the
21. ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org 22 23 24 Chapter 3 Program Setup 2 1 2 PROGRAM SETUP 2 Minimum System Requirements The Family Legal Assistant FLA Database requires the following minimum resources to run properly 1 Any of the following operating systems 1 1 Windows 2000 1 2 Windows XP 1 3 Windows Vista 1 4 Windows 7 2 Any of the following versions of Microsoft Office installed 2 1 Microsoft Office 2000 Professional 2 2 Office XP Professional 2000 2 3 Microsoft Office 2003 2 4 Microsoft Office 2007 2 5 Microsoft Office 2010 or later 3 50Mbytes disk space available 4 128 Mbytes of RAM The program is NOT supported on either the Mac or on Microsoft Access 97 If you have Microsoft Access 97 installed then you will have to upgrade to Office 2000 as a minimum Sorry It s just too much trouble to support and maintain multiple versions of the program For instance we would need to have TWO or more computers to do the development because Access 97 and Access 2000 cannot reside on the same machine at the same time 22 Copying Standard Version files from the Zip file To install the program 1 Make a new directory on your computer in the following path and with the following name C Database F LAN 2 Download or copy the ZIP file to the directory you created above 3 Double click on the ZIP file to open it Your WINZIP of PKZIP program
22. 0 8 Professional from your computer InstallShield lt Back 7 The Acrobat Setup Dialog below will appear j Adobe Acrobat 7 0 8 Professional Setup x Custom Setup Select the optional program features you want installed Certain Core program Features will be installed by default Click on an icon in the list below to change how a Feature is installed Feature Description Optional plug ins and support files For viewing Adobe PDF files Create Adobe PDF f hd Acrobat PDFMaker Microsoft Offic Microsoft Outlc Microsoft Visio This Feature requires OKB on your hard drive Microsoft Proje and the subfeatures require OKB on your hard drive AutoDesk Autc RAS pm wo CL ud b Install to Installshield Help lt Back Next gt Cancel 8 Locate the entry in the tree above entitled Create Adobe PDF gt Acrobat PDFMaker gt Microsoft Access and change it so that it displays an X and is de installed Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org Chapter 3 Program Setup 2 14 j Adobe Acrobat 7 0 8 Professional Setup Custom Setup Select the optional program Features you want installed Certain Core program Features will be installed by default Click on an icon in the list below to change how a Feature is installed F
23. 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org oN O t Chapter 4 Program Screens 4 36 amily Legal Assistant FLA E hs Fa Home Create External Data Database Tools Add Ins Acobat 9 7 X m C125C23B 087A 1 57171334 prr F Bon oas Database admin asoa O OOOO SSS m Be Record Loft gt bbs YK No Filter Search Last name Num Lock E s dB db Ls 4 5 6 Group permissions The Group Permissions screen is used to specify the access level to data on various forms within the database to a very granular level The levels of access include the following 1 1 Read 2 2 Add 3 3 Modify 4 4 Delete Each user is assigned to some combination of Groups on the Group Assignments Screen and each group has certain permissions on specific screens within the database The highest level of permission for all groups to which the user is assigned is what gets displayed on the Main Screen that opens when you login to the database Screens that are NOT listed under ANY of the groups to which the user is assigned do not appear in the Main Screen and may not even be displayed Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org O nk w Chapter 4 Program Screens 4 37 External Data Database Tools Add Ins Acrobat FDBC6088 9F65 1 Family law attorneys bNam
24. 2000 Fixed Report design form by modifying contents of Object 3 28 2000 Fixed Client casefile cover label BA48C7D report so it prints properly Fixed 52E Added Client Evidence Listing B 31AAB report to Reports Print form E16F m 1 00 appn to e co e eo e ce em mn fa 71E4 2 12 2000 9 23 1999 Modified all forms so that there is no input mask for phone numbers It Modified the Reports print form to add an option to print Active clients c m oo e ae m Q m m A Jfa m dg n3 ceo 3 8 1333 1 Renamed Clients intake form to Clients simple Created the Clients intake and Clients intake all forms Modified the database so that each 1 9 8 1999 3 7 1833 3 7 1333 Smith John BB4E i 6584 0 00 CCF 42843 e e nu PM n3 co pzs ea i B65B 19 18 15 16 15 15 15 10 09 08 08 08 Record 4 1 of 121 gt b bE VK Filte Search Change description Num Lock 2 3 4 4 5 3 Database maintenance The Database Maintenance screen is used by the system administrator to compact or repair the database Compacting the database reduces its size and speeds it up Repairing the database eliminates errors using Microsoft Access built in Jet engine Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org oN O t R Chapter 4 Program Screens 4 34 External Data D
25. 5 2 Whenever you are entering data on a form the form goes into edit mode You will know it is in edit mode because if the form has a record selector on the left side the selector will change from a triangle to a little pencil The appearance of the pencil on the left indicates that you have new data on the form that needs to be saved in the database To save data in the database do the following 1 Click your mouse cursor on any one of the fields in the record that you want to save Do one of the following two things 2 1 Hit the Next Record button in the lower left corner for that record and then hit the Previous Record button to go back to the saved record 2 2 Hit the Ctrl PgDn to move to the next record and then the Ctrl PgUp button to move back to the original saved record If you don t follow the above steps to save each record that you entered then you will lose your data Please don t call us to complain about this oversight because it s operator error If you would like an animated video demonstration of how to use the Family Legal Assistant FLA please visit the SEDM Support Page on our website below Family Legal Assistant FLA Video Demonstration Support Page Section 11 3 http sedm org Support Support htm 3 11 Adding new client records Attorneys and law offices typically handle multiple clients or multiple cases for each client The Clients screens of the Family Legal Ass
26. Clients simple Clients intermediate Clients all 4 Courts Y Courts 4 1 Court departments Y Courts 4 2 Court clerks Y Courts 4 3 Court judges Y Courts 4 4 Court mediators Y Courts 5 Database changes N Database changes 6 Database transactions N Database transactions 7 Firm information N Firm information 8 Forms N Forms 9 Glossary N Glossary 10 Groups X Groups Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org Chapter 2 Program Setup 2 2 11 Group assignments Y Group assignments 12 Group permissions Y Group permissions 13 Internet yellow pages N Internet yellow pages 14 Jurisdictions N Jurisdictions This information is updated by us with each new version 14 1 Jurisdiction authorities N Jurisdictions This information is updated by us with each new version 14 2 Jurisdiction courts N Jurisdictions This information is updated by us with each new version 14 3 Jurisdiction points of contact N Jurisdictions This information is updated by us with each new version 14 4 Jurisdiction reporters N Jurisdictions This information is updated by us with each new version 14 5 Jurisdiction tax notices N Jurisdictions This information is updated by us with each new version 15 Law information N Law information 16 Lawyers Y Lawyers 16 1 Lawyer fee schedule Y Lawyers 1
27. Filter Window Quick Print w Num Lock wil 2 9 Logging Into the Database To log into the database click on the program shortcut you created previously You will then be presented with a login screen The default username and password is liberty and liberty respectively You can change this yourself after you login 2 10 Program Registration 2 10 4 Background Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org Row Ne Chapter 3 Program Setup 2 17 Family Legal Assistant FLA incorporates copy protection features that require the program to be registered once after initial installation on each unique computer you intend to run it on Program registration is done through the Member Contact link under the Member Resources box on the opening page of our website WARNING All program functionality other than the Registration features will be completely disabled unless and until the program is registered with us on each system you will run it on An unregistered program will also display the following warning message when it starts up X Your database registration is invalid Please re register the database by submitting a request to our Contact Us page with your order number Database is locked until you register 2 10 2 Registration Procedure Registration is very easy To register your program after initial
28. Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org Chapter 3 Program Setup 2 10 Trusted Publishers Bar Se P mm Trusted Locations Showing the Message Bar Add ins Show the Message Bar in all applications when content has been blocked 5 Never show information about blocked content Macro Settings Privacy Options Enable Trust Center logging 8 Click on Macro Settings on the left The following dialog box will appear Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org v 0 ND Chapter 3 Program Setup 2 11 FE Trust Center Trusted Publish rusted Publishers i E Trusted Locations Forn macros in documents not in a nee Add ins Macro Settings e Disable al all macros with notification Disable all macros except digitally signed macros Message Bar Enable all macros not recommended potentially dangerous code can run Privacy Options 9 Click on Enable all macros on the right and then click OK in the lower right corner 10 Click the OK button 11 Exit the Microsoft Access application by clicking on the X in the upper right corner 2 6 Uninstalling Acrobat 7 0 and later Access Toolbars Adobe Acrobat 7 0 Standard and Professional and later by default will install a Microsoft Access PDF Maker menu item that inte
29. Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org Chapter 4 Program Screens 4 20 Home Create External Data Database Tools Add Ins Acrobat Non manager F85CE OBE 3C2C 4 LI NN Urknom v S Unknown v Record 4 lofi gt bl be NK Unfiltered Search Num Lock E3 f amp amp d s ss 4 4 11 Clients simple The Clients simple screen displays all details about Clients Main client information appears on the form and details are displayed on subform tabs at the bottom of the screen This screen displays only Clients accessible to and assigned to the currently logged in user There are two versions of the Client Simple form 1 The Clients Simple all form displays information about all Clients and is accessible only to the manager of the law firm 2 The Client Simple form displays only Clients assigned to the currently logged in user and is accessible to all users of the database Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org anu fk w Chapter 4 Program Screens 4 21 Fr H ye Family Legal Assistant FLA ca z Home Create External Data Database Tools Add Ins Acrobat amp x We Clients simple Security Reports Close ClientL name o ClientFname o ClientM name Po gt DateOpened 2 3 DateClosed
30. database C Users Limited User Documents folder i _ i i Resources New database sort order General Personalize your copy of Microsoft Office User name Limited User Initials LU Language Settings 6 Click on Trust Center on the left menu The following dialog box will appear Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org 2 Chapter 3 Program Setup Popular Current Database Datasheet Object Designers Proofing Advanced Customize Add ins Resources Help keep your docume Protecting your privacy Microsoft cares about your privacy For more information about how Microsoft Office Access helps to protect your privacy please see the privacy statements Show the Microsoft Office Access privacy statement Microsoft Office Online privacy statement Customer Experience Improvement Program Security amp more Learn more about protecting your privacy and security from Microsoft Office Online Microsoft Windows Security Center Microsoft Trustworthy Computing Microsoft Office Access Trust Center The Trust Center contains security and privacy settings These settings help keep your computer secure We recommend that you do not change Trust Center Settings these settings 7 Click on Trust Center Settings button on the right The following dialog box will appear Family
31. having to reenter their data every time they upgrade the program The import function is provided using the Import Old Data button on the opening screen After you push this button a dialog box will appear as follows Figure 2 16 Import Data From Old Database dialog box File name D 1 O Import Cancel The import function WILL NOT work unless you login to the database as username decoder with a blank password by clicking on the shortcut icon created in the Family Legal Assistant User Manual in section 2 2 4 In the File name field fill in the path to the old MF Decoder program file and press the Import button Then you will see the following dialog box Figure 2 17 Import Option Selection dialog box IMPORT OPTION SELECTION inn Do you want to delete current data before import This screen governs whether you want to delete the data currently in your MF Decoder database Select Yes or No Click Cancel to abort the import The MF Decoder then does the rest of the work for you We emphasize that not all data is imported from your old database The table starting on the next page lists tables that are and are not imported Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org Chapter 2 Program Setup 2 1 Table 2 2 Data which the program imports from old versions
32. installation on a new system follow the procedure below 1 Start the Family Legal Assistant FLA 2 Click on the Register button in the lower right corner The following screen will open Figure 2 11 Registration Screen 3 Write down the System ProfileCode from the dialog above 4 Open your web browser and go to the following page http sedm org 5 Click on the Member Contact link shown above on the opening page at Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org 20 21 Chapter 3 Program Setup Figure 2 12 Member Contact Link Member Resources Member Contact How to Become a Member Member Agreement membership is free fax in Member Forums Member Subscription Library requires annual Member Subsaiption Member Subscriptions Member Accounts Does NOT give access to Member Subscriptions Member Mailing List Member Catalog Ministry Articles of Mission 6 Submit a request in the following format with all information listed included Dear SEDM 2 18 Please promptly register my copy of the Family Legal Assistant FLA using the following information My Name John Doe Order Number ORD2009061001 SystemProfileCode 2404415456 Thanks John Doe 7 We will promptly usually within 24 hours email you back your registration information as follows Dear John Doe Thank you for obtain
33. isosti sse suas essa sea 2 16 2 10 1 hou quiin eMe O 2 16 2 10 2 Registration d cov Di CP 2 17 2 41 Importing data from older versions of the program eese eese seen eese ene tete n etnia sinet ta tuse tn suse ta senatu senten 2 1 EM VCBUETIBUESUNIU T2 P osisssa 3 1 3 2 Understanding the meaning of fields on forms 1 eere eee eee eese esee enses tn ttn tn natn tuse ta suse ta senten sesenta seee 3 2 Sd Database modes dInaeer T 3 3 34 Security NODC 3 4 3 5 Printing FEPOLtS cesecsssnccascsicceasasesenssaceccsasecceessasssaconsedsesiseasncsansestansesssarsonscdseosecessasnssensuassscecssassudsuesedacscesasetsasanvescecsess 3 5 EXE IRUPSRSEDU EESTI HM 3 7 3 7 Multiuser features M ts eis 3 7 3 8 NAVIGATING TECOLS RTT 3 7 3 9 Function keys and Keyboard Shortcutts sscssccsssscsscessssscssssssescsssscssssncssesesssssssssnssssssessessessessssnessesenesseseess 3 10 3 10 Data entry generally ccscssscsscssscsssecscscecssccsscsesccessssessscccsssssessscsncesecssocsseesseesecssscssscsssssescsscssecssssecessoessoees 3 10 3 11 Adding new client
34. nennen en nennen 5 7 SEDM Resource Index Form 401 008 e eterne netten rae ave eee ee eae none vane nea Saone aveo ee eo eee ao none eae aenea Paene aveo voe 4 48 SEDM Resource Revision History Form 01 009 esses enne nenne nennen enne ens en tenent en tentent entente enne 4 48 SEDM Support Page 3 rer ert tee RIO breue e Eee e e D ne t rb ed e ete e be ie Eee due 3 10 SEDM Support Page Section 11 iine cete ett eer eed e e Rt eie HE eee Eres 3 13 SEDM Support Page Section 11 2 eet ege seestaces deste eE E daaceais E AEE EE OE EES E O EE tte ee ent d 2 2 Setting Up the Program Shortcut Item 311 2 orent rti ete eet ces oosbies cabstensenauessbbessuavesesetdbeeuseasgeceese 2 4 Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org 20 21 22 23 24 25 26 27 Chapter 1 Introduction 1 1 1 INTRODUCTION This document is the owner and user manual which describes the operation and administration of a copyrighted software program called the Family Legal Assistant FLA Database The program is available from the website at http sedm org ItemInfo Programs FLA FLA htm The purpose of the Family Legal Assistant FLA Database is to help Automate and simplify the management of litigation in state and federal court Track billable hours spent on each case or client Track clients and cases Monitor and manage progress of tasks that need to b
35. old versions eene rennen ener nennen enne nne 2 1 Table 3 1 Record Navigation Keyboard Shortcuts essssesseseeseeeeeeeenne enne nre eene DO Table 3 2 Keyboard SBOrtc ts eter e rere ttr tet i i a a Sore e qe ondes eise oe DU Table 5 E Database Permission Levels retten teretes viene tros repe tabe kde soe sos aie Fee I EUH Fe UL Uk Eee e SEL PERS SERES EE PERS 5 1 Tabl 5 2 Predefined EL A GIOUDS Lt cesi ee trit ette tree mespela rites t reteto tes BARRE Sd ie EHE ERE HERE SEN REL EREE esene E aia uoa Hoppe 5 2 Table 6 1 Web Resources Relating to Law Litigation and Legal Research essen 6 1 LIST OF FIGURES Figure 2 1 Family Legal Assistant FLA Error if You Start the Program Without Using the Shortcut sess 2 1 Figure 2 2 Family Legal Assistant FLA Icon properties dialog box sseseeeeseeneeneenee nennen ener 2 3 Figure 2 3 Error message if Microsoft Access 2003 Macro Security Level not set to Low sese 2 5 Figure 2 4 Microsoft Access Macro Security Level Setting sess ener nennen nnne 2 5 Figure 2 5 Error message if Microsoft Access 2007 Macro Security Level not set to Low sese 2 6 Figure 2 6 Microsoft Access 2007 Macro Security Level Setting eesseseseeeseeeeeeeeneene neret 2 7 Figure 2 7 Error Message for Access 2003 Running on Windows XP sess ener enne nre 2 14
36. p pages EE tea 4 6 4 GEIGER 4 46 4 6 5 Legal forms and templates eiiis tese iiie cuim rte te a EE ente eo eus Pere EEEa A EE EEEE E RES Eaei 4 47 4 6 6 Ministry RESOURCES Me A i 4 48 4 6 7 Points Of contact EM Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org Table of Contents y MM C ciim 4 50 4 7 1 PS CLOMY IS fe 4 51 4 7 2 Law IMP OTMAULION ERR INRRER m 4 52 4 7 3 Legal services and TESOUrCeS m M 4 53 4 7 4 File Cabifiet otn ne MEUM MM E E 4 54 4 7 5 Gb ci 4 55 4 7 6 aig DN 4 56 4 7 7 INES Ac CLAU SOS EE EET LUI 4 57 4 7 8 Points Amd authorities site rer ders Ces REPE gne E t Rue C P p tee eg Nae pee e b ede 4 58 5 DATABASE ADMINISTRATION aeos vt rr Pepe S ok EM Ue EIE Hres pe erp d J L LEE irbcrsuiedtculDi e 5 1 5 2 About Database Permission Levels 4 eee esee eene sees eene ee sene tn stats tts tn seta suse ta sens enses sosta sese ta sensa senatu sensn 5 1 5 3 Creating User Accou
37. records RR saos esssS 3 10 3 12 Technical Support 3 13 Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org Table of Contents iv 3 13 Online video tutorials vssccesceecceeicsssscesdecsecssenssoseutnces so veecsbcucds 3 13 3 14 Feedback and volunteering to help us improve this program ssssesesesecseeosoeseoesossososoeseseecesesosoeseeecosoesesseseseeee 3 13 4 1 Login Screen P 4 1 ME anle 4 1 4 3 EE C CIAO sisicc sccscenisssescveccecscdensconssasssdecs sdensacectnacebea seasseasosndonssussenccbesscdeusoadeaccesedeuccssessueesceesbenssussensecnbesscasensses 4 3 4 3 1 Fic Tf Ot OM icc ses ete E ibo rere re eret ep Eee ete bula dias ise ease ie teer roe ee asaeade rU PR Eee INTE 4 4 4 3 2 jante EC m EE 4 5 4 3 3 Personnel individual cccccsscessccsssceesscecsseceeeeecssecesececsesesseeecaeceeececsaeseeeeecsaeseseeccssesseaeecaeeeeaeecssesenaeeees 4 6 4 3 4 POG mailing manapemeht s es ieoi o gno se AE an iaa Roa pe rea ee eed Mareeba 4 7 4 3 5 CUO LATIONS ERE TTE T C 4 8 AA Case UPC S 4 9 4 4 1 Case MANAGES m D 4 10 4 4 2 Caseload s mmat
38. session only dick Enable this content Warning It is not possible to determine that this content came from a trustworthy source You should leave this content disabled unless the content provides critical functionality and you trust its source More information File Path D Main Database MFDecoder MFDecoder Pro2003 mdb Q Help protect me from unknown content recommended Enable this content Open the Trust Center 2 Click on Enable this content in the above dialog box and click OK Open Microsoft Access by clicking on its icon in the Start gt Programs menu Microsoft Access should start up Click the Office Button which is the large circle in the upper left corner of the application A dialog box will open Click the Access Options button in the lower right corner The following dialog box will appear S DES Figure 2 6 Microsoft Access 2007 Macro Security Level Setting Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org Chapter 3 Program Setup 2 8 Current Database Datasheet Top options for working with Access Object Designers Always use ClearType ScreenTip style Show feature descriptions in ScreenTips Show shortcut keys in ScreenTips Color scheme Blue Creating databases Proofing Advanced Customize Add ins Trust Center Default file format Access 2002 2003 v Default
39. should start and open the ZIP archive If you have Windows XP the ability to view ZIP files within the Windows Explorer is built in and you do not need a zip program to view or extract the data 4 From the ZIP viewer program or Windows Explorer in Windows XP or later select all files in the ZIP archive and extract them to the directory you created above 2 3 Making a Startup Icon to Run the Program You cannot run Family Legal Assistant FLA by simply clicking on the database file If you do Microsoft access will give you all kinds of warning message including the following Figure 2 1 Family Legal Assistant FLA Error if You Start the Program Without Using the Shortcut Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org Chapter 3 Program Setup 2 2 Microsoft Visual Basi Run time error 3029 Not a valid account name or password To prevent the error above you will need a create Program Shortcut and start the program using the shortcut If you disregard the above warning and try to enter the program anyway without using the shortcut to start it up 1 Data import will not work 2 You will get frequent and unpredictable errors running the program The Family Legal Assistant FLA Standard ZIP file has a sample example shortcut file that you can click and drag onto your desktop and use as a starting point In addition you can find sample Family Legal As
40. to managing cases as a sui juris litigant and in small and medium law offices and law firms The built in security system prevents even the database administrator from viewing or modifying the design of the forms queries tables and macros within the database It may be that after using the database within your law practice you may decide you would like to either customize it or suggest improvements to its functionality If you would like to make suggestions we encourage you to go to our Member Forums and post your suggestions at SEDM Member Forums Forum 5 4 Family Legal Assistant Support http sedm org forums You may also wish to make custom changes to the database to accommodate the unique needs of your law office or law practice We would love to work with you in enhancing the database for hire We have experienced database programmers with over 17 years of experience working with Microsoft Access starting with the very first version of Microsoft Access version 1 0 in 1993 If you would like to hire us to implement a customized or enhanced version of FLA or for any other type of Microsoft Access database programming please submit a request to SEDM Contact Us Page http sedm org storepublic index php app ccp0 amp ns contact Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org Chapter 5 Database Administration 5 8 Family Legal Assistant ver
41. to the operation of the Family Legal Assistant Maximum database size 2GB Maximum number of concurrent users 255 Versions of Microsoft Access supported 2000 2002 2003 2007 and 2010 Number of unique database screens 48 Maximum size of a memo field 65 535 bytes Format Microsoft Access 2000 MDB format Security implementation 7 1 User level security 7 2 Group level security 7 3 Database transaction logging of all transactions 7 4 Logging of all logins and logouts S4 QN Gr 5 2 About Database Permission Levels The Family Legal Assistant FLA implements five levels of database security access for each of the screens in the database These access levels are assigned from the Group Permissions screen The levels are Table 5 1 Database Permission Levels Permission Description level 1 Read Allows the user to only read the records displayed User cannot add new records modify or delete existing records or enter design mode on the screen 2 Add Allows the user to both read existing records and add new records on the screen User cannot modify or delete existing records or enter design mode on the screen 3 Modify Allows the user to read or modify existing records or to add new records on the screen User cannot delete existing records or enter design mode on the screen 4 Delete Allows the user to read or modify or delete existing records or to add new records on the screen User
42. yourself after you login 4 2 Opening screen The opening screen of the program provides a means to open any of the other screens in the program This form appears immediately after the user logs in The Caseload Summary screen also opens at the same time This screen provides a switchboard used to open various screens within the program Simply click once on the form you want to open and click the Select button or alternatively double click the screen you want to open Figure 4 1 Opening screen Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org 0 1 O t Chapter 4 Program Screens 4 2 Cs File Edit View Records Tools Window Actions Help Type a question for help AbmeyUe O OOOO CatName Administration Case management Database administration Law and form information Research Select form report to display Num Lock The Object list contains two columns The left column called the Name lists all of the screens in the database The right column lists what your permissions are within that screen There are four levels of permission and higher numbered permission levels imply the permissions of all lower numbered levels The permission levels are 0 Read Allows you to look existing records You cannot delete or change existing records or add new records 1 Add Allows you to add new records view any record but not change or delete existin
43. 2 Modify Allows you to add new records modify existing records but not delete existing records 4 3 Delete Allows you to modify or delete any existing records or to add new records To open up a form within the program do one of the following to actions 1 Click once on the form name that you want in the Form List and then click the Select button 2 Double click on the form name you want in the Form List If you want to exit the program then click on the Exit button Below is a description of the various fields and buttons on the Main Screen 1 Current User The currently logged in User DBMode Mode that database is in which includes Advanced Intermediate or Simple This mode is set on a per user basis from within the Personnel or Personnel all screens 3 Category The category of work the user wishes to perform This includes 3 1 Administration 3 2 Case management 3 3 Database Administration 3 4 Law and form information 3 5 Research 4 Object The screen within the selected category To open a specific screen either click an item once and then push the Select button or simply double click the item Select button Opens the form selected in the Object listbox Exit button Exits the FLA program View POC View the Points of Contact Screen Caseload Summary Opens the Caseload Summary form and populates it with all cases assigned to the currently logged in user Program Registration Info Data about the current progra
44. 7 Ministry resources N Ministry resources This information is updated by us with each new version 17 1 Ministry resource feedback N Ministry resources This information is updated by us with each new version 17 2 Ministry resource revision N Ministry resources This information is updated by us with each history new version 18 Personnel Y Personnel 18 1 Personnel children Y Personnel 19 Points of contact Y Points of contact 19 1 Points of contact phone Y Points of contact numbers 20 Quotations N Quotations This information is updated by us with each new version 21 Software releases N Software releases This information is updated by us with each new version 21 1 Software release changes N Software releases This information is updated by us with each new version 21 2 Software release users N Software releases This information is updated by us with each new version 22 User accounts Y User accounts Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org 12 Chapter 3 Program Basics 3 1 3 PROGRAM BASICS 3 4 The Main User Screen The opening screen of the program provides a means to open any of the other screens in the program This form appears immediately after the user logs in The Caseload Summary screen also opens at the same time This screen provides a switchboard used to open various screens within the program Simply click once on the form y
45. 8 0874 1 Record I4 1 of 95 gt bi bE ilte Search Hostname of destination Num Lock 4 6 4 Jurisdictions The Jurisdictions screen tracks critical details about all state and federal jurisdictions throughout the USA It tracks franchise statutes whether each jurisdiction has income taxes the date they jurisdiction joined the Union its abbreviation the type of jurisdiction and many weblinks to various information sources about the jurisdiction such as courts Points of Contact Authorities etc This particular screen also prints out an attractive report that is very useful as a reference tool The reports that it prints out is found on our website SEDM Jurisdictions Database Litigation Tool 10 010 LITIGATION TOOLS PAGE http sedm org Litigation LitIndex htm DIRECT LINK http sedm org Litigation PracticeGuides SEDMJurisdictionsDatabase pdf Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org Chapter 4 Program Screens 4 47 r edo OE Jurisdictions Family Legal Assistant FLA C O wat oo LL E Fa Home Acrobat FX J u risd ictions See section T of the Bluebook for further details Print gt JurName Main Resources Franchises Authorities Notes POCs Reporters Courts LegalResearchSource http famquardian orq TaxFreedom LegalRef StateLegalResources htm MainWebsite http v w w state al us
46. Data Database Tools Add Ins Acrobat Create Promote Replica to Svnchronize Cancel Replica Design Master T Buaa ig 4 5 10 Suggestions The Suggestions screen is used by any user to enter suggestions on how to improve the Family Legal Assistant and errors in the functionality that need to be fixed There is a check box for our use that allows the developer SEDM to record whether the change was implemented Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org A ns w Chapter 4 Program Screens 4 4 Qg d c HOME P External Data r Family Legal Assistant FLA Home Create Database Tools Add Ins Acrobat Topic Implemented RerdD__ 2 Suggested enhancements r FDA Suggestion Suggestions of Roy Allen 1 Add Caller D link to timer ag Caseload Summary form WEISS John 2 Database mantenance window C POEBGTSETE Fix the MITT so permission problems don t happen for dbase administrators for both compacts and repairs 32 999 2 EIL MEC Add the following forms I 1 Conflicts checker Checks for conflicts of interest 2S A Laws fom REE Illl Suggestion This form would contain information about specific codes including 1 Evidence Code 10 8 1995 S mith John Create a record history form C125C47B 0 uggestion Create a record subform history fo
47. EG7S Acronym V lus updated 845230 mith John oftware releases 072772010 744 mih on 0 27 2010 7 44 15 mith John oftware releases 15 e en en m Q 3 oftware releases piper puni reni geni geni puni pen eni geni pen een peni 2 IN e we n3 Q oa en c wa e rm pa a 0 27 2010 7 44 oftware releases 0 27 2010 7 44 Smith John Software releases CECODDEF Acronym Yalue updated 7501 948i 10 27 2010 7 44 Smith John Software releases orm 3C8EE22F Acronym Value updated BC34833 A Tak oftware releases Fm Medis J TCEBOED uz772510 7 46 smth on fire releases Fo Medis JE MSEZSD Acora updated ESFE L i2772516 7 4 Emih Jo Sofware releases Fam Modi OED crosm las updated ERES 727 2010744 Join Sofware eles Fam Mody SOF DES Acron aue udi i releases arm N Record 4 lt 1 of 74 gt bl be XK Unfiltered Search Object name Num Lock EE B 4 OO SIL uliiil ba m m m o s 3 3 3 Ta p ax Mod 4 5 5 Group assignments The Group Assignments screen is used to assign specific database Users to one or more Groups listed in the Groups screen The users assigned must be entered in the Users screen first Additional information about the user is edited from the Personnel and Personnel all screens Family Legal Assistant ver 1
48. ENT INFO Aiii CaseStatus CaseT ype ClientNum sd ClientSSN ClientDOB CaselD ClientDLN ClientProPer Lj ClientWorkPhone j ClientHomePhone jClientParRole Unknown J ClientCellPhone ClientRole Unknown f ClientE mail ddr Client ddr ClientCity ClientState ClientDivorceS oonest ClientR etainerD ate ClientDOM ClientDOS ClientHealthlns ClientDentallns ClientE yeColor ClientGlasses ClientHairColor ClientH eight n ClientwW eight ClientR ace ClientE mployer ClientO ccupation ClientCounsFname ClientCounsL name ClientCounsW orkPhone ClientCounsCellPhone Record M 1 of 2 gt pl be XK Unfiltered Search ClientCounsHomePhone ClientCounsPagerPhone l Date case opened Num Lock E dB d 4 o gt 4 4 10 Clients intermediate all The Clients Intermediate all screen displays all details about Clients Main client information appears on the form and details are displayed on subform tabs at the bottom of the screen This screen displays all Clients served by the law firm or law office and not just those for the currently logged in user Hence access to this form should be limited only to management and database administrators The Security field at the top displays whether you are the manager for the client record displayed If you are not you may not edit or delete the information for that client Family
49. FAMILY LEGAL ASSISTANT FLA Table of Contents REVISION HISTORY 12 18 2009 7 7 Revised software registration system Added User Manual version 1 00 3 Updated FLA Quickstart Guide 4 5 6 1 Added section 11 Support to the SEDM Support Page Added shortcuts to the ZIP file Fixed logic problems in the Court Case form Replaced all screen shots of Main Screen throughout document to added new Import Data button Added section 2 11 entitled Importing data from older versions of the program Renamed section 3 10 to Technical support Added section 3 11 Online Video Tutorials Added section 3 3 Database modes Added section 3 4 Security mode Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org Table of Contents iti TABLE OF CONTENTS Page TABLE OF AUTHORITIES ssiccsssacsivnstinns caisccatnsainraevauiinniiabibie cred ibkA terete aemadoaaey VEL 1 2 2 1 Minimum System Requirements eerie eese eee enses enses enata tns tn setas tn sesta sess suse ta sene tn sts sonet es sosta suse ta sensn senatus 2 1 2 2 Copying Standard Version files from the Zip file eee eee eere eese eese esee essen seta raten ense netos etos etna stas taae 2 1 2 3 Making a Startup Icon to Run the Program eee eese ee eee ee eres enses stone tna en seen sse ta seta seta sete s
50. Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org O BR w Chapter 4 Program Screens 4 39 r Listbox options form query Family Legal Assistant FLA Ca ME 7 iu z Fz Home Create External Data Database Tools Add Ins Acrobat Points of contact Airlines O7D7A454E ADF 7 11D2 B3D 4 00104B CD 9487 ppraiser Business 07D 79E03 AUF 7 11D2 B3D 4 00104BCD 9487 ppraiser Personal property pn 07D79E02 A0F7 11D2 B3D4 001048C09487 ppraiser Real property Record 14 107D 7S8DFF A F7 11D2 B3D4 001048CD9487 10f71 b M bE K 3 Search Title of this option Num Lock 4 5 9 Replication management The Family Legal Assistant database can be used across multiple law offices and contains tools to allow the remote offices to synchronize their data with each other manually from the Replication Management form To synchronize with the database of a remote law office the remote database must be made accessible from a share drive accessible from the computer that the database is being run from Then you use this screen to 1 Create new replicas for new satellite offices 2 Promote a specific replica to a design master 3 Synchronize with a remote replica Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org Chapter 4 Program Screens 4 40 External
51. Figure 2 8 Jet 4 0 Service Pack 8 download page eese eene enne eene nennen trennen trennen ennt nenne nre 2 15 Fig re 2 9 Access 2007 and later Ribb n RU e E Pre ES AIR Rp E A dela 2 15 Figure 2 10 Access 2007 and later Customize Quick Access Toolbar eeesseeeeeeeeneenrenen nnne 2 15 FEigur 2 LI Reristraton Streetz o ERRARE EU RL US e URL Eo Sh 2 17 Figure 2 12 Member Contact Link sce a RU pU ss Papeete I Si a a 2 18 Figure 2 13 Registration Screen Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org Table of Contents vi Figure 2 14 Registration Successful Confirmation Dialog Box Figure 2 15 Registration Failure Dialog Box Figure 2 16 Import Data From Old Database dialog box Figure 2 17 Import Option Selection dialog box Opening SCLEEN M Firm Information screen PEEL Personnel screen settings for DBMode parameter ceeesessesecseesseeseeseceeeseesaeeececsaeeeceaeeseesaeeeesaecaeesesaeeaeeaeenees Database Mode setting on Main SCrTeen iue pep neriasi ia reae avian Rau Eaa eeepc dreads Case DIENETIATARCIC ESSERE T CD Hansa UICE ISDEM Clients Advanced Form deleting records procedure sese enne renes Figure 3 1 Figure 3 2 Figure 3 3 Figure 3 4 Figure 3 5 Figure 3 6 Figure 3 7 Figure 3 8 Figure 3 9 Figure 4 1 Navigation pane
52. M i 28 200061358FM A Smith John CSECACS Ra OOREEEESSLLLLLLLL ALLULLLPU LULLLERLOULL CULLOLL SLICSQCQOLOCLSQ ILUL OOLLLLUOL L AECGCA VA OOLCECI IULALLE CtEULLIZ S gcCUULLL ae Record I4 1 of 68 b Form Num Lock i 4 5 2 Database changes The Database Changes screen keeps track of all design changes to the Family Legal Assistant FLA by the creator which is SEDM the version number of the database at the time of the change and whether the help system and manual were updated to reflect the change Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org 4 33 Chapter 4 Program Screens WD I Add Ins Acrobat r Family Legal Assistant FLA PE F Home Updated Regd On Court case tasks table 4 Unknow changed DateTime field to i 5 12 2006 User Attorney 3 11 2004 1 DEE3 1 C8B0D31 D DF 1 4F55 1 1 204434 2E0 1 1743 1 1 00 BA48C 7F C 052E 1 1 cn a mi o e c co e a n TI D co h Corrected problems with the client Unknow timer function not working Also n hd 7 1 2000 Modified Court departments table query subform to rename Calendar 5 13 2000 ESCFF 5 Az e m em c nN 1 Added HelpUpdated Field to Database changes table query 4 21 2000 Modified all forms so that after registration expires you cannot add 3 28
53. Offices Lt Record 4 101272 m amp z z xE m b wo D o 2 ua tv m gt x lt Morrisville N b j ge co i w w r ge i co em E T PPP WVU YY THY yy yy A yy a em N Organization name Num Lock G3 EB b BE Lus 4 3 5 Quotations The Quotations form is a place to record quotations you have come across that users think will be valuable in their writing or pleading preparation later Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org Chapter 4 Program Screens 4 9 r ON id c AR YE Family Legal Assistant FLA P a Fa Home Create External Data Database Tools Add Ins Acrobat Achievemen Behold the turtle He makes progress only when he sticks his neck out Quotation s M 10 3 1995 C125C7EA 087A Record 4 lof636 gt M XK Unfiltered Search Subject Num Lock E3 3 dB B s 4 4 Case Management The Case Management item of the Category box on the opening screen provides tools for Creating or managing cases Assigning case managers Load leveling of cases across attorneys Case status tracking Checking conflicts of interest for new clients Tracking courts and court contacts Tracking Points of Contact SEA Oe Sh Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm
54. Sovereignty Education and Defense Ministry SEDM http sedm org Chapter 4 Program Screens CatName Administration Case management Database administration Law and form information Acronyms File cabinet Glossary Law information Lawyers Legal services and resources MSA clauses Points and authorities Window Actions MaxOfPermission ObjType 4 Delete 4 Delete 4 Delete 4 Delete 4 Delete 4 Delete 4 Delete 4 Delete zs File Edit View Records Tools Help Form Form Form Form Form Form Form Form Form View 4 7 1 Acronyms The Acronyms screen lists various technical legal and government acronyms useful in the telecommunications government and legal fields Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM Type a question for help http sedm org Chapter 4 Program Screens 4 52 Acronyms gal Assistant FLA Home Add Ins Acrobat A frame relay service offered by Sprint A536BFC5 5538 11D1 974E 0000000 09 11 1996 r Record 14 1 0f 11190 gt ple dx ilt Search Acronym Num Lock 4 7 2 Law information The Law Information screen provides a database of legal research sources such as web sites books and subscription services Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org Chapter 4 Program Screens 4 53 J FA zd t
55. U S citizens Revision History Feedback Sample Corr For Response Version ICI Num x Record M lt 10f1009 M WK Unfiltered Search Item number Num Lock j 3 E dB s 4 6 7 Points of contact The Points of Contact screen tracks third party points of contact in your area or that are useful in your law practice These contacts would be OTHER than attorneys or family law services and resources Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org Chapter 4 Program Screens 4 50 r O3 do C H E Family Legal Assistant FLA er F Home Create External Data Database Tools Add Ins Acrobat e ox Points of contact b OrgName Lname Dept Fname OrgCode Mname AddrStrt1 Title AddrStrt2 EmailAddr City State Zip WebAddr Country AddrChange ChristmasCard M Specialty DateLastRev I Type Appraiser Real property dw POCID G7544124 AectNum Notes SR certified Phone Type PhoneNum Ext P Voice tw f619 224 3115 pxvoce he d Record 4 1of1 gt pl bz VK No Filter Se Record M 10f272 gt XK Unfiltered Search KI ul gt Organization name Num Lock EJ E dB db s iss rr 4 7 Research The Research Category of the Main Screen provides Family Legal Assistant ver 1 02 Copyright
56. am View POC View the Points of Contact Screen Caseload Summary Opens the Caseload Summary form and populates it with all cases assigned to the currently logged in user Program Registration Info Data about the current program registration 9 1 Registered To Current registered owner 9 2 Database Status Status of database Two options are possible 9 2 1 Operational Database is properly registered on the machine it is being run on and will be fully operational 9 2 2 Locked Database is not registered on the machine it is being run on and will be inoperative 4 3 Administration The Administration Category on the opening screen is where law firm office and firm personnel are managed by the database administrator It is also where mass mailings are produced to clients of the law firm or law firm office Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org Chapter 4 Program Screens 4 4 Cs File Edit View Records Tools Window Actions Help Type a question for help jAttomey User Administration Case management Database administration Law and form information Research ObjName MaxOfPermission ObjType Firm information 3 Modify Form Personnel all 4 Delete Form Personnel individual 4 Delete Form POC mailing management 3 Modify Form Quotations 4 Delete Form Form View Num Lock i 4 3 1 Firm Information The Firm Info
57. atabase Tools Add Ins Acrobat Compact copy Repair copy omww Nis SE d a 4 5 4 Database transactions The Database Transactions screen provides a record of all changes to every form by every user of the database It tracks The date and time of the change The User who made the change The form the change was entered from The type of change The field s that were affected by the change Uds GN Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org Chapter 4 Program Screens 4 35 Ca y HI A Yz Database transactions Family Legal A n y e Home Create External Data Database Tools Add Ins Acrobat 7 x TT John roup permissions subform 0 28 2010 5 55 Smith John Group permissions subform Form 0 28 20105 54 Smith John Group permissions subform F 0 28 2010 5 52 U ser Attorney roup assignments subform 0 28 2010 1 10 fSmith John Object components subform 0 28 2010 1 10 Smith John bject components subform 0 28 2010 1 10 fSmith John Object components subform 0 28 2010 1 10 Smith John Object components subform 0 28 2010 1 10 Smith John jects Q 27 2010747 Smih John Objects 0 27 2010 7 45 2 3 7H E i a m Q 3 TH 2 i aea m Q 3 r eyorjojo T mn m a E i TH 2 i e 2F 70D 4EE DisplaylnMenu Value upc E 7331F44 Modi eses oea 3E7BOBFE Acronym Value updated 3FED
58. aw firm in general The Security field at the top displays whether you are the manager for the client record displayed If you are not you may not edit or delete the information for that client There are two versions of the Client Intermediate screen 1 The Court Cases all screen displays information about all Cases and is accessible only to the manager of the law firm 2 The Court Cases screen displays only Cases assigned to the currently logged in user and is accessible to all users of the database Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org Chapter 4 Program Screens 4 24 Family Legal Assistant FLA F Home Create External Data Database Tools Add Ins Acrobat Reports 1 Pet filed E Checklist Client Opp Party Children Minor s Counsel Cust Eval Trust acct w Record 4 1 of1 bl K Unfiltered Search 4 All gt Current state of this case Num Lock E dB di BS sz 4 4 15 Court cases all The Court Cases all screen lists all court cases at the law firm for all users of the database including those not assigned to the currently logged in user Because client information is sensitive and privileged access to this form should be limited to practice owners and database administrators The Security field at the top displays whether you are the manager for the client record disp
59. ays FinDODProrToTralDays 45 NumDaysToRevw 5 OrdSignintviDays 15 Firm name Num toc ODS a n M 3 3 Database modes DBMode The Database Mode determines what level of screens the user of the database sees when logged in The purpose of the setting is to simplify the display in the Object list on the Main Screen so that less advanced users are not confused by information they do not need to use or update The mode that each user sees is determined by the settings for each user found in the Personnel screen Below is the section of that screen that sets the mode Figure 3 3 Personnel screen settings for DBMode parameter USER SETTINGS DBMode Simple e Here is a tabular summary of the effect of this setting Mode Screens that display in the object window 1 Simple Clients simple Court cases 2 Intermediate Clients intermediate Court cases 3 Advanced Clients adv Court cases advanced Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm or g Chapter 3 Program Basics The Main screen displays which mode the logged in user is set for as follows Figure 3 4 Database Mode setting on Main Screen 3 4 Security mode The Security Mode is displayed at the top of the following screens of FLA Clients simple Clients simple all Clients intermediate Clients intermediate all Clien
60. bility to print what is on the screen that looks like this amp However only the following screens include a button in the upper right corner that allows you to print a preformatted and attractive and complete report Personnel all POC mailing management Quotations Client mailing management all Clients adv QE US E Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org 25 26 27 28 30 31 32 Chapter 3 Program Basics 3 6 6 Clients adv all 7 Clients intermediate 8 Clients intermediate all 9 Clients simple 10 Clients simple all 11 Court cases 12 Court cases all 13 Court cases advanced 14 Jurisdictions 15 Ministry resources When you click the Print Report button the following screen comes up Figure 3 6 Printing reports screen PRINT REPORT Report name n decoder report _ SELECT REPORT TYPE RIF File C HTML File C Preview File name Print Cancel NOTE Prints on DEFAULT printer In all cases whenever you try to print the Default Printer will be the destination for your print job If you want to select a different printer then you will need to 1 Select Start gt Settings gt Printers 2 Right click on the printer you want to make the default printer 3 On the popup menu select Set As Default Printer Any one of the reports printed by the Family Legal Assistant FLA u
61. cannot enter design mode on the screen 5 Design User can enter design mode for the screen and also read existing records add or modify or delete existing records 5 3 Creating User Accounts and Personnel There are three screens within FLA that pertain to Users 1 User Accounts 2 Personnel 3 Personnel all Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 Chapter 5 Database Administration 5 2 The Personnel and Personnel all screens are where all personnel within the law firm or law office are created and entered A subset of those personnel will be Users of the FLA database In order to create a User account you must Open the Personnel or Personnel all screen Create a new record in the Personnel or Personnel all screen Close the Personnel or Personnel all screen Open the User Accounts screen Initialize the person entered in step 1 from the User Accounts screen 5 1 Enter the DateStart field This value must be either today or some date in the past in order to grant the new user an operative account Entering a DateStart value after today or some time in the future will not produce a functional account 5 2 Enter a UserName for the FLA user 5 3 Enter a Password for the FLA user 6 Resynchronize database security by 6 1 Selecting Actions g
62. d M4 lt 1of6 gt bl be Group name Group Permissions are set from the Group Permissions form Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM 930965054 Ie DBC6088 9F65 1 1003 a 307F 11 1000s COSTE 25B494 0874 1 1355793633 a DBC6085 9F65 1 1003s CB2 1 1002 DESERT 25BA36 087A 1 http sedm org Chapter 5 Database Administration 5 4 Family Legal Assistant FLA Add Ins Acrobat FDBC6088 9F65 1 Family law attorneys P UbiName l bTwe CatName Permission p esomelindvdu effo Administrat Head jeD miomaion e Fam B niristation Modi e T1BOCBL POC maiing management e Fam B mirstston 5Mod v EDBSCZ putcmes efom Esse management Delete s Cretae enit checker e Fem Esse management Modi s AFBFDOF C peus a Esse management iModiy EE Dientssimpeta e Fam Esse management Delete s S7FCBAC Caseload sunmay s Fom Ese management Tied y SEBDS3E Cientsunmay efom Ese management Delete s B35086E Pais of contact e Fam Ese management 4Delete s BC4380F pensada m Fom Ese management Delete GFT Cour cases al e Fom Es
63. d Only Mode that is selected 3 9 Function keys and Keyboard Shortcuts All forms in the database use the exactly the same functions keys Below is a list of the more common function keys Table 3 2 Keyboard Shortcuts Key Purpose Ctrl F Put cursor on a field you want to search and use this function key to search the field for a value Ctrl F6 Toggle to a different open window Ctrl F4 Close the currently active form or window Alt F4 Exit the application Ctrl Home Ctrl End Move to first last record within the form or subform that is selected when in Data Entry Mode Ctrl PgUp Ctrl Move to previous next record when in Data Entry Mode PgDown PgUp PgDown Move to previous next record when in Read Only not Data Entry Mode Shift F2 Zoom in on a long or large text field and view the whole thing in a new window 3 10 Data entry generally Data for a new record is always entered in a blank form You will know the form is blank because the ID field will say AutoNumber When you fill in a form full of information on the database then you need to commit the data to the database which means the contents of the record must be entered into the database If you never save the data you entered then it will be lost when you either exit the form or the database This problem may also happen if you failed to complete all of the installation steps found in sections 2 2 through 2
64. e Group column within a blank record and select the group you want to add Then save the record 5 6 Tracking down malicious users of the database Users of FLA sometimes turn malicious and try to delete or corrupt valuable data within the database This might happen when for instance personnel are terminated and they want to do damage to the system on their way out Family Legal Assistant FLA provides a way to track down such malicious changes to the database The Database Transactions screen provides a read only view of all changes that have been made to any screen in the database the time they were made and the fields that were changed The database manages this screen and users may not change the content Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org 0 o u Chapter 5 Database Administration 5 6 Family Legal Assistant FLA External Data Database Tools Add Ins Acrobat biNMam JObiType TransType RcrdiD AffectedFields Group pemissons dom fom Mod fes OOO O O s 1072872010555 min John roue permissions subio Fem odiy Jare 6633 072872010554 45mih John roue permissions subfom Fem Jd __ oa E rorzerzoio 552 User Atney Greub assignments subfom Fom Bii _ 8778638 10728720107 704Smih Joh
65. e are done from the Database Maintenance screen Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org vu e vv Ne Chapter 5 Database Administration 5 7 r E fa d 9 c HB n 3 Database maintenance Family Legal Assistant FLA X Fes Home Add Ins Acrobat Q9 x Database maintenance This form is used to repair or compact a copy or the Family Legal Assistant FLA case management system Note that this form is run from a clone or copy of the original database you wish to perform the action on and the path should be set to point to the actual database you want to compact or repair The database you wish to compact or repair should also NOT be shared or opened by other users during the repair or compact or the operation will fail therwise click on the Cancel button to exit the form Compact copy Repair copy Cancel Target path Form View Num Lock luci The Database Maintenance screen has buttons for both compacting and repairing the database It also includes a Target path field which is used during the repair in order to specify the filename of the new database file that is produced during the repair process You do not need to fill in the Target path field if you are only compacting the database 59 Enhancements to the FLA database The Family Legal Assistant FLA database is offered as a cost effective shrink wrap turn key solution
66. e done on each case Limit access to client data to the specific attorney or person working on the case and anyone else he wants to separately authorize access to Level the workloads across multiple attorneys within a law office Track evidence witnesses and contacts Serialize and track all documents pertaining to a case their status and their document numbers Handle scheduling of events for each case 10 Automate mass marketing and mailings to all clients of appearing in the database 11 Standardize the folder labeling and organization for client records ili a dl ad SEXO dg The intended audience for the software includes the following Sui juris litigants Attorneys Small law offices Judges of common law courts Those who are litigating their own divorce cases in state family courts Those who are defending QA duod ba r This software has been used to automate multiple small family law offices and was beta tested in these offices before being released It was developed with the input of family law attorneys but is useful by all attorneys in small law offices In the legal field attorneys refer to this type of software as Case Management Software and it can be so expensive that it is beyond the reach of sui juris or pro se litigants and smaller law offices Hence we are offering it as a much less expensive alternative for those who cannot afford most other case management products Family Legal Assistant
67. eature Description Microsoft Visio Microsoft Project AutoDesk AutoCa Microsoft Internet Microsoft Publishe X Microsoft Access This Feature requires OKB on your hard drive ZE Asian Language Support and the subfeatures require OKB on your hard aSj Adobe Designer 7 0 drive Optional plug ins and support files For viewing Adobe PDF files Install to Installshield Help 9 Click Next gt and complete the changes 10 Reboot your computer This completely removes the Adobe PDF Maker toolbars on Microsoft Access 2 7 Installing the Jet 4 0 Service Pack Starting with Microsoft Office Professional 2003 some versions of Microsoft Access will report the following error when you try to run the Family Legal Assistant FLA Figure 2 7 Error Message for Access 2003 Running on Windows XP Microsoft Office Access Security Warning Unsafe expressions are not blocked To block unsafe expressions Microsoft Jet 4 0 Service Pack 8 or later must be installed To get the latest version of Jet 4 0 go to http windowsupdate microsoft com c Database MFDecoder MFDecoder mdb may not be safe to open if it contains expressions that were intended to harm your computer Do you want to open this file Hide Help lt lt Open in Help Window Microsoft Jet 4 0 Service Pack 8 or later must be installed to block unsafe expressions without affecting common functionality The latest Microsoft J
68. egalRef Legal reference for all 50 states StateLegalResources htm 2 3 Family Law Dating Marriage and Divorce http famguardian org Subjects FamilyLaw Family law resources for freedom fighters FamilyLaw htm 2 4 Family Issues http famguardian org Subjects FamilyIssues Political issues affecting families familyissues htm Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org
69. en database security will malfunction and you will not be able to import old data from previous versions of the Family Legal Assistant FLA program The purpose of the user liberty parameter is to login as the decoder user This is a predefined account allocated to all users who are using security in the database WARNING If you put the Family Legal Assistant FLA in a directory other than that indicated above and if the path to the directory has spaces in it you will need to surround the pathname with quote marks For instance if the path is C Documents and settings User Database Fla2k mdb instead of C Database FLA Fla2k mdb then the command line above would be C Program Files Microsoft Office Office MSACCESS EXE C Documents and settings User Database Wla2k mdb wrkgrp C Documents and settings User Database Secured mdw user liberty If you don t heed this warning MS Access will give you TONS of errors when you try to start up the FLA from the icon 9 This will make the entire Target field to appear as below CAProgram Files Microsoft OfficeNOfficeMSACCESS EXE CNDatabasevFLANFla2k mdb wrkgrp C Database FLA Secured mdw user liberty Now you are ready to start the program quickly and easily WARNING If you do not create a shortcut then you will not be able to enter data on any of the forms or import data from an older version of the program or print properly This ste
70. er of the law firm 2 The Client Summary screen displays only Clients assigned to the currently logged in user and is accessible to all users of the database Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org Chapter 4 Program Screens 4 17 Qa dl FR ys Family Legal Assistant FLA cjus RE F Home Create External Data Database Tools Add Ins Acrobat mx Client summary Display CaseStatus NOTE Click on ClientName to open case ClientworkPho ClientHomePh ClientPagerPh ClientCellPhon OppPt ne one one e y eem june S 1 Record M 1ofi gt l K Search 4L lll gt Client name Num Lock E B Gh e ss 4 4 8 Client summary all The Client summary all form displays all Clients within the database This form would typically only be used by the manager or database manager of the law form or law office on a need to know basis The top of the form contains a filter that allows you to filter the form to display cases in the Open Closed or Collection states Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org Chapter 4 Program Screens 4 18 n Fa Home Create External Data Database Tools Add Ins Acrobat Client summary all CaseStatus Open wl NOTE Click on ClientName to open case kana ahaa Ces ClientRole CaseType ClientWor
71. esso ss ens seas sense en 2 1 2 3 1 Using the Shortcuts in the FLA Zip File nennen enne nnnm 2 2 2 3 2 Using the Shortcuts on the Support Page sess nennen nennen nennen enne 2 3 2 3 3 Creating the Shortcut Man ally 5 ertet ep Le eet t Pp e ee ae e te E ee dee ERE Ree npo cp nce 2 3 2 4 Installing the Latest Office and Windows Updates 4 eee eee erect eee sees seen seen sensns ss sons toss ease ense tassa 2 4 2 5 Set Microsoft Access Macro Security to Low to Disable Sandbox mode eeeeeeeeeeeeeee eene 2 5 2 5 1 uero iw H 2 5 2 5 2 PRCCOSS UD 2 6 2 6 Uninstalling Acrobat 7 0 and later Access Toolbars eee eese eese eee ee esee neta senatu neta tne ta seta setate sns snuse 2 11 2 7 Installing the Jet 4 0 Service Pack 1 eres eee eese ee eese ee eene testen setas osten sn seta sns ta sens tasses tosta sense ta sens ea ses en sea 2 14 2 8 Turning off the Access 2007 and later ribbon eere eee esee esee ee seen sensns tne eo ne sense tassa seta setas ttes testas sees 2 15 2 9 Logging FUR CSUPICD EC RR M nM 2 16 2 10 Program Registration eere eese eese teens eene n e tastes theta sinet ts suse ta sene ta sns enses sns sn seine to sens enses suse se
72. et 4 0 service pack is available from vwindbws Update To block unsafe expressions see the About Microsoft Jet Expression Service sandbox mode Help topic which is available from the link at the bottom of this topic If the service pack is not applied If you get the above error please install the indicated Jet 4 0 Service Pack in order to get rid of the above message Below is the link to that service pack on the Microsoft website which is for Windows XP only Other versions for other operating systems are also available Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org Chapter 3 Program Setup 2 15 http www microsoft com downloads details aspx FamilyID 2deddec4 350e 4cd0 al2a d7f70a153156 amp displaylang en Below is a screenshot of the download screen for the above service pack to show you what it looks like Figure 2 8 Jet 4 0 Service Pack 8 download page z Download details Jet 4 0 Service Pack 8 SP8 for Windows XP KB829558 Microsoft Internet Explorer wee Lj File Edit view Favorites Tools Help Qe Q x di p Search sie Favorites media e3 A 3 rel 3 Addre s amp http www microsoft com downloads details aspx Family1D 2deddec4 350e 4cd0 a12a d7f70a153156 amp displaylang en v Go Links gt Microsoft com Home Site Map L Search Microsoft corn for Mic
73. eys of the law firm or law office that is using the database are entered and recorded This information is used to assign specific cases to specific attorneys and to limit access to client information to only the attorney assigned to the case There are two versions of the Personnel form 1 The Personnel all form displays information about all personnel and is accessible only to the manager of the law firm Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org Chapter 4 Program Screens 4 7 2 The Personnel form displays information about only the currently logged in user and is accessible to all users of the database AFER H y Family Legal Assistant FLA ca i T7 Fa Home Create External Data Database Tools Add Ins Acrobat mx attorney FDBC6161 9F65 1 PERSONAL INFORMATION FAME Y INFORMATION Title SBNum Sex Height Weight DegrHigh DegrHighTitle BirthPlace BithDate Nationality iw Citizenship BloodT ype HairColor EyeColor ADDRESS INFORMATION Spousel name SpouseFname SpouseMname Attorney AddrStrt AddiCity AddrState AddiZip PhoneWork PhoneHome PhoneCell PhonePager H HSER SETTINGS DBMode Advanced sw Record 4 lt 1 of1 gt pb YK Not Search Title Attorney Paralegal Secretary Courie Num Lock ee BE e
74. f others displayed on their screen must re query the form they are viewing by pressing the F9 key 3 8 Navigating records Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm or g Chapter 3 Program Basics 3 8 In order to be able to find the record that you want to update you must be able to navigate database records Navigating records is done using either the keyboard or the Record Navigation Pane The Record Navigation panes are normally at the bottom of each database form Below is a sample Record Navigation Pane Figure 3 8 Navigation pane Record 14 4 1 HI lr oF 1 The Record Navigation Pane shown above describes two things 1 The left 1 indicates that record number 1 is displayed The right 1 shows how many total records are available for viewing You can enter a record number into the white box containing the left 1 called the record number and hit enter in order to take the database to the specific record number that you want to view The number you enter cannot be greater than the value in the numeric value to the right because you can t go beyond the end of the list There are also two buttons on the left of the record number and three buttons on the right of the record number In the left group of two buttons the left button takes you to the first record in the sequence while the right button takes you to the previous record In the three buttons t
75. form has two modes 1 Data Entry Mode 2 Read Only Mode The normal mode is Read Only mode You can put a record into Data Entry Mode by simply clicking on a field and attempting to edit it Then you will see the record selector on the left change and show a pencil icon meaning that the form is in read only mode The keyboard also allows for the same kind of record navigation as the Record Navigation Panes The thing you must remember is that you can t use the keyboard to navigate within a form until you first put the cursor on a field that is part of the record that you want to navigate within For instance on the Clients adv all form if you want to navigate the transaction records then you must first click on a transaction record field and see the cursor blinking on that field Then you can use the following keys to navigate within transaction records Table 3 1 Record Navigation Keyboard Shortcuts Key Purpose Mode Ctrl Home Ctrl End Move to first last record within the form or subform that is Data Entry Mode selected Ctrl PgUp or Move to previous next record within the form or subform Data Entry Mode Ctrl PgDown that is selected Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org 21 22 23 24 26 27 Chapter 3 Program Basics 3 10 Key Purpose Mode PgUp PgDown Move to previous next record within the form or subform Rea
76. g records 2 Modify Allows you to add new records modify existing records but not delete existing records 3 Delete Allows you to modify or delete any existing records or to add new records TO EAE To open up a form within the program do one of the following to actions 1 Click once on the form name that you want in the Form List and then click the Select button 2 Double click on the form name you want in the Form List If you want to exit the program then click on the Exit button Below is a description of the various fields and buttons on the Main Screen Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org c 0 YN DH BF QD t 23 24 Chapter 4 Program Screens 4 3 Ne QOS 2 Current User The currently logged in User DBMode Mode that database is in which includes Advanced Intermediate or Simple This mode is set on a per user basis from within the Personnel or Personnel all screens Category The category of work the user wishes to perform This includes 3 1 Administration 3 2 Case management 3 3 Database Administration 3 4 Law and form information 3 5 Research Object The screen within the selected category To open a specific screen either click an item once and then push the Select button or simply double click the item Select button Opens the form selected in the Object listbox Exit button Exits the FLA progr
77. in The local database administrator who is usually an Information Technology IT professional Paralegals Paralegals who work for the Attorney users and who prepare briefs and pleadings for the attorneys These users like the Attorney users must have access to client files for all clients who are assigned to the attorney they work for Practice owners The owner of the law firm or law office who has global access to all user case and client information He supervises all the attorneys and paralegals Users Ordinary users who are not assigned to any specific clients After a User account is created in section 5 3 earlier the user must then be assigned to one or more specific database Groups If they are not assigned to ANY group then they will not see most of the screens available in the database from the Main Screen and will be able to do very little Assignment of users to specific groups is covered in the next section Groups are created and changes from the Groups form Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org Chapter 5 Database Administration Family Legal Assistant FLA Add Ins Acrobat GroupName Description Family law attorneys Court users Look at Court journal form only which is read only Database admin Manage database Implement and enforce database security E Paralegals Assistants to attorneys Recor
78. ing our Family Legal Assistant FLA program Below is your registration information Registered Owner John Doe RegCode 1202207730 The above RegCode will work on your computer as long as you own the computer You will need to re register the program every time you try to run it on a different computer WARNING If you move the program to a different computer after you register it and try to run it without re registering it again it won t operate Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org Chapter 3 Program Setup 2 19 Blessings SEDM 8 Start Family Legal Assistant FLA from the program shortcut you setup earlier on your desktop or Start Bar 9 Click on the Register button in the lower right corner of the opening screen of the program The following screen will display Figure 2 13 Registration Screen 10 Enter the RegisteredOwner information from the registration email into the RegisteredOwner field of the form above 11 Enter the RegCode information from the registration email you received into the RegCode field of the form above 12 Click on the Register button of the Registration dialog box 13 If your registration is successful you will see the following dialog box When you click on OK in the box Figure 2 14 Registration Successful Confirmation Dialog Box CONGRATULATIONS III CONGRATULATIONS
79. ir CaseStatus such as all Open cases all Closed cases or all cases in Collections The bottom of the form contains a Client tab that allows the current user to select a specific client and then track time spent working on that Client s case Billing information will be automatically logged and the fee debited to the Client will also post to the Clients records within the database The Cases tab tracks all cases assigned to the attorney by CaseNumber and CourtName instead of by Client The Tasks tab tracks all tasks that must be accomplished for all cases to which the attorney or user presently logged in is assigned The Statistics tab tracks the breakdown of the different types of cases that the attorney is working on Caseload summary all Family Legal Assistant FLA External Data Database Tools Add Ins Acrobat CaseStatus Open John 01250238 0874 11D2 9E59 204C4F4F5020 Select client below and click START Or if timer already started click STOP p i 100 00 ClientLname ClientFhame ClientNum ClientProPer Client WorkPhor ClientHomePhor Record I4 10f3 Search EIJXXT 4 4 4 Casetype forms Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org 10 11 12 13 Chapter 4 Program Screens 4 14 The Casetype Forms lists all forms associated with a specific type of case that have been cataloged on the Legal Form
80. istant FLA database allow you to keep track of as many clients or cases as you like in as large a law office with as Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org O 0 ND t x 15 Chapter 3 Program Basics 3 11 many attorneys as you like and it allows only the attorney working on a specific case to view information about that case in order to keep client information confidential As new clients or cases come in they are typically entered on one of the multiple Clients screens provided Clients simple Clients simple all Clients intermediate Clients intermediate all Clients adv Clients adv all Oy Mobi Rao The User displayed at the top of the Clients forms indicates which user you are working on at any given time and you can use the record navigation pane at the bottom of the form or the search function Ctrl F to find the user that you want to decode for Note that you can both enter new users or update date for these users on any of the forms above To enter new users on in one of the above forms 1 By selecting the Case Management category on the opening screen M Family Legal Assistant FLA Main CT zs File Edit View Records Tools Window Actions Help Attomey User LASE management Database administration Law and form information Research ObjName MaxOfPermission ObjType Case managers 4 Delete Form Caseload summary 1 Read For
81. istry SEDM http sedm org Chapter 4 Program Screens 4 57 EH Family Legal Assistant FLA Ev F Home Create External Data Database Tools Add Ins Acrobat Referred to me by Family Law Facilitator s Office on 14DEC98 Called 14DEC98 and left message Record 14 1 of 16 gt Dl bE Street address Num Lock E dB dh ou ss 4 7 7 MSA clauses The MSA Clauses form is a database of clauses used in the preparation of Marital Settlement Agreements in divorce cases The list of clauses was prepared by a family law attorney originally for use in California Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org Chapter 4 Program Screens 4 58 o MSA clauses Family Legal Assistant FLA C C LEX Add Ins Acrobat o x ae Worksheet of Clauses This is the master index of clauses Paragreph ES Description 12 1 1337 Document C07F9650 3D98 11D3 B438 001046CD09487 boM Hi K Search Record 14 1 of 396 Clause number 4 7 8 Points and authorities The Points and Authorities screen is used to keep track of points and authorities on various subjects You can use the search function or the filter function to locate points and authorities on a specific subject Points and authorities are typically used in the preparation of memorandums of law filed in association with a court pleading
82. kPho ClientHomePh ClientPagerPh ClientCellPhon Opp ne one one e gt i P em o T is Record I4 1of1 f 4 lll Client name Num Lock E3 E dB b ou ss 4 4 9 Clients intermediate The Clients intermediate screen displays all details about Clients Main client information appears on the form and details are displayed on subform tabs at the bottom of the screen This screen displays only Clients accessible to and assigned to the currently logged in user The Security field at the top displays whether you are the manager for the client record displayed If you are not you may not edit or delete the information for that client There are two versions of the Client Intermediate screen The Clients Intermediate all screen displays information about all Clients and is accessible only to the manager of the law firm The Client Intermediate screen displays only Clients assigned to the currently logged in user and is accessible to all users of the database Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org O nk w Chapter 4 Program Screens 4 19 f N HH WES A o Ca IH Family Legal Assistant FLA E z Fz Home Create External Data Database Tools Add Ins Acrobat mx Clients intermediate Security Reports Close ClientLname Does ClientFname ClientMname EE gt DateOpened j Datetlsed LLI
83. layed If you are not you may not edit or delete the information for that client Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org Chapter 4 Program Screens 4 25 Home Create External Data Checklist Client Summ and Pet OSC OSCResp PrelimDOD Inc amp Exp Decl SofAandD FCSPrepDate ApStiph ndW aiv ReqToEntDef Settlement JOOUOOOOOOO SettlmtProp SettmtNeg Record 4 lofi gt bl be WK Unfiltered Search Num Lock E3 E dB b ou oss 4 4 16 Court cases advanced The Court Cases Advanced screen is an expanded version of the Court Cases screen that provides additional tabs on the bottom half of the screen for recording information about complicated cases It lists court cases for the currently logged in user only It does not list court cases of other users or of the law firm in general Unlike the Court Cases form this form allows the user to filter cases based on their status which includes Open Closed and Collections Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org Chapter 4 Program Screens H s d P Home Create Non manager Checklist Client Family Legal Assistant FLA External Data Database Tools Add Ins Acrobat Display CaseStatus or ors PO pen el d 1FBSCEOBE 3C2C 4 3 11 2004 11 37 3 P
84. m Caseload summary all 1 Read Form Casetype forms 4 Delete Form Client mailing management 3 Modify Form Client mailing management all 3 Modify Form Client summary 4 Delete Form Client summary all 4 Delete Form Clients adv 4 Delete Form Clients ad all 4 Delete Form Clients intermediate 4 Delete Form Clients intermediate all 4 Delete Form Clients simple 4 Delete Form Clients simple all 4 Delete Form Conflict checker 4 Delete Form Operational Form View Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org YN nw R Chapter 3 Program Basics 3 12 2 In the Object list on the Opening Screen open one of the forms listed above by double clicking on it Below is what appears when you double click on Clients adv It shows that it is ready to accept a new client record r Family Legal Assistant FLA Create External Data Database Tools Add Ins Acrobat m Urknwm o i Checklist Notes Documents Journal Record 4 1ofi1 bl K Unfiltered Search Client number if not a case yet 3 The top area of the above form is for entering the basis client information Each version of the Client forms listed earlier contains a different subset or different organization for the client data but they may all be used for entry of new client records We know the above form is waiting for a new client record because the CaseID
85. m registration 9 1 Registered To Current registered owner 9 2 Database Status Status of database Two options are possible 9 2 1 Operational Database is properly registered on the machine it is being run on and will be fully operational 9 2 2 Locked Database is not registered on the machine it is being run on and will be inoperative 99 ON EA SE 3 2 Understanding the meaning of fields on forms Each form in the database includes a status bar in the lower left corner Whenever you move your cursor to a field you can look in the lower left corner at the status bar for an explanation of what the field means Below is a screenshot from the Firm Information form that shows the cursor on the FirmName field and an arrow pointing the status bar explanation of that field Figure 3 2 Firm Information screen Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org Chapter 3 Program Basics 3 3 a d v i Ys Family Legal Assistant FLA Ls P Home Create External Data Database Tools Add Ins Acrobat w ex Firm Information BASIC INFORMATION FirmN ame yw Office E ooo O O Address City a1 Zip PhoneVoice E a Phonefax 5135350955 EmailAddr Webadd CY DateF ounded pem wnerL name John Q4 mneMname f RerdlD dlldbleintviHrs StartupF orm ReplPath the Stat FCSMedPriorDeclD ays FCSMedPrepD
86. n a specific case simply press the Question Mark on the subform in a blank record select the attorney and fill in the period of time during which that party will be working on the case and thereby have access to case and client data for that client Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org Chapter 4 Program Screens 4 11 External Data Database Tools Add Ins Acrobat O O OOo FBSCEOBE SC2C 4C9D ASOC 00083806E 840 Manager Smith John 2 CaseMgrlD 2C1B8A4B0 B586 4BC5 9494 DateStart 2004 03 11 Thu DateFimsh F5BF3F0D7674 Notes Manase LL DateStart 2010 10 27 Wed DaeFish Search Last name of client Num Lock j Ed B E S oen 4 4 2 Caseload summary The Caseload summary screen opens when the user first logs in The Caseload Summary screen is used by the currently logged in user to 1 Look at all Open clients and cases assigned to him at the present time The current user cannot look at cases assigned to other Personnel in the law firm or law office 2 Apportion his time among cases using the Timer and keep track of billable hours on each case To track billable hours spent working on a specific case the attorney simply selects the active case on the Cases tab and then clicks on the Start button to start the case timer When he is finished working on the case he clicks the Stop button which logs the
87. n the database does not become corrupted Groups are created based on the specific roles that a database user may fill within the law firm or law office such as Attorneys 2 Court users 3 Database admins 4 Paralegals 5 Practice owners 6 Users Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org O nu fF w Chapter 4 Program Screens 4 38 Family Legal Assistant FLA External Data Database Tools Add Ins Acrobat p GroupName Description PID Family law attorneys 930965054 FDBC6088 9F65 1 Court users Look at Court journal form only which is read 1003 only 576F8C85 307F 1 __ Manage database Implement and enforce database security Paralegals Assistants to attorneys 1355793633 pte csc Practice owners Owners of a law practice a Users Users group Hl 1C125BA36 0874 1 B sd UN ee Record 4 lt 1 of 6 gt bl be Search 4 5 8 Listbox options The Listbox Options screen controls which options are presented in various list boxes used throughout the Family Legal Assistant database The drop down listbox at the top of the screen provides a list of the various types of list boxes used throughout the database and the bottom of the screen lists all of the values made available within that type of listbox This allows the functionality of the database to be changed or enhanced without having administrative access to the design
88. ntially unsafe macros iunsafe macros Use this setting only if you have virus scanning i software installed or you have checked the safety of all documents you open i 3 Click on the Low setting 4 Click the OK button 5 Close Microsoft Access by clicking on the X in the upper right corner or selecting File gt Exit 2 5 2 Access 2007 If you are using version 2007 or later of Microsoft Access then you will need to set the Macro Security level to Low as follows WARNING If you do not follow the instructions below then several features of the Family Legal Assistant FLA database will not work and the reports will contain the word Error and you may get the following error message when starting up Family Legal Assistant FLA Figure 2 5 Error message if Microsoft Access 2007 Macro Security Level not set to Low Security Warning Certain content in the database has been disabled Options 1 If you get the above warning you can click on the Options Button and you will get the following Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org Bw Chapter 3 Program Setup 2 7 Microsoft Office Security Options Security Alert VBA Macro Access has disabled potentially harmful content in this database If you trust the contents of this database and would like to enable it for this
89. nts and Personnel eee eeee eee eee eres etes seen esten eo ato tas ta setas etas eto sete sete sss tna sense ease eaae ena 5 1 5 4 Managing Groups and Group Permissions eere esee estes sente ees en seen tn setas tn tn sat n senses snae tn suse ta sensns eta senses tns 5 2 5 5 CS PUPABES CREER ts stess 5 4 5 6 Tracking down malicious users of the database eere eee eee eee eese seen eene enean setate stato stone tasses seen 5 5 5 7 Setting Up and Managing Database Replication Across Multiple Law Offices cernerent 5 6 5 8 Compacting and Repairing the Database cereis e eese eese eee ette eese netos tons etas etas eta seta sete stets tte sens toss tanen 5 6 5 9 Enhancements to the FLA database eee eese eee esee enses ta sesenta se tasto sse ta sensa sesto sess tes enses tastes enses en 5 7 6 RESOURCES FOR FURTHER STUDY eeeeeeeeeeeeeeee esee ene sees seeenseeeesees On 6 1 Technical Support Resources eerie esee esten seen rosos sensns tn sesto saneta sesto sets suse ta sensns eta sense sa tosta sone tasse enata snae 6 1 6 2 Website Resources PR 6 1 LIST OF TABLES Table 2 1 Family Legal Assistant FLA Shortcut Files sees enne ener 27D Table 2 2 Data which the program imports from
90. o the right of the record number the left button takes you to the previous record the middle button takes you to the last record and the rightmost button blanks out the screen and puts the form into data entry mode so you can enter a new record On the Clients adv all screen for instance there are two levels of record navigation and each level has its own Record Navigation Pane These levels are as follows 1 Client records 2 Subform records on each of the tabs under the Client displayed Below is a screenshot of the Clients adv all form showing the three Record Navigation Panes and what each is used for Figure 3 9 Navigating records on the Clients adv all screen Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org Chapter 3 Program Basics 3 9 amily Legal Assistant FLA Add Ins Acrobat ViewThisas cios E O E FSSCEOBE SC2C 4CIL Open xl a Unknown x B a Checklist Notes Documents Journal Summ and Pet OSC OSCResp PrelimDOD Inc amp Exp Decl SofAandD FCSPrepD ate ApStipAndW aiv ReqT oEntDef Settlement MSA FinalDOD MSCDate TrialDate NEM NEN TrialBriefComplD ate Pues E ludament T 4 lil Record 4 lt 10f1 gt bl be X Unfiltered Search 4 Mm gt Client number if not a case yet Num Lock E J LIEIEICIETEIE DIETETETEIEIEI Each
91. ons 4 Delete Form User accounts 4 Delete Form Form View 4 5 1 Access log The Access Log screen tracks all historical logins and logouts of the database and the duration of the login This is useful in determining who is using FLA and when they are using it Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org Chapter 4 Program Screens 4 32 Family Legal Assistant FLA Add Ins Acrobat DISPLAY Security violations Li i poser Attorney 2B GEAR 10 28 2000 10 36 15 PM 10 28 2010 10 36 18 PMO EmthJom DC Normal logout Normallogout O SSS S o o O O 10 28 2010 10 35 53 PM 10 28 2010 10 35 57 PMO EmthJom 621FA7z Normal logout 0000000000000 Normal logout H 10 28 2010 10 34 58 PM 10 28 2010 153527 PMI UseAtome EnaA Normal logout Normallogout S SS o E 10 28 2010 6 54 22 PM 10 28 2010 6 54 44 PM JO UseAttomey AQA65EC Normal logout Nomallogou S o E 10728 2010 6 49 59 PM 10 28 2010 6 50 26PM 1 UseAtome E Normal logout Normallogout S S o 10 28 2010 6 34 49 PM 10 28 2010 6 34 57 PM j0 UsenAttomey BE5D A Normal logout Nomallogou S o o O E 10 28 2010 6 32 57 PM 10 28 2010 6 3333PM UseAtoms KE amp DE 3i Normal logout Normal logout 10 28 2010 6 14 06 PM 10 28 201062305FM 3 J UsenAtoms Onm Normal logout Normal logout S o o O flove72nro 608 07 P
92. order to use the forums at the address below http sedm org forums At the above address see the section entitled 5 2 Family Legal Assistant FLA Help Please be as specific as you can about reporting your bug For instance please describe all of the following in your post on the above bulletin board or we will either delete your post or will demand more information The version number of the Family Legal Assistant FLA program you are using The operating system you are running such as Windows 98 Windows 2000 Windows XP Windows Vista Windows 7 etc 3 The database form you were on when the error occurred e g the Clients adv form 4 The field within the database form that you were on when the error occurred 5 Exactly what you were doing on the form you identified when the problem occurred For instance what key did you push or what did you click to make the problem happen 6 The steps we would have to take in order to consistently reproduce the problem so that we can fix it 7 Whether you paid for the program or STOLE it by illegally copying someone else s copy in violation of the copyright 8 Your phone number so we can call you to ask questions about your problem We provide all the instructions you need in this manual that comes with the database Since we are giving you the product at very low cost to begin with please avoid asking for free tech support unless you actually paid for the program
93. org Chapter 4 Program Screens 4 10 r M e 4 tB s Main Family Legal Assistant FLA c5 ca F Home Create External Data Database Tools Add Ins Acrobat 5 Family Legal Assistant FLA Copyright 1999 2009 Sovereignty Education and Defense Ministry SEDM Current user Attorney User DBMode Advanced Category CatName Administration Case management Database administration Law and form information Research ObjName MaxOfPermission ObjType Case managers 4 Delete Form Caseload summary 1 Read Form Caseload summary all 1 Read Form Casetype forms 4 Delete Form Client mailing management 3 Modify Form Client mailing management all 3 Modify Form Client summary 4 Delete Form Client summary all 4 Delete Form Clients ady TN 4 Delete Form View POC Clients ad all 4 Delete Form Clients intermediate 4 Delete Form Caseload Clients intermediate all 4 Delete Form Summary Program Registration Information Registered To SEDM Database Status Operational Exit Form View Num Lock 4 4 1 Case managers The Case Managers screen is used to assign specific cases to specific attorneys or paralegals from the Personnel screen The top of the form lists the Client and Case Number and the bottom lists all the attorneys or paralegals from the Personnel screen who are assigned to work on the case and who have access to the files of the case To add a new attorney or paralegal to work o
94. ou want to open and click the Select button or alternatively double click the screen you want to open Figure 3 1 Opening screen LII ll Es File Edit View Records Tools Window Actions Help Type a question for help Attorney User CatName Administration Case management Database administration Law and form information Research ObjName MaxOfPermission ObjType Access log 4 Delete Form Database changes 4 Delete Form Database maintenance 4 Delete Form Database transactions 4 Delete Form Group assignments 4 Delete Form Group permissions 4 Delete Form Groups 4 Delete Form Listbox options 4 Delete Form Replication management 4 Delete Form Suggestions 4 Delete Form User accounts 4 Delete Form JOperational Form View The Object list contains two columns The left column called the Name lists all of the screens in the database The right column lists what your permissions are within that screen There are four levels of permission and higher numbered permission levels imply the permissions of all lower numbered levels The permission levels are 1 0 Read Allows you to look existing records You cannot delete or change existing records or add new records Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org Chapter 3 Program Basics 3 2 2 1 Add Allows you to add new records view any record but not change or delete existing records 3
95. p is very important If you would like further information about this section and a sample downloadable shortcut that you can reuse on your desktop please visit the SEDM Support page below Setting Up the Program Shortcut Item 11 2 http sedm org Support Support htm 2 4 Installing the Latest Office and Windows Updates Before attempting to run Family Legal Assistant FLA the first time it is important to install all the latest Microsoft Office Updates and Service Packs off the web if you can If you don t do this Access has on occasion been known to crash and corrupt the database This step will prevent most installation errors we have seen before they happen To install free Office Updates off the web follow the procedure below 1 Goto http officeupdate com 2 Click on Check for Updates on the screen displayed 3 Look if there are any updates to install Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org Chapter 3 Program Setup 2 5 1 4 If there are updates to install then install them and reboot your computer 2 Similarly it is also important to install all the latest free Windows updates on your system to prevent compatibility problems 3 Follow the procedure below to accomplish this Open Internet Explorer Select Tools gt Windows Update Check for updates Install all updates and especially service packs Reboot your compute
96. r 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org Chapter 4 Program Screens 4 28 r Ca ag EH ie Form filler wizard Family Legal Assistant FLA E F Home Create External Data Database Tools Add Ins Acrobat 58X Form filler wizard Update iad lt Back Fwd gt Close CoseNum ER Cie we Question Greetings Before you can start answering questions and preparing your paperwork you first need to enter your CASENUM as issued by the court or NEWW if this is a new case After you have done so you may choose one of the options appearing in the Click on an Answer tab found below to proceed to the next step If this is a new case the system will automatically assign a Temporary Case Number beginning in T NOTE If this is a NEW case you should write down and remember the assigned case number Click on an Answer Definitions Help Next Step gt i Please enter your existin Num Lock jE3 3 dB db 3 Lud 4 4 19 Form filler wizard step editor The Form Filler Wizard Step Editor is used to create and edit steps used to create wizards A Wizard is a sequence of steps that fills in or print merges a legal form accessible from the Legal Forms and Templates screen Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org Chapter 4 Program Screens 4 29 r
97. r for the changes to take effect on nA t RA Un RUP Re o 2 5 Set Microsoft Access Macro Security to Low to Disable Sandbox mode 0 2 5 1 Access 2003 n If you are using version 2003 of Microsoft Access then you will need to set the Macro Security level to Low as follows WARNING If you do not follow the instructions below then several features of the Family Legal Assistant FLA database will not work and the reports will contain the word Error and you may get the following error message when starting up Family Legal Assistant FLA Figure 2 3 Error message if Microsoft Access 2003 Macro Security Level not set to Low y Microsoft Office Access Security Warning Unsafe expressions are not blocked Do you want to block unsafe expressions 12 1 Open Microsoft Access by clicking on its icon in the Start gt Programs menu Microsoft Access should start up 13 2 Select Tools gt Macro gt Security The following dialog box will appear 14 Figure 2 4 Microsoft Access Macro Security Level Setting Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org Chapter 3 Program Setup 2 6 Security EE Security Level Trusted Publishers O High Only signed macros from trusted sources will be allowed to run Unsigned macros are automatically disabled Medium You can choose whether or not to run pote
98. rferes with the correct functioning of Family Legal Assistant FLA If you are running Adobe Acrobat 7 0 Standard or Professional or later on the same computer as you will be running any version of Family Legal Assistant FLA you will therefore need to do the additional installation steps documented in this section Symptoms of the compatibility problem When you try to start Family Legal Assistant FLA you will get an error message saying that you don t have exclusive database access You will have to hit Esc key several times to get past this error dialog box Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org 10 Chapter 3 Program Setup MF Decoder l x 1 2 You do not have exclusive access to the database at this time If you proceed to make changes you may not be able to save them later Show Help gt gt Resolution to the problem 1 Login to your computer as Administrator with full rights 2 Select START gt CONTROL PANEL ADD OR REMOVE PROGRAMS 3 Select Adobe Acrobat in the program list f Add or Remove Programs b On tji Currently installed programs Show updates lal xl Sort by Name 7 Change or Remove Programs i9 1st Pricing 3D Extreme Text Fl ABBYY FineReader 5 0 Sprint Add New 9 Acronis Disk Director Suite Programs a Acronis True Image Ta D Adobe Acrobat 7 0 8 Profes
99. rm that can be called up from then menus of any form and which displays the modification history of a particular record so that if data has changed 1078 1894 5mth John 2 CIDSCATAO uggestion Add a screen to call up from Course history that shows college high school and overall GP s on a graph 0 8 1594 Fam EST PET TT Modify all um so cm they use the question mark button to search for personnel and points of contact instead of a listbox This will speed up the forms a M 1 of u T bob ob o Filte Search Form View Num Lock EJE EB S ss 4 5 11 User accounts The User Accounts screen is where database accounts are created and maintained and the time interval when they are active may be established It works in tandem with the Personnel screen The Personnel screen lists all personnel at the law office while the User Accounts screen controls the subset of Personnel who have accounts within the database Not everyone at a law firm needs access to the database Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org 6 Chapter 4 Program Screens 4 42 External Data Database Tools Add Ins Acrobat a ec o DateE xpire Password Pr EE mmo p 7o ER i 0874 m 7 0874 User Attorney FDBCElB as liberty IFDBC6I7 M a 2 User Paralegal FDBCEO7 paralegal FDBC617 B a 0 0 E 8 73 1 1 Pj Record 4 10f3 bobo Date account s
100. rmation is the place where details about the law firm or law office may be entered into the database This information is used for automated form production mailing label production and other printed reports that need the firm information Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org Chapter 4 Program Screens 4 5 r On d C HB D Firm information Family Legal Assistant FLA O Cid gt Fa Home Create External Data Database Tools Add Ins Acrobat mx Firm Information BASIC INFORMATION FirmN ame aw Offices of John Doe Address 999 West A St Suite 9999 City State Zi PhoneVoice sd PhoneF ax EmailAddr john doe johndoe com WebAddr DateFounded OwnerLname Doe wnerFname John wnerMname i RerdiD BD22D43E D434 11D2 B406 00104BCD 9487 MinBillablelntvlHrs SETTINGS StartupForm Caseload summary all rm ReplPath ZUM LAW DEADLINE S DivCoolOffMonths E FCSMedPriorDeclD ays OSCRespDaysBefHrg 5 sd FCSMedPrepD ays NotToConsDaysBefSubp 10 FinDODPriorToTrialDays 45 s SubDelD ays NumDaysToRevw sd OrdSignIntvlDays 15 Firm name Num Lock amp BCL ou Lu 4 3 2 Personnel all The Personnel all form is where employees and attorneys of the law firm or law office that is using the database are entered
101. roperty o Summ and Pet OSC OSCResp PrelimDOD Inc amp Exp Decl SofAandD FCSPrepDate ApStipAndW aiv Record 4 1 of1 gt bl be Search Case number 4 4 17 Courts The Courts screen tracks courts in which the law firm or law office has cases pending at the municipal state or federal levels Family Legal Assistant ver 1 02 Num Lock G3 dB ah E jpg Copyright Sovereignty Education and Defense Ministry SEDM http sedm org Chapter 4 Program Screens 4 27 amp Cau HE Family Legal Assistant FLA cay a F Home Create External Data Database Tools Add Ins Acrobat Superior Court of California County o 1 Diego CENTRAL COURT Supero 220 wW Broadway an Diego 513 531 3141 PY E E Phone number is business office 8C98DF94 DFFC 11D2 B412 001048CD9487 Clerks Departments Judges Mediators Rules Lname Fname Mname Dept PhoneVoice PhoneF ax Record 14 1of1 z Record 4 1of5 bA K t Search Name of this court Num Lock E ee Bd e 4 4 18 Form filler wizard The Form Filler Wizard is used to populate or merge forms from the Legal Forms and Templates screen with data from the Clients screen so as to produce forms useful during litigation This functionality as of this writing is immature and not fully integrated with any of the forms on the Legal Forms and Templates screen Family Legal Assistant ve
102. rosoft Download Center Download Center Home Jet 4 0 Service Pack 8 SP8 for Windows XP KB829558 Download Categories Games Microsoft Jet 4 0 Service Pack 8 SP8 provides the latest updates to the Jet 4 0 database engine with Windows XP Directx 3 Jet 4 0 Service Pack 8 Den Security amp File Name WindowsXP KB829558 x86 ENU exe SP8 for Windows XP pee KB829558 Windows Media Download Size 2893 KB English Drivers Date Published 10 15 2003 Office and Home 5 Applications Version 829558 Mobile Devices Change language Macintosh amp Other Overview Engish Platforms 5 AU Microsoft Jet 4 0 Service Pack 8 SP8 provides the latest updates to the Jet 4 0 database engine with Server Applications Windows XP and is discussed in Microsoft Knowledge Base Article KB829558 Download now to get System Management the most current updates for Jet 4 0 After you install this item you may have to restart your was computer Subscribe to MSDN and Stay Current with the Latest Updates How to Keep a Jet 4 0 Database in Top Download Center Help Working Condition Related Download Sites Jet Replication Update Automatic Update Knowledge Base Article Services L ivl Done 4B Internet Development Resources Resources 2 8 Turning off the Access 2007 and later ribbon Access 2007 and later by default displays a ribbon at the top of every window
103. s all the Client records at the firm and ensures that new clients you accept are not married to other existing clients This can be a serious conflict of interest Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org Chapter 4 Program Screens 4 23 On d EH 3E Family Legal Assistant FLA Cd S p Home Create External Data Database Tools Add Ins Acrobat mx Conflict checker This form verifies the non existence of a conflict of interest for a prospective new client To use it simply fill in the name SSN and phone numbers of the prospective client and the system will do a search for conflicts In the event there is no conflict it will open up a new Client record for the client Mandatory fields to enter are shown outlined in red ClientL name DL ClientFname D ClientHM name D ClientHomePhone D e ClientW orkPhone 1 Check ClientCellPhone ClientPagerPhone ClientSSN i _Clear_ Matching Hecords Click on the client Lname to see more about this case but only if you are a manager ClientLname ClientFname ClientMname CaseNum ClientNum LlientSSN Last name of client Num Lock 3 de di 5 zi 4 4 14 Court cases The Court Cases screen lists court cases for the currently logged in user only It does not list court cases of other users or of the l
104. s and Templates screen Each type of case only uses a subset of all the forms available through the database To use this screen search for the Case Type you want to see on the top of the screen and then look at the forms that are available on the bottom 4 4 5 Family Legal Assistant FLA Home Create External Data Database Tools Add Ins Acrobat Civi case EBSO BDB B65B 11D3 B449 00104BCD3487 eee JFommMame FommNumber HotDocsFormMame DoclD ope med 1 of1 1 of 21 Title of this option Num Lock jE3 3 dB B bd jos Client mailing management The Client Mailing Management screen is used to print mailing labels for all Clients of the law firm who have the RecvMail field checked It is used to conduct targeted mailings to people in the Clients table for marketing purposes There are two versions of the Client Mailing Management screen 1 2 The Client Mailing Management all screen displays information about all Clients and is accessible only to the manager of the law firm The Client Mailing Management screen displays only Clients assigned to the currently logged in user and is accessible to all users of the database Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org Chapter 4 Program Screens 4 15 G Nido c BH Family Legal Assistant FLA c Ciad gt Home Create External Data Databa
105. se Tools Add Ins Acrobat mx Client mailing Select Unselect print Display j All All a CaseStatus Dpen management Labeis On zT NOTE Click on ClientN ame to open case Jure 1L O Record M 10f1 Ho UK Search Client name Num Lock jE3 E dB d 5 T zd 4 4 6 Client mailing management all The Client Mailing Management all screen is used to print mailing labels for all Clients of the law firm who have the RecvMail field checked It is used to conduct targeted mailings to people in the Clients table for marketing Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org Chapter 4 Program Screens 4 16 purposes Family Legal Assistant FLA Home Create External Data Database Tools Add Ins Acrobat Client mailing Unselect Print management all y E All Labels D Dn e NOTE Click on ClientName to open case ClientRole baia CETT E Record I4 1of1 Search 4 4 7 Client summary The Client summary form displays all Clients assigned to only the currently logged in user of the database The top of the form contains a filter that allows you to filter the form to display cases in the Open Closed or Collection states There are two versions of the Client Summary screen 1 The Client Summary all screen displays information about all Clients and is accessible only to the manag
106. se management Delete s G5FS40C RIO m VIO Em 0 5 S NN DETTE Record 4 lt 4 1of6 Group name Num Lock The Group Permissions form contains a list of all screens that can be opened by users who are assigned to the group The screens that can be opened are listed in the ObjName column After an object or screen is added to a group the permissions on that screen must then be set using the drop down list in the Permissions column 5 5 Assigning Users to Groups Once the groups are defined and the screens are associated with the groups the last step is to assign existing Users to each group using the Group Assignments screen Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org Chapter 5 Database Administration 5 5 Pa a 9 amp d z Family Legal Assistant FLA a Cay Fa Home Add Ins Acrobat r se FDBC6161 9F65 1 Attorney aa p jou emAsiD Pp lAtiomeys e FOBteiBsE SSCS Database admin e B amp c cssis4EN 1 B o New tastname E E l Num Lock si The top of the Group Assignments screen lists the user whose assignment is being set and the bottom of the screen lists all the groups that the selected user is a member of To add a group to a specific user click on the down arrow in th
107. se the above screen You may find that there are occasions where the report you wish to print contains places for information that you were not able to enter before the report printed In such as case the Print Report Dialog above offers an option for printing the report as an RTF File This option allows you to save the report you are printing to an editable word processing file that you can open with Microsoft Word and further edit or embellish To save a report you are printing as an editable word processing file instead of printing it on the printer follow the procedure below 1 Inthe SELECT REPORT TYPE radio buttons click on the RTF File option In the File name field enter the full path to the file and the full file name extension For instance if you are saving a Case Status Report to the Temp directory on the C drive and you are printing the report on January 1 2007 the following syntax would be used in the File name field CATemp CaseStatus 20070101 rtf 20070101 is a hierarchical date format representing January 1 2007 3 Next start up on your Microsoft Word program and open the RTF file you saved in the above directory Then you can directly edit the report before you print it Microsoft Word is the ONLY program that can directly edit RTF files produced by the Family Legal Assistant FLA If you are using another word processing program you will need to import and Family Legal Assi
108. sional Add Remove Click here For support information Windows Components To change this program or remove it from your computer click Change 96 Adobe Creative Suite 2 Set Program Access and B Adobe Flash Player 9 Activex Defaults FR Adobe Premiere Elements 2 0 By adobe SVG Viewer 3 0 Advanced Font Manager jS ASCOM Platform 4 1 E ATI Software Uninstall Utility AD ATI Control Panel ATI Decoder Size 9 06MB Size 0 91MB Size 28 86MB Size 38 13MB 37 99MB Size 4 831 00MB Size 2 805 00MB Size 4 31MB Size 4 29MB Size 0 11MB Size 15 68MB 4 Inthe Adobe Acrobat X X entry click the Change Remove button Last Used On Cisa 4 221 NNMP 5 An Acrobat Setup Dialog box will appear Click Next gt 6 Click the Modify option and then click Next gt Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org Chapter 3 Program Setup 2 13 j Adobe Acrobat 7 0 8 Professional Setup Program Maintenance Modify repair or remove the program Modify Change which program Features are installed This option displays the Custom Selection dialog in which you can change the way Features are installed C Repair Fixes missing or corrupt Files shortcuts and registry fg Repair installation errors in the program This option entries C Remove Remove Adobe Acrobat 7
109. sistant FLA Shortcut Files at the following location on our website SEDM Support Page Section 11 2 http sedm org Support Support htm If the shortcut files you received with the program do not work the ones on our Support Page above will probably do the trick The following subsections will describe how to use the shortcut files both included with the program version you obtained and also from our website support page 2 3 1 Using the Shortcuts in the FLA Zip File The Family Legal Assistant FLA comes with three sample shortcuts inside the Zip distribution file you download as follows Table 2 1 Family Legal Assistant FLA Shortcut Files Shortcut File Name Version of Access You Have FLA Shortcut2002 Access 2002 FLA Shortcut2003 Access 2003 FLA Shortcut2007 Access 2007 FLAShortcut2010 Access 2010 Which of the above three shortcut files you use will depend on the version of Microsoft Access you have Use the following procedure to determine which version you have and to copy the file to your desktop 1 Start up Microsoft Access by clicking Start gt Programs If access displays menus instead of a ribbon bar you have Access 2000 2002 or 2003 Otherwise you have Access 2007 3 If you have a menu bar click Help in the menu and select About A dialog box will appear showing what version you have 4 Now that you know what version you have select the appropriate shortc
110. stant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org Chapter 3 Program Basics 3 7 convert the file before you can edit it Most word processing programs allow you to convert RTF files into their own proprietary format so you can edit or use them The above procedure is also mentioned on our website in the Support Page under section 4 1 question 8 3 6 Deleting records In order to delete records all you have to do is select the record by clicking on the record selector on the left side of the screen and then hit the Delete key For instance if you want to delete an entire Client and all associated records and information on the Clients adv all form then click on the record selector pointed to in the picture below and push the Delete key Figure 3 7 Clients Advanced Form deleting records procedure View This as Court Case rcm AUN ER I MUNI ReqToEntDef Settlement MSA FinalDOD MSCDate TrialD ate Judament lil i L1 OU m E g o g L1 g L1 o L1 o g r1 Record H 1 of 1 gt n be X Unfiltered Search 3 7 Multiuser features The Family Legal Assistant FLA database is designed to be located on a share drive and simultaneously accessed by multiple users Record locking is implemented automatically by the database for those database records that are being updated or edited Users wishing to see the record updates o
111. t Resynchronize Database Security from the menus in MS Access 2000 through 2003 6 2 Selecting Add Ins gt Actions gt Resynchronize Database Security from the menus in MS Access 2007 or 2010 ph ds eon If you omit the last step step 6 above the user account will not be full initialized and the user will not be able to login to the database Any of the following situations will cause the user account to not be created when the database security is resynchronized The DateStart is after today or some date in the future The DateExpire is either today or some time in the past There is no UserName entered There is no Password entered All accounts must have a user password ASNE If any of the above problems occur on this screen all User accounts with this problem will not function until the problem is fixed and the database security is resynchronized 5 4 Managing Groups and Group Permissions Database security allows for the creation and maintenance of Groups A Group is a collection of users who share common permissions and security settings We recommend creating groups that correspond to roles within your law firm or law office Below are the default Groups defined within FLA and each is organized by role Table 5 2 Pre defined FLA Groups Group Name Description Attorneys Attorneys who need access to clients they are working for Court users Those administering the courts or common law courts Database adm
112. tarts Num Lock jE3 3 EB Hb s joes Notes on this form 1 You must enter a DateStart prior to the current date in order for the account to be active Inactive accounts cannot login to the database 2 Every record must have a Personal Identifier which is a unique integer value The field cannot be left blank 4 6 Law and form information The Law and Form Category of the Main Screen is used to locate information about jurisdictions laws statutes terms acronyms and generally to research legal subjects Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org Chapter 4 Program Screens E Faray Lg Avia rN Genes Cs File Edit View Records Tools Window Actions CatName Administration Case management Database administration Law and form information Acronyms 4 Delete Glossary 4 Delete Internet yellow pages 4 Delete Jurisdictions 1 Read Legal forms and templates 4 Delete Ministry resources 1 Read Points of contact 4 Delete Help Research ObjName MaxOfPermission ObjType Form Form Form Form Form Form Form 4 43 Type a question for help Form View 4 6 1 Acronyms The Acronyms screen lists various technical legal and government acronyms useful in the telecommunications government and legal fields Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org Chap
113. tcut you just created on your Start Bar at the bottom of the screen and select Properties Figure 2 2 Family Legal Assistant FLA Icon properties dialog box r P FLA Properties Target type Application Target location Office12 Target lb wrkarp D Main Database Vla Secured MDMV Start in D Main Database la Shortcut key None Run Normal window Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org 20 21 23 24 25 26 27 28 29 Chapter 3 Program Setup 2 4 7 Examine the Target field in the Family Legal Assistant FLA Properties dialog box It should only contain the path to your Microsoft Access Executable at this time as follows C Program Files Microsoft OfficeNOffice MSACCESS EXE 8 Add to the end of the above line the following assuming that your Family Legal Assistant FLA program is installed in the C Database FLAV directory C Database FLA fla2k mdb wrkgrp C Database FLA Secured mdw user liberty Therefore the full command line would look like the following C Database FLA fla2k mdb wrkgrp C Database FLA Secured mdw user liberty The purpose of the parameter wrkgrp C Database FLA Secured mdw is to tell MS Access what the workgroup security file is that you need to use Without starting up the database with this security file th
114. ter 4 Program Screens 4 44 Acronyms Family Legal Assistant FLA Home Add Ins Acrobat A frame relay service offered by Sprint A536BFC5 5538 11D1 974E 0000000 09 11 1996 r Record 4 1 0f 11190 gt ple dx ilt Search Acronym Num Lock 4 6 2 Glossary The Glossary screen provides definitions for hundreds of different technical and legal terms The WebAddr field is used to record the place on the World Wide Web where the definition was extracted Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org Chapter 4 Program Screens 4 45 D amp E Glossary Family Legal Assistant FLA p Home Add Ins Acrobat O or D A405 Zero minus dialing Allows a caller to dial zero and nothing else to get the Operator 1A0AD5A21 9E13 11D2 B3D2 00104BCD 34873 Record 14 10f5089 VK Unfiltered Search Term Num Lock 4 6 3 Internet yellow pages The Internet Yellow Pages screen tracks internet sites It categorizes the various sites provides the domain name and the IP address It also allows you to click on the site by clicking on the hostname Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm or g O un Ro oO Chapter 4 Program Screens 4 46 IPAddr ds internic net 192 20 225 200 be ERN fe ee 3 23 1994 Run by AT amp T Good source for AFC s C125B4B
115. the following well researched feedback from you on how to make it better Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org Rw Ne Chapter 3 Program Basics 3 14 Additional client information you need to keep track of New reports that you need Additional security features Suggestions on how to improve this manual TUI ET You may post your suggestions for improving the program at SEDM Forums Forum 25 2 Family Legal Assistant FLA Software Support http sedm org forums index php showforum 75 Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org U ROO N Chapter 4 Program Screens 4 1 4 PROGRAM SCREENS The following subsections describe each major form or screen in the Family Legal Assistant FLA database The use of these screens is also explained in an online video included on the Family Legal Assistant FLA and listed on the opening page of the CD as Family Legal Assistant FLA Video Tutorial The file name is FLA wmv This video is very helpful in giving you the basics of how to use the program 4 Login Screen To log into the database click on the program shortcut you created previously You will then be presented with a login screen liberty Password The default username and password is liberty and liberty respectively You can change this
116. total time spent and the total billable hours Billable hours are then added to the Trust Account tab for that particular client Or case The top of the form allows the user to filter the presentation to display cases only based on their CaseStatus such as all Open cases all Closed cases or all cases in Collections The bottom of the form contains a Client tab that allows the current user to select a specific client and then track time spent working on that Client s case Billing information will be automatically logged and the fee debited to the Client will also post to the Clients records within the database The Cases tab tracks all cases assigned to the attorney by CaseNumber and CourtName instead of by Client Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org 0 1 o u Chapter 4 Program Screens 4 12 The Tasks tab tracks all tasks that must be accomplished for all cases to which the attorney or user presently logged in is assigned The Statistics tab tracks the breakdown of the different types of cases that the attorney is working on There are two versions of the Caseload Summary screen 1 The Caseload Summary all screen displays information about all Clients and is accessible only to the manager of the law firm 2 The Caseload Summary screen displays only Clients assigned to the currently logged in user and is accessible to all users of the database
117. ts adv Clients adv all CN ACT Uy Boc Security mode has two possible values 1 Manager 2 Non manager The Security Mode setting determines who the manager is for a specific client or court case record is on the Clients and Court Cases screens indicated above Those who are managers of a specific client or case record may view or change the record The purpose of this feature is to protect the attorney client privilege so that client information is not disclosed to or changed by other attorneys or paralegals who may also be sharing the database Managers for specific cases are assigned from the Case Managers screen of FLA Figure 3 5 Case managers screen Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM 3 4 http sedm org Chapter 3 Program Basics 3 5 cs File Edit View Records Tools Window Actions Help amp 21 re v Y3 2 Y M Wis A R 7 j ClientLname s pc e DA2C25F3 8BF3 41C5 B5E 9 9705C6640533 Manager P Case gD DateStart 2012 01 15 5un DateFinshh Record 4 4 10f1 Last name of client Num Lock lui Each case can have one or more Managers Those who are NOT managers assigned to a specific client or case may NOT view or change the corresponding record Cases are typically assigned by the practice owner of the law firm or by the Paralegal in charge of case leveling among attorneys 3 5 Printing reports Most forms include the a
118. uS ss 4 7 4 File cabinet The File Cabinet screen is used store and organize documents The entire document can be embedded within the Document field You can use the search or the filter functions to locate documents on a specific subject Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm or g Chapter 4 Program Screens 4 55 r Os ji 0 C EH X File cabinet Family Legal Assistant FLA ea a F Home Add Ins Acrobat Record M 1of1 K Search Case name 4 7 5 Glossary The Glossary screen provides definitions for hundreds of different technical and legal terms The WebAddr field is used to record the place on the World Wide Web where the definition was extracted Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org Chapter 4 Program Screens 4 56 Glossary Family Legal Assistant FLA Home Add Ins Acrobat Zero minus dialing Allows a caller to dial zero and nothing else to get the Operator 1A0AD5A21 9E13 11D2 B3D2 00104BCD 34873 Record 14 10f5089 VK Unfiltered Search Term Num Lock 4 7 6 Lawyers The Lawyers screen provides a place to record information about Lawyers practicing in various areas of specialty in your area It can also be used to shop for a lawyer Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Min
119. updated STAFA 10727720107 44min John pefwaeieses ffom Modiy E4486290 AcrorymipValue updated_ 24E B58 1072772010744 mith John Seftware releases Fom Mods J8S7Et52D AcrorympValue updated EGB063A 0727720107 44min John Beltware releases Fem Mods 24FSD8A3 AcrorympValue updated DECAZCE Record I4 1 of 74 gt bl be XK Unfiltered Search Object name Num 5 7 Setting Up and Managing Database Replication Across Multiple Law Offices Family Legal Assistant FLA permits multiple law offices to use the same database file over a shared network 5 8 Compacting and Repairing the Database Over time the size of the FLA database can grow exponentially The database grows when records are changed or deleted On a periodic basis of at least weekly it is a good idea for the database administrator to compact the FLA database in order to recover unused and excess space in order that the size of the data file will remain as small as possible and so that the database performance will be optimal In addition the database may become corrupted by the computer shutting down in the middle of completing a database update When this happens or if the database experiences an error during login the database administrator should consider compacting the database file Both compacting the database to reduce its size and repairing the databas
120. ut file from above and copy or drag the shortcut to your desktop 5 From now on click on this shortcut to start the program file Family Legal Assistant ver 1 02 Copyright Sovereignty Education and Defense Ministry SEDM http sedm org Chapter 3 Program Setup 2 3 2 3 2 Using the Shortcuts on the Support Page In addition to distributing sample shortcuts with the program we 2 3 3 Creating the Shortcut Manually To create a shortcut or icon that you can use to start up the program follow the steps below These steps assume that you have both the Fla2k mdb and Secured mdw files copied to the C Database FLA directory 1 Open the Windows Explorer Go to the directory where your Microsoft Access executable program is installed The name of the filename is MSACCESS EXE and it is installed in the C Program Files Microsoft Office Office directory on most computers Right click on the MSACCESS EXE program and select Create Shortcut A new file will be created in the Office program directory named Shortcut to MSACCESS EXE Rename the Shortcut to MSACCESS EXF file to Family Legal Assistant FLA Click on the new Family Legal Assistant FLA shortcut and then drag it either to your desktop or to your start bar at the bottom of your screen This will put a permanent shortcut on your Start Bar that you can click on at any time Now right click on the Family Legal Assistant FLA shor
121. y nte tette n HERD eade Debes adeste e ON a E epe RR Equo Pe a o soot 4 11 4 4 3 Caseload summary all 55 2 epe ete ERE pup E a PUE ud Ee Re Eee A eee se EP SE AKe vp Eie ewe aTe 4 12 4 4 4 Casety pe TOn Sarean eta orte Aet tae tta vo tive a eid LII LIC tenets se Rost ordei tren 4 13 4 4 5 Chent mailing managements nissene o an a Ra eA Hite aeuo gp Hessel venous 4 14 4 4 6 Client mailing management all iiti erts rte ERR ce que M De See roce DEL ae ad Rte eeu renda Ade Re SO Pep E rac 4 15 4 4 7 imc m 4 16 4 4 8 Chent summary alll ec E 4 17 4 4 9 Clhents intermediate soreer n ds 4 4 10 Clients intermediate all c ccccecscccsecesscecsssecseeeeessecsseceesaeceeeecsaeccsseeeeseecseesesseceueecsueceeeesesaeeseeeesaeesneees 4 19 4 4 11 Cherits ni e TES 4 20 4 4 12 Clhents simple all coe ta sadeees ei eeseciiee Goteeuivt ete unes iei tret vi raa fed eter deren ea iei tees sermo eei tute AT 4 4 13 Conflict checker MEME F222 4 4 14 GUT CAS CS oiio a a e E cotcadancuertaceegcatundtasaceseueeasecctgntcsacccetsasidueedsuonsventanssectees comes 4 23 4 4 15 Court cases all ccccecceccccsssseecsesceceessececseaececseceecesaeeees casaeeecenseeesesaececsesaeessesaeeeseaeeecsesasesssssssesssssesesssses 224 4 4 16 Court CASES advanced Em 4 25 44 17 Courts H PME SO 4 4 18 Form filler wizard

Family Legal Assistant (FLA) User Manual, Form #09.019

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