Section 1 - Introduction

Overview

This manual provides basic instruction for using Case Management/Electronic Case Files (CM/ECF) in the District of Oregon. CM/ECF, in conjunction with Public Access to Court Electronic Records (PACER), allows Registered Users to file, retrieve, and view civil and criminal public documents.

The United States District Courts initiated electronic filing in 1990. Information about how to locate civil and criminal case information pre-dating 1990 may be found in Section 13 of this manual.

Glossary of Terms

Term	Description
CM/ECF	Case Management/Electronic Case Files.
CM/ECF NextGen	The latest version of CM/ECF, which introduced Central Sign-on (CSO).
CSO	Central Sign-on, a NextGen module that allows public users to access CM/ECF with their PACER credentials.
Division Codes	Venue codes assigned to the separate Divisional Offices of the Court. See LR 3-2. Eugene: 6 Medford: 1 Portland: 3 Pendleton: 2
Docket Entry	A pleading, order, or other document entered on the docket sheet. Each entry includes a filing date, document number, and docket text. Supplemental docket text supplied by a filer will appear in italicized text. Docket entries are created by users selecting events from the available civil and criminal menus that most accurately describe the proceeding being recorded or document being filed.
Docket Sheet	The Court's permanent record of case filings and proceedings is referred to as the docket sheet. Docket sheet information for a case includes the names of the parties or litigants, attorney information, and general statistical data. Docket sheets also contain a chronological list of the pleadings and other documents filed in a case (docket entries).
Document	Any pleading, motion, exhibit, declaration, affidavit, memorandum, order, notice, or other filing made part of the Court's record.
Fed. R. Civ. P.	Federal Rules of Civil Procedure
Fed. R. Crim. P.	Federal Rules of Criminal Procedure
File Size Limitation	The maximum upload size allowed for a single PDF, which is 75 MB.
Access Restricted to Counsel of Record and Case Participants	Access that restricts document viewing to a case's participants.
LR	Local Rules of Civil Procedure
NEF	Notice of Electronic Filing, an e-mail notice delivered to case participants at the completion of filing.
PACER	Public Access to Court Electronic Records is an electronic public access gateway that allows anyone to obtain public case information, including docket sheets and documents, from any federal court. Registration for a PACER account is free, but there may be a fee associated with accessing case information.
Party	Plaintiff(s), petitioner(s), defendant(s), respondents(s), or any other named participant in a case.
PDF	Portable Document Format, the file format that is used to store documents in CM/ECF.
PST	Pacific Standard Time - refers to all hours stated in this manual including Standard or Daylight Savings, whichever is applicable.
Registered User	An attorney or pro se litigant who has been granted e-filing privileges in CM/ECF. See LR 1-5(l).
Remote Public Access	Access to view a document available via PACER. Access to electronic case files is available for all parties and the public at each divisional office of the Court during regular business hours. A copy fee for reproduction of an electronic document will be charged in accordance with the Schedule of Fees.
Schedule of Fees	A list of services provided by the Court and the fees associated with those services.

System Capabilities

A Registered User with a web browser, word processing software, PDF creation software, and access to the Internet will be able to use CM/ECF to perform the following functions:

• Electronically file documents;
• Receive notification of filings and orders made in cases in which the Registered User is a participant;
• View official docket sheets and documents associated with any public case; and
• View various case-related reports.

User Experience

Basic computer knowledge and skills are necessary in order to use CM/ECF.

Registered Users should have a working knowledge of the operating systems on their computers, including web browsing, opening and closing programs, word processing, PDF creation, and printing.

Hardware and Software Requirements

The following are the minimum requirements for using CM/ECF:

• A personal computer;
• A high-speed Internet connection;
• A compatible browser that supports 128-bit encryption and has javascript and cookies enabled;
• A word processor that is able to create PDF files, such as Microsoft Word;
• Software and/or flatbed scanner to convert documents to PDF format;
• Software to read PDF documents;
• A valid, active e-mail account.

Section 2 - Resources

The Court Website

The Court website (ord.uscourts.gov) contains information relating to the work of the Court, including this manual, the Local Rules, Standing Orders, Court Policies, and Court contact information.

CM/ECF and PACER Assistance

For assistance regarding electronic filing, contact the Clerk's Office at 503-326-8000.

For assistance regarding the viewing of federal court case information or the recovery of login credentials, visit the PACER Service Center website at pacer.uscourts.gov.

Section 3 - Obtaining Filing Access in CM/ECF

Introduction

Only registered CM/ECF users are granted access to file in CM/ECF. As of January 21, 2020, all public users of CM/ECF—including attorneys and self-represented parties who have been granted filing privileges—must access CM/ECF using credentials for an upgraded individual PACER account.

Individuals seeking to become registered users must request CM/ECF filing privileges via PACER by applying for admission or, for those already admitted or for self-represented parties that are allowed to e-file, submitting a registration request. Attorneys admitted to the bar prior to January 21, 2020, but who have never registered for a CM/ECF account should contact the Court for assistance.

New District of Oregon CM/ECF Users

Attorneys that have not been admitted and self-represented parties that have not previously been allowed to e-file are required to apply for admission or request registration using an upgraded individual PACER account.

Attorneys Seeking General Admission to Practice in the District of Oregon

Attorneys seeking admission to practice in the District should follow the instructions on the Court's website under Admissions to request admission through PACER.

Pro Hac Vice Admission

Attorneys from other districts seeking to appear pro hac vice in this District should follow the instructions on the Court's website regarding admission pro hac vice. Attorneys seeking pro hac vice admission to the District of Oregon must file a Motion to Appear Pro Hac Vice in the case in which they wish to appear and may need to also request CM/ECF registration via PACER.

Self-Represented Parties

Self-represented parties wishing to e-file should follow the instructions on the Court's website regarding registering for CM/ECF access as a self-represented party.

Previous CM/ECF Users

Individuals who had filing access to CM/ECF before January 21, 2020, including admitted attorneys and self-represented parties who were granted access to e-file in a case must submit a registration request using an upgraded individual PACER account to link that PACER account to an existing CM/ECF filing account. See Submitting a Registration Request in PACER, below.

Submitting a Registration Request in PACER

Use these instructions if:

• You are an attorney who has been admitted to the bar of the U.S. District Court of the District of Oregon, but you have not filed electronically since before January 21, 2020. 
• You are a self-represented party who has been granted access to e-file in one or more of your cases. 
• You are a member of the media and would like to register for a media noticing account.

Step	Action
1	Navigate to pacer.uscourts.gov. Mouse over the Manage Your Account panel under What can we help you accomplish? and click on Manage My Account Login. Click the Log in to Manage My Account button and log in with your upgraded PACER credentials.
2	Click on the Maintenance tab.
3	Attorney Filers: click the Attorney Admissions/E-File Registration link. Self-Represented Party Filers: click the Non-Attorney E-File Registration link. Media Noticing Account: click the Non-Attorney E-File Registration link. IMPORTANT: Type MEDIA or MEDIA ACCOUNT in the Firm/Office Field.
4	Select District for Court Type and Oregon District Court for Court. Click Next.
5	Click the E-File Registration Only button and follow the instructions. The request will be sent to the District of of Oregon, where generally it will be processed in under 24 hours. You may check the status of your request in PACER by clicking the Check E-File Status link under the Maintenance tab.

Accessing CM/ECF

Navigate to ecf.ord.uscourts.gov. The browser will be redirected to PACER. Enter valid PACER credentials and a client code, if necessary. Successful logins will be redirected back to CM/ECF.

The client code field is an optional field available on the login screen for PACER tracking purposes. Any client code is entered for a transaction will be reflected on the billing statement generated by the PACER Service Center.

Because CM/ECF is accessed with PACER credentials, user name and password maintenance must be done through PACER's lost username or lost password utilities or by contacting PACER directly. The user's e-mail address, in addition to either the account number or date of birth and first and last names, are required to reset a username or password in PACER. The Court is unable to reset a user's PACER username and password.

Section 4 - Event Selection and Transactions

Events

After logging into CM/ECF, registered users will be able to use the main menu to file documents or perform other tasks.

The filing events are organized by category:

Menu Item	Types of Events
Civil	Civil case filings, such as motions, notices, service documents, responses, replies, and answers.
Criminal	Criminal case filings, such as plea-related documents, motions, responses, replies, appeal documents, notices, and trial documents.
Query	Run name searches, create docket activity reports, look up case numbers, etc.
Reports	Access the written opinions report, run civil and/or criminal case reports, calendar event reports, docket sheet reports, etc.
Utilities	View Court information, link a PACER account to a CM/ECF account, review billing history, etc.
Search	Search for events.

Civil Events

The menus of events under the Civil selection include: Open a Civil Case, Initial Pleadings and Service, Motions and Related Filings, Other Filings, and Attorney Admissions.

Criminal Events

The menus of events under the Criminal selection include: Charging Instruments and Pleas, Motions and Related Filings, and Other Filings. Selection of the links under those headings reveals the individual docket events.

To electronically file a Trial Memorandum in a civil case, for example, you would first select Civil from the main menu and click on the Trial Documents menu under Other Filings. The event Trial Memorandum appears under the Trial Documents menu.

Search Function

If you are having trouble finding a specific event, click the Search function and start typing the name of the event you wish to file. A list of all events that include the word entered in the search field will be displayed.

Find the correct event and click on the event name to begin the filing process.

Browser "Back" and "Forward" Buttons

DO NOT USE the browser BACK and FORWARD buttons to navigate through CM/ECF. If an event was selected in error or incorrect information was entered on a prior screen, navigate back to the Civil or Criminal menu and begin again.

Section 5 - Electronic Filing Protocols

Creating and Filing Documents

The standard format for electronically filed documents is Portable Document Format or PDF. At the time of filing, CM/ECF evaluates the document for compliance with PDF standards and will reject PDFs with the following content:

• JavaScript
• encryption
• password protection
• scripts that can launch an external application
• internal attachments
• embedded audio or video

CM/ECF will also reject

• PDF files that are not compliant with PDF standards,
• that were created with Mac OS X using a fillable form in a Safari browser, or
• that were created with Mac OS X and MS Word with the option "best for printing" selected.

In addition to the above requirements, the District of Oregon prohibits unflattened fillable forms and requires that all PDF documents be text-searchable.

More information about creating, uploading, and viewing PDFs is available on the PACER website.

Creating Compliant PDF Documents

There are three primary methods for creating PDF documents: (1) saving a document as a PDF directly from the word processing program, (2) printing a document to PDF, or (3) scanning documents from paper into PDF. All PDF documents filed in CM/ECF are required to be text-searchable. LR 5-2(b).

Saving as PDF

Saving a document to PDF directly from your word-processing program is the preferred method of creating PDFs. Most PDFs created this way are optimized and meet text-searchable requirements.

Printing to PDF

In some instances, printing to PDF is preferable. This is the case for any PDF-fillable form or for any PDF or document that contains scripts or code. NOTE: If CM/ECF blocks a PDF from being uploaded, printing the file to PDF frequently solves the problem.

Scanning to PDF

Scanning a document creates an image, and, therefore, scanned documents are much larger than documents saved directly to PDF. In addition, an optical character recognition (OCR) program requirements.

PDF Fillable Forms

DO NOT upload a PDF fillable form to CM/ECF. Instead, print or flatten the fillable PDF before uploading it to CM/ECF so that the fields are removed.

PDF/A

PDF/A is an International Standards Organization (ISO) standard document format. PDF/A documents are self-contained and do not rely on or access information outside of the document itself to display the information contained within the document. Accordingly, the PDF document appears, and will continue to appear, identical to the document from which it was created, no matter where or when it is accessed. As a result, most PDF/A documents will have a slightly larger file size.

The District of Oregon does not require filings to be in PDF/A format at this time.

File Size Limits

PDF files that exceed 75 MB will not be accepted by CM/ECF. Files that exceed this limit must be broken down into smaller, separate files and uploaded as attachments to the main document.

Uploading Documents:

Step	Screen
This is the document attachment screen, which is presented in all public-user events.
REMINDER: PDF Fillable Forms should be flattened prior to attachment, and pursuant to LR 5-2(b), all pleadings and documents, including attachments and exhibits, must be filed as text-searchable PDF files unless otherwise directed by the Court.
The main document should be the pleading. Click Choose File to locate the document for attachment.
A new window will open. Locate your pleading in the location where it has been saved.
Prior to attachment, it is recommended that the PDF be reviewed to ensure it is accurate and is the correct attachment. This can be done by right clicking on the PDF and selecting the Open option. The PDF will open on your screen for review. After confirming the PDF is correct, click the X in the upper right corner of the PDF to close it.
Make sure the correct document is highlighted, and then click Open in CM/ECF to continue with document attachment.
Attachments should also be uploaded at this time. Click Choose File to locate and confirm your attachment as indicated above.
Each attachment must be labeled with a Category from the drop-down menu or a Description in the free text field. It is not necessary to enter both a Category and Description.
The first attachment(s) should be any exhibit(s) to the pleading, such as the required state court pleadings for a Notice of Removal. The next attachment should be the Civil Cover Sheet (JS44) followed by individual summons(es) for issuance. Multiple summons(es) may be attached as a single PDF document. Civil Cover Sheet and Summons are selections available in the Category drop-down menu.
NOTE: Attaching a PDF to the Attachment 1 option causes the Attachment 2 option to appear. Repeat the attachment process as needed to attach all necessary documents.
When all documents have been added, click Next to continue.

Paying Filing Fees

Step	Screen
The next screen presents five questions to determine the status of any filing fees for a complaint or notice of removal.
These selections indicate exemption or waiver of the filing fee and will allow you to proceed without payment of fees through Pay.gov. If you select either of these options, please proceed to the Party this Filing is Against section below.
This selection initiates the online payment process through PACER and Pay.gov.
The next screen verifies the filing fee. Click Next to be redirect to PACER for payment. If prompted, log in with valid PACER credentials.
If you have a saved a default filing fees payment method in PACER, that payment method will be selected by default. To use a different payment method, click Enter a Credit Card and complete the required fields.
If you do not have a default filing fees payment method specified in PACER, enter the payment information and click Next.
The next screen is the payment confirmation screen. If you need to modify any  information, click Back. Otherwise, enter any additional e-mail addresses that should receive a copy of the receipt, check the box to authorize payment, and click Submit. IMPORTANT! Although the fee has now been paid, the filing has not been perfected in CM/ECF, so do not close the tab or window. You will immediately be redirected back to CM/ECF to complete the transaction.

Requesting a Refund for a Duplicate Payment on Pay.gov

Standing Order 2011-9 (see 2011-9 In Re Policy to Refund Electronic Filing Fees.pdf ) grants the Clerk's Office authority to issue a refund for duplicate or erroneous fee payments made via Pay.gov. A CM/ECF Registered User who makes a duplicate or erroneous fee payment through Pay.gov will receive a Notice of Electronic Filing (NEF) alerting the user to the duplicate payment and a deadline by which a request for refund is due. Refund requests may be filed only for duplicate or erroneous fee payments and only after a Registered User receives a notice of duplicate payment. Below are instructions for filing a refund request and tips on how to avoid making duplicate payments in the future.

Requesting a Refund

Requests for a refund of duplicate or erroneous payments must be made in writing in pleading form and filed in CM/ECF using the "Request for Refund of Fees Paid Electronically" event, which may be found using the search feature. The pleading must contain the name, address, and telephone number of the party requesting the refund. See Sample Request for Refund of Pay.gov Payment.pdf . During filing, the user will be prompted to link to the filing for which the duplicate payment was made.

The written request for a refund must be accompanied by supporting documentation, including a copy of the electronic payment receipt and a copy of the NEF from the system transaction in CM/ECF during which the erroneous payment was made. This documentation is to be added as attachments to the main document during the filing process.

Upon receipt of the refund request and verification of the error, the Clerk's Office will process the refund to the same credit card used to make the erroneous payment. A notice of the refund will be recorded in the associated case docket in CM/ECF. Refunds will not be issued by check.

Avoiding Erroneous Payments

To avoid making duplicate payments:

• Never use the browser back and forward buttons to navigate within CM/ECF.
• Do not complete the payment screens and then close the browser window or navigate away from the application. Always wait until Pay.gov redirects you back to CM/ECF to complete the transaction. Like other CM/ECF transactions, there will be a final warning screen where you can review the docket text and submit the transaction.
• If, either due to a system or user error, the transaction is not completed but you have completed the payment screens, do not refile your pleading. If you attempt to refile, you will be prompted to make the payment again.
• Do not click the "Submit Payment" button more than once from the Online Payment, Step 2 screen. Be patient while the payment processes. A successful payment will generate an NEF that includes the Agency Tracking ID number from Pay.gov.
• To cancel a transaction from within Pay.gov, click either the "Cancel" button or the "Return to your originating application" link that appear on both the Online Payment, Step 1, and Online Payment, Step 2, pages. This will end the payment process, and the event will not be docketed. A display message will confirm that that the payment process has been canceled, and the event will not be completed.
• Sanctions for Repeat Offenders

In the event an attorney or law firm repeatedly makes erroneous payments and corresponding refund requests, the Court may consider remedial action, including an order to show cause as to why that attorney or law firm should not be barred from making future payments electronically.

Procedure in the Event of a CM/ECF Outage

In the event that the Court declares the CM/ECF filing system to be unavailable for filing, the Clerk’s Office will post a Notice of CM/ECF System Outage on this website’s homepage to alert users to the outage. The Clerk's Office will also post a notice when CM/ECF returns to normal operation. Notices of scheduled outages for maintenance tasks will be posted in advance of the outage, and users should monitor this website for notices of scheduled outages. CM/ECF undergoes scheduled maintenance at 4 a.m. daily for approximately one hour.

Definitions

• System Outage: Any period lasting more than two hours during which CM/ECF is not operational due to scheduled or unscheduled maintenance.
• Emergency Filings: Time-sensitive filings, such as filings due during the outage, filings nearing statute of limitations deadlines, requests for emergency injunctive relief, and notices of appeal.

E-Filing During an Outage

During a system outage, as defined above, registered users may submit emergency filings as defined above via e-mail to the following address: . Counsel or self-represented parties who are concerned about whether a filing must be submitted to the Clerk to ensure its timeliness should also submit the filing by e-mail during the outage.

Filing via e-mail will commence on the date and time stated in the Court’s Notice of CM/ECF System Outage and will end at the time the Court posts a notice that the system is operational, or, in the event of a scheduled outage, the stated end of the maintenance window. Any documents sent to this e-mail address outside of the time period identified in the Court's official notices will not be docketed by the Court.

PDF documents submitted via e-mail must conform to all current requirements as outlined in the Local Rules and the CM/ECF User Manual. Documents submitted via e-mail during the outage will be deemed filed upon the date received. They will be docketed by court staff as soon as practical after CM/ECF returns to normal operation.

Inserting Hyperlinks in Filings

CM/ECF will accept documents with hyperlinks, and they may be included in filings. LR 5-2(c). Some judges prefer that sources be hyperlinked in pleadings. For information on how to create hyperlinks, refer to the documentation for your application, i.e., Microsoft Word or Adobe Acrobat.

The Court's Case Numbering System

Thousands of cases are filed each year in the District of Oregon, and CM/ECF assigns a unique case number to each case when it is opened. The full case number (seen on the case assignment form you receive from the Court) will be formatted as follows:

• Division Code: For statistics tracking and case management purposes, each case number includes a division code, which is the number before the colon. See LR 3-2 for a list of the division codes and their corresponding counties.
• Year Initiated: The number after the division code represents the year in which the case was initiated.
• Case Type: The two-letter code after the hyphen refers to case type. There are several case types, but most filers will see CV for a civil action or CR for a criminal case.
• Case Number: The next number is simply the next available number, starting at 1 and counting up as far as required in a given year.
• Assigned Judge Initials: In cases where a judge has been assigned, a two-letter code representing the assigned judge is appended to the end of the case number. See Appendix J. The assigned judge code should be included in the caption of any pleading filed in the case. When calling the Clerk's Office about an active case, it is essential to give the complete case number, including the judge initials. 

Section 6 - E-Mail Notification

Notice of Electronic Filing (NEF)

At the conclusion of a filing transaction, the system will generate a Notice of Electronic Filing (NEF) to confirm that the document has been filed and served on the parties who are Registered Users. The NEF displays the recipient's names, primary e-mail addresses, and secondary e-mail addresses (if any). The NEF will also indicate which case participants (if any) who were not served electronically. The filing party is responsible for effecting service in hard copy on parties who were not served electronically.

NEFs each contain a hyperlink to the main document attached to the docket entry. "Paperless" orders do not include a link because the entire order is visible as the docket text and included as part of the NEF.

Registered Users have two options to receive NEFs: either per filing or as a daily summary report that is generated only if case activity has occurred. These preferences may be changed in your PACER account.

NEF Details:

Step	Screen
The date and time of the filing are documented in the NEF. The time is recorded as Pacific time (PDT) based on the location of CM/ECF.
The case name and number, the filing party, the document number assigned to the entry, and the judge assigned to the case are listed in the NEF.
The docket text of the entry is also displayed.
NEF recipients are listed below this line.
Parties who are not Registered Users who require service by another means are listed below this line.
Each document attached to the entry receives an electronic document stamp verifying that it was filed in CM/ECF.

The "Free Look"

With the exception of transcripts of proceedings and documents filed under seal or otherwise restricted, each recipient of an NEF receives a "free look" at the filed document. Any subsequent access to the document will result in assessment of applicable PACER fees.

Restricted Documents

Only Registered Users associated with the case as counsel or party of record may view documents filed with restriction levels. Users attempting to access such documents will be prompted to log in before the document may be viewed. These document types include, but are not limited to, the following:

• Documents filed in Social Security cases;
• Documents filed in criminal cases PRIOR to November 1, 2004;
• Documents restricted pursuant to a protective order in a civil case;
• Documents filed ex parte; and
• Party consents to jurisdiction by a U.S. magistrate judge.

Applying for a Media Noticing Account

The District of Oregon uses media noticing accounts to allow media professionals to receive Notices of Electronic Filing (NEFs) in selected cases. Note: clicking on a link included in an NEF will result in PACER fees.

Prerequisites

An upgraded PACER account is required to apply for a Media Noticing Account. For instructions on registering or upgrading a PACER account, visit pacer.uscourts.gov.

Instructions

For instructions on registering for a District of Oregon CM/ECF media noticing account, see Submitting a Registration Request in PACER and follow the instructions for a media noticing account in Step 3. When entering/reviewing your address, type MEDIA OR MEDIA ACCOUNT in the Firm/Office field. Requests for Media Noticing Accounts that do not include this will be rejected.

To add cases for noticing to your account, see 'How to Configure Noticing'.

E-mail Notification Message Failures

Service of a document to a Registered User is deemed complete upon filing the document in CM/ECF, at which point the system transmits the NEF. Fed. R. Civ. P. 5(b). To ensure proper service, it is essential that Registered Users maintain current, working e-mail addresses in CM/ECF and PACER. Furthermore, it is important that interference with the NEF not occur after it leaves the Court's mail server, such as being deemed junk mail by a spam filter. The Court cannot stress enough that NEF delivery failures will not excuse missed deadlines.

Temporary or Non-Permanent Failure Bouncebacks

An NEF transmission may fail if the recipient's mailbox is too full or if the recipient's e-mail is otherwise unavailable. Usually the recipient's e-mail provider will deliver such messages at a later time, resulting in a delay. Though a bounceback message will be delivered, the Court will not retransmit the NEF unless the message fails permanently.

Permanent Failure Bouncebacks

When an NEF message permanently fails for an e-mail address, the Court receives a bounceback. The Court will use current case information as well as the Oregon State Bar directory (or other state bar directory resources) to attempt to locate the attorney and will attempt to resend such messages to the correct primary e-mail address for Registered Users, however, incorrect secondary e-mail addresses associated with CM/ECF accounts that generate permanent delivery failures will be removed from the account without any further notice.

Attorneys will be asked to comply with LR 83 by submitting a notice of change of address in their pending cases and/or cases on appeal. A motion for substitution of counsel or notice of withdrawal or substitution of counsel may be requested.

If the Clerk's Office is unable to reach the party or parties involved, the transaction failure will be documented on the case docket. Court staff will instruct opposing counsel to complete service in hard copy of an undeliverable filed document if the other attempts to complete notification fail. Court staff will complete service in hard copy of an undeliverable court-generated document if the other attempts to complete notification fail.

Notice of Change of Address or Representation by an Attorney

Pursuant to LR 83-10, any notices of change of business address and/or e-mail address must be made in pleading form and filed in the pending cases and in cases on appeal. An e-mail or letter to the Court is NOT sufficient. Registered Users are responsible for updating their own user account information in PACER.

Discontinuing NEFs for a Case

The Court is required under Fed. R. Civ. P 77(d) to notify counsel of record of the entry of all orders and judgments, including post-judgment orders and appeal activity, even if the litigant represented has been terminated from the case. Counsel desiring to terminate electronic notices in a case must do so affirmatively by either:

• Withdrawing from the case as counsel of record (LR 83); or
• Filing a formal notice in pleading form requesting that the e-mail notification in the case be turned off.

Section 7 - Opening a Civil Case

Required documents

The following documents must be prepared prior to beginning the case opening process:

To file a Complaint or Petition	To file a Notice of Removal
Complaint or Petition Civil Cover Sheet (JS44) Summons for issuance by the Clerk’s Office, if appropriate	Notice of Removal Civil Cover Sheet (JS44)  Copies of the required state court pleadings Complaint Executed summons Answers Pending motions
NOTE: PDFs must be text-searchable and PDF fillable forms must be flattened or otherwise unmodifiable prior to attachment.

To open a civil case, click on the Civil menu, and then select Open A Civil Case under the Open a Civil Case – Attorney heading.

Selecting the Divisional Venue

The first step is to select the correct divisional venue in accordance with LR 3-2(b).

• When filing a Complaint or Petition, the divisional venue is the division of the Court in which a substantial part of the events or omissions giving rise to the claim occurred or a substantial part of the property that is the subject of the action is situated.
• When filing a Notice of Removal, the divisional venue is the county where the originating complaint was filed.
• LR 3-2(a) establishes counties and their corresponding divisional codes as follows:
  1. Portland Division (Division Code 3): Clackamas, Clatsop, Columbia, Hood River, Jefferson, Multnomah, Polk, Tillamook, Wasco, Washington, and Yamhill counties.
  2. Pendleton Division (Division Code 2): Baker, Crook, Gilliam, Grant, Harney, Malheur, Morrow, Sherman, Umatilla, Union, Wallowa, and Wheeler counties.
  3. Eugene Division (Division Code 6): Benton, Coos, Deschutes, Douglas, Lane, Lincoln, Linn, and Marion counties.
  4. Medford Division (Division Code 1): Curry, Jackson, Josephine, Klamath, and Lake counties.

Step	Screen
Determine the proper division and then select the appropriate Office from the drop-down menu.
Click the Next button. Fill out the Other court name and Other court number fields with the appropriate state court information if you are filing a Notice of Removal.  It is not necessary to fill out these fields if you are filing a Complaint or Petition.

Arbitration Code

Step	Screen
Leave this box blank.

County

Step	Screen
Select the appropriate county.*
*NOTE: Selection of the appropriate county is determined by the type of filing. When filing a Complaint or Petition, the county should correspond to the location where a substantial part of the events or omissions giving rise to the claim occurred or a substantial part of the property that is the subject of the action is situated. When filing a Notice of Removal, select the county where the originating complaint was filed.

Fee Status and Fee Date

Fee Status:

There are five selections, but only pend (IFP pending) and pd (paid) typically apply in civil cases at the time of filing.

1. pend (IFP pending) – Select this option if you intend to file an application to proceed in forma pauperis with this case.
2. due (due) – Do not use.
3. fp (in forma pauperis) – Do not use.
4. none (no fee required) – for attorney use.
5. pd (paid) – Select this option if you intend to pay the filing fee during docketing of the complaint or notice of removal.
6. wv (waived) – for U.S. Attorney use.

Fee Date:

Step	Screen
This selection defaults to today’s date. Do not modify this date.

Date Transfer

Step	Screen
This selection should be left blank even if you are filing a Notice of Removal.

REMEMBER: It is important to review this information prior to selecting Next to ensure all information has been entered correctly. You will have no further opportunity to modify this information. Select Next to continue to party information.

Adding Parties

After all necessary data has been entered, the parties must be entered into CM/ECF to complete the case opening process. This is done via the participant tree, which divides the screen in half. The right side of the screen is used to add parties while the left side shows parties that have already been added.

To add a party:

Step	Screen
NOTE: Clicking the back button on your browser while adding parties will delete all party information previously entered.
Type the last name of the individual or the full name of the corporate entity into the Last/Business Name field. You must type a minimum of three letters to begin your search.
Click Search. Scroll through the search results to find the party you wish to add. Click on the name to highlight the party and use the Select Party button to add them to the left side of the participant tree.
NOTE: If the name of your party does not appear in the search results, you may click Create New Party to add a new name. DO NOT create a new party if any name in the list matches the name of the party for whom you are searching.

Party information screen:

Step	Screen
After a name is selected from the search results or a new party is created, the party information screen appears. This screen is used to select the role type of the party being added. It is very important to select the correct role type on this screen from the drop-down menu.* The role types are listed in alphabetical order, and the default selection is Amicus. A complete list of role types is below.
*NOTE: When filing a petition, the correct role types are Petitioner and Respondent.
Amicus Appellant Appellee Arbitrator Claimant Consol Claimant Consol Counter Claimant Consol Counter Defendant Consol Cross Claimant Consol Cross Defendant Consol Defendant Consol Plaintiff Consol Third Party Defendant Counter Claimant Counter Defendant Creditor Cross Claimant Cross Defendant Custodian Debtor Debtor-in-Possession Defendant Fourth Party Defendant Fourth Party Plaintiff Garnishee In Re Interested Non-Party Interested Party Interpleader Intervenor Intervenor Defendant Intervenor Plaintiff Material Witness Mediator Movant Notice Party Objector Petitioner Plaintiff Receiver Respondent Special Master Taxpayer Third Party Defendant Third Party Plaintiff Trustee
The Title field may be used for designations and their abbreviations, including Officer, Sergeant, Executor, and Doctor.
The Pro se box defaults to No and should not be modified. This status is updated when the party makes an appearance.
The Start date defaults to the date the party is being added to the case. Do not modify this field.
The Notice drop-down defaults to yes. Do not modify this field.
The Party text field is used to include additional information, including phrases like Individually or in their official capacity, or Incorporated in the State of Delaware.
DO NOT add address or e-mail information for parties. This information will be added when the party makes an appearance in the case.

Completion of Party Information Entry:

Step	Screen
Click Add Party after entry of the necessary information.
This adds the party to the participant tree on the left side of the screen, indicating that the party is now a case participant.
Click Add New Party to add each new party to the case.

Participant tree icons:

Step	Screen
The participant tree has icons available to add additional information for each party.
The icons are defined as follows:
	Delete this party from this case.
	Add new alias, corporate parent, or attorney.
	Copy attorney(s) from other parties in the case to this party.
	Edit the party, alias, corporate parent, or attorney.
	Change the name of the party.
NOTE: The + and – icons located next to each participant name expand or collapse the information available.

Adding an alias:

Step	Screen
Click on the add person icon next to Alias in the participant tree.
Type the last name of the individual or the full name of the corporate entity into the Last/Business Name field. You must type a minimum of three letters to begin your search. Click Search. Scroll through the search results to find the party you wish to add.
Click on the name to highlight the party and click Select Alias.
NOTE: If the name of your party does not appear in the search results, you may click Create New Alias to add a new name. DO NOT create a new party if any name in the list matches the name of the party for which you are searching.
You must select an alias type* then click Add Alias.
*This is the complete list of all available alias translations in CM/ECF.	agent = agent of aka = also known as dba = doing business as fdba = formerly doing business as fka = formerly known as nee = born obo = on behalf of rpi = real party in interest ta = trading as
The alias is added to the participant tree.

Adding a corporate parent or other affiliate:

Step	Screen
Click on the add person icon next to Corporate Parent in the participant tree.
Type the name of a corporate entity into the Last/Business Name field. You must type a minimum of three letters to begin your search. Click Search. Scroll through the search results to find the party you wish to add.
Click on the name to highlight the party and click Select Corporate Parent.
NOTE: If the name of your party does not appear in the search results, you may click Create New Corporate Parent to add a new name. DO NOT create a new party if any name in the list matches the name of the party for whom you are searching.
You must select a corporate parent type from one of the two selections: (1) Corporate Parent or (2) Other Affiliate. Corporate Parent is the more common selection.
After selecting the correct corporate parent type, click Add Corporate Parent.
The corporate parent is added to the participant tree.
REMEMBER: You are also required to file a Corporate Disclosure Statement that provides the above information.

Adding an attorney:

Step	Screen
NOTE: When filing a Complaint, add yourself and any additional attorneys from your firm as counsel for the plaintiff. Even if you know the name of defendant's counsel, do not enter counsel information. Defendant's counsel must make an appearance to be added as counsel of record. When filing a Notice of Removal, add all counsel of record as they appear in the state court case.
Click on the add person icon next to Attorney in the participant tree.
To search for an attorney, enter the Oregon Bar ID or the last name of the attorney into the Last/Business Name field. You must type a minimum of three letters to begin your search. Click Search. Scroll through the search results to find the attorney you wish to add.
NOTE: If the name of the attorney you are searching for does not appear in the search results, DO NOT create a new attorney. Contact an attorney admissions clerk, and they will determine if the attorney may be added.
Click on the name to highlight the attorney and click Select Attorney.
The attorney information screen appears. Review the attorney information to ensure that the correct attorney is being added then click Add Attorney.
NOTE: DO NOT make changes to an attorney's account on this screen. Changes to these fields should only be made by the Registered User from the Maintain User Account section.
The attorney is added to the participant tree. Repeat this process to add additional attorneys for case participants as necessary.

Copying an attorney:

Step	Screen
Use the copy icon  to add a previously added attorney to another case participant.
Clicking the copy icon will show a list of previously added attorneys. Select the attorney you wish to associate with the new party by checking the box next to their name and then click Copy Attorneys.
If there are multiple attorneys to associate with the new party, you may check the box for each attorney and then click Copy Attorneys.
NOTE: In new civil cases, DO NOT add attorneys for defendants. In removal cases, all attorneys who have made an appearance in state court may be added.

Create Case:

Step	Screen
After all the case participant information has been entered, click Create Case.
A confirmation message will appear in the center of your screen. If you have not completed adding all parties, click No and you will be returned to the add new party screen. Otherwise click Yes to continue.
The next screen will indicate the assigned case number. If you are ready to file a civil complaint or notice of removal, click Docket Lead Event.
NOTE: The case is not opened until the Complaint, Petition, or Notice of Removal has been docketed and the filing fee has been paid, unless you are exempted from the fee or are filing an application for leave to proceed in forma pauperis.

Entry of Civil Cover Sheet (JS44) Information

Jurisdiction (Section II):

Step	Screen
There are 4 options, corresponding with section II of the Civil Cover Sheet (JS44).
U.S. Government Plaintiff U.S. Government Defendant Federal Question Diversity
NOTE: If Diversity is selected as the jurisdiction, you will be required to complete the citizenship fields for both the plaintiff and defendant located in the center of the screen. This information is located in Section III of the Civil Cover Sheet (JS44). Please refer to the Citizenship section below for further instruction.

Citizenship (Section III):

Step	Screen
This information is located in section III of the Civil Cover Sheet (JS44).
These fields should only be populated if 4 (Diversity) was selected in the jurisdiction field.

Nature of Suit (NOS) Codes (Section IV):

Step	Screen
This information is located in section IV of the Civil Cover Sheet (JS44).
The drop-down menu includes all NOS codes listed on the Civil Cover Sheet. There are two options to locate the correct NOS code. You may use the drop-down menu to see a full list of all available NOS codes, or you may type the three-digit NOS code in the filter field.

Origin (Section V):

Step	Screen
This information is located in section V of the Civil Cover Sheet (JS44).
The drop-down menu includes all origin options listed on the Civil Cover Sheet. Only option one and two should be selected, depending on the type of case being opened. The other options are reserved for use by court staff.
Original Proceeding: This is the correct selection for any new civil case that is not a notice of removal.
Removal from State Court: This is the correct selection for a notice of removal.

Cause of Action (Section VI):

Step	Screen
This information is located in section VI of the Civil Cover Sheet (JS44).
There are multiple options in the drop-down menu. There are two options to locate the correct cause of action. You may use the drop-down menu to see a full list of all available causes of action, or you may begin typing in the filter field.
If you type in the filter field, CM/ECF will narrow the search based upon the information entered. You may also use the drop-down menu after narrowing your search for a narrowed list of causes of action.

Jury Demand (Section VII):

Step	Screen
This information is located in section VII of the Civil Cover Sheet (JS44).
Enter the party or parties requesting a jury trial.
REMEMBER: The words DEMAND FOR JURY TRIAL must be included on the last line of the document title of any jury demand instrument. LR 38.

Demand (Section VII):

Step	Screen
This information is located in section VII of the Civil Cover Sheet (JS44).
Enter the dollar amount demanded in this field. The dollar amount should be entered in thousands of dollars. For example, a demand of $250,000 should be entered as 250.

Class Action (Section VII):

Step	Screen
This information is located in section VII of the Civil Cover Sheet (JS44).
Select y (Class Action Alleged) if your complaint includes a class action allegation. The class action box defaults to n (No Class Action Alleged).
REMEMBER: If you are alleging a class action in your case, you must also include the words CLASS ACTION ALLEGATION in your Complaint or Notice of Removal. See LR 23 for more information.

Filing the Complaint or Notice of Removal

Step	Screen
Click Docket Lead Event.
Select the appropriate lead event from the list.
The filter field can be used to narrow your selections. Begin typing the first few letters, and CM/ECF will narrow the selections to include only those that match your entry.
Click on the appropriate selection, such as Complaint or Notice of Removal, which will move it to the Selected Events box. Click Next to continue.
A screen will appear displaying the civil case number. Click Next to continue. NOTE: The case number field is automatically populated with the case number of the just-opened case.

Step	Screen
Choose a filer from the Select the Filer screen which lists all parties entered in the case. Click on the filing party to highlight it.
NOTE: If you notice that a party is missing or you are unable to locate the filer you represent, you may click New Filer to add a new participant to this list. Refer to the Adding Parties section of the User Manual for instructions on adding a new participant.
If there is more than one filer, press and hold the control (Ctrl) key while clicking on each party you wish to add. This will highlight multiple parties. Click Next to continue.
The next screen creates an association between the attorney and the parties selected as filers on the previous screen. The screen appears only the first time an attorney files on behalf of a party. If you had previously added yourself as an attorney for the filing party, this screen will not appear. Check the individual boxes or the Select All box as appropriate, then click Next.

Upload the document and pay the filing fee. See Section 5.

Add State Court Information:

Step	Screen
Enter the information regarding the state court case as requested in the free text fields.
NOTE: The naming convention for Oregon State Courts is the name of the county followed by the words County Circuit Court, i.e. Multnomah County Circuit Court.
Click Next to continue.

Jury Demand:

Step	Screen
This screen prompts you to update your jury demand information for statistical purposes. Make the appropriate selection from the drop-down menu and click Next.
This screen populates docket text with jury demand information  (Complaint only). Select the appropriate answer and click Next.
REMEMBER: If you are requesting a Jury Demand in your case, you must also include the words DEMAND FOR JURY TRIAL in your Complaint or Notice of Removal. See LR 38 for more information.

 Temporary Restraining Order/Preliminary Injunction:

Step	Screen
The next screen asks if your filing is accompanied by a request for temporary restraining order or preliminary injunction. Make the appropriate selection and click Next.
NOTE: Certain case types and cases seeking a temporary restraining order or preliminary injunction will not be assigned to a judicial officer during the docketing process. You will see a warning message during docketing if you select Yes to the above question. The Clerk's Office will assign a judge to these matters, and you will be notified as soon as possible.

Party this Filing is Against:

Step	Screen
The next screen asks you to select the party that this filing is against.* Click on the correct party or click the All Defendants or All Plaintiffs radio button to simplify the selection. Click Next to continue.
*NOTE: When a Notice of Removal is filed, the parties retain their status from state court. For example, a defendant in state court remains a defendant in federal court, and a plaintiff in state court remains a plaintiff in federal court.

Final Steps:

Step	Screen
This is the last chance to insert additional text into the display field or to make a selection from the drop-down prefix menu.
If you have additional text to add, enter it in the display field. Otherwise, click Next.
This is the final warning screen, which displays the full docket text of the event. Click Next to file the documents. There will be no further opportunity to modify this docket entry and it will immediately upload to CM/ECF.
A Notice of Electronic Filing (NEF) will be generated by CM/ECF.

Corporate Disclosure Statement

Click on Civil in the toolbar to view the civil events menu, then click on Other Documents, located in the Other Filings menu.

Step	Screen
The filter field can be used to narrow your selections. Begin typing the first few letters, and CM/ECF will narrow the selections to include only those that match your entry.
Clicking on the Corporate Disclosure Statement event will move it to the Selected Events box. Click Next to continue.
NOTE: CM/ECF allows multiple events to be selected on this screen. Make sure that only the event you intended to select appears in the selected events window prior to clicking Next.
The civil case number screen will appear.
Enter the case number in which the document should be filed and click Find This Case.
NOTE: The case number may be entered in any of the formats indicated in the civil case number screen. The easiest way to locate a case is to enter the year it was filed and the five-digit case number. CM/ECF will automatically populate the division code and case type within the search results.
After your case is located click Next to continue.

After you have selected the appropriate event, select a filer and upload the document, then add the corporate parent or affiliate.

Step	Screen
The next screen is the corporate parent search box.
Type the name of a corporate entity into the Last/Business Name field. You must type a minimum of three letters to begin your search. To avoid the addition of duplicate party records, searches should be conducted for partial names. Click Search.
Scroll through the search results to find the party you wish to add. Click on the name to highlight the party and click Select name from list.
NOTE: If the name of your party does not appear in the search results, you may click Create new corporate parent or other affiliate to add a new name. DO NOT create a new party if any name in the list matches the name of the party for whom you are searching.
You must select a corporate parent type from one of two selections: (1) Corporate Parent or (2) Other Affiliate. Corporate Parent is the more common selection.
After selecting the correct corporate parent type, click Add Corporate Parent.
A confirmation screen will appear. Click the corporate parent to highlight it and then click Next to continue.
The corporate parent search box appears along with a list of previously added corporate parents. If additional corporate parents should be added, repeat the steps above until all corporate parents have been added. Once all corporate parents have been added and appear in the list, click End corporate parent or other affiliate selection to continue.

The final warning screen will appear.

Top Case Opening Mistakes

Below are some of the most common errors found during case opening and filing of case initiating documents.

Common Case Opening Errors

Incorrect Division Code Selection – Local Rule 3-2 establishes divisions of the Court based on counties. The county in which a substantial part of the events or omissions giving rise to the claim occurred should be used to determine divisional venue.

Incorrect NOS Code – The Nature of Suit (NOS) Code is included in Section IV of the Civil Cover Sheet (JS44). 

Incorrect Cause of Action – The Cause of Action is included in Section VI of the Civil Cover Sheet (JS44). Use the first listed Cause of Action when opening a new case.

Incorrect Demand Amount – The dollar demand is included in Section VII of the Civil Cover Sheet (JS44). The dollar amount should be entered in thousands of dollars. For example, a demand of $250,000 should be entered as 250.

Incorrect or Missing County – Enter the county in which a substantial part of the events or omissions giving rise to the claim occurred.

Case Participant Errors – Enter all parties listed on the case initiating document during case opening, and include all aliases for a party. Parties should not be listed in all capital letters.

Party Text Missing – Additional information that is not part of the name of a party is often left out of the party text field. For example, if a party is named as "ABC Bank, a Delaware corporation" on the front of the complaint, the descriptor "a Delaware corporation" must be included in the Party Text box.

Common Errors in Case Initiating Documents

No JS44 Civil Cover Sheet – Each new civil case is required to have a completed Civil Cover Sheet (JS44) to ensure the accurate entry of statistical information in CM/ECF.

Documents Not Text-searchable – Local Rule 5-2(b) requires all PDF files to be text-searchable unless otherwise directed by the court.

Missing or Incorrect Case Number – After case opening is completed, the filer is assigned a case number. Before filing the case initiating documents, the case number should be added to all documents being filed at case initiation. A judge will not be assigned to your case until after the case initiating documents have been filed. 

PDF Fillable Forms Not Flattened – PDF Fillable Forms should be flattened prior to attachment.

Section 8 - Service of Process

Introduction

To file service events, select Service and Process Documents from the Initial Pleadings and Service menu. This menu list contains both Fed. R. Civ. P. 4 and 5 events. Select the appropriate event shown in the drop-down menu.

Regular Civil Cases

(a) Issuing Process

1. Waiver of Service: Attorneys wishing to pursue waiver of service pursuant to Fed. R. Civ. P. 4(d) should use the Notice of Lawsuit and Request for Waiver event.
2. Summons Issued: The clerk will issue process following the filing of the initial pleading and will make an appropriate entry on the docket.

(b) Returns of Service of Process

The Summons/Service Return (All Types) event is to be used when the U.S. Marshal has effected service. The Summons/Service Return(All Types) event should be selected when the return has been made on the reverse of the summons or some other form of return. These events are to be used in connection with Fed. R. Civ. P. 4 service of process.

(c) Service under Fed. R. Civ. P. 5

The events for Affidavit of Service and Certificate of Service are used to record service under Fed. R. Civ. P. 5.

Habeas Cases

The following events are used specifically for entering the return of service of habeas petitions and should not be used for return of service under Fed. R. Civ. P. 4.

• Acceptance/Acknowledgment of Service - 2241 Federal Habeas
• Acceptance/Acknowledgment of Service - 2254 State Habeas
• Acceptance/Acknowledgment of Service - Immigration

Section 9 - Answers to Complaints

Answers to Complaints

This event will allow the user to add attorneys and may only be used to file the first answer by a defendant to the complaint. Subsequent answers must be filed using the Other Answers menu.

(a) Case, Party Filer, and Link Party Filer Screens 

The ordering of the screens under Answers to Complaints is unique in that the user will not see a drop-down list for types of answers to complaints, but will instead be immediately prompted to enter the case number. The system will then return a list of unanswered complaints based upon the type of complaint filed.

(b) Unanswered Complaint Screen

Check the box next to each unanswered complaint being answered by this filing.

(c) Additional Effects Screen

This screen will collect information about any third-party complaints. Checking this box will invoke additional screens to add the third-party defendant(s). The user must select the party against whom the complaint is being filed.

(d) Jury Demand

Users will be reminded to update jury demand information.

Other Answers

This menu contains the events for Answers and Responses to non-motion events. Events to file subsequent answers by the same defendant are available in this menu.

Section 10 - Motions

Overview

As with other filings, the user must choose the event, enter the case number, pick the party filer, and complete the Link Party Attorney screen as appropriate. During the transaction, the user will be prompted to upload the corresponding PDF file. To access the available motion types, the user should click on Motions under Motions and Related Filings menu. Multiple motion types may be selected simultaneously. 

(a) Motion to Vacate and/or Correct Sentence §2255

A Motion to Vacate and/or Correct Sentence pursuant to 28 U.S.C. §2255 is to be filed in the criminal case and will automatically open a corresponding civil case for statistical purposes only. The related pleadings are to be filed in the criminal case.

(b) Motions for Extension of Time

Several separate events address variations of motions for extension of time. Because each motion type creates and satisfies different deadlines when ruled on by the Court, it is important to select the motion type that most closely corresponds to the extension request. The generic Extension of Time event should be used only if the extension request does not match one of the other extension events.

(c) Bill of Costs (See LR 54)

Cost Bills behave like motions; accordingly, the Bill of Costs event is under the Motions menu. A cost bill may be submitted either on the standard form supplied by the Administrative Office or in pleading form.

(d) Objections to U.S. Magistrate Judges' Orders

Although objections behave like motions, the Objection to Magistrate Judge's Order event is located on the Responses and Replies menu.

(e) Scheduling

1. Response and Reply Deadlines: The response due date (see LR 7-1(f)(1)) and reply due date (see LR 7-1(f)(2)) for civil motions are automatically calculated by the system and will be set in the background. Although the due date for the response or reply will appear during the docket transaction, it is not editable by a non-court user and it will not display in the docket text. Subsequent or extended response and reply dates set by the Court will display in the docket text.
2. Dispositive Motion Response and Reply Deadlines: Casewide dispositive motion response or reply due dates may be different from the actual response or reply dates generated when the dispositive motion is actually filed. Parties are cautioned to check the docket for overriding case deadlines for submissions that supersede the system-generated deadlines.

(f) File Document Under Seal

LR 5-2 authorizes attorneys who are Registered Users to file a sealed Motion to File Document Under Seal without prior authorization. The proposed sealed document is to be attached to the motion.

Filers will be prompted as follows during the filing:

Access levels will be set according to the selected option. If the "Seal Entry" option is selected, the filer is encouraged to print the final screen at the end of the filing process because no NEF will issue.

Responses and Replies

Events in this category are to be used in connection with all motion category events. The user should select the most appropriate event and then further describe the pleading in the docket text box. Following are some Response and Reply events of special note:

(a) Objections and Responses to Bill of Costs, and Findings and Recommendations

Cost bills and Findings and Recommendations are treated as motions; consequently, the objection and response events to these documents are located on the Responses and Replies menu.

(b) Responses to Discovery Motions (See LR 26-3(c))

These events do not set a reply date.

(c) Linking

When filing a response or reply to a motion, the user is prompted to select the subject motion to create the link automatically. The response and reply are to be linked to the subject motion. Where appropriate, the system will also schedule the reply due date upon the filing of the response.

Other Supporting Documents

Other supporting documents include documents signed by a third party. This menu contains events that may be linked to previously filed documents. The Related Documents screen is used to establish a hypertext link in the current event to previously filed documents. After selection of the Related Documents box, users will be prompted to select a category or date range for the previously filed document. For example, the category 'cmp' would be selected to link the current document to the complaint event. As with other menus, the user is prompted to select the event, case number, attorney, and filer.

Section 11 - Restricted Documents

Documents to be Filed Under Seal Pursuant to an Existing Protective Order

Pursuant to LR 26-4(c), Registered Users are required to file documents authorized for filing under seal pursuant to an existing protective order via CM/ECF.

If a protective order exists in a civil case, the user will be asked during filing if the document should be filed under seal.

Selecting "Yes" will restrict access to the document only (not the docket entry) to participants in the case. Selecting "No" will not restrict the document.

At the final warning screen, the user will be able to see the Document Restricted According to Protective Order text indicating the PDF attached to the docket entry is restricted. 

Ex Parte Submissions

Ex parte submissions to the Court may be made electronically by selection of the ex parte function (0ex1 or 0ex2, see bullet points below) in addition to the event to be filed. For information about submitting documents in camera or under seal, see LR 5-2, LR 5-5, and LR 26-4.

• Select 0ex1 - Ex Parte Docket Entry and Document when the existence of the entry and the contents of the document are to be restricted to only the filer and the Court.
• Select 0ex2 - Ex Parte Document when the existence of the entry may be known to the opposing party but the document is to be restricted to only the filer and the Court.

Sealed Submissions

Effective December 1, 2020, LR 5-2 permits attorneys who are Registered Users  in the District of Oregon to file documents under seal with prior authorization by a judge. Authorized sealed submissions may be made by selection of the sealed function (0seal – Seal Entry and Document) in addition to the event to be filed.

Filers will be prompted as follows:

Access levels will be set according to the selected option. If the "Seal Entry" option is selected, the filer is encouraged to print the final screen at the end of the filing process because no NEF will issue.

Section 12 - Other Filings

Overview

This menu offers events for ADR Documents, Discovery Documents, Notices, Trial Documents, Appeal Documents, and Other Documents. Procedures for filing these events are straightforward and similar to filing other documents where the user selects the event, selects the party, and completes the Link Party Attorney screen. Events of note are described below.

Notices

Notice events for the appearance, withdrawal, or substitution of counsel of record will prompt the user to add or terminate an attorney.

Trial Documents

The procedure for filing trial events is similar to the procedure for filing other documents. First enter a case number, then select the filer. The next screen permits the user to choose what type of trial event to file. Select the type of trial event to be filed from the multi-select list. Proposed Jury Instructions, Voir Dire, and Verdict Form are some of events are found on this menu. Multiple trial events may be selected simultaneously by holding down the Ctrl key.

Appeal Documents

The Notice of Appeal event is used for appeals to the Ninth Circuit as well as appeals to the Federal Circuit. The filing fee is payable during the event transaction.

Other Documents

The Other Documents menu contains various events that vary in type. Select the event, select attorney, select party, and link party filer. Select the type of event to be filed from the multi-select list. Multiple events may be selected simultaneously.

(a) Proposed Documents See LR 5-9(c)

1. Proposed Forms of Orders or Judgments: Proposed forms of orders or judgments, when requested, are to be docketed and served and clearly identified as proposed documents. In addition to a generic form of proposed order or judgment event, there are also specific events for certain types of proposed orders.
2. Proposed Amended Pleadings: When leave of the Court is sought for filing an amended pleading or document, first choose the appropriate motion event. The proposed amended pleading is to be filed as an attachment to the motion event. The attachment description must be "Proposed Document."
3. Proposed Pretrial Order - Individual: Use this event to file a proposed pretrial order submitted on behalf of an individual party or fewer than all the parties represented in the case.
4. Proposed Pretrial Order - Joint: Use this event to file a proposed pretrial order submitted on behalf of all parties represented in the case.

(b) Consent to Proceed Before a U.S. Magistrate Judge

Social Security Appeals

See Section 16 – Social Security Appeals for information on consenting to proceed before a U.S. Magistrate Judge in a social security appeal.

All Other Civil Matters

Effective March 6, 2017, individual party Consents to Proceed Before a U.S. Magistrate Judge are to be filed electronically. See Standing Order 2017-4.

To file a consent to jurisdiction by a U.S. Magistrate Judge, use the Consent to Jurisdiction by Magistrate Judge – by Party event, which is found by clicking Civil and selecting Consents under the Other Filings heading. Individual party consents do not include the name of the filer, and the PDF attached to the entry is restricted to protect the voluntariness of the party's consent under 28 U.S.C. § 636(c)(2).

(c) Exhibits

Exhibits in PDF format may be filed in CM/ECF. For information on filing non-PDF exhibits, see Conventionally Filed Exhibits.

Conventionally Filed Exhibits

Exhibits such as recordings or physical objects that cannot be filed electronically must be filed conventionally. See LR5-6(a). When submitting a conventionally filed exhibit, two copies of the conventional filing and caption cover page must be submitted to the Clerk's Office (one Court copy and one Judge's copy) for docketing.

Conventionally filed submissions must include:

• A case caption cover page. (Example caption: CONVENTIONALLY FILED Exhibits 1-12 to Declaration of John Smith, Docket # 34.); 
• The conventional filing (DVD, CD, external media device, etc.); and
• A judge's copy of cover page and conventional filing, stamped "Judge's Copy."

Section 13 - Queries and Reports

Case Information Sources

Case docket information sources are stored by various media depending on when the case was filed. The following date ranges are approximate. Users should contact the Clerk's Office for assistance in locating information for cases filed prior to 1990. 

Access PACER to locate civil and criminal cases filed since 1990. Microfiche is available at the Court's Portland intake counters for civil and criminal cases filed from 1979 to 1990. Microfilm is available at the Court's Portland intake counters for criminal cases filed from 1971 to approximately 1983 and for civil cases from 1967 to approximately 1988.

Search Guidelines

To search for a name or party, you must have a minimum of two characters (alphabetic or numeric). A wildcard (*) symbol may be used in place of a character before the two known or after the two known characters entered. Entry of the wildcard character before the two known characters will generate a very broad search result. The system will view the two known characters as a string and display any names that contain the string.

Alternatively, use of the wildcard symbol following the two known characters will generate a report containing only those names that begin with the two known characters. The addition of known characters will further limit the search results. If more than one case/person meet the criteria, the user must select one from the generated list and then choose what data to view.

Query

The Query main menu option allows users to search for specific case information by name or case number such as docket report, alias, attorney, party, or associated case information. Some options, like the motions report, will require additional selection criteria by the user. Users should note that name fields are not case sensitive and can be for both parties or attorneys. Users may further refine their search for case specific information on the Query sub-menu to reduce PACER charges by selecting the most appropriate item.

Reports

The Reports main menu option allows users to search for District-wide information for both civil and criminal cases. Menu selections are predicated upon the user's access level. In most report selection screens, the following rules apply:

• If a selection box displays more than one choice, multiple items may be selected.
• If a selection list includes a blank item, it can be used to select "all."
• If multiple selection criteria are specified, i.e. judge and office, only those items for which both are true will be retrieved.

(a) Docket Sheet

The Docket Sheet report displays the cover page and selected docket entries for a single case. If a document range is specified, docket entries which do not have an associated document will not be listed. This report is the same as generated via the Query menu option Docket Report. Registered Users will be able to view the Notices of Electronic Filing by selecting Docket Sheet and checking the box to include the links to the Notice of Electronic Filing. When viewing the system-generated Docket Sheet, the user may click on the icon next to the document number to display the Notice of Electronic Filing for that transaction.

(b) Civil Cases Report

This report displays a summary list of cases selected by numerous criteria, including office, nature of suit, cause of action, and jurisdiction. The report can be sorted by case number or any of the criteria selected.

(c) Criminal Cases Report

This report displays a summary list of cases selected by numerous criteria including office, case flags, or citation, and can include pending and/or terminated defendants. The report can be sorted by case number, terminal digit, or office.

(d) Civil and Criminal Selected Reports

1. Calendar – Events: This report displays schedule records, including deadlines and hearings, that match the selection criteria. The report may be sorted by time or divisional office location. See Appendix G.
2. Docket Activity: The Docket Activity Report displays a summary of docketed events selected by numerous criteria, including start date, end date, office, category of event, or case number. Each item listed includes a case number hyperlink to a docket report and a link to the related PDF document.
3. Written Opinions: This report allows the user to view those documents designated as written opinions in the system. There are no PACER charges incurred when viewing written opinions.

Pursuant to the E-Government Act of 2002, a "written opinion" is defined as "any document issued by a judge or judges of the court, sitting in that capacity, that sets forth a reasoned explanation for a court's decision." The responsibility for determining which documents meet this definition rests with the authoring judge. The decision as to whether the document is a "written opinion" is not the same as the decision about whether an opinion should be published.

The definition is expressly intended to cover reports and recommendations issued by U.S. magistrate judges at such time as any action is taken by a district judge on the basis of a report and recommendations issued by a U.S. magistrate judge, and also includes a summary order by a district judge adopting such a report and recommendations. The definition is not intended to include routine, non-substantive orders, such as scheduling orders or rulings on motions for extension of time.

(e) Internet Payments Made Report

The Internet Payment History Report in CM/ECF can be used to view the transaction history for credit card payments you have made in CM/ECF as part of the electronic filing process.

The Internet Payment History Report displays:

• The case number associated with each payment (clicking the case number directs you to PACER);
• The date each payment was made;
• A description of each item (the type of CM/ECF event used);
• The method of payment used for each transaction;
• The receipt number (also referred to as the Agency Tracking Number) for each transaction; and
• The amount of each transaction.

Section 14 - Utilities

Utilities

The Utility menu includes the following options for registered users:

General

• Court Information: View CM/ECF technical information, the link to the Court's RSS feed, the physical addresses and hours of operation for each divisional office, PACER contact information, and public case flag definitions.
• Links to Other Courts: opens a popup to the PACER court locator page.
• PACER Case Locator (National Index): opens a popup to the PACER case locator page.

Your Account

• Bar Admission: Attorneys admitted after January 21, 2020, may view their admission status for the U.S. District Court for the District of Oregon or pay their admissions application fee¹.  See 'Paying the Admissions Fee'.
• Change Client Code: Redirects to PACER for the purpose of changing the session's client code.
• Change PACER Exemption Status (CJA): Allows CJA attorneys to toggle their fee exempt status.
• Change Your Login or Password: Redirects to PACER account maintenance.
• Change Your Role: Allows attorneys that have one PACER account linked to multiple CM/ECF accounts to toggle among CM/ECF accounts. Attorneys needing this arrangement should contact the Court for more information.
• Internet Payment History: Lists fee payments made within CM/ECF.
• Maintain Your Account: View the registered user's name, address, telephone and fax numbers, set the default for viewing PDF headers on documents, and view attorney admissions documents (if available). There are also links to access e-mail address maintenance and CM/ECF account information, and a link back to PACER account maintenance to edit other contact information. See 'Maintaining Mailing Addresses'.
• Review Billing History: Redirects to PACER billing history.
• Update Your E-mail Address: View the user's primary e-mail address and add secondary e-mail addresses for noticing in the District of Oregon. See 'How to Configure Noticing'.
• View Your Transaction Log: Run a report of CM/ECF transactions by date.

Mailings

• Mailing Information for a Case: View the recipient list for a case.
• Mailing Labels for a Case: Generate a list of mailing addresses for some or all case participants.

How to Configure Noticing

Step	Action
1	After logging in to CM/ECF, click Utilities in the main menu.
2	Under the Your Account heading, click on Update Your E-mail Address.
3	On the left side of the screen, under the Primary e-mail address heading, click on your e-mail address.
4	The configuration options will appear on the right side of the screen. The registered user's primary e-mail address and a link entitled Update My Primary E-mail: The link will take the user to PACER account maintenance, where the primary e-mail address may be updated. Should this e-mail address receive notices? Yes/No: This defaults to Yes. If changed to No the registered user will not receive NEFs. Verify free look use when viewing NEF documents? Yes/No: If set to Yes, a popup requiring the user to verify viewing the document will appear every time the user accesses a free look via an NEF link. The purpose is to prevent spam scanners, bots, or similar from inadvertently using up the user's free look. How should notices be sent to this e-mail address? Per Filing/Summary Report: Per filing will generate a notice for each filing in each of the user's cases added for noticing. Summary Report will send a daily summary of the day's filings each day. If Summary Report is selected, an additional option will appear that asks if the user wants to receive a "no activity" notice when no summary noticing occurs. If Yes, the Daily Summary Report email will include the message "no transactions found for this time period" if no activity occurs in the cases for which the user is configured to receive summary notices. In what format should notices be sent to this e-mail address? HTML/Text: The default is HTML. It is recommended to leave the format as HTML because the link to the free look may not work as expected in a text only message. Should this e-mail address receive general announcements from this court? Yes/No: From time to time the Court sends out e-mail messages to all users in the system for informational reasons. To opt out of these announcements, select No. The Court may override this selection if deemed necessary.

Case-specific options appear below the Configuration options. Here the user may add additional cases for noticing besides those in which the user is attorney of record or a self-represented e-filing party, view the cases for which they will receive NEFs, and add cases for which the user wishes to receive summary NEFs only.

How to Add Additional Cases for Noticing

Step	Action
1	After logging in to CM/ECF, click Utilities in the main menu.
2	Under the Your Account heading, click on Update Your E-mail Address.
3	Under Case-specific options on the right side of the screen, enter the case number for the case in which you wish to receive NEFs in the Add Additional Cases for Noticing field and click Find This Case.
4	CM/ECF will reformat the case number if the case is found. Click Add case(s). The case will now appear in the list cases below.

How to Add Secondary E-Mail Addresses

Secondary e-mail addresses allow a registered user to receive NEFs at additional e-mail addresses aside from their primary e-mail address. Note: Clicking on a link in an NEF may result in PACER fees.

Step	Action
1	After logging in to CM/ECF, click Utilities in the main menu.
2	Under the Your Account heading, click on Update Your E-mail Address.
3	On the left side of the screen, under the Secondary e-mail addresses heading, click the add a new e-mail address.
4	On the right side of the screen, begin typing the e-mail address in the box.
5	For instructions on how to configure each secondary e-mail address, see 'How To Configure Noticing' above.

Maintaining Mailing Addresses

LR 83-10 requires registered users to keep their mailing addresses up to date. If the mailing address on a pleading does not match the Court's records, the Court will likely contact the registered user regarding the discrepancy.

Registered users' mailing addresses in their CM/ECF accounts are maintained from their PACER accounts. Only one mailing address may be associated with a CM/ECF account.

From the CM/ECF Maintain Your Account screen, the link "Edit Name and Address Information" redirects to PACER account maintenance. Alternatively, the user may go directly to PACER account maintenance.

Step	Action
1	After logging in with PACER credentials, select the Maintenance tab and click on Update Address Information.
2	Complete the Update Address Information section.
3	If your entire law firm has relocated, check the box for applying the update to the entire firm:
4	Select whether the new address is to be applied to Open, Closed, All, or None of the cases in which you have appeared.
5	In the next section, Apply Updates to Selected Courts, you may apply the address change to PACER billing and some or all courts, just one court, or just PACER billing. For example, an attorney from Seattle who is admitted to both the Western District of Washington and the District of Oregon and who is practicing out of a satellite office in Portland for an Oregon case should update the Oregon District CM/ECF account with the Portland office address to match the pleadings in the case, but not the Washington Western CM/ECF account or the PACER billing address.
6	Click Submit. The update will be sent to the court and processed by admissions staff, after which you will receive a confirmation e-mail from PACER.

¹ Members of the U.S. District Court for the District of Oregon bar who were admitted before January 21, 2020, will see a fee payment due on this screen. Do not pay any bar admission fee unless instructed to do so by the Admissions Clerk.

Section 15 - Conventions and Standards

Introduction

The purpose of establishing conventions and standards for party name entries is to facilitate litigation searches and to avoid duplication of party names in the database. The basic rule for party name entry is to spell it exactly as it appears on the pleading. It is important to do a thorough search to avoid entering duplicate information. Searches are conducted by entering only the first few letters of the last name of a person, business, municipality, organization, or agency. The information will be retrieved only as it appears in the system database.

Abbreviations

When entering addresses use these abbreviations:

• Avenue = Ave.
• Boulevard = Blvd.
• Court = Ct.
• Highway = Hwy.
• Room = Rm.
• Street = St.
• Suite = Ste.
• Navigational references in street addresses may be abbreviated using N, S, W, and E with punctuation. For example, Southwest = S.W.

Telephone and Facsimile Numbers

Telephone and facsimile numbers should be separated by dashes. It is not necessary to separate the area code with parentheses. For example:

Example

503-122-3344

Party Name and Party Text Entry

Enter the party name exactly as listed on the case-initiating document (excluding only the words "The," "A," or "An" when preceding the name of a party). Use punctuation when it is part of the actual name (e.g., the apostrophe in O'Malley or Dave's Diner). Include hyphens in the last name or first name field when necessary (e.g., Rodriguez-Sanchez). Remove spaces in a last name (e.g., last names beginning with Mac or Mc or MC).

Example 1 Dr. Harry A O'Malley IV	Last Name: O'Malley First Name: Harry Middle Name: A. Generation: IV Title: Dr.
Example 2 Harry O Mc Cord	Last Name: McCord (remove the space between the c's) First Name: Harry Middle initial: O. Insert any additional party text information included in the pleading caption into the Party Text field.

(a) Individual Persons

Enter the full last name, full first name, middle name (or initial), and generation (for example: Jr., Sr., II, etc.) into the designated fields. Use the Title field for designations such as Officer, Sergeant, or Executor. Additional information may also be added in the Party Text field, such as the words: Individually or in their official capacity, or Incorporated in the State of STATE NAME. Do not insert address information for non-pro se litigants.

(b) Corporations

Enter the full and complete name as referenced in the pleading in the last name field only. Exclude from entry of a corporate name any leading "The."

Example The Integrated Global Systems Company

Last Name: Integrated Global Systems Company (remove the leading word "The")

(c) Unions

The last name field is to be the full name of the union or trust, with the Local number or "Trustees of"  in the first name field. Where Trustees are also identified in the complaint in their official capacity, the individual names are to be entered into the party text field for the Trust. Where a Trustee is identified as a separate party, he/she must be entered as an individual, separate party.

Example 1 Plumbers and Pipefitters, Local 359	Last Name: Plumbers and Pipefitters First Name: Local 359 Party Text: blank Displayed as: Local 359 Plumbers and Pipefitters
Example 2 Electrical Union Health and Welfare Pension Trust	Last Name: Electrical Union Health and Welfare Pension Trust First Name: Trustees of Party Text: John Doe, Richard Roe, Mary Smith, Sally Jones, Trustees Displayed as: Trustees of Electrical Union Health and Welfare Pension Trust, John Doe, Richard Roe, Mary Smith, Sally Jones, Trustees
Example 3 International Brotherhood of Carpenters Local 25	Last Name: International Brotherhood of Carpenters First Name: Local 25 Not Local 25, IBC

(d) Indian Tribes

Enter "Confederated Tribes of the Umatilla Indian Nation," not "Umatilla Confederated Tribes."

(e) Governmental Entities

1. Federal Agencies: Enter the agency name (e.g., U.S. Department of the Interior), instead of the name of the agency head (e.g., Ken Salazar), unless that person is being sued in his/her individual capacity.

   Example 1 Secretary Ken Salazar, U.S. Department of Interior	Last Name: U.S. Department of Interior Party Text: Secretary Ken Salazar
   Example 2: When the Secretary is also being sued in his individual capacity enter:	Last Name: Salazar  First Name: Ken Title: Secretary Party Text: Department of Interior, in his individual capacity

2. States, Cities, Towns, and Counties: Enter the key words City of CITY NAME in the last name field. However, if the litigant is a department or agency for that state or city, drop the words "State of" or "City of" from the last name field and start the last name field with the name of the state or city.

   Example 1 City of Portland Water District	Last Name: Portland Water District
   Example 2 City of Portland	Last Name: City of Portland Not Portland, City of
   Example 3 Office of Services to Children and Families for the State of Oregon	Last Name: Oregon Office of Services to Children and Families

(f) Personal Property

Enter the item as listed in the pleading. Enter further description of the item, such as registration numbers, color, year, make, or model in the Party Text field.

1. Vehicles: Enter the vehicle as identified on the complaint.

   Example 1989 Chrysler New Yorker, VIN 325678765445

   Last Name: 1989 Chrysler New Yorker Party Text: VIN 325678765445

2. Currency: Enter currency as listed on the complaint. Enter the $ symbol with the dollar amount. Use comma(s) and decimal points. Following the amount, in parentheses, place the type of currency (e.g., (U.S.) for U.S. dollars), if known.

   Example $14,669.42 in US Currency

   Last Name: $14,669.43 (U.S.)

(g) Real Property

Use the street address if available. Start the last name field with the street address followed by the city and then the state abbreviation.

Example 15993 SW Happy Valley Lane, Portland, Oregon,99832 real property with buildings, appurtenances and improvements

Last Name: 15993 SW Happy Valley Lane, Portland, OR, 99832 Party Text: real property with appurtenances and improvements

If the street address is not included, use the real property legal description, starting with the county where the land is situated. Insert the name of the state where the land is located in the party text field. Skip inserting the words "more or less" in the party descriptions.

Follow this hierarchy when entering the legal description of the property:

1. County
2. Number of Acres of Land
3. Tax ID number
4. Lot Number
5. Block Number

Example 1 2.40 Acres of Land more or less in Clackamas County, Oregon, Tax Lot 1993939	Last Name: Clackamas County 2.40 Acres of Land Party Text: Tax Lot 1993939 in the State of Oregon
Example 2 Lot 1, Block 23, 4 Acres of land more or less in the State of Oregon, Multnomah County	Last Name: Multnomah County 4 Acres of Land Party Text: Lot 1 Block 23 in the State of Oregon

(h) John Doe(s) / Jane Doe(s)

• If the last name of the party is known but not the first name, enter/create the party by the last name only. See Example 1.
• If a first name is known but not the last name, the party record should be entered as specified in Example 2.
• If both the first and last name are unknown, enter the party as a "John Doe" or "Jane Doe." See Example 3.
• If the pleading identifies many unknown parties (e.g., John Does 1-5), then add the descriptor (1-5) in the party text for the party record of "John Doe" or "Jane Doe." See Example 4.
• If there is a unique descriptor about any of multiple John Does (e.g., Sergeant-in-Charge), create a separate party.

Example 1: ? Smith	Last Name: Smith First name: Leave blank
Example 2: Sally ?	Last Name: Doe First Name: Sally
Example 3: Both first and last names unknown	Last Name: Doe First Name: John
Example 4: Multiple unknown parties	Last Name: Doe First Name: John Party text: 1-5

At such time as a "Doe" party is identified in the case, a termination date should be entered for the "Doe" party and a new party record created for the named party.

(i) Estates

If the party is regarding the estate of a person, insert "Estate of" in the last name field.

Example: Estate of Dorothy Drew

Last Name: Estate of Dorothy Drew First Name: Leave Blank Party Text: Deceased

(j) Guardian Ad Litem

If the party is represented by a guardian ad litem, the guardian should be entered as the party. The person who is the subject of the guardianship should be entered the party text field.

Example: John Doe, Guardian ad litem for Jane Doe

Last Name: Doe First Name: John Party Text: Guardian Ad Litem for Jane Doe

Section 16 - Social Security Appeals

Case Opening

Add the existing party "Commissioner Social Security Administration" at case opening. Do not create a new party. Adding the correct party will ensure that the Notice of Electronic Filing (NEF) is sent to and is accessible by the Social Security Administration.

Complaint

Use the Complaint – Social Security event to file the complaint. Do not attach proposed summonses.

Consenting to the Jurisdiction of a U.S. Magistrate Judge

Pursuant to Standing Order 06-mc-9130, the United States has consented to U.S. Magistrate Judge jurisdiction in Social Security cases (see Standing Order for details). Effective April 2, 2024, pursuant to Standing Order 2024-1, registered users of CM/ECF that are representing plaintiffs in those cases will be required to make the determination regarding consent during the filing of the complaint in social security appeals via a screen displayed during filing. Because the United States has already consented to jurisdiction by a U.S. Magistrate Judge in social security appeals, consent on the part of the plaintiff constitutes full consent in the case, and the case will be randomly assigned to a U.S. Magistrate Judge. If the plaintiff does not consent, the case will be randomly assigned to a U.S. District Judge. Cases filed by plaintiffs who are not represented will be randomly assigned to a U.S. District Judge.

Service

Pursuant to Fed. R. Civ. P. Supp. R. Soc. Sec. 3, service will be made upon the Social Security Administration Office of General Counsel and the local U.S. Attorney by transmittal of a Notice of Electronic Filing at the time of the filing of the Complaint. No proposed summonses are required to be filed.

Filing the Answer/Transcript of Administrative Record

Pursuant to Fed. R. Civ. P. Supp. R. Soc. Sec. 4, the Transcript of the Administrative Record may be filed in lieu of an answer. Use the Answers to Complaints link under the Civil menu to file either the Administrative Record in lieu of an answer or to file the Answer. In the District of Oregon, the Answer deadline is stated in the Social Security Case Procedural Order and is calculated based on the date the Complaint is filed. Attorneys choosing to separately file an Answer and the Transcript of the Administrative Record are to continue using the Administrative Record – Social Security event to file the Administrative Record. The filing of the Transcript of the Administrative Record will set the deadline for Plaintiff's brief.

Briefing

The Social Security Defendant's Brief event has been renamed to Commissioner's Brief.

Schedules

After the Complaint is filed, the Court will issue a Social Security Case Procedural Order that includes schedule information.

Appendices

Appendix A - Civil Event List

Initial Pleadings and Service Complaints and Petitions Amended Complaint Amended Petition for Writ of Habeas Corpus (2241) Amended Petition for Writ of Habeas Corpus (2254) Complaint Complaint - Intervener Complaint - Social Security Complaint - Third Party Counterclaim Crossclaim Motion to Vacate/Set Aside/Correct - 2255 Notice of Removal Petition Petition - INS Denial of Citizenship Petition - Writ of Habeas Corpus (2241) Petition - Writ of Habeas Corpus (2254) Petition - Enforce IRS Summons Supplemental Complaint Other Case Initiating Documents Bankruptcy Adversary Proceeding Bankruptcy Appeal Complaint for Limitation/Exoneration of Liability Service and Process Documents Acceptance/Acknowledgment of Service Acceptance/Acknowledgment of Service 2241 Acceptance/Acknowledgment of Service 2254 Acceptance/Acknowledgment of Service - Immigration Habeas Affidavit of Service Certificate of Service Clerk's Notice of Mailing Notice of Lawsuit and Request for Waiver Process Receipt and Return (Treasury) Proof of Publication Proposed Summons Return of Service (USM 285) Executed Return of Service (USM 285) Executed - USA Return of Service (USM 285) Unexecuted Return of Service by Publication Summons Issued Summons Issued - Social Security USA Summons Returned Executed Summons Returned Executed - USA Summons Returned Unexecuted Waiver of Service Summons Waiver of Service Unexecuted Warrant Issued Warrant Returned Executed Warrant Returned Unexecuted Writ Issued (Generic) Writ Returned (Generic) Writ of Execution Issued Writ of Execution Returned Writ of Garnishment Issued Writ of Garnishment Returned Writ of Habeas Corpus ad Testificandum Executed Writ of Habeas Corpus ad Testificandum Issued Writ of Habeas Corpus ad Testificandum Unexecuted Answers to Complaints These events will not appear on a drop-down list. They execute based upon the type of complaint filed. Other Answers Answer Answer to Writ of Garnishment Bankruptcy Appellants Brief Bankruptcy Appellants Reply Brief Bankruptcy Appellees Brief Claim Debtor Response to Clerks Notice of Garnishment Memorandum Objection Objections to Answer to Writ Pro Bono Appointment Response Form Reply Response Response to Objections to Magistrate Judge's Order Response to Order to Show Cause Social Security Answer after Remand and  Administrative Record Social Security Defendants Brief Social Security Plaintiffs Brief Social Security Plaintiffs Reply Brief Withdrawal of Claim Motions and Related Filings Motions (See Appendix C) Responses and Replies 0ex1 - Ex Parte Docket Entry & Document ONLY (use with other selection) 0ex2 - Ex Parte Document ONLY (use with other selection) 0seal - Seal Entry & Document ONLY use with other selection Affidavit in Opposition to Motion Memorandum in Opposition Objections to Bill of Costs Objections to Findings & Recommendation Objections to Magistrate Judges Order Reply to Motion Response in Opposition to Motion Response to Concise Statement of Material Fact Response to Discovery Motion Response to Motion Response to Objection to Findings & Recommendation Sur-Reply to Motion Sur-Response to Motion Other Supporting Documents 0ex1 - Ex Parte Docket Entry & Document ONLY (use with other selection) 0ex2 - Ex Parte Document ONLY (use with other selection) 0seal - Seal Entry & Document ONLY use with other selection Affidavit Affidavit in Support of Motion Brief Brief in Support of Petition Certificate of Compliance Concise Statement of Material Fact Declaration Memorandum in Support Memorandum in Support of Motion Supplement

Other Filings ADR Documents Joint Alternate Dispute Report Request for Trial de Novo Discovery Documents Fed R Civ P 26 Agreement Notice to Take Deposition Notices Acceptance with Offer of Judgment Address Change Application for Writ of Execution Application for Writ of Garnishment Attorney Appearance Attorney Association Attorney Substitution Certification of US Attorney Condemnation Dismissal of Party Intent to File Capital Habeas Petition Joinder Notice Lis Pendens Notice Notice of Intent [to] Engage in Voluntary Settlement Procedures Notice of Intent to Redact Transcript Notice of Lodging of the Administrative Record Settlement Notice Settlement of Redaction of Transcript – FRCP 5.2 Voluntary Dismissal of Case Withdrawal of Attorney Withdrawal of Notice of Intent to Redact Transcript Trial Documents Clerks List of Exhibits & Witnesses Designation of Deposition Testimony Exhibit Exhibit List Expert Statement Instructions to the Jury Jury Instructions Proposed Jury Notes Jury Notes Unredacted Jury Verdict Jury Verdict Form – Proposed Jury Verdict Unredacted Objection Objection to Trial Exhibit Proposed Voir Dire Questions Statement of Claims or Case or Special Damages Trial Brief Trial Memorandum Witness List Witness Statement Appeal Documents Appeal Record Returned Appeal Record Sent to USCA Appeal of Magistrate Judge Decision to District Court Judge Bill of Costs – Ruled on by USCA Certificate of Record by Clerk to USCA Fee Paid Mandate of USCANotice of Appeal Notice of Appeal - Preliminary Injunction Notification of Appeal Sent to USCA Order Granting Permission to Appeal Order of Dismissal of Appeal by USCA Referral Notice Representation Statement Supersedeas Bond Supplemental Record Sent to USCA Transcript Designation and Order Form Transcript of Proceedings Transcript of Proceedings - REDACTED Transcript of Proceedings – UNDER SEAL USCA – Clerk Order Filed: Prisoner Authorization Form USCA Case Number USCA Judgment USCA Memorandum/Opinion USCA Order Writ of Certiorari Issued - Supreme Court Other Documents 0ex1 - Ex Parte Docket Entry & Document ONLY (use with other selection) 0ex2 - Ex Parte Document ONLY (use with other selection) 0seal - Seal Entry & Document ONLY use with other selection Administrative Record Administrative Record - Social Security Amicus Curiae Appearance Answer to Interrogatories Application for Special Admission Pro Hac Vice Application for Stay of Execution Bond Collateral Received Collateral Returned Concise Statement Consent to Join Corporate Disclosure Statement Deposition Exhibit Filing Fee Received Financial Affidavit Interpleader Interrogatories Joint Status Report Jury Demand Letter Notice of Levy - USM Offer of Judgment Petition to Perpetuate Testimony Prisoner Trust Fund Account Statement Proposed Findings of Fact Proposed Order or Judgment Proposed Pretrial Order - Individual Proposed Pretrial Order - Joint Redacted Document Redaction Index Report Request Request for Admissions Request for Production of Documents Request for Refund of Fees Paid Electronically Request for Three Judge Court RICO Statement Satisfaction Settlement Agreement Status Report Stipulation Transcript Designation and Order Form Transcript of Proceedings Transcript of Proceedings - REDACTED Transcript of Proceedings – UNDER SEAL Transcript of State Court Proceedings Waiver

Appendix B - Criminal Event List

Charging Instruments and Pleas Indictment, Information, Complaint Complaint Complaint (Sealed) Defendant Information Relative to a Criminal Case Sheet (Backer) Indictment Indictment (Sealed) Indictment Unredacted Information - ALL Misdemeanor Information - ALL Misdemeanor (Sealed) Information - Felony Information - Felony (Sealed) Superseding Complaint (Sealed) Superseding Indictment (Sealed) Superseding Information - ALL Misdemeanor (Sealed) Superseding Information - Felony (Sealed) Plea-Related Documents Consent to Rule 11 Plea in a Felony Case before U.S. Magistrate Judge Plea Agreement Plea Petition Motions and Related Filings Motions (See Appendix C) Responses Replies & Other Supporting Documents 0ex1 - Ex Parte Docket Entry & Document ONLY use with other selection 0ex2 - Ex Parte Document ONLY use with other selection 0seal - Seal Entry & Document ONLY use with other selection Affidavit Brief Declaration Exhibits Memorandum in Opposition Memorandum in Support Reply to Motion Response to Motion Other Filings Transfer Documents Acknowledgment of Receipt of Record Commitment to Another District Documents Received From Other Court Order of Removal to Demanding District Probation Transfer Record Received Record Transmittal Letter by Clerk Removal from State Court Rule 20 - Return Rule 20 - Transfer In Rule 20 - Transfer Out Rule 20/21 Return Out Rule 21 - Return Rule 21 - Transfer In Rule 21 - Transfer Out Transfer of Jurisdiction In - Probation Transfer of Jurisdiction In - Supervised Release Transfer of Jurisdiction Out - Probation Transfer of Jurisdiction Out - Supervised Release Detention Documents Appearance Bond of Witness Arrest Arrest - Other District Arrest - Out of District Warrant Arrest of Material Witness Bond Detainer Discovery Documents Bill of Particulars Request for Discovery Request for Notice of Government's Evidence Waivers Counsel Indictment Interstate Agreement on Detainers Minimum Time to Trial Other Preliminary Examination or Hearing Presence at Arraignment Presentence Investigation Report Speedy Trial Trial by Jury Service of Process Documents Application and Affidavit for Search Warrant Arrest Warrant Issued Arrest Warrant Returned Executed Arrest Warrant Returned Unexecuted Certificate of Service Clerk's Notice of Mailing Judgment or Order Returned Executed Marshal Service Form 285 Process Receipt and Return (Treasury) Proof of Publication Search Warrant Issued Search Warrant Returned Executed - No Seizure Search Warrant Returned Executed - Seizure Search Warrant Returned Unexecuted Summons Issued Summons Returned Executed Summons Returned Unexecuted Violation Summons Issued Violation Summons Returned Executed Violation Summons Returned Unexecuted Violation Warrant Issued Violation Warrant Returned Executed Violation Warrant Returned Unexecuted Writ of Execution Issued Writ of Execution Returned Writ of Garnishment Issued Writ of Garnishment Returned Writ of Habeas Corpus ad Prosequendum Executed Writ of Habeas Corpus ad Prosequendum Issued Writ of Habeas Corpus ad Prosequendum Unexecuted Writ of Habeas Corpus ad Testificandum Executed Writ of Habeas Corpus ad Testificandum Issued Writ of Habeas Corpus ad Testificandum Unexecuted

Notices Alibi Alibi Witness Application for Writ of Execution Application for Writ of Garnishment Attorney Appearance - Defendant Attorney Appearance - USA Change of Address Enhancement of Penalty Insanity Defense Letter (Generic) Notice of (Generic) Notice of Intent to Redact Transcript Notice of Levy – USM Source of Funds Paid to Court Statement of Redaction of Transcript FRCP 49.1 Stipulation (Generic) Substitution of Defense Attorney Substitution of Government Attorney Withdrawal of Alibi Withdrawal of Defense Attorney Withdrawal of Government Attorney Withdrawal of Insanity Defense Withdrawal of Notice to Redact Transcript Trial Documents Clerk's List of Witnesses & Exhibits Exhibit List Jury Instructions Jury Notes Jury Notes Unredacted Jury Verdict Jury Verdict Unredacted Jury Verdict on Forfeiture Jury Verdict on Forfeiture Unredacted Objection to Trial Exhibit Proposed Jury Instructions Proposed Jury Verdict Proposed Voir Dire Request for Special Findings of Fact Special Findings of Fact Stipulation to Jury Trial Brief Voir Dire Questions Witness List Appeal Documents Appeal Record Returned Appeal Record Sent to USCA Certificate of Record by Clerk to USCA Decision on Interlocutory Appeal from USCA Fee Paid Judgment by District Judge re: Appeal of U.S. Magistrate Judge Decision Mandate of USCA Notice of Appeal Notice of Appeal - Interlocutory Notice of Appeal - U.S. Magistrate Judge Decision to District Judge Notification of Appeal Sent to USCA Order for Time Schedule Order of Dismissal of Appeal by USCA Order of USCA Supplemental Appeal Record Sent to USCA Transcript Designation and Order Form Transcript of Proceedings Transcript of Proceedings – UNDER SEAL USCA Case Number USCA Memorandum/Opinion Writ of Certiorari Issued - Supreme Court Other Documents Amicus Curiae Appearance Answer to Writ of Garnishment Appearance Through Counsel Debtor Response to Clerks Notice of Garnishment Exhibits Financial Affidavit - CJA23 Information to Establish Prior Conviction Objection to Findings and Recommendations Objection to Presentence Investigation Report Objections (Generic) Pretrial Memorandum Proposed Order Proposed Order (Debtor Exam) Proposed Order (Show Cause Hrg) Redaction Index Request for Refund of Fees Paid Electronically Response (Generic) Response to Order to Show Cause Sentencing Memorandum Settlement Agreement Status Report Transcript Designation and Order Form Transcript of Proceedings Transcript of Proceedings - REDACTED Transcript of Proceedings - UNDER SEAL

Appendix C - Motion Types

 

Civil Motion Types 0ex1 – Ex Parte Docket Entry & Document ONLY use with other selection 0ex2 – Ex Parte Document ONLY use with other selection 0seal - Seal Entry & Document ONLY use with other selection Amend Complaint/Petition Amend/Correct Appeal in Forma Pauperis Appear Appear as Amicus Curiae Appear Pro Hac Vice Application for CM/ECF Registration as a Self-Represented Party Application for Leave to Proceed IFP Application for Order Application for Stay of Execution Appoint Appoint Counsel Approve Consent Judgment Attorney Fees Attorney Fees - EAJA Bifurcate Bill of Costs Bond Certificate of Appealability Certify Class Change/Transfer Venue Clarify Compel Consolidate Continue Continue Bankruptcy Appeal Deadlines Declaratory Judgment Default Entry Default Judgment Deposit Funds — Interpleader (28 USC Section 1335) Deposit Funds — Non-Interpleader Directed Verdict Disbursement of Funds Disclosure Discovery/Inspection Dismiss - Dismiss for Failure to State a Claim - Dismiss/Frivolous - Dismiss/Lack of Jurisdiction Dismiss/Lack of Prosecution Disqualification of Counsel Enforce Judgment Expedite Extend Filing Fee Deferral or Waive Filing Fee (28 USC 1916) Extension of Discovery & PTO Deadlines Extension of Time Extension of Time to Answer a Complaint /Petition Extension of Time to File Objection to F&R Extension of Time to File Response to Objection to F&R Extension of Time to File Response/Reply to a Motion File Document Under Seal File Excess Pages Forfeiture of Property Hearing In Limine Interpleader Disbursement (28 U.S.C. Section 1335) Intervene Intra-District Transfer Issuance Joinder Judgment Judgment Debtor Exam Judgment NOV Judgment of Forfeiture Judgment on Partial Findings Judgment on the Pleadings Leave Leave to Appeal Limited Admission Mistrial More Definite Statement Motion – Miscellaneous Motion for Order to Disclose Miscellaneous Proceedings New Trial Objections to Magistrate Judge's Order Oral Motion Order Order to Show Cause Permanent Injunction - Petition for Return of Property Preliminary Injunction Produce Protective Order Quash Reassign Case Reconsideration Recuse Redact Transcript Refer to Special Master Reference Reimbursement of Out of Pocket Expenses (Pro Bono) Release Release of Bond Obligation Release of Funds Remand Reopen Request for Judicial Notice Rule 54b Judgment Sale Sanctions Service by Publication Set Aside Set Aside Default Judgment Set Aside Judgment Settlement Sever Stay Strike Substitute Attorney Substitute Document Substitute Party Summary Judgment Summary Judgment - Partial Supplement Temporary Restraining Order Unseal Case Unseal Document Vacate Withdraw Withdraw Reference Withdraw/Substitute Attorney Writ Writ of Entry Writ of Habeas Corpus ad testificandum

Criminal Motion Types 0ex1 – Ex Parte Docket Entry & Document ONLY use with other selection 0ex2 – Ex Parte Document ONLY use with other selection 0seal - Seal Entry & Document ONLY use with other selection Amend/Correct Appeal In Forma Pauperis Appear Pro Hac Vice Appoint Counsel Appoint Expert Authorization Bail Pending Appeal Bifurcate Bill of Particulars Brady Materials Certificate of Appealability Change Venue Compel Competency Examination Consolidate Continue / Reset Deposit Funds Disbursement of Funds Disclosure Discovery (See also Request for Discovery, which does not pend as a motion) Dismiss Dismiss/Speedy Trial Disqualification of Counsel Downward Departure Early Termination of Probation/Supervised Release Excludable Delay Exonerate Bond Expedite Extension of Time File Document Under Seal Forfeiture Franks Hearing Government Agent to Retain Rough Note Grand Jury Transcript Handwriting Exemplars Hearing Identify In Limine Inspect Joinder Judgment Debtor Exam Judgment of Acquittal Judicial Recommend Against Deportation Leave to File Medical Exam/Treatment Mistrial Modify Conditions of Release New Trial Oral Motion Order Participation in Voir Dire Produce Protective Order Psychiatric Exam/Treatment Quash Reconsideration Recuse Redact Transcript Reduce Sentence Reduce Sentence — USSC Amendment Reduce Sentence / Cocaine Amendment Release from Custody Release of Funds/Return of Property Reserve Right to File Additional Motions Revoke Sanctions Set Aside Sever Strike Subpoenas and Witness Fees at Government Expense Substitute Attorney Suppress Unseal Case Unseal Document Vacate or Correct Sentence (2255) Vacate or Correct Sentence (2255) - Amended Warrant Withdraw Attorney Withdraw Document Withdraw Plea of Guilty Withdraw Plea of Nolo Contendere Writ of Habeas Corpus ad prosequendum Writ of Habeas Corpus ad testificandum

 

Appendix D - Prefix Types

PREFIX
Alternative
Amended
Amicus
Consent
Counter
Cross
Emergency
Ex Parte
Expert
Fifth
Final
First
Fourth
Interim
Interlocutory
Joint
Lodged
Monthly
Oral
Proposed
Second
Stipulated
Supplemental
Third
Third Party
Unopposed
Unsigned
Verified

Appendix E - Party Roles

List of party role types available in CM/ECF are displayed below.  An '*' indicates that the named party will not appear on the cover docket report.

Role Type
Amicus
Appellant
Appellee
Claimant *
Consolidated Claimant
Consolidated Counter Claimant
Consolidated Counter Defendant
Consolidated Cross Claimant
Consolidated Cross Defendant
Consolidated Defendant
Consolidated Plaintiff
Consolidated Third Party Defendant
Consolidated Third Party Plaintiff
Counter Claimant
Counter Defendant
Creditor *
Cross Claimant
Cross Defendant
Custodian *
Debtor
Debtor in Possession
Defendant
Fourth Party Defendant
Fourth Party Plaintiff
Garnishee
In Re
Interested Non-Party *
Interested Party
Interpleader
Intervenor
Intervenor Defendant
Intervenor Plaintiff
Material Witness
Mediator *
Movant
Notice Party *
Objector *
Petitioner
Plaintiff
Receiver
Respondent
Special Master
Taxpayer *
Third Party Defendant
Third Party Plaintiff
Trustee

Appendix F - Flags

FLAG	DEFINITION	WHEN SET	COMMENTS
APPEAL	Appeal	Upon filing of a Notice of Appeal.	Flag is removed upon filing of a Mandate or Order dismissing the appeal.
CONSENT	Consent to Jurisdiction by U.S. Magistrate Judge	Upon filing full consent of the parties to proceed before a U.S. Magistrate Judge.	Consider the addition of new parties and/or consolidation of cases.
CONSOLIDATED	Consolidated Cases	Added following order of consolidation in a group of cases.	Removed if cases are severed following consolidation.
CT	Court Trial	Posted upon entry of minutes/Court Trial Begins.	Permanent flag displayed on the docket.
F&R	Findings and Recommendation	Posted upon filing of a Findings & Recommendation.	Flag is removed upon posting of an Order on the Findings & Recommendation
FORF	Forfeiture	Posted when indictment includes a forfeiture allegation.	Permanent flag displayed on the docket.
FRC	Federal Records Center	Posted upon filing of FRC event that the paper file is at the Federal Records Center in Seattle, WA.	Flag is removed upon retrieval of the paper file from the FRC. Otherwise, the FRC flag is permanently displayed on the docket.
HABEAS	Habeas Corpus	Posted at case opening of 28 U.S.C. §§ 2254, 2241, and 2255 cases.	Permanent flag displayed on the docket.
IFP	In Forma Pauperis	Posted upon filing of an order granting or granting in part an IFP Application/Motion.	Permanent flag displayed on the docket.
INTAPP	Interlocutory Appeal	Posted upon filing of a Notice of Interlocutory Appeal.	Flag is removed upon posting of a Mandate or Order dismissing the appeal.
INTRADIST	Intra-District Transfer	Posted when a case is transferred from one divisional office to another.	Permanent flag displayed on the docket.
JT	Jury Trial	Posted upon filing of minutes of Jury Trial Begins/Voir Dire.	Permanent flag displayed on the docket.
LEAD	Lead Case	Added by court user to designated lead case during a consolidation of cases.	Permanent flag displayed on the docket unless/until cases may be severed.
MAGAPP	Appeal of U.S. Magistrate Judge Ruling	Posted upon filing of an appeal of a U.S. Magistrate Judge ruling in a non-consent case to a District Judge.	Flag is removed upon posting of the ruling by the District Judge.
MDL	Multi-District Litigation	Posted upon designation of a case as part of Multi-District Litigation.	Permanent flag displayed on the docket.
MERGED	Merged into Criminal Case	Posted to the docket of a magistrate judge case that has been merged into a criminal case following filing of an indictment.	Permanent flag displayed on the docket.
PPS	Prisoner Pro Se Case	Posted when a pro se prisoner is a party.	Permanent flag displayed on the docket.
PR1983	Prisoner Civil Rights	Posted at case opening for cases with NOS codes of 550 or 555.	Permanent flag displayed on the docket.
PROBONO	Pro Bono Representation Program	Posted when the judge refers a party to the Pro Bono Panel for representation.	Flag is removed following completion of the referral.
PROTECTIVE ORD	Protective Order	Posted upon filing of a Protective Order of the Court.	Permanent flag displayed on the docket.
PTOWV	Pretrial Order Waived	Set by the user when notified that parties waive the pretrial order.	Permanent flag displayed on the docket.
REENTRY COURT	Reentry Court	Criminal case flag set when a defendant is accepted into the District's Reentry Court Program.	Flag is removed if a defendant successfully completes the program or if he/she is ordered removed from the program.
REOPENED	Reopened	Set as case is statistically reopened.	Permanent flag displayed on the docket.
SM	Special Master	Set when a Special Master is appointed.	Permanent flag displayed on the docket.
SSVOL	Social Security Voluntary Settlement Process	Set when Notice of Intent to Engage In Voluntary Settlement Procedures is filed.	Permanent flag displayed on the docket.
STAYED	Case Stayed	Set when an order staying the case is filed.	Flag is removed when an order lifting the stay is filed.
TERMINATED	Case Terminated	Set when case has been statistically closed either by order or judgment. In a criminal case, it is to be set when the last defendant and all counts are in a dispositive status.	Removed if a case is statistically reopened and reset at reclosing.

Appendix G - Schedule Types (Deadlines and Hearings)

DEADLINES
Amended Complaint	Pretrial Documents
Amended IFP Application	Pretrial Order
Amended Petition	Prisoner Dispositive Motions
Answer	Pro Bono Response
Appellants Reply Brief	Pro Bono Review
Bankruptcy Appellants Brief	Redacted Transcript
Bankruptcy Appellees Brief	Redaction Request
Brief	Release of Transcript Restrict
Case Management	Reply Brief
Consent to Jurisdiction by U.S. Magistrate Judge	Reply
Cost Bill Objections	Response
Cost Bill Taxation	Response to F & R Objection
Discovery	Response to Objections to U.S. Magistrate Judge's Order
Dispositive Motion Reply	Social Security Defendants Brief
Dispositive Motion Response	Social Security Plaintiffs Brief
Dispositive Motions	Social Security Reply Brief
Exhibit List	Service Papers Due
Expert Discovery	Show Cause in Writing
Expert Witness List	Status Report
Federal Defendants Answer	Sur-Reply
Filing Fee	Sur-Response
Final Papers Submission	Temporary Stay of Execution
Forfeiture Claim	Transcript Deadline
Habeas Petitioners Brief	Transcript Designation
IFP Application Due	Under Advisement - Case
Joint ADR Report	Under Advisement - Habeas Petition
Joint Status Report	Under Advisement - Motion
Motions	Under Advisement - Social Security Case
Notice of Intent to Redact	Waiver of Service
Objections	Witness Statements Exchanged
Objection to F & R	Witness Statements Exchanged
Plea Agreement

 

HEARINGS
Arraignment	Jury Selection
Attorney Admissions	Material Witness
Attorney Appointment	Medford Calendar
Bankruptcy Appeal	Naturalization Ceremony
Bond	Nebbia Hearing
CVB Calendar	No Scheduling
Change of Plea	Oral Argument
Competency	Portland Calendar
Contempt	Preliminary Examination
Detention	Preliminary Revocation
Detention Hearing - Material Witness	Pretrial Conference
Discovery	Pretrial Release Violation
Dispositional	Psychiatric Report
Evidentiary Hearing	Reentry Court
Extradition	Resume Scheduling
Final Paper Call	Revocation Probation - Final Hearing
Final Pretrial Conference	Revocation Supervised Release - Final Hearing
Forfeiture	Rule 16 Conference
Grand Jury Returns	Rule 44(c) Hearing
Hearing	Scheduling Conference
In Camera	Sentencing
In Chambers Conference	Settlement Conference
Initial Appearance	Show Cause Hearing
Initial Appearance - Material Witness	Status Conference
Initial Appearance - Rule 40	Summary Jury Trial
Initial Appearance - Revocation	Telephone Conference
Inns of Court	Trial - Court
Judgment Debtor Examination	Trial - Jury
Judicial Conference

Appendix H – Judge Codes

Case Code	Assigned Judge
AC	Judge John V. Acosta
AA	Judge Ann Aiken
AB	Judge Amy Baggio
AR	Judge Jeffrey J. Armistead
SB	Judge Stacie F. Beckerman
BR	Judge Anna J. Brown
CL	Judge Mark D. Clarke
HL	Judge Andrew Hallman
HZ	Judge Marco A. Hernández
IM	Judge Karin J. Immergut
JE	Judge John Jelderks
JO	Judge Robert E. Jones
MK	Judge Mustafa T. Kasubhai
MC	Judge Michael J. McShane
MO	Judge Michael W. Mosman
AN	Judge Adrienne Nelson
PK	Judge Paul Papak
JR	Judge Jolie A. Russo
SI	Judge Michael H. Simon
SU	Judge Patricia Sullivan
YY	Judge Youlee Yim You

Appendix I - Clearing Browser Cookies

A cookie is a small file that a web site saves on a user's computer to remember information about that user. PACER can sometimes set a cookie that will automatically redirect a CM/ECF user to PACER instead of CM/ECF from the CM/ECF login page. If this happens, the cookie will need cleared before the user can log into CM/ECF.

The following list links to instructions for cookie management in common browsers.

• Google Chrome
• Mozilla FireFox
• Internet Explorer
• Safari

Appendix J - Clearing Browser Cache

The browser cache is a folder containing recently downloaded web pages to make browsing faster. If a page or site is not displaying correctly, the cache may need cleared. 

The following list links to instructions for clearing the browser cache on common browsers.

• Google Chrome
• Mozilla Firefox
• Internet Explorer
• Safari