A ruleset is the versioned, typed configuration that governs a court-mandated program in one jurisdiction. Rules resolve most-specific → default, and every change is gated by a four-stage lifecycle with two-person approval and a full audit trail. A misconfigured rule has legal consequences, so nothing activates without operations sign-off.
Program defaults course_types→Agency / County override cm_agencies→Jurisdiction tier State→County→District→Site→System default
Pending 2nd approvalwith C. Knox (Compliance Lead)
2026-05-27 · T. Johnson
Orange County CA
Parenting 52-wk
Agency · orangecounty_parole
v2
Active
2026-02-05 · C. Knox
Showing 8 of 44 rulesets — migrated from ~39 V1 rule files (see migration log)
Ruleset configuration
1Jurisdiction & scope
2Intake documents
3Payment & fees
4Attendance & compliance
5Reports & letters
6Webinar & language
7Review & publish
Editing: New ruleset
Status: Draft (unsaved)
Jurisdiction & scope
Define which jurisdiction and program this ruleset governs, and what it inherits from.
Unset fields fall back to the base via the resolution cascade — you only override what differs.
Intake documents
The ordered intake paperwork a client completes. Resolved agency → state → default; Spanish steps satisfy their English equivalents.
days
Step
Deadline
Client
CCM
⋮⋮
Introduction to Intake Documents ca_intake_intro
7d
✓
✓
⋮⋮
Waiver of Confidentiality ca_waiver_of_confidentiality
7d
✓
✓
⋮⋮
Payment for Class ventura_paymentcounty override
7d
✓
✓
⋮⋮
Victim Information ca_victim_information
7d
✓
✓
⋮⋮
Statement of Accountability ca_accountability_stmnt
7d
✓
✓
22 steps total · 5 shown. Drag ⋮⋮ to reorder.
Payment & fees
Sliding-scale fees by ability to pay. Non-payment is not an excusable absence unless the DPO approves.
$
$
$
$
$
Income-based sliding scale
Monthly income band
Per-session fee
< $1,500
$20
$1,500 – $3,000
$35
> $3,000
$45
Waiver quota%
Attendance & compliance
⚠ These rules were free-text in V1 (INFO_OPS_ABSENCES, agency notes) and not machine-enforced. They are now typed and audited — a wrong value has legal consequences.
months
hours
weeks
Absences counted from evaluation.attnd codes 1 (No Show) & 3 (Unexcused), excluding post-termination sessions.
Court reports & letters
The most legally sensitive rules. Report statements embed statutory citations and route through two-person approval.
Statement library (reportType × program × BIP variant)
Report type
Statement
Enrollment
"This confirms enrollment in a 52-week BIP per PC 1203.097(a)(10)(A)…"
Progress
"As of [month] [year], the defendant has attended…"
Termination
"The defendant was terminated for non-compliance effective…"
Completion
"The defendant successfully completed all 52 sessions…"
Recipients
probation Ventura County Probation, 800 S Victoria Ave
court Superior Court of Ventura — _court variant
Webinar & language
Webinar assignment resolves agency → course → user → None. Locale drives content, notifications, and report rendering.
⚠ Spanish DAP/HSI intake sets were missing in V1 — verify before activating an es ruleset for those programs.
Review & publish
The second approver conducts an in-depth review of every configured rule — not only what changed — before this ruleset can activate. Changed fields are highlighted, but the whole configuration is in scope.
Full configuration review — expand & confirm every rule category
0 of 6 sections reviewed
Open each section, verify its configured rules, and confirm. The attestation unlocks only after all six are reviewed.
RecipientsVentura Probation; Superior Court (_court)
Court-filing workflowOff
Auto-faxOn
Victim notificationRequired
Webinar tagswritten (was none)
Precedenceagency → course → user → None
Localesen + es
Branding domains2sdvonline.com
Highlighted changes (v3 Active → v4 draft)
Before (v3)
Per-session fee: $50
Allowed absences: 3
Webinar tags: none
After (v4 draft)
Per-session fee: $45 (income sliding scale)
Allowed absences: 3 (unchanged)
Webinar tags: written
Impact preview: 63 active Ventura students move to the new sliding scale on the effective date; 0 cross the absence-termination threshold; webinar reassignment queues 63 re-evaluations next sync.
On submit, this ruleset is sent to Connie Knox (Compliance Lead) for the in-depth second-approval review. It does not activate until they approve every configured rule. High-impact changes — program length, absence/termination thresholds, fees, victim notification, or report statements — auto-escalate to the Operations Director.
● Draft→Preview→Approve (2-person)→Activate
Every reviewed-rule attestation and approval is recorded in the append-only audit trail (who, when, old→new, effective date). No county configuration activates without two-person operations sign-off (D7 validation gate).
Ventura County
DV / BIP 52-wk · agency ventura
Version history
v4Active
Effective 2026-07-01 · sliding-scale fee $45, webinar=written · approved by L. Barlow + C. Knox
v3Superseded
2025-09-01 – 2026-06-30 · fee $50, webinar=none
v2Superseded
2024-01-15 – 2025-08-31 · migrated from V1 (task 5.4a)
v1Imported
Parsed from cm_agencies + ventura_payment.html + intake_Steps.csv
Audit trail
When
Who
Action
2026-04-18 14:02
C. Knox
Activated v4
2026-04-18 11:30
C. Knox
2nd approval (fee $50→$45)
2026-04-17 16:45
L. Barlow
1st approval
2026-04-15 09:12
T. Johnson
Drafted v4
Add intake step
Pick a step template from the catalog to add to setdv.
Showing templates not already in this set. Spanish _es variants are paired automatically.
Adds to the working draft — applied on Save Draft / Submit.