Posted October 19, 2017 in Process Service
By Andrew Gowing, Janney & Janney
As a part of CALSPro’s commitment to ramping up communication, which includes increasing the amount of blog posts we generate, we are installing a couple times every month, articles and information that stem from materials included in our CCPS Workshop Curriculum. I have been assigned the responsibility of Chairing the Continuing Education Committee this year.
I am excited to facilitate the offering of education and certification to our members. With Education being one of our association’s cornerstones, be sure to take full advantage of one of the CCPS Workshops offered throughout the state in the upcoming year. Stay tuned for more information regarding the CCPS Workshop dates, times, and locations.
Information to come in these blog posts will include information like: “Good Report Writing”, “3 Essential Elements of Service”, “The Four Basic Ways to Serve a Summons and Complaint”, “Codes Every Process Server Should Know”, “The Various Manners of Service”, and much more.
We don’t want to give it all away, but be watching for helpful hints, useful codes, and the necessities of good service of process. Also be sure to comment below and use these posts as a platform to give feedback, as well as converse with others over the various information we post.
Important Tools of the Trade
A writing utensil is a must-have. A pencil is not preferred as it can easily fade and can also easily be erased. Notes and field attempts are essential and written documentation is always a good idea, even if only as a backup to digitally-input field attempts and notes.
2. Map Books, Magnifying Glass, and Flashlight
Map Books are “Old School” but can still prove to be useful, especially when you do not have cell service. Of course, when you do have service, your Maps Application on your phone would work best. You can also utilize the flashlight on your phone, but I would recommend you also have a sturdy flashlight available.
Useful for observing, but not being observed by your subject. An absolute must on any kind of stakeout assignment. Be cautious and use discretely, you do not want to draw any unwanted attention.
4. Digital Camera
Again, a cell phone camera is perfect and will work without cell service. A camera is useful for snapping a picture of a posting or being able to better communicate to a client the difficulty of gaining access to a particular address.
5. Registration Card / Driver’s License
A must have for gaining access to a gated community. Also important just in case somebody calls the police as you will want to be able to quickly identify yourself as a registered process server. Keep your ID on you at all times when in the field.
6. Proper Codes for Registered Process Server
Always important to have a quick reference guide for all the important codes for serving papers. We are developing the CALSPro App which will have a code lookup functionality. The wallet card quick reference guide is good to have for those times you may not have cell service and cannot access your CALSPro App.
7. Big Clips / Tape / Rubber Bands / Thumb Tacks
If you have been in this industry for any length of time you understand that your car needs to have the makeup of a mobile office. Clips and rubber bands are important for keeping papers organized. Tape and thumb tacks are important for posting papers to a front door.
8. Door Mark
Again, this one is “Old School” but can prove to be very effective in knowing whether or not anybody is even coming or going at the given address. Commonly used door marks could be: a piece of tape, a match stick, twig, leaf, penny, or paper clip.
9. GPS Device
Believe it or not this is becoming more “Old School” too. Our phones and map applications have replaced the Garmin GPS devices of yesteryear. Some cars have GPS systems built in now, but your phone should be the best device for locating an address and getting directions.
10. Cell Phone
Other than the obvious, for making calls, sending and receiving emails, and the things listed above, your cell phone can also be useful in viewing WiFi Network names. This can sometimes be a dead giveaway whether or not you are at the right place.