Where violations are tracked in eCourtDate

eCourtDate keeps violations in two places: a reusable list of violation types under Automations, and the violations you add to a citation.

eCourtDate holds violations in two separate places: a reusable list of violation types under Automations, and the violations you record on an individual citation. Knowing which page holds which record keeps your agency from hunting for a violation history where none is stored.

Overview

  • What it does: The Violations page under Automations stores violation definitions your agency reuses. The Violations card on a citation records the violations charged on that citation, each with its own statute, status, and fine.
  • Why it matters: The two lists do different jobs. A violation definition carries no client, case, or event, so the record of who violated what lives on the citation.
  • Who uses it: Staff who can open the Admin menu maintain the definition list. Staff who work in Payments > Citations record violations on citations.
  • Expected outcomes: A consistent set of violation types, and citations that show each violation, its fine, and a running Total Fines figure.

A case record does not hold violations. The case page has no violations card, and there is no violations tab on the Cases tab bar. The citation is what ties a violation to a case, through the case number stored on the citation.

Prerequisites

  • An eCourtDate account that can open the Admin menu in the top navigation bar, which is where Automations and Settings live
  • Access to Payments > Citations to record violations on a citation
  • At least one status of type violation if you want a Status list on citation violations
  • The statute references and fine amounts your agency applies

How-To Steps

Step 1: Open the reusable violation list

  1. Click Admin in the top navigation bar.
  2. Select Automations.
  3. Click the Violations tab.
  4. Enter a term in General Search in the Search Violations card and click Search to find a violation type.

Step 2: Add the violation statuses your agency uses

  1. Click Admin in the top navigation bar.
  2. Select Settings.
  3. Click the Statuses tab.
  4. Enter a Name in the Create Status card.
  5. Select violation as the Type.
  6. Click Create.

Step 3: Record a violation on a citation

  1. Click Payments in the top navigation bar.
  2. Click the Citations tab.
  3. Click the Edit button next to the citation you want to work on.
  4. Click Add Violation in the Violations card.
  5. Enter a Description of what was charged.
  6. Enter the Statute code.
  7. Select a Status from your agency's violation statuses.
  8. Enter the Presumptive Fine your agency applies.
  9. Enter the Adjudicated Fine once the court sets an amount.
  10. Check Warning Only for a violation that carries no fine.
  11. Enter the Adjudication for the outcome.
  12. Click Save at the top of the citation.

Step 4: Remove a violation from a citation

  1. Click the trash icon on the violation you want to remove.
  2. Confirm the prompt.
  3. Click Save at the top of the citation.

Step 5: Tie the citation to its case

  1. Enter the case number in the Case number field on the citation.
  2. Click Save.
  3. Review the Case Details card, which appears once the number matches a case.
  4. Click View Case to open the case record.

What to Expect

Each violation you add to a citation appears as its own block, numbered Violation 1, Violation 2, and so on. Total Fines at the bottom of the Violations card adds the Adjudicated Fine when one is set, falls back to the Presumptive Fine, and skips any violation checked Warning Only. Violations are stored with the citation, so nothing you add or remove is saved until you click Save on the citation itself. On the Violations page under Automations, the list shows Name, Severity, Category, Description, Penalties, Creator, Created, and Updated, and each violation record carries an Audit Logs card.

Best Practices

  • Record the charge on the citation, not on the violation definition. Only the citation carries a client and a case number.
  • Create your violation statuses before staff start entering citations, so the Status dropdown is not empty when they need it.
  • Enter the Presumptive Fine at issue and add the Adjudicated Fine later, so Total Fines reflects the court outcome without losing the original amount.
  • Check Warning Only rather than entering a zero fine, because that is what keeps the violation out of the Total Fines figure.
  • Keep the Statute wording on citations consistent with the Statute Citation on your violation types, so the two lists read the same way.

Frequently Asked Questions

Q: Can I attach a violation record to a client, a case, or an event?

A: No. A violation record under Automations holds only Name, Severity, Category, Description, Statute Citation, Statute URI, and its penalties. Record a charge against a person on a citation instead.

Q: Why is the Status dropdown on a citation violation empty?

A: It lists only statuses of type violation. Create them under Admin > Settings > Statuses by selecting violation as the Type.

Q: Does a penalty on a violation type fill in the fine on a citation?

A: No. The two are separate. Penalties on a violation type are reference amounts your agency maintains, while the amounts charged are typed into Presumptive Fine and Adjudicated Fine on the citation.

Q: How is Total Fines calculated?

A: It adds the Adjudicated Fine for each violation, uses the Presumptive Fine where no adjudicated amount is set, and skips violations checked Warning Only.

Troubleshooting

Issue: You cannot find a violations tab or violations card on a case.

Symptoms: You opened a case looking for its violation history and found no violations anywhere on the page.

Solution: Cases do not store violations. Open the citation instead, review its Violations card, and use the Case number field to confirm the citation points at the right case.

Issue: A violation you added to a citation is gone after you reload the page.

Symptoms: The violation block disappears, and Total Fines drops back to its earlier figure.

Solution: Violations are stored with the citation. Click Save at the top of the citation after adding, editing, or removing a violation.

Issue: A violation type you created is missing from the Violations page.

Symptoms: The record does not appear even when you search for its name.

Solution: Archived and trashed records are hidden by default. Check Archived or Trashed in the Search Violations card and click Search.

Important: If you continue to experience issues after following these troubleshooting steps, sign in to eCourtDate and create a ticket by clicking the ticket button in the bottom right corner of the screen.

Related Articles

eCourtDate holds violations in two separate places: a reusable list of violation types under **Automations**, and the violations you record on an individual citation. Knowing which page holds which record keeps your agency from hunting for a violation history where none is stored.

### Overview

- **What it does:** The **Violations** page under **Automations** stores violation definitions your agency reuses. The **Violations** card on a citation records the violations charged on that citation, each with its own statute, status, and fine.
- **Why it matters:** The two lists do different jobs. A violation definition carries no client, case, or event, so the record of who violated what lives on the citation.
- **Who uses it:** Staff who can open the **Admin** menu maintain the definition list. Staff who work in **Payments** > **Citations** record violations on citations.
- **Expected outcomes:** A consistent set of violation types, and citations that show each violation, its fine, and a running **Total Fines** figure.

A case record does not hold violations. The case page has no violations card, and there is no violations tab on the **Cases** tab bar. The citation is what ties a violation to a case, through the case number stored on the citation.

### Prerequisites

- An eCourtDate account that can open the **Admin** menu in the top navigation bar, which is where **Automations** and **Settings** live
- Access to **Payments** > **Citations** to record violations on a citation
- At least one status of type violation if you want a **Status** list on citation violations
- The statute references and fine amounts your agency applies

### How-To Steps

#### Step 1: Open the reusable violation list

1. Click **Admin** in the top navigation bar.
2. Select **Automations**.
3. Click the **Violations** tab.
4. Enter a term in **General Search** in the **Search Violations** card and click **Search** to find a violation type.

#### Step 2: Add the violation statuses your agency uses

1. Click **Admin** in the top navigation bar.
2. Select **Settings**.
3. Click the **Statuses** tab.
4. Enter a **Name** in the **Create Status** card.
5. Select violation as the **Type**.
6. Click **Create**.

#### Step 3: Record a violation on a citation

1. Click **Payments** in the top navigation bar.
2. Click the **Citations** tab.
3. Click the **Edit** button next to the citation you want to work on.
4. Click **Add Violation** in the **Violations** card.
5. Enter a **Description** of what was charged.
6. Enter the **Statute** code.
7. Select a **Status** from your agency's violation statuses.
8. Enter the **Presumptive Fine** your agency applies.
9. Enter the **Adjudicated Fine** once the court sets an amount.
10. Check **Warning Only** for a violation that carries no fine.
11. Enter the **Adjudication** for the outcome.
12. Click **Save** at the top of the citation.

#### Step 4: Remove a violation from a citation

1. Click the trash icon on the violation you want to remove.
2. Confirm the prompt.
3. Click **Save** at the top of the citation.

#### Step 5: Tie the citation to its case

1. Enter the case number in the **Case number** field on the citation.
2. Click **Save**.
3. Review the **Case Details** card, which appears once the number matches a case.
4. Click **View Case** to open the case record.

### What to Expect

Each violation you add to a citation appears as its own block, numbered **Violation 1**, **Violation 2**, and so on. **Total Fines** at the bottom of the **Violations** card adds the **Adjudicated Fine** when one is set, falls back to the **Presumptive Fine**, and skips any violation checked **Warning Only**. Violations are stored with the citation, so nothing you add or remove is saved until you click **Save** on the citation itself. On the **Violations** page under **Automations**, the list shows **Name**, **Severity**, **Category**, **Description**, **Penalties**, **Creator**, **Created**, and **Updated**, and each violation record carries an **Audit Logs** card.

### Best Practices

- Record the charge on the citation, not on the violation definition. Only the citation carries a client and a case number.
- Create your violation statuses before staff start entering citations, so the **Status** dropdown is not empty when they need it.
- Enter the **Presumptive Fine** at issue and add the **Adjudicated Fine** later, so **Total Fines** reflects the court outcome without losing the original amount.
- Check **Warning Only** rather than entering a zero fine, because that is what keeps the violation out of the **Total Fines** figure.
- Keep the **Statute** wording on citations consistent with the **Statute Citation** on your violation types, so the two lists read the same way.

### Frequently Asked Questions

**Q: Can I attach a violation record to a client, a case, or an event?**

A: No. A violation record under **Automations** holds only **Name**, **Severity**, **Category**, **Description**, **Statute Citation**, **Statute URI**, and its penalties. Record a charge against a person on a citation instead.

**Q: Why is the Status dropdown on a citation violation empty?**

A: It lists only statuses of type violation. Create them under **Admin** > **Settings** > **Statuses** by selecting violation as the **Type**.

**Q: Does a penalty on a violation type fill in the fine on a citation?**

A: No. The two are separate. Penalties on a violation type are reference amounts your agency maintains, while the amounts charged are typed into **Presumptive Fine** and **Adjudicated Fine** on the citation.

**Q: How is Total Fines calculated?**

A: It adds the **Adjudicated Fine** for each violation, uses the **Presumptive Fine** where no adjudicated amount is set, and skips violations checked **Warning Only**.

### Troubleshooting

**Issue:** You cannot find a violations tab or violations card on a case.

**Symptoms:** You opened a case looking for its violation history and found no violations anywhere on the page.

**Solution:** Cases do not store violations. Open the citation instead, review its **Violations** card, and use the **Case number** field to confirm the citation points at the right case.

**Issue:** A violation you added to a citation is gone after you reload the page.

**Symptoms:** The violation block disappears, and **Total Fines** drops back to its earlier figure.

**Solution:** Violations are stored with the citation. Click **Save** at the top of the citation after adding, editing, or removing a violation.

**Issue:** A violation type you created is missing from the **Violations** page.

**Symptoms:** The record does not appear even when you search for its name.

**Solution:** Archived and trashed records are hidden by default. Check **Archived** or **Trashed** in the **Search Violations** card and click **Search**.

> **Important:** If you continue to experience issues after following these troubleshooting steps, sign in to eCourtDate and create a ticket by clicking the ticket button in the bottom right corner of the screen.

### Related Articles

- [How to manage violation types and penalties](/how-to-manage-violations)
- [How to issue and manage citations](/how-to-issue-and-manage-citations)
- [How to define custom statuses](/how-to-define-custom-statuses)
- [How to manage automations](/how-to-manage-automations)
- [How to Manage Cases](/how-to-manage-cases)
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