Reference
What you can change in each status
Which parts of a posting you can edit, add or remove at each point in its life.
Some changes only make sense at certain points. You can't reprice a posting the co-signer has already been quoted, or change documents someone has already signed. When a change isn't allowed, its button or menu item isn't shown at all.
Who can make changes
- The posting's assigned agent and agency admins can make every change on this page, unless it says admins only.
- Other agents can open the posting and read it, but don't see any of the controls. Anyone in the agency can still add notes.
- Closed or archived postings can't be changed, apart from notes. An admin has to reopen or unarchive the posting first.
Details and pricing
| What you want to change | Allowed while the posting shows |
|---|---|
| Defendant and co-signer details, the jail booking number, and each bond's court details | Reviewing, Awaiting Co-signer, Awaiting Info, Review New Info, Review Documents |
| Each bond's bail and premium rate on the Payment card, and the posting's fees | Reviewing, Awaiting Co-signer, Awaiting Info, Review New Info |
| Add a bond | Reviewing |
| Remove a bond | Reviewing, when the posting has more than one bond |
Approving the posting locks the price, and an approval can't be undone. If you correct a bail amount while the posting shows Review Documents, the documents update, but the amount due the co-signer was quoted stays the same.
Co-signers
| What you want to do | Allowed while the posting shows |
|---|---|
| Ask a co-signer for missing information | Reviewing, Review New Info |
| Ask for another co-signer | Reviewing |
| Make a different co-signer the primary | New, Start Review, Reviewing, Awaiting Co-signer, Awaiting Info, Review New Info, Awaiting Payment, Review Plan Request, Payment Rejected, and at any status while a payment plan still has principal owed |
| Remove a co-signer | Reviewing, Awaiting Signature. Only a co-signer who isn't the primary and hasn't signed, and only when the posting has at least two co-signers. |
Collateral
| What you want to do | Allowed while the posting shows |
|---|---|
| Request collateral | Reviewing, one request at a time (you can ask again after withdrawing one) |
| Edit or withdraw a collateral request | Reviewing, while it's unpaid and no payment of it is processing |
| Record collateral taken in person | Reviewing, Awaiting Co-signer, Awaiting Info, Review New Info, while it's unpaid and no payment of it is processing |
| Cancel the co-signer's collateral card payment | Any status, while their card payment of it is processing, on a posting that isn't closed or archived |
| Confirm or reject the co-signer's collateral proof | Reviewing, Awaiting Co-signer, Awaiting Info, Review New Info, while the proof waits for you |
| Mark held collateral returned or forfeited | Any status, once the collateral is held, closed and archived postings included |
An unpaid collateral request also blocks Approve. See Request collateral.
Payment plans
| What you want to do | Allowed while the posting shows |
|---|---|
| Offer a payment plan | Awaiting Payment, Payment Rejected, when your agency offers plans and the posting has none. Also after you declined a request or withdrew a plan. |
| Approve or decline a payment plan request | Review Plan Request |
| Edit or withdraw an offered plan | Awaiting Payment, Payment Rejected, until the down payment is paid |
| Confirm, reject or record an installment or a payoff | Any status from Review Documents on, after the release and the exoneration too, while the plan has principal owed |
See Offer a payment plan and Collect installments and payoffs.
Documents
| What you want to do | When |
|---|---|
| Attach a co-signer document | Until the primary co-signer signs. It opens again in Review Documents and Facility Rejected. |
| Attach a facility document | Until the posting is sent to the facility. It opens again in Review Documents and Facility Rejected. |
| Attach an internal document | Any time. |
| Adjust where fields print on a document, for one bond | Review Documents |
After release
| What you want to do | Allowed while the posting shows |
|---|---|
| Add, edit or remove court dates, and mark attendance | Released, Awaiting Court Date, Mark Attendance, Exonerate |
Admin-only actions
| What you want to do | When |
|---|---|
| Assign or reassign the posting | Any time the posting isn't closed or archived. |
| Close the posting | Before a payment is in: New, Start Review, Reviewing, Awaiting Co-signer, Awaiting Info, Review New Info, Awaiting Payment, Review Plan Request, Payment Rejected |
| Archive the posting | Any time except while work is in motion: not during Processing Payment or Verify Payment, Review Documents, Awaiting Signature, Send to Facility, Awaiting Approval or Awaiting Release, and not while a payment plan still has principal owed |
| Delete the posting | Any time. Deleting is permanent. |
See Posting statuses for what each status means.