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 - Helpdesk Overview
As of May 1, 2011 the ICAOS national office is the sole provider of ICOTS helpdesk support for state compact offices. Benefits for States There are several benefits states will experience from this transition to a national office-only ICOTS helpdesk. 1.…
Support - User Administration and System Access
Who uses ICOTS? Each member state determines and administers its users. For most states, users are: Line staff responsible for supervision of transferees Compact office staff responsible for review and compact compliance State administrators responsible…
Support - Supervisor Functions
Frequently asked questions and answers regarding supervisor functions and activities in ICOTS. I received an email to review an outgoing Transfer Request and to log into ICOTS; when I log in I am at the Assistants screen which only initiates activities.…
Support - End User Training PowerPoint
PowerPoint presentation used to train ICOTS end users. Updated: 3/18/2022 The ICOTS End User Training PowerPoint presentation provides an overview of all major processes and functions used by an end-user such as initiating activities, managing workload…
Support - Setup User Workflow Correctly
Remember to setup your user profile with your correct workflow. ICOTS cannot function without the correct workflow setup. Please remember to setup your user profile with your correct workflow. If your workflow has not yet been setup in your user profile,…
Support - ICOTS Implementation Guide
This tutorial gives states some direction on how to best implement ICOTS. Topics covered are: Help desk, user load, setting up workflow, managing case load, legacy data, duplicate records, and pending cases. The ICOTS Implementation Guide will offer…
Support - No Notices of Arrival or Departure for Legacy Cases
Legacy cases do not allow for Notice of Arrival or Notice of Departures in ICOTS. It is assumed that legacy cases are actively supervised cases where the offender has reported in the receiving state. ICOTS will not allow a Notice of Departure or Notice of…
Support - Merge, Move and Delete Case Requests
Before taking any action, be sure to review records!!! MERGE Ensure ALL cases are historical (withdrawn or closed) before initiating a merge.  When approving a merge request, review the record and disapprove if a new active case is created while the merge…
Support - Differences Between Merge and Move Case Requests
There are a couple big differences between a merge request and a move request. Merge Request Combines all demographic information (photos, aliases, stated IDs, etc.) Only the requester of the merge knows what supervising user is selected when the request…
Support - Reassign Compact Cases
This tutorial explains the process of reassigning compact cases and activities. Supervisors and Compact Office Users have the ability to reassign cases and forward Compact Activities in ICOTS. Reassigning takes place when a Supervisor User reassigns cases…
Support - Notice of Departures and Notice of Arrivals
Timely submissions of notice of departures and notice of arrivals enhance public safety by indicating the location of compact offenders. They are also essential in reflecting the correct supervising state in ICOTS and Rule 4.105 requires them at the time…
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 - Manage Case Load
The Manage Case Load document explains how cases are assigned in both the sending and receiving states. Each case in ICOTS is ultimately assigned to one user in both the sending and receiving states at any given time. This means that a user must be…
Support - Withdraw Button is Permanent
Clicking the Withdraw Button will withdraw the case permanently. We have received reports of the withdraw button clicked in error. If a user clicks withdraw, a new request must be submitted. See also Withdrawing Cases and Activities.
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 - Use Compact Workload Search for Offenders in Your State
Searching for an offender using the Compact Workload limits results to offenders associated to your state and pulls records using single offender search criteria such as FBI number social security number, State ID, etc. *State administrators also have…
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 - Rejected Cases Withdraw versus Close
To allow for additional activities or requests, rejections to transfer requests and/or denial of reporting instructions do not deactivate cases. The sending state must withdraw the case from the offender profile screen to remove the cases from the active…
Support - Standard Operating Procedures in ICOTS
What do I do when I received an email stating that I had an action to perform in ICOTS? Email notifications inform you that an offender’s record needs attention, an investigation has been assigned to you or that there are other supervisory…
Support - Introduction to ICOTS
Interstate Compact Offender Tracking System The Interstate Commission for Adult Offender Supervision (ICAOS) is rapidly advancing the electronic database project designated the Interstate Compact Offender Tracking System (ICOTS). In the spring of 2007,…
Support - Two Ways to Initiate New Compact Case
There are only 2 ways to start a new case which creates a new case number in ICOTS. 1. Initiate New Case From Assistants Screen Choose Request For Reporting Instructions or Transfer Request from the Assistants screen and then select the option that is NOT…
Support - ICOTS User Agreement and Privacy Policy
The Privacy Policy available for review is posted on the ICAOS website. The Electronic End User Agreement requires users to acknowledge they have read and agree to the ICOTS Privacy Policy.  States are still responsible for training on ICAOS Rules, ICOTS…
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 - Arrival Notices Transmitted
The Arrival Notices report lists all notice of arrivals transmitted within the selected date range. The dashboard can be filtered on supervision type, arrival type, returning to sending state, receiving state user, or offender last name. Common Uses: How…
Support - Archived Compact Office Staff Trainings (2014-April 2021)
Compact Office Staff Training Last Updated April 26, 2021 These training tools and resources are specific to Compact Office Staff discussing how to operationalize the ICAOS rules when training stakeholders. Compact Staff Training-ICOTS email bounces-What…
Support - Creating a Transfer Request ICOTS Demonstration
This is a demonstration of how to create and begin a transfer request activity.
Support - Latest Activity Transmitted
Description:The report lists the last transmitted compact activity on active incoming/outgoing cases. Compact cases are considered active with a transmitted accepted transfer reply and a successful notice of arrival sent from the receiving state. The…
Support - Setting Up Preferences ICOTS Demonstration
This is a demostration of how to set up preference settings from the ICOTS user profile tab.
Support - Transmitted Activities
Description:  2 Reports (Incoming & Outgoing Cases) The report is a list of compact activities on incoming cases transmitted within a selected date range.  Incoming- The dashboard may be filtered on Incoming Activities that would come from the…
Support - Active Cases with Returning RFRI’s (Active Cases)
The Active Cases with Returning RFRI dashboard lists active cases with reporting instructions marked ‘Transferred Offender Returning to Sending State’ in the receiving state (incoming) or sending state (outgoing). It provides departure notice and arrival…
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