Investigation Tracking

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Presentation transcript:

Investigation Tracking

Investigation Tracking Setting up Investigators User Authorizations Options – Show/Hide Requesting Investigation Event Code Driven Request Services Investigators Services, Notes, Time Reports

Investigation Tracking

Investigation Tracking Add Inv Services Attorneys/Staff Maintain Inv Services Maintain Inv Notes

Options: Show/Hide Investigator Notes Button Can be anything you want INV, Staff, ATTY

Investigation Tracking Event Code RQINV

Investigator Services

Investigator Services

My View Reminders Investigator Receives Reminder Once Reminder is Complete The Investigator Service shows on the case as Completed

Assign reminders

Edit Services Double Click on the Service Enter the information Time Entries

Investigator Reports

Investigator Reports

Investigator Reports

Investigator Notes Notes are Separate from Case Notes Authorizations set

Investigator Notes

Director of Project Management Questions Questions… Mike Baker Director of Project Management Karpel Solutions http://www.karpel.com http://prosecutorbykarpel.com http://insightbykarpel.com mbaker@karpel.com 314-892-6300 (office)