The Trackops Blog

Feature Spotlight: Activity Fulfillment Auditing

This latest Trackops feature allows your management team to simplify the process of verifying that investigators have submitted necessary information about their events and tasks via Activity Fulfillment Auditing [https://support.trackops.com/hc/en-us/articles/360040961431-Activity-Fulfillment-Auditing] . It's now possible to determine if an investigator has submitted an

Processing Video with Trackops Webinar from 12/4/2019

We recently hosted a webinar highlighting the various functions of our new video processing application. In case you missed it, we wanted to provide you and your staff with a recording of this tutorial. The Trackops Video App [https://support.trackops.com/hc/en-us/articles/360026699412-Processing-Video-with-Trackops] offers a number of

Feature Spotlight: Mobile Check-In Workflow

Through a new Automated Workflow [https://support.trackops.com/hc/en-us/articles/212337703-Using-Mobile-Event-Check-Ins] , field staff can fully work through an event or task on the mobile app with ease! Now whenever an investigator checks in to an event or task, their current geo-coordinates are captured and timestamped, time and distance

Feature Spotlight: Trackops Video Processing App

We’re very excited to announce the immediate release of the Trackops Video Processing App [https://support.trackops.com/hc/en-us/articles/360026699412-Processing-Video-with-Trackops] (Trackops Video), designed specifically for Trackops customers who work surveillance or other video intensive services! Trackops Video offers a number of great features that are sure to

Understanding Account Security Webinar from 5/8/2019

We recently broadcast a live webinar discussing some of the key components surrounding account security. In case you missed it, we've posted webinar slides online [https://www.slideshare.net/secret/21ytsC68unBrG6] so you can download them and share them with your team. If you have questions about best

Feature Spotlight: Creating Document Templates with Microsoft Word

Trackops offers you the ability to create custom Document Templates [https://support.trackops.com/hc/en-us/articles/212336723-How-to-Setup-Document-Templates] in order to quickly generate standardized reports on all of your cases. Now with Microsoft Word, we've improved this function even further through the use of merge fields. How to

Feature Spotlight: Scheduling Activities Through Case Events

Creating and Scheduling Events [https://support.trackops.com/hc/en-us/articles/360015365312-Scheduling-Activities-Through-Case-Events] on a case for your staff is essential for any successful investigation. Trackops offers an innovative way to to achieve this with ease! Scheduling Activities Through Case Events Learn about this and more on our support site [https:

Quick Tip: Using Case Update Presets on the Trackops Mobile App

Would you like to use Case Update Presets [https://support.trackops.com/hc/en-us/articles/212336863-How-to-set-up-and-use-Case-Update-Presets] when submitting an update on a case via the Trackops Mobile App? Now you can! How to set up and use Case Update Presets Learn about this and more on our support site [https:

Feature Spotlight: Scheduling Staff via the Case Map

Having trouble finding the best fit investigators to work certain events on a case? Trackops allows you to Create an Event on Case from the Map [https://support.trackops.com/hc/en-us/articles/212338383-Assigning-Scheduling-Investigators-via-the-Case-Map] in order to find the closest and best investigators for the job. Assigning & Scheduling Investigators

Feature Spotlight: Managing Compliance with Company Policies

In today's business world, it has become imperative that your staff be educated on company best practices when handling senstive information within the system and on their personal devices. Your business may even have clients that require written proof of your staff compliance across these policies. Lucky for

Feature Spotlight: Event Invitations

Do you often need to find available contract investigators or other vendors you use for your case work but don't have a systematic way of determining which ones are available to work an assignment? Trackops can help with Event Invitations! [https://support.trackops.com/hc/en-us/articles/360001424812-Finding-Available-Investigators-through-Invitations]

Feature Spotlight: End of Year Reporting

Closing out the End of the Year [https://support.trackops.com/hc/en-us/articles/360001443712-End-of-Year-Reporting-] strong and planning for the next can be both challenging and time consuming. Through various reporting tools, Trackops makes compiling your end of year data easy and efficient. End of Year Reporting Learn about this

Feature Spotlight: Managing the Budget and Profitability on a Case

Want to better Manage the Budget [https://support.trackops.com/hc/en-us/articles/115001116423-Managing-Profitability-on-your-Cases] of your case load? Want to ensure your business is experiencing the greatest profitability across all your clientele? Trackops can help! Managing Profitability on your Cases Learn about this and more on our support site [https:

Feature Spotlight: Managing Third Party Administrators

Do you work with Third Party Administrators [https://support.trackops.com/hc/en-us/articles/212338543-How-to-setup-Client-Affiliates] to assist in running your insurance investigations? Trackops allows you to manage these organizations with ease! Third Party Administrators Learn about this and more on our support site [https://support.trackops.com/hc/en-us/articles/

Feature Spotlight: Multi-Factor Authentication

Think you have a strong username and password? In a 2016 Data Breach Investigations Report, Verizon [http://www.verizonenterprise.com/resources/reports/rp_dbir-2016-executive-summary_xg_en.pdf] found that "63% of confirmed data breaches involved leveraging weak, default or stolen passwords." Protect your data by adding Multi-Factor Authentication

Quick Tip: Resetting Your Password

Forgot your password? Don't worry! Trackops makes Resetting Your Password [https://support.trackops.com/hc/en-us/articles/212338703-I-forgot-my-Username-and-or-Password] a breeze! Resetting Your Password Learn about this and more on our support site [https://support.trackops.com/hc/en-us/articles/212338703-I-forgot-my-Username-and-or-Password] !

Quick Tip: Archiving an Employee

Parted ways with an employee? Trackops makes managing your staff easy with simple tools for Archiving Employees [https://support.trackops.com/hc/en-us/articles/212338803-How-do-I-remove-an-employee-from-my-system-] who have left your company. Archiving an Employee Learn about this and more on our support site [https://support.trackops.com/hc/en-us/articles/212338803-How-do-I-remove-an-employee-from-my-system-]

client notes

Quick Tip: Client Notes

Trackops now gives you the ability to track and store Client Notes [https://support.trackops.com/hc/en-us/articles/212338583-Creating-a-New-Client] , conversations, and other correspondences as well as supporting documents including signed contracts all in one place! Client Notes Learn about this and more on our support site [https://support.trackops.

Feature Spotlight: Payment Slips

Trackops makes reimbursing your employees a breeze with Payment Slips! [https://support.trackops.com/hc/en-us/articles/212337823-Creating-Payment-Slips-from-Expenses] Payment slips are the final step in the expense management process. You can quickly generate payment slips within Trackops enabling you to easily capture expenses from a given pay period and mark

case management

Feature Spotlight: Scheduling via the Case Map

Being able to quickly see your case locations, events and investigators on the same map is useful in and of itself. Add the ability to schedule events, see travel distance, investigator compatibility and availability makes the Case Map in Trackops an invaluable feature. If you are not already using the

user roles

Featured Spotlight: User Roles

You can control what your users can do and view in Trackops [https://trackops.com/]! Create, manage and customize user roles to keep your business running smoothly. Your user roles in Trackops allow you to assign specific permissions. These permissions allow your staff and clients to take the actions they

case numbering

Featured Spotlight: Case Numbering

It may seem odd, but your case number can convey a lot information about a case in Trackops [https://www.trackops.com/], even at a glance! Understand when a case was created, the instance and type of case by using special variables to customize your case number by year, month,

case management

Feature Spotlight: Organizing your Dashboard

The dashboard is highly configurable and has the possibility of displaying an incredible amount of data about your cases. The dashboard in Trackops [https://www.trackops.com/] is your control hub for your investigations. Use widgets to quickly get the pulse of what is going on in your day to

case management

Feature Spotlight: Setting up your Case Types

In Trackops [https://www.trackops.com/], case types act as a basic structure or foundation for your investigations. The information you gather during case intake for a new case or case request helps outline your investigations. Take advantage of creating custom fields to gather unique case data across all types

case management

Feature Spotlight: Creating Document Templates

Have a report that you always send to your client at the end of an investigation? Trackops [https://www.trackops.com/] has the ability to generate this report while including vital case data, automatically. Your reports, letters, forms and other correspondences that you've created in a word processor