CJA evoucher District of Oregon

Transcription

1 CJA evoucher District of Oregon Technical Attorney Manual CJA evoucher District of Oregon Attorney Technical Manual Release.. Edited September 05

2 CJA evoucher District of Oregon Technical Attorney Manual Contents Introduction... Accessing the CJA evoucher Program... Home Page... 6 Navigating in the CJA evoucher Program... 7 Customizing the Home Page... 7 My Profile... 9 Changing Username and Password... Attorney Info... Billing Info... Appointment s List... 5 View Representation... 6 CJA 0 Voucher Process Overview... 7 Creating the CJA 0 Voucher... 7 Entering Services... 9 Entering Expenses... Claim Status... Documents... 5 Signing and Submitting to Court... 6 CJA 0 Quick Review Panel... 9 Reports and Case Management... 0 Creating a CJA Voucher... Approving a CJA Voucher to Court... 0 Submitting an Authorization Request for Expert Services (AUTH)... Creating an Authorizations for Transcripts (AUTH )... 5 Creating a CJA Voucher... 7 Creating a Travel Voucher... 5

3 CJA evoucher District of Oregon Technical Attorney Manual Introduction The CJA evoucher System is a web-based solution for submission, monitoring and management of all Criminal Justice ACT (CJA) functions. The evoucher program will allow for: On-line authorization requests by attorneys for service providers On-line voucher completion by the service provider or by the attorney acting for the service provider On-line voucher review and submission by the attorney On-line submission to the court Budget reports for cases to keep track of how much was approved/paid and when per appointment Service providers are for the most part to submit their own vouchers after the attorney has created the CJA / CJA and assigned it to the expert to complete. The District of Oregon does allow attorneys to create and submit vouchers for seldom used service providers. Voucher & Authorization Request Submission Authorization requests by attorneys for expert services. Requests by attorneys for interim payment. Upload supporting PDF documents to vouchers or authorization requests. Reports for attorneys to take an active part in monitoring costs. Automatic notification to attorney of approval or rejection of vouchers and authorization requests. Browser Compatibility Windows: Internet Explorer 8 or newer are approved. Apple Macintosh: Safari 5. or newer is approved. Microsoft Edge, Chrome, Firefox and other browsers may not be used with CJA. Court Appointment When an appointment is made, an will automatically be generated by the program, and sent to the appointed attorney. The will confirm the appointment and provide a link to the CJA evoucher program. Accessing the CJA evoucher Program The District of Oregon CJA evoucher site is: It is suggested that you bookmark it for easier access. There are some similar sites so if have trouble logging in, you may be at another district s site. Log in using your Username and Password. If the Log in page does not show properly, update the compatibility view settings in Internet Explorer by going to tools, compatibility view settings, and adding this website. Also change the internet options under browsing history, settings, to check for newer versions of stored pages every time I visit the webpage as this will prevent a glitch that could affect saving entries. See the FAQ document for more details. Questions? Contact the Federal Public Defender CJA Team at oregon_evoucher_support@fd.org or call the FPD main line at (50) 6- and ask for evoucher help.

4 CJA evoucher District of Oregon Technical Attorney Manual If you see this in Internet Explorer: Go to tools, compatibility view settings: Click Add to add this website uscourts.gov. Once you click close the page should refresh and you should be able to log in:

5 CJA evoucher District of Oregon Technical Attorney Manual 5 Users will be required to change their passwords within 0 days of the first time they log in to evoucher. Passwords must be at least eight characters in length and contain: One lower-case character One upper-case character One number One special character Users are required to change their passwords every six months. If you forget your username or password, click the Forgot your login? hyperlink. Enter your Username or address, and click Recover Logon to retrieve your information. A user gets three attempts to log in before becoming locked out. An administrator must unlock your profile so call or the evoucher help desk at or oregon_evoucher_support@fd.org.

6 CJA evoucher District of Oregon Technical Attorney Manual 6 Home Page Your home page provides access to all of your appointments and vouchers. Security has been put into place that prohibits you from viewing vouchers or authorizations for any other Panel attorney. Likewise, no other Panel attorney will have access to your vouchers and authorizations. Folder Descriptions My Active Documents Appointments List My Submitted Documents My Service Provider s Documents Contains documents that you are currently working on or have been submitted to you by an expert service provider. These documents are waiting for action by you. Quick reference to all your appointments. Contains vouchers for yourself, or for your service provider, which have been submitted to the court for payment. Authorization requests and Vouchers for payment will also appear in this folder. Contains all the vouchers for your service providers. This will include: Vouchers in progress by the experts Vouchers submitted to the attorney for approval and submission to the court Vouchers approved by the attorney and submitted to the court for review and approval and payment

7 CJA evoucher District of Oregon Technical Attorney Manual 7 Closed Documents Contains documents that have been paid or have been approved by the court. Closed documents will only be displayed for open cases. When the appointment is completed, the closed documents will no longer be displayed on your homepage. They are still accessible through the appointment page or by searching. Please let us know which cases you and your experts have completed billing on and we can move them out of your active appointments list if it s getting too large. Navigating in the CJA evoucher Program Breadcrumb Navigation Menu Bar Attorney login confirmation Menu Bar Items Home Operations Reports CMECF Links Help Logout The evoucher home page. Allows you to search for specific appointments. Selected reports you may run on your appointments. (The District of Oregon choose not to enable this feature) Allows you to query the CM/ECF database, if enabled by your court. Hyperlinks to CJA resources: forms, guides, publications, FAQs, etc. Provides: Another link to your Profile Contact Us Privacy Notice Logs user off the evoucher program. Customizing the Home Page Customizing your home page allows you to alter the manner in which your information is displayed in the folders. Expanding/Collapsing Folders: Click the plus sign to expand a folder. Click the minus sign to collapse a folder. Moving Folders Place your mouse pointer on the top edge of the folder you wish to relocate.

8 CJA evoucher District of Oregon Technical Attorney Manual 8 A crosshair icon will appear. Drag the folder to the new location and release the mouse. Sorting: Click the column heading (e.g., Case, Description, Type) to sort in either ascending or descending order. Resizing of Column Along the folder headings (e.g. case, defendant, type, etc.), move your cursor to the line between the columns until a double arrow appears. Drag the line in the desired direction to enlarge or reduce the column size. The folder size does not increase; therefore, some columns may move off the screen. Customizing the Home Page (continued) Group by Column Heading: You may sort all the information within a folder by grouping documents by the column heading. All folders displaying the Group Header bar may be sorted in this manner. Click the header for the column you wish to group. Hold the cursor and drag the header to the Group by Header bar.

9 CJA evoucher District of Oregon Technical Attorney Manual 9 Release the cursor and all the information in that folder will be grouped and sorted by that selection. My Profile In the My Profile section, the attorney may: Change password (Login Info section.) Edit contact information, phone, , physical address (Attorney Info section.) Update SSN/EIN/TIN numbers and any firm affiliation (Billing Info section.) o An old or incorrect billing address could result in checks being lost and then not reissued until after a month waiting period. Click the My Profile link from either the Home screen or the Help menu bar to open the My Profile page.

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11 CJA evoucher District of Oregon Technical Attorney Manual Changing Username and Password Under the Login Info section, click Edit to change your Password. To change your Username, type the new Username and click change. It will show The Username has been changed. (Caps do NOT matter) To reset your password, click reset. Type the new password and retype it in the confirm field. 5 6 Press the Reset button to save. Click the Close button to exit the login Info section. The District of Oregon does not allow access to CM/ECF through evoucher.

12 CJA evoucher District of Oregon Technical Attorney Manual Attorney Info Under the Attorney Info section, click the Edit button to access your personal information. Make any necessary changes. Click Save. Each attorney (except Associates) must enter his/her Social Security Number into the user profile. This is required even if the attorney s billing tax id is a Firm EIN. Experts, however, have the ability to enter in the company EIN only instead of the SSN and EIN. The Country field will automatically populate United States, unless otherwise entered. You may list as many as three addresses. Notifications from evoucher will be sent to all addresses.

13 CJA evoucher District of Oregon Technical Attorney Manual Billing Info Under the Billing Info section, click Add if no billing information is available. Click Edit if you wish to change the information already entered. You must have billing information entered before any payments can be made. The SSN/EIN is used when reporting income to the IRS. You may use the Copy Address from Profile checkbox if your billing address is the same as your Attorney Info address. Make any necessary changes and click Save.

14 CJA evoucher District of Oregon Technical Attorney Manual If applicable, Add Billing Info for a Firm or an Associate. Attorneys with a pre-existing agreements must enter the firm s EIN and name (required) Associates do not need to enter a Social Security Number, but they will need to ender the Billing Code of the firm to be paid. Contact CJA staff to confirm this Billing Code for a particular firm

15 CJA evoucher District of Oregon Technical Attorney Manual 5 Appointment s List Locate the Appointments section under the Appointment s List on your home page. Click the case number hyperlink to open the Appointment page. View Representation Attorney CJA 0 Voucher Template Expert CJA Voucher Template Group Header Bar Detailed Payment Reports All vouchers associated with this case are displayed.

16 CJA evoucher District of Oregon Technical Attorney Manual 6 View Representation The View Representation information will display: Default excess fee limit Presiding judge Magistrate judge Co-counsel Previous counsel From the Appointment page open, click View Representation. Click Home on the Menu bar at the top of the page.

17 CJA evoucher District of Oregon Technical Attorney Manual 7 CJA 0 Voucher Process Overview Attorney enters time/expenses and submits voucher Voucher audited by FPD CJA Team Creating the CJA 0 Voucher Voucher review and approval (or rejection) by District Court & or Circuit Court Judges Voucher processed for payment by FPD CJA Team The Court creates the appointment. The attorney will initiate the CJA 0 voucher. All voucher types and documents function primarily the same. From the Appointment page click Create from the CJA 0 Voucher template. The voucher opens to the Basic Info page which displays the information in the paper voucher format.

18 CJA evoucher District of Oregon Technical Attorney Manual 8 Creating the CJA 0 Voucher (cont d) Tab Headings appears at the top of the screen Start and End dates of Voucher Progress Bar appears at the bottom of the screen. Notes: Go to the Claim Status Tab first and set the start and end dates of your services/expenses The user should SAVE any entries made to a voucher often to avoid data loss. At any time prior to submitting the voucher, the user may delete the voucher by clicking the Delete Draft button. The user may navigate using the Tab Headings or Progress bar.

19 CJA evoucher District of Oregon Technical Attorney Manual 9 Entering Services Line item time entries should be entered on the Services tab. Both In-Court and Out-of Court time should be recorded on this screen. Click the Services tab or click the Next option located on the Progress bar. There is NOT AN AUTOSAVE function on this program. You must click SAVE periodically in order to save your work. Enter the date of the service. The default date is always the current date. You may type in the date or click the calendar icon to select a date from the pop-up calendar.

20 CJA evoucher District of Oregon Technical Attorney Manual 0 Services (cont d) Select Service Type from the drop-down menu. You may add dates in any order. You can sort in chronological order at any time by clicking on the date category. 5 Enter hours of service in tenths of an hour. 6 7 Enter a description. Click ADD. Be sure to enter sufficient detail to allow for a reasonableness review, i.e. amount or type of discovery reviewed and separate out travel time from other service categories. You may add time in any order. Double click an entry to edit. The entry will be added to the voucher and appear at the bottom of the Service Type section. 8 Click the Date header. This will sort services according to date. Click again to reverse sort. 9 Click Save. Do this as often as a timeout feature (0 minutes) may cause data loss.

21 CJA evoucher District of Oregon Technical Attorney Manual Entering Expenses Click the Expenses tab or click the Next option located on the Progress bar. Enter the Expense Type from the Expense Type drop-down menu. Parking, lodging, and rental car expenses go under Travel Misc.

22 CJA evoucher District of Oregon Technical Attorney Manual Entering Expenses (cont d) If Travel Miles is chosen, enter the round trip mileage. Enter a description. 5 Click ADD. The entry will be added to the voucher and will appear at the bottom of the Expense Type section.

23 CJA evoucher District of Oregon Technical Attorney Manual Entering Expenses (cont d) Notes: If Photocopies or fax expenses are chosen, indicate the number of pages, and the rate charged per page within the description field. Remember to click ADD after each entry. Double click an entry to edit. Be sure the dates for travel time in services match the dates for travel miles in expenses. 6 Click the Date header. This will sort expenses according to date. 7 Click SAVE.

24 CJA evoucher District of Oregon Technical Attorney Manual Claim Status Once you begin entering data on the Services and/or Expenses tab, you may receive what looks like an error message: The message will be removed when you complete the Claim Status section with start and end dates which include all service and expenses dates for the voucher. Click the Claim Status tab or click the Next option located on the Progress bar. Enter the start date from the services or expenses entries, whichever date is earliest. If need be, go back to the Expense and Service sections, and click the Date header to sort showing the earliest date of services. Indicate payment type. Final Payment is requested after all services have been completed. Interim Payment allows for payment in segments. If using this type of payment indicate the number of this request payment. After Final Payment has been submitted, Supplemental Payment may be requested due to a missed or forgotten receipt or another justifiable cause. Answer all the questions regarding previous payments in this case. 5 Click SAVE.

25 CJA evoucher District of Oregon Technical Attorney Manual 5 Documents Attorneys (as well as the Court) may attach PDF documents. Attach any documentation which supports the voucher, i.e. CJA0 Voucher worksheet, Declaration for excess of statutory maximum, travel or other expense receipts, orders from the Court. To add an attachment, click the Browse button to locate your file. Add a description of the attachment. All documents must be submitted in PDF format, and must be 0 MB or less. The CJA0 Voucher worksheet is required with every Attorney voucher submitted in the District of Oregon. Click Upload. The attachment and description is added to the voucher and appears in the bottom of the Description section. Click SAVE.

26 CJA evoucher District of Oregon Technical Attorney Manual 6 Signing and Submitting to Court When you have added all voucher entries and saved the voucher, you are ready to sign, and submit your voucher to the Court. Please make a PDF back up of your submission by clicking on the Form CJA0 link on the left side. This report will not be available while the voucher is in submitted to court status. Click Confirmation tab or the Last option located on the Progress bar. The Confirmation screen appears which reflects all entries from the previous screens.

27 CJA evoucher District of Oregon Technical Attorney Manual 7 Signing and Submitting to Court (cont d) Verify the information is correct. Scroll to the bottom of the screen. Check the box to swear and affirm to the accuracy of the voucher. The voucher will automatically be time stamped. You may include any information to the Court in the Public/Attorney Notes section. 5 Click Submit to send to the Court. A confirmation screen will appear indicating the previous action was successful and the voucher has been submitted for payment. If you do not see this message, your voucher has not been submitted. The most common error to fix is to make sure the claim status tab covers all dates of services and expenses in the voucher. The Bold number is the Voucher Number which is the unique identifier of your submission and can be searched by using the last four digits. 6 Click Home Page to return to the home page. Click Appointment Page if you wish to create additional document for this appointment.

28 CJA evoucher District of Oregon Technical Attorney Manual 8 Signing and Submitting to Court (cont d) The active voucher is removed from the My Active Documents section and now appears in the My Submitted Documents section. Notes: If a voucher is rejected by the Court, it will reappear in the My Documents section and will be highlighted in gold. You will receive a detailed from the FPD CJA Team specific to the voucher.

29 CJA evoucher District of Oregon Technical Attorney Manual 9 CJA 0 Quick Review Panel When entering time and expenses in a CJA 0 voucher, the attorney may monitor the voucher totals using the quick review panel on the left side of the screen. The Services and Expenses will tally as entries are entered into the voucher. Expand the item by clicking on the down arrow ( ) to reveal specifics.

30 CJA evoucher District of Oregon Technical Attorney Manual 0 Reports and Case Management At the start of a case, it may be difficult for counsel or the court to know whether a case has the potential to exceed the statutory maximum ($9,900 for a criminal case) allowed for representation. Therefore, attorneys are encouraged to monitor the status of funds, attorney hours as well as expert services, by reviewing the reports provided in the CJA evoucher program. Items to remember: Viewable reports appear on the left review panel. Each panel, depending upon which document you are viewing, can have different reports available. Each report can have a short description of the information received when viewing that report. The two main reports are the Defendant Detail Budget Report and the Defendant Summary Budget Report. Form CJA0/CJA and Auth PDF reports will provide a PDF copy which you can save. It is especially helpful to share the Auth PDF with your expert so they know how much has been authorized. Other accessible reports can be found on the Menu bar.

31 CJA evoucher District of Oregon Technical Attorney Manual Defendant Detailed Budget Report This report will reflect the total amount authorized for this representation, any excess payment allowed, the vouchers submitted against those authorizations, and the remaining balances. The report will provide the information in two sections: Attorney appointment and authorized expert service.

32 CJA evoucher District of Oregon Technical Attorney Manual Defendant Summary Report This report contains the same information as the Detailed Report without the individual voucher data.

33 CJA evoucher District of Oregon Technical Attorney Manual Creating a CJA Voucher From the Appointment page click Create from the CJA Voucher template. The voucher opens to the Basic Info page. There is NOT AN AUTOSAVE function on this program. You must click SAVE periodically in order to save your work. When submitting a CJA voucher you ll have two options to choose from under the Authorization Selection. If the request does not require advance authorization ($800 or less), click on the No Authorization Required option. If you have a previous authorization received through an order from the Court, click on the Use Previous Authorization option.

34 CJA evoucher District of Oregon Technical Attorney Manual Creating a CJA Voucher (cont d) If you click Use Previous Authorization a list of Existing Requests for Authorization will appear. The ID Number matches the end of the approved authorization request number. 5 Select the authorization you wish to use by clicking it. The selected authorization will highlight in yellow. You will not be able to continue until it is highlighted. The service type will rollover from the authorization selected. If no authorization is being used, use the drop-down box to select the service type. Enter a description of the service to be provided Select the Expert. Select the Voucher Assignment for who will fill out the voucher You may need to go back up to voucher assignment after selecting the expert name in step Click Create Voucher. If the Expert you selected is not authorized to use evoucher, the Voucher Assignment field will remain locked. Call or the FPD CJA administators to add a user. Only experts registered with the service type selected will appear in the drop-down box. If you wish to submit a person for approval, contact the FPD CJA team.

35 CJA evoucher District of Oregon Technical Attorney Manual 5 Creating a CJA Voucher (cont d) Notes: If all information is not entered you cannot advance to the next screen. If the Expert you selected is authorized to use evoucher and you assigned the voucher to them, the expert will receive an automated that it is ready for them. You may click Home or logout. If the Expert you selected is not authorized to use evoucher and you will file the voucher on behalf of the expert, the voucher will appear in My Active Documents section. Once you have filled it out and submitted it once, the voucher will change to submitted to the attorney. Then you will need to go into the voucher again and approve the voucher so it shows submitted to court. If you need your provider to fix something or if the FPD CJA Administrators inform you an expert s voucher has been rejected, you may need to go into the voucher and reject it back one further level so edits can be made.

36 CJA evoucher District of Oregon Technical Attorney Manual 6 Creating a CJA Voucher (cont d) If you wish to submit a person as an Expert, follow steps and on page. From the Expert drop-down list, select the empty (null) value. Voucher Assignment should be on the Attorney option. Fill in all required information on the person you wish to submit for approval. 5 Click Create Voucher. The person you submitted will go through an approval process. Do not fill out the voucher until the expert has been approved as this can cause work to be repeated. Once that person has been approved, an will be sent to you. You ll now be able to select the person from the Expert drop-down list and all their information will automatically populate. You may need to create a new CJA in order to assign it for the expert to complete.

37 CJA evoucher District of Oregon Technical Attorney Manual 7 Creating a CJA Voucher (cont d) After Create Voucher has been selected, you as the attorney or the expert will proceed with similar steps mentioned on the CJA 0 Voucher adding Services, Expenses, Claim Status, and Documents. If you have submitted the voucher for the expert, you ll need to approve the voucher twice, once while sending it for the expert, and a second time after it appears in the My Active Documents section as submitted to attorney. Click the Services tab or click the Next option located on the Progress bar. Enter the Date, Hours, Rate, and Description. Click Add. The item will appear in the bottom of the Services list section. Click Save. Click the Expenses tab or click the Next option located on the Progress bar. Enter the Date, Expense Type, Description and Miles. Click Add. The item will appear in the bottom of the Expense Type section. Click Save.

38 CJA evoucher District of Oregon Technical Attorney Manual 8 Creating a CJA Voucher (cont d) Click the Claim Status tab or click the Next option located on the Progress bar. Enter the Start and End Date, making sure to select the earliest date of services and expenses as the Start Date. Select an option under the Payment Claims section. Click Save. Final Payment is requested after all services have been completed. Interim Payment allows for payment in segments. If using this type of payment indicate the number of this requested payment. After Final Payment has been submitted, Supplemental Payment may be requested due to a missed or forgotten receipt. Click the Documents tab or click the Next option located on the Progress bar. Browse to select a PDF file to attach. Click Upload. All documents must be submitted in PDF format and must be 0 MB or less. The document will appear in the bottom of the Description section.

39 CJA evoucher District of Oregon Technical Attorney Manual 9 Click Save. Creating a CJA Voucher (cont d) Navigate to the confirmation tab. Verify all information is correct. Check the affirmation box. This will automatically time stamp the voucher. Click Submit. A confirmation screen will appear indicating the previous action was successful and the voucher has been submitted. If you do not see this screen, scroll to the top to see if there is a pink error message. Most often this is due to the claim status dates not being set so fix those to include all of your services and expenses, save the voucher and submit again to get the Success message. Click Home Page to return to the home page. Click Appointment Page if you wish to create additional document for this appointment. The expert voucher will appear in the My Active Documents section as Submitted to Attorney. The successful submission will also launch an automated to the Attorney detailing that the expert s voucher is ready for review.

40 CJA evoucher District of Oregon Technical Attorney Manual 0 Approving a CJA Voucher to Court In order to have the CJA submitted to court, the attorney must also review and approve the voucher by: The attorney will select the file by clicking on the voucher number hyperlink The attorney is expected to verify meeting times are consistent with their own and that there are sufficient funds available in the authorization to cover this voucher. Navigate to the Confirmation tab. 5 Verify all information is correct. Certify the information by checking the box. This will automatically time stamp the voucher. Click Approve.

41 CJA evoucher District of Oregon Technical Attorney Manual Submitting an Authorization Request for Expert Services (AUTH) Open the Appointment record. Click Create from the Authorization template. The Basic Info screen will open. There is NOT AN AUTOSAVE function on this program. You must click SAVE periodically in order to save your work.

42 CJA evoucher District of Oregon Technical Attorney Manual Submitting an Authorization Request for Expert Services (cont d) Complete the information in the blue section at the bottom of the screen. This includes: Estimated Amount Basis for Estimate Service Type from drop-down Name of Service Provider Click Save. 5 Click the Documents tab or click the Next option located on the Progress bar.

43 CJA evoucher District of Oregon Technical Attorney Manual Submitting an Authorization Request for Expert Services (cont d) To add the attachment, click the Browse button to locate your file. A Declaration is the only required document. The evoucher Authorization request acts as the motion and order. Documents are limited to PDF files, and must be 0 MB or less and if uploading more than one PDF, you may need to save after each upload. Add a description of the attachment. Click Upload. The attachment and description will be uploaded and appear in the bottom of the Description section. Click SAVE.

44 CJA evoucher District of Oregon Technical Attorney Manual Submitting an Authorization Request for Expert Services (cont d) 5 Click Next. The Confirmation screen will open. 6 Check the box to swear and affirm to the accuracy of the voucher. The voucher will automatically be time stamped. You may include any notes to the Court in the Public/Attorney Notes section. 7 Click Submit to send to the Court. A confirmation screen will appear indicating the previous action was successful and the Authorization Request has been submitted. 8 Click Home Page to return to the home page. Click Appointment Page if you wish to create additional documents for this appointment. The Authorization Request will now appear in the My Submitted Documents section on the Attorney home page. When an authorization is approved, you may click on the Auth PDF report on the left side while in the Authorization in order to share the details with the expert.

45 CJA evoucher District of Oregon Technical Attorney Manual 5 Creating an Authorizations for Transcripts (AUTH ) From the Appointment page click Create Auth. The Authorization opens to the Basic Info page. There is NOT AN AUTOSAVE function on this program. You must click SAVE periodically in order to save your work. Enter the details for the transcript required (*) on the Basic Info screen. Any special handling such as -day, Expedited, Daily, Hourly Transcript or Realtime Unedited Transcript must be chosen here before the Judge gets to review/approve the request. Click Save.

46 CJA evoucher District of Oregon Technical Attorney Manual 6 Creating an Authorization for Auth Transcripts (cont d) Click the Documents tab or click the Next option located on the Progress bar. A pdf copy of the Paper CJA without Judge signatures will suffice as the document Click Upload. All documents must be submitted in PDF format and must be 0 MB or less. The Document will appear in the bottom of the Description section. Click Save. A confirmation page will appear Verify all information is correct. Check the affirmation box. Click Submit. A confirmation screen will appear indicating the previous action was successful and the Authorization Request has been submitted. 8 Click Home Page to return to the home page. Click Appointment Page if you wish to create additional document for this appointment. The Auth will now appear in the My Submitted Documents section on the Attorney home page.

47 CJA evoucher District of Oregon Technical Attorney Manual 7 Creating a CJA Voucher After the Judge has approved the Auth-, you can create the CJA voucher for payment. evoucher will not allow you to create a CJA before the Auth- has been approved. This may be fixed in future versions of evoucher. From the Appointment page click Create from the CJA voucher template. The Basic Info page will open, showing approved authorizations. There is NOT AN AUTOSAVE function on this program. You must click SAVE periodically in order to save your work.

48 CJA evoucher District of Oregon Technical Attorney Manual 8 Creating a CJA Voucher (cont d) Select the authorization you wish to use by clicking it, this will highlight it in yellow. The ID Number matches the end of the authorization request number. You will not be able to move forward until it is highlighted. Select the Court Reporter s name from the drop down list. You must select whether you, the attorney, or the court reporter will be filling the voucher claim portion. Go back up to select the Voucher Assignment radio button indicating if you will be entering the information for the transcriptionist, or if the transcriptionist will do the service entries. 5 If entering a new transcriptionist into the system, select a blank drop-down and enter all required information. Selecting a transcriptionist already in the system will automatically populate that expert s information. 5 Click the Create Voucher.

49 CJA evoucher District of Oregon Technical Attorney Manual 9 Creating a CJA Voucher (cont d) If Expert has been selected under the Voucher Assignment, the expert will fill out the required service information and submit the voucher. The attorney will then approve it and submit to the Court. Click the Services tab or click the Next option located on the Progress bar. Enter the Date, Service Type, No. Pages, Rate, and Description. You ll have two options to choose from under Service Type: Original or Copy. Click Add. The item will appear in the bottom of the Service Type section. Click Save. If Applicable: Click the Expenses tab or click the Next option located on the Progress bar. Enter the Date, Expense Type, and Description. Click Add. The item will appear below in the Expense section. Click Save.

50 CJA evoucher District of Oregon Technical Attorney Manual 50 Creating a CJA Voucher (cont d) Click the Documents tab or click the Next option located on the Progress bar. Browse to select a PDF file to attach. All documents must be submitted in pdf format, and must be 0 MB or less. Click Upload. The document will appear in the bottom of the Description section. Click Save. A confirmation page will appear. Verify all information is correct. Check the affirmation box. This will automatically time stamp the voucher. Click Submit. A confirmation screen will appear indicating the previous action was successful, and the voucher has been submitted. It must say Submitted to Court so if it says Submitted to Attorney, please go in and review/approve it onto court. Click Home Page to return to the home page. Click Appointment Page if you wish to create additional document for this appointment.

51 CJA evoucher District of Oregon Technical Attorney Manual 5 Creating a Travel Voucher From the Appointment page click Create from the Travel Voucher template. The Basic Info screen will open. There is NOT AN AUTOSAVE function on this program. You must click SAVE periodically in order to save your work. The Travel Agency to be Used section will automatically populate. Click the Authorization Request tab or click the Next option located on the Progress bar.

52 CJA evoucher District of Oregon Technical Attorney Manual 5 Creating a Travel Voucher (cont d) Fill out all required fields marked with a red asterisk. Click Add. The information will appear in the bottom section. 5 Click Save.

53 CJA evoucher District of Oregon Technical Attorney Manual 5 Creating a Travel Voucher (cont d) Click Documents tab or click the Next option located on the Progress bar. Browse to select a PDF file to attach. All documents must be submitted in PDF format, and must be 0 MB or less. Click Upload. The document will appear in the bottom of the Description section. Click Save. Click Confirmation tab or click the Next option located on the progress bar. Verify all information is correct. Check the affirmation box. This will automatically time stamp the voucher. Click Submit. A confirmation screen will appear indicating the previous action was successful and the voucher has been submitted. Click Home Page to return to the home page. Click Appointment Page if you wish to create additional documents for this appointment. The Travel Voucher will now appear in the My Submitted Documents section.