HomeMy WebLinkAbout82A - Records Management and Dissemination - 2019
Policy & Procedure Page 1 of 10
Lexington Police
Department
Subject:
Records Management &
Dissemination
Policy Number:
82A Accreditation Standards:
Reference: 1.2.5; 32.1.6; 82.1.1; 82.1.2; 82.1.4; 82.1.6; 82.1.7;
82.2.1; 82.2.2; 82.2.3; 82.2.4; 82.2.5; 82.3.1; 82.3.2; 82.3.4;
82.3.5; 82.3.6
Effective Date:
12/10/15
New
Revised
Revision
Dates:
1/24/19
By Order of: Mark J. Corr, Chief of Police
The Municipal Police Institute, Inc. (MPI) is a private, nonprofit charitable affiliate of the
Massachusetts Chiefs of Police Association. MPI provides training and model policies
and procedures for police agencies. This policy is an edited version of MPI policies on
Records Management and Records Requests.
GENERAL CONSIDERATIONS AND GUIDELINES
The Records function is important and critical for the effective delivery of law
enforcement services to satisfy legal requirements and responsibilities. The Chief of
Police or a designee, shall direct, coordinate, and control storage and dissemination of
records. Only those persons authorized will have access to agency files, which include:
[82.1.1(a)]
• Report control
• Records maintenance
• Records retrieval
• Dissemination of records
• Fingerprints
• Photographs
It is the Policy of the Lexington Police Department that:
1. Dissemination of Department records shall be strictly controlled according to the
guidelines of CORI (Criminal Offender Record Information), Massachusetts
General Law Chapter 66 §10, which relates to inspection and examination of
Public Records and guidelines set forth in this policy.
2. A police report shall not be released without prior approval from the Chief of
Police, Captain of Operations, or their designee. [82.1.1(c)]
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PROCEDURES
A. The primary goals of the Records Management are as follows:
1. To furnish accurate and complete information when, where, and to whom
required, in order to manage and operate the Department effectively.
2. To control the creation of information so that only meaningful and required
data is originated and retained.
3. To process and control information as efficiently and effectively as possible.
4. To provide records control in a cost efficient yet qualitative manner.
5. To provide the records user with maximum service so that information can be
quickly and easily obtained.
6. To provide management with an accurate retrieval format, so that sound and
timely decisions can be made.
7. To provide external agencies and organizations with whatever information is
legally obtainable.
8. To process and retain only those records that have special value to the
department or have a legal requirement to be maintained: Records retention
shall be in accordance with Mass General Laws and RS-14-81 revised
June 2010, Records Retention Schedule for Police Departments. [32.1.6]
9. To prepare, update, and disseminate all records in an accurate and timely
manner.
B. Any type of incident report may initially be received in person, by telephone, mail,
email, internet or other electronic means [82.2.5]. All requests for service and self-
initiated activity will generate a journal note to be entered into the central
computer system referred to as "ProPhoenix”. Dispatchers or other support staff
typically enters these notes as soon as they are received. The following are
examples when a journal note will be entered into the system: [82.2.1(a)] [82.2.2 (a-
e)] [81.2.3]
1. Citizen reports of crime
2. Citizen complaints
3. Incidents resulting in an employee being dispatched or assigned
4. Criminal and non -criminal cases initiated by law enforcement employees
5. Incidents involving arrests, citations, or summonses
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C. Data Entry [82.2.2(a-e)] [82.1.4]
1. It is essential that calls for service generate a complete and accurate journal
note entry. Dispatchers and support staff must enter all pertinent information
into the journal notes.
a. The log note “Action Code” which defines the nature of the call must
accurately reflect what actually happened. How the call was
dispatched may be different from the actual event. For example, an
officer assigned to investigate “Lost Property” may discover that a
“Larceny” has occurred. All staff are authorized to correct the action
code.
b. The Commanding Officer will review all journal entries for accuracy.
This should be done several times during a duty shift.
2. The Chief of Police or designee, typically a Captain, is responsible for
management of the following records:
a. Department Written Directive System.
b. Motor Vehicle Citations.
c. Uniform Crime Report (UCR) and National Incident Based Reporting
System (NIBRS).
d. ProPhoenix review and updates.
e. Archived CrimeTrack data
f. Release of Police reports.
3. Step Action to prepare month’s NIBRS report in ProPhoenix is as
follows: [82.1.4]
a. Clear the errors for the current month in ProPhoenix, case by
Case: Run 2, 7, 4 for 1 month
b. Review 10.6.4.5 Clean out any old information/ add new
information for re-submittal (F5)
c. Run 10.6.4.6 for the submittal month only if there are cases to
Re-submit for correction
d. Run 10.6.4.8 for 1 month. This will print out
e. Check to see that current month has been copied onto the Z-
Drive on the PC’s hard drive.
f. This task must be completed using the Administrative Assistant’s
Computer.
1. Step Action to submit month’s NIBRS report is as follows: [82.1.4]
a. Log into https://masscrime.chs.state.ma.us to upload files
This brings you to Mass State Police CrimeSOLV Site
b. Click “Upload NIBRS Data”
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c. My user name for “Upload NIBRS” is Lexington
d. My password is: _________
Click “Sign In” button
e. Click “Data Upload” Tab
f. Click on “Upload a File”
g. Click “Choose File”
Select the appropriate month’s file from the hard drive on the
Computer browser’s Z-Drive
h. Click “Upload” button
i. To view results and see unresolved errors & warnings Click
“Data Status” Tab
j. Click “Sign Out” to leave website
k. This task must be completed using the Administrative Assistant’s
Computer.
D. Officer Reports [82.2.3, 82.2.1(a)]
1. A Log entry into the ProPhoenix system will be made when dispatchers or
officers receive information that meets the required criteria for recording. All
applicable information relative to this incident shall be recorded in the proper
fields within the ProPhoenix system. A unique incident number is
automatically generated for that call for service. Specific required information
for the log entry and all reports should include: full name, address, telephone,
date of birth and social security number for all victims, witnesses or person(s)
involved. Every effort should be made to get the basic minimum information
of a name and date of birth.
2. In addition to the information being put into the log entry by the dispatcher or
officer, the ProPhoenix system will automatically time stamp each entry with
the following information (times may also be manually entered): [82.3.2(a)(b)]
a. Time incident was received (R).
b. Service calls by type.
c. Service calls and crimes by location.
d. Time of officer being dispatched (D).
e. Time of officer arrival (A).
f. Time officer cleared the call (C).
3. It is important that the action code chosen for a specific incident accurately
represents the category of the offense. These action codes will be referenced
and used in the gathering of information for a monthly National Incident
Based Reporting System (NIBRS) to the Massachusetts Department of Public
Safety and the Federal Bureau Investigation, as well as for our own crime and
traffic analysis purposes. The Captain of Operations is responsible for
reporting these statistics. [82.1.4] [82.3.2(a)]
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4. Listed below are the forms/reports most frequently used in the daily
operations of the Department. Police officers will be responsible for
completing these and any other forms or reports as required by the
Department. The following may require a police report and an entry into the
ProPhoenix system where a unique case number will be generated, as well as
a complete narrative: [82.2.1 (a) (b) (c) (d)]
a. Incident Reports
b. Arrest Reports
c. Motor Vehicle Inventory
d. Traffic Crash Reports
e. Motor Vehicle Citations will not generate a log entry. (Exceptions will
be when a citation is issued for a criminal summons or arrest in which
an incident number will be generated in the log).
f. Massachusetts Traffic Stop Data Collection Form if a motor vehicle
citation is not issued.
E. Report Review
1. IN ORDER TO ENSURE THAT ALL REPORTS FILED BY OFFICERS ARE
COMPLETE AND ACCURATE IN THEIR CONTENT, IT SHALL BE THE
RESPONSIBILITY OF THE COMMANDING OFFICER TO INSPECT LOG
ENTRIES; REVIEW REPORTS FROM OFFICERS ASSIGNED TO THEM
AND, AS NEEDED, FORWARD REPORTS NEEDING FOLLOW -UP TO THE
DETECTIVE BUREAU OR OTHER APPROPRIATE AGENCY. IN THIS
CAPACITY, S/HE WILL REVIEW ALL OFFICER REPORTS AND DISPATCH
REPORTS FOR: [82.2.1 (E), 82.2.4]
a. Neatness, legibility, spelling, and grammar.
b. Content of report:
i. All required data is entered in its proper location.
ii. Consistency with regards to events being presented in a
logical and non-conflicting manner.
iii. Reflects compliance with established investigative procedures.
iv. All elements of the crime are included.
2. A determination as to whether the incident has been classified properly in
order to comply with local, state, and federal NIBRS procedures.
3. When a report is complete it shall be forwarded to the Chief of Police or
designee, typically the Captain of Operations who handles the review
process.
a. When a printed report is not necessary, the Commanding Officer will
record on the triplicate Report Review Form the case number of each
report reviewed.
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b. One copy of the Report Review Form will be forwarded to the Chief of
Police, one to the Captain of Operations, and one to the Detective
Bureau Commander.
c. The Chief of Police should also receive a copy of the cover sheet of
any arrest or protective custody.
F. Administrative Report Review
1. The Captain of Operations shall review all reports submitted. Upon review of
officer and dispatch reports, the Captain of Operations shall take the following
action:
a. Initiate corrective action for any deficiencies by routing the report back
to the officer through the Commanding Officer.
b. Maintain files on each officer’s errors or omissions for the purpose of
assisting individuals in improving their report writing skills through
additional training.
G. Storage of Records
1. The responsibility for the filing and maintenance of the following Department
records falls under the supervision and control of the Chief of Police, a
designee or the Prosecutor. This shall be done in the following prescribed
manner: [82.1.1(a)] [82.2.1(c)] [1.2.5]
a. All information regarding any person brought before the court by this
Department for any offense, including motor vehicle violations, shall
have his/her respective master name file updated to reflect the activity.
b. All information regarding any juvenile brought before the court by this
Department for any offense, including non-criminal motor vehicle
violations shall have his/her master name file updated to reflect the
activity. These master name files and criminal histories or involvement
will be distinguished from that of an adult by color-coded folders and
computerized flagging.
c. All reports and folders regarding pending adult court cases shall be
filed and maintained in a locked area in the Central Records and
accessible to the Department Prosecutor.
d. All reports and folders regarding pending juvenile court cases shall be
separately filed and maintained in a locked file.
e. All adjudicated juvenile and adult court cases, and all other officer's
reports of incidents, shall be filed according to the Master Name
number and incident number.
f. Dispatchers and officers shall enter all necessary data in the master
file of the ProPhoenix system. This information, whenever possible,
shall include; [82.3.1]
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i. Full name
ii. Address
iii. Date of birth
iv. Social security number
v. License number
vi. Phone number
2. All Department traffic crash reports shall be submitted to the Traffic Bureau
and filed by case number. All operators’ crash reports shall be filed in the
same manner.[82.3.5]
3. All arrest records, shall contain: [82.2.1(b)]
a. The booking sheet,
b. Fingerprint cards, (when applicable)
c. Criminal history sheet,
d. Drivers history (for motor vehicle offenses), and
e. Photograph (when applicable)
4. Arrest records shall be filed by Master Name number and incident number
and maintained by the Department Clerk.
5. Fingerprints and booking photographs shall be taken in all felony arrests,
domestic violence arrests and drug related arrests. Incidents involving minor
arrests shall include a photo; fingerprints will be at the discretion of the
Commanding Officer. If this department has previously arrested a person
and fingerprinted that individual, new prints will be at the discretion of the
Commanding Officer. [1.2.5]
6. Officers shall hand over completed motor vehicle citations to a
Supervisor for review. The Supervisor is to then place the completed
citation in a temporary file in the Commanding Officer’s Room for its
submittal to the Traffic Bureau. It will be the Traffic Bureau’s
responsibility to complete the Registry of Motor Vehicles Master Audit
Sheet. These sheets shall be numbered in accordance with the citation
book assigned to each officer and contain the required information for
each citation issued. Upon completion of the Master Audit Sheet, the
Chief of Police or his/her designee shall sign it. [82.3.4(b)(c)] [82.3.5]
a. Upon completion of a citation book, officers shall hand them in, as
soon as practical with each “officer copy”, to the Traffic Bureau for
audit purposes.
b. A copy of the Master Audit Sheet will be sent to the Registry of Motor
Vehicles Distribution Center.
c. Upon completion of the Master Audit Sheet, the citation book shall be
returned to the officer for his/her records. Officers may discard them
by shredding.
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d. “Department” copies of the citations are maintained in the Traffic
Bureau. Officers, upon receiving a new citation book, will sign the
Citation Book Log located in the Traffic Office. [82.3.4(a)] [82.3.4]
7. All individual Department copies of motor vehicle citations shall be filed
chronologically by Traffic Bureau staff and placed in the locked M/V Citation
cabinet. [82.3.4(a) (b) (c)] [82.3.5]
H. Access, Segregation, Security of Records:
1. All operational reports shall be accessible via the ProPhoenix system at
all times in order to facilitate investigations and other matters of duty
being performed by officers of this Department. [82.1.1(b)]
2. The Detective Bureau Commander shall be responsible for maintaining an
index of stolen, found, recovered, and evidentiary property. Said index shall
be contained in the ProPhoenix system. Officers will be able to conduct a
computer search for property and items entered into the system at any time.
[82.3.2(c)] [82.3.5]
3. All Department records are maintained under the overall control of the Chief
of Police, who may designate a Keeper of the Records from time to time. The
records shall not be opened to any public view. No visitor, whether on official
or unofficial business, shall be allowed to enter the Central Records for the
purpose of perusing or reviewing any Department records, nor shall any
officer or employee allow or condone this act, if observed. [82.1.1(a)]
4. Dissemination of Department records shall be strictly controlled according to
the guidelines of CORI (Criminal Offender Record Information) and
Massachusetts General Laws Chapter 66, Section 10, which relates to
inspection and examination of public records and to the acceptable fees to be
charged for photocopies of same. A copy of each of these documents shall be
kept in a conspicuous place in Central Records and Traffic Bureau. All
officers, clerks, and employees shall be expected to refer to these regulations
if there is any question regarding dissemination of Department records.
[82.1.1(c)] [82.1.7]
5. All public records requests are submitted in writing to the Records
Department. The Captain of Operations will review all requests prior to
release. [82.1.1(c)] See Department policy 54A – Public Information and
News Media (Section F)
6. Patrol Officers will not have access to print reports at any location not under
the control of the Commanding Officer.
7. In the interest of preserving the security of the Department’s records, only
authorized personnel shall have access to the Central Records office.
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Authorized personnel include the Chief of Police, Captains, Lieutenants,
Sergeants, Prosecutor, and authorized clerical staff.
8. Under no circumstances will original copies be removed from the Police
Department, except under subpoena. [82.1.1(b)]
9. The Central Records shall remain locked when records personnel are not
present. Persons with authorized access must re-secure the area upon
leaving. [82.1.1(a)]
I. Department Records/ProPhoenix
1. The Lexington Police Department currently utilizes the PROPHOENIX
computer system for records management. This system is outlined in
Department policy 13A-General Management.
2. The ProPhoenix system automatically assigns incident numbers to every
new entry into the system for both incidents and the Master Name files.
These numbers will be utilized as the permanent identification number
for a particular incident and or individual. Reports shall be filed utilizing
these numbers.
3. The ProPhoenix system will reflect all involvement histories for both
adults and juveniles. Juveniles will be identified in red capital letters in
the mastername screen. [82.3.6]
J. Access to Department ProPhoenix System
1. In an effort to ensure confidentiality of all police intelligence, all employees of
the Department will use a password to access the ProPhoenix system. The
password will act as a marker for all computer inquiries. The Chief of Police
or Captain of Administration shall maintain the quality control of the system.
[82.1.6] [82.1.7]
2. All access to criminal history records that are maintained in the archived
Crimetrack system or ProPhoenix system shall be subject to the same
procedures as stored copies in the file system. Any release of computerized
records shall be held to the conditions of M.G.L. c 6 § 172. [82.1.6] [82.1.7]
3. Officers and selected civilian personnel will receive training in the use of the
Department’s ProPhoenix system.
4. The ProPhoenix system shall be utilized in completing field reports. The field
reports may consist of, but are not limited to the following forms: [82.2.1(a-d)]
a. Crash Report Forms
b. Citations
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c. Criminal Complaint Information Checklist
d. M/V Inventory Forms
K. Procedures for Juvenile Records Management [82.1.2]
1. All juvenile arrest files, photographs, and fingerprint cards shall be
marked in a manner to distinguish them from adult files (blue folders vs.
plain color or green traffic folders). Access to arrest information
concerning juveniles is limited to those personnel who have a legal right
to this access. [82.1.2(a)(b)]
2. No juvenile arrest information shall be disseminated without the approval and
authorization of the Chief of Police, his designee, or the Prosecutor. The
dissemination shall be compliant with this policy. [82.1.2(c)]
3. Whenever a juvenile reaches the adult age of seventeen (18) years old,
juvenile records will retain their classification while any new arrest will be
processed as an adult arrest. [82.1.2(d)]
4. All reports of pending court cases involving juveniles shall be maintained by
Prosecutor and/or Department Clerk. Access shall be limited to those officers
who are part of the investigation. Upon disposition of the case, the folder shall
be placed in the Central Records. Access to these records will be a on a
need-to-know basis ONLY, for all personnel. Overall responsibility for the
collection, retention, and dissemination of these records lies with the Chief of
Police or his designee. [82.1.2(c)]
5. The Prosecutor shall be responsible for the expungement of any juvenile
records ordered by the court. In addition to the record keeping and
expungement responsibilities mentioned above, the Prosecutor shall be
responsible for: [82.1.2(e)]
a. The coordination, preparation, and disposition of all court cases in
which a juvenile is involved
b. Consulting with arresting or complaining officers regarding disposition
of juvenile matters and advising them of possible and potential
diversionary programs available as alternatives to incarceration,
advising officers of final disposition.
c. Being familiar with juvenile diversionary programs offered through the
court and other public and group organizations
d. Conferring with prosecuting District Attorneys regarding these
alternatives.