Make sure case numbers in Staff,
PBI, and Rejected cases do not duplicate each other.
Be sure the following do not
begin with a blank space or garbage - brackets, asterisks, etc.:
Case Number
Last Name
First Name
City
County
Address
Are the following correct?
Problem codes follow the LSC
problem codes
Reasons Closed are only A-K in Capitals or Blank for Open Cases
Sex is M or F or G (for Organization) in Capitals
Funding codes are the ones you are aware of (e.g., where did that 17 come
from?)
Counties and Cities are spelled correctly (How many ways is one city spelled?)
Race types follow the LSC rules, W, B, A, N, H, O, or Equivalent
Type of Intake field is filled in with T, O, L, or I (telephone, other,
letter, in-house)
How they found out about or were referred to legal services
Advocate Initials are accounted for and correspond to a person (How many
initials do not match up with an advocate?)
An Age greater than 0 and less than 105, no negative ages
Income sources with approved letters, no 0 (zero) or other numbers
If the case number has the year for the first two digits, make sure that
they are all correct, e.g., no 04-10070 as opposed to 94-10070.
No Date Opened before 1975 (possible exceptions)
No Negative Income Levels
No Date Closed after the current date
No Date Opened after the current date
How do you determine the primary income source if multiples are listed?
Lawyers Database:
No Lawyers without a unique,
unduplicated number or identifier
No Attorney Numbers with a leading zero
All Lawyers have correct title (Mr., Ms., Mrs., or Hon. with the period!)
Salutations are John or Sally, not Mr. Smith or Dear Mr. Smith
Lawyer’s first and last names don’t begin with blanks
City and County don’t begin with blank
Did you want the Lawyers’ firms to be entered?
How are counties of practice and case specialties stored?
How is an attorney marked as active or inactive (on-panel)?
How is an attorney marked as being Judicare and/or pro bono?
Conflicts:
First and last name are in
separate fields.
Organizational names go into LNADV.
Abbreviations are standard (Don’t enter the Social Security Administration
44 different ways!)
Are First and Last Names stored in separate fields?
Time:
Time Record’s case number
should match Matter, Supplemental Activity, an existing
Case Number, Call Back number, or Eligibility Slip number.
If time records exist with Case Numbers that don’t match, make sure
the cases have been entered.
Make sure that Time Records are not entered on cases that have been closed
for more than one year.
In General:
No 0 (Zeros) entered for the
letter O or vice versa
No 1 (Ones) entered for the letter L or vice versa
