Compact Online Reference Encyclopedia (CORE)

Looking for information on a specific topic, training, rule, or process? Through one search here, you can find the information you need from ICAOS’ white papers, advisory opinions, bylaws, policies, Hearing Officer's Guide, training modules, rules, helpdesk articles and the bench book. All results are cross-referenced with links to make navigation easy and intuitive.

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Support - User's Tab-Managing Profile and Preferences
The Users Tab provides a way for you to view and edit your user and workflow information. Note: Before you can begin the ICOTS process for the very first time you must first go to the Users tab and complete the My Profile information. This is only…
Support - Progress Report
The progress report workflow is managed with review in the receiving state prior to transmission.  Upon transmission by the receiving state's compact office, the workflow stops and all interested parties in the sending state receive simultaneous…
Support - Offender Violation Report Workflow
Offender Violation Report transmitted by a Receiving State Response to OVR due in 10 business days of receipt in Sending State Addendum to Offender Violation Report transmitted by the Receiving State If sent PRIOR to original response, workflow merges…
Support - Workflow for Email Notifications of Compact Activities
 
On-Demand - ICAOS/ICOTS 301 Introduction to ICOTS
This on-demand training module explains basic ICOTS functionality including user roles, workflow and data management. Information on common user login errors is also provided. Time to complete this module is approximately 20 minutes.
Support - Review/Assigning Actions Items (Supervisors & Compact Staff)
After completing and submitting an activity into workflow, the subsequent review and assigning actions should be completed via the Compact Workload or Action Items tab on the Offender's Profile screen. Be sure to 'View All' Action items or…
Support - ICOTS User (Data Management)
The ICOTS User report lists all ICOTS users with information on state, role, supervisor, supervisor email, active status, workflow status, created date and last login date. Charts give a breakdown of user accounts requiring attention, number of active…
Support - Compact Office Functions
Frequently asked questions and answers regarding the function and role of compact office users in ICOTS. I am a compact office user and processing an incoming activity, I have an option to delegate to a supervisor or assign to a PO. What’s the difference…
Support - Split or Divided States in ICOTS
Due to the differences in workflow and activity processing in ICOTS, states have requested that we publish a list of the states that are configured as split in ICOTS. This means there is an independent and separate workflow for probation and parole ICOTS…
Support - Case Notes
Case notes generate emails when either a case has been reassigned (via manage caseload) as well as when a user enters case note (approved enhancement 2018.) When a user enters a case note, ICOTS notifies all users associated with the workflow on a case (…
Support - Compact Action Request
Compact Action Request Workflow Link CARs to Compact Activities Users must select a CAR specialization or link it to a specific compact activity.  If the user selects "Link to Compact Activity", another drop down appears listing the available…
Support - Withdrawing Cases and Individual Activities
The function to withdraw an entire case is separate from the function to withdraw an individual activity.  Both actions are completed from the Compact Cases Tab of the offender's profile.   Withdrawing Cases and Individual Activities Managed…
Support - Violation Response Compliance Performance
Description: This report lists cases in which a violation response was due within a specified date range. The violation report sent date, violation response transmit date and days to transmit are included for each case. The dashboard can be filtered on…
Support - Discretionary Retaking Activity
The Discretionary Retaking activity communicates the Sending State’s intent to Retake under Rule 5.101 (b) ‘retake an offender via warrant’  Returns invoked under Rule 5.101 (a) use return reporting instructions. Activity Workflow The Discretionary…
Support - Removing Cases From Workload
Cases are deleted from the system or moved to historical status in three ways: The supervisory authority, or location of the offender, determines whether the assigned user in the Sending State or Receiving State can initiate the removal.  Junk cases (…
Support - ICOTS End User Training - On Demand Modules
The ICOTS End User Training has recently been redesigned to offer several topic based modules.  Visit the Ondemand training section of the ICAOS website to access the modules ICOTS 301-Introduction to ICOTS explains basic ICOTS functionality including…
Support - Administrative Reports Overview
About The administrative reports provide data on current cases, specific compact processes, cleanup of duplicate records and management of ICOTS users for your state. These reports provide states with details on active compact cases and provide tools to…
Support - Assigning, Delegating & Reassigning
Assigning - this process occurs when the responsibility for a Compact Activity or Case is designated to a PO from either a Supervisor or a Compact Office User. Reassigning - this process occurs when the responsibility for a Compact Activity or Case is…
Support - CRM Training Resources
This comprehensive article is designed specifically for National Office staff, providing a detailed guide on how to effectively utilize the new CRM (Customer Relationship Management) system. With our organization's transition to this advanced…
Support - ICOTS Training Modules
The ICOTS End User Training offers several topic based modules.  Visit the On-Demand training section of the ICAOS website to access the modules ICOTS 300 - ICAOS/ICOTS 300 Privacy Policy Training Prior to accessing ICOTS, users must be trained on ICAOS…
Support - Managing Compact Office Emails, ICOTS PDFs & Public Web Portal Information
Edit Compact Office Administrator Function Available to state administrators, 'Edit Compact Office' (available to state administrators) allows for edits to compact office contact information and to change the Compact Office Designee which…
Support - FY22 Q4 (April 2022-June 2022): User clean up (remove roles, deactivate after 12 months, etc.)
What is User Administration? With an average of 30,000 active ICOTS users at any given time, each state is responsible for user administration and user ICOTS training.  In FY2019, the Commission conducted an audit to ensure states have adopted and…
Support - 1-2021i - Reporting Instructions Processing for Living in Receiving State at the Time of Sentencing
    Training Bulletin 1-2021i - Reporting Instructions Processing for Living in Receiving State at the Time of Sentencing Effective February 2, 2021 Re: Rule 3.103 (a)(1) States are REQUIRED to adhere to timeframes in Rule 3.103, including sending the…
Support - Request for Reporting Instructions to Return to a Sending State
Returning to a Sending State occurs for 3 reasons: Transferee requests to return to the sending state Transferee was granted reporting instructions during transfer investigation and transfer is denied (no subsequent transfer will occur) Return in lieu of…
Support - FY22 Q3 (January 2022-March 2022): No transmitted activities; rejected case clean up (withdraw/close)
What is Case & Offender Management? Administrative functions for case and offender management assure the Commission’s internal and external partners that the ICOTS data contains information that is accurate, valid, and reliable.  Per the ICOTS…
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