Next Gen CMECF Update Gary Mc Caffrey CSO

Next. Gen CM/ECF Update Gary Mc. Caffrey – CSO Operations Division Chief Nick Gomez – Next. Gen Implementation Manager Jorgette Chaco and Monette Warren – CASB Darlyne Thompson – SDSO Training Division

Next. Gen Implementations Ø Where are we with implementations? Ø What happens next? New Functionality in Next. Gen

Live Next. Gen Courts (August 2018) Appellate DC/B 10 Appellate Courts 1 st Circuit 2 nd Circuit (Live 10/2014) 3 rd Circuit 4 th Circuit (5 th Circuit to go live 9/2018) 6 th Circuit (7 th Circuit to go live 9/10/18) 8 th Circuit 9 th Circuit (Live 10/2014) 10 th Circuit (11 th Circuit to go live 9/2018) DC Circuit Federal Circuit

Live Next. Gen Courts (August 2018) 11 District Courts Kansas (Live 8/2015) Minnesota (Live 10/2015) Florida Northern (Live 11/2015) Arkansas Western Connecticut Louisiana Middle Missouri Western Nebraska New York Northern Tennessee Western West Virginia Southern 13 Total Courts

Live Next. Gen Courts (August 2018) / 10 Bankruptcy Courts Alaska (Live 8/2015) Oregon (Live 9/2015) New Jersey (Live 11/2015) California Southern (Live 2/2016) District of Columbia Indiana Southern Iowa Northern Iowa Southern Missouri Western Nebraska 13 Total Courts

Next. Gen Implementation Update Ø 31 Live Courts Ø 12 Courts have planned go live date Ø 137 courts signed up for a wave Ø Total of 172 courts involved with Next. Gen Ø Ø Ø 13 Appellate 81 District 78 Bankruptcy

Next. Gen Prep Work Ø Review Next. Gen training materials Ø Do Dictionary review for Next. Gen Ø Copy data from Live to Test (? ) Ø Ensure your Test server has “extras” loaded and working Ø Visit a court live on Next. Gen

Next. Gen Implementation Milestones Ø Kick off call Ø Site visit by implementation team Ø Installation of Next. Gen on Test server Ø Next. Gen Implementation Workshop Ø Court goes live on Next. Gen!

New Functionality in Next. Gen

Central Sign-On ØAllows court users and public filers to have one login/password across all Next. Gen courts ØJudiciary users log in through JENIE ØPublic filers log in through PACER

Central Sign-On: Existing Judiciary User is redirected to JENIE for login credentials

Central Sign-On: Existing Public Filer Prompt from Next. Gen court to link CM/ECF account to PACER account

Workspace Page Ø Organizational tool Ø Provides direct access to CM/ECF Ø Ability to add customized pages

Judge Review Packets (JRP) Ø Electronic version of a paper file Ø Packets created manually or automatically Ø Allows access control of matters, notes, files Ø The court decides when to implement JRP

Citation Links Ø Adds links to PDFs to view referenced source Ø Link created automatically when feature is activated Ø For court users only

Sample Citation Links

Calendar Ø District & Bankruptcy courts in 2019 Ø Allows management of calendar related resources, e. g. , court rooms, staff, and equipment Ø Integrated with CM/ECF and other Next. Gen modules

WORKSPACE DEMONSTRATION

Workspace PORLET

Workspace CM/ECF NEXTGEN JENIE

Workspace: Case Snapshot Matters include: • Hearings • Deadlines • Motions

Workspace: Case Snapshot

Workspace: Portlets Ø Cases Ø Ø Ø Ø My Events My Reports/Queries My Workload Manager Quick Links RSS Feed Scheduled Events Search System Administrator Dashboard Ø Ø Ø Ø Ø Workload Distribution Workload Monitor Report My Workload Manager Quick Links RSS Feed Scheduled Events Search System Administrator Dashboard Workload Distribution Workload Monitor Report