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Investigation Tracking
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Investigation Tracking
Setting up Investigators User Authorizations Options – Show/Hide Requesting Investigation Event Code Driven Request Services Investigators Services, Notes, Time Reports
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Investigation Tracking
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Investigation Tracking
Add Inv Services Attorneys/Staff Maintain Inv Services Maintain Inv Notes
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Options: Show/Hide Investigator Notes Button Can be anything you want
INV, Staff, ATTY
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Investigation Tracking
Event Code RQINV
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Investigator Services
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Investigator Services
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My View Reminders Investigator Receives Reminder
Once Reminder is Complete The Investigator Service shows on the case as Completed
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Assign reminders
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Edit Services Double Click on the Service Enter the information
Time Entries
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Investigator Reports
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Investigator Reports
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Investigator Reports
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Investigator Notes Notes are Separate from Case Notes
Authorizations set
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Investigator Notes
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Director of Project Management
Questions Questions… Mike Baker Director of Project Management Karpel Solutions (office)
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