video Feature Spotlight: Encoding Video When there's surveillance, there's video. In Trackops [https://www.trackops.com/] you can upload your video to share with staff and clients. Trackops users can even view this video in their browsers so as long as the video is encoded correctly. Ensure that your video is
Feature Spotlight: Understanding Case Requests When a new or existing client wants to send work your way, you want an easy way to capture this information. Using the Case Request feature in Trackops [https://www.trackops.com/] helps you gather important case details, subject information and your new client's contact information, all in
case management Managing your Case Budget Your time, your budget Your case budget is the lifeline that keeps the investigation going. That’s why it’s important to keep tabs on it. Trackops [https://www.trackops.com/] allows you to adjust your budget on the fly and logs any adjustments made for future reference. Did your
case management Feature Spotlight: Managing Staff Licenses You may need to keep track of licenses, contracts, permits and other documents for your employees. This is easily accomplished in Trackops [https://www.trackops.com/] by using the License feature. With the License feature you can add any number new licenses (or other documents). You can set their expiration
trackops Feature Spotlight: Creating a Subject Type Subject types in Trackops [https://www.trackops.com/] can be the people, places or things that are the focus of your investigations. You have the flexibility to create unique subject types to capture distinct data relevant to your cases. How to Create a New Subject Type [https://trackops.zendesk.com/
trackops Feature Spotlight: Task Templates Do you have tasks that you always need to get done, every time you create a new case? Using the task template feature in Trackops [https://www.trackops.com/] can create these necessary tasks automatically. All that's left is for you to assign your staff to task. Configuring
trackops Feature Spotlight: Creating Events and Tasks Scheduling surveillance, doctor's appointments and witness interviews are crucial parts of your investigations. The Trackops [https://www.trackops.com/] Calendar feature allows you to schedule events and tasks for your staff, ensuring your investigation gets the attention it needs. Scheduling your Staff [https://trackops.zendesk.com/hc/en-
case management Feature Spotlight: Creating Case Updates Need to communicate important instructions to your staff about a current case? Need to send that final report and invoice to your client? The case update feature in Trackops [https://www.trackops.com/] is your communication headquarters. Allow your staff and clients access to important findings on your investigations through
custom fields Feature Spotlight: Creating Custom Fields Trackops [https://www.trackops.com/] allows you to capture the information that's relevant to the cases that you're working. You can also create custom fields that are particular to your company, industry or location. How to Create Custom Fields [https://trackops.zendesk.com/hc/en-us/
trackops Feature Spotlight: Starting a New Case Creating a case in Trackops [https://www.trackops.com/] may seem a little intimidating at first. If you follow these five steps however, you will be well on your way to understanding how to use our case management system. How to Create a New Case [https://trackops.zendesk.com/hc/
case types Feature Spotlight: Setting Up Case Types In Trackops [https://www.trackops.com/], case types are the skeleton or structure that connects all of the pieces of your investigation together. Creating case types specific to the type work you do during an investigation allows you to collect all of the information necessary to get the job done.
invoice Feature Spotlight: Creating Invoices When you've wrapped up your investigation and are ready to submit your findings to the client, you'll likely want to send an invoice along as well. Create invoices directly from expenses to generate reports to keep an eye on cases that are profitable or loss-making.
Getting Started 10 Quick tips to get you started using Trackops The hardest part of learning something new is often getting started. Trackops [https://www.trackops.com/] has a lot of features, and while that's definitely a perk, the initial setup can sometimes be intimidating for those not used to configuring comprehensive systems that touch almost every aspect of
Feature Spotlight: Using Case Reviews to Capture Statistics Sometimes it’s necessary to gather metrics from your case activities in order to give you an accurate view of the work that has been done. In addition to performance reviews, the Case Reviews [https://trackops.zendesk.com/hc/en-us/articles/212338143-Case-Reviews-Gathering-Information-About-your-Cases]
youtube Trackops October Video Round-up Improve your Trackops [https://www.trackops.com/] experience by applying these tips and tricks from our YouTube channel [https://www.youtube.com/c/Trackops]. We rounded-up the most recent tutorials [https://www.youtube.com/playlist?list=PLorS9C_cXw7HSfmKr8wTRSChlbSGUIC3f] and Quick Tips [https://www.youtube.com/playlist?list=PLorS9C_cXw7F2CMP8I7ByBCxNkfcrPMPw]
case update presets Feature Spotlight: Case Update Presets Communication is key to any industry, but for case management it is especially critical to communicate precisely and efficiently. Using case update presets in Trackops [https://www.trackops.com/] can save you time and energy, ensuring that the information from your case is shared correctly. This month, the feature spotlight
trackops 5 Quick Tips for Mastering Trackops Regardless of if you’re new to Trackops, or you’re interested in increasing your efficiency, we invite you to check out our new Trackops Quick Tips [https://www.youtube.com/playlist?list=PLorS9C_cXw7F2CMP8I7ByBCxNkfcrPMPw] video series! Each easy-to-follow video covers a specific topic, and only takes about
webinar Trackops Webinar Series: Organizing your Workflow through Case Statuses An important (and often overlooked) concept in investigation management, is the lifecycle that organizes your cases from start to finish. Using case statuses to streamline your workflow can present a clear picture of what has been done, what has yet to be completed, and who’s responsible for what. This
Trackops to Sponsor 2016 TALI WIC, August 17th - 19th Trackops [https://www.trackops.com] will sponsor and exhibit at the Texas Association of Licensed Investigators (TALI) World Investigator Conference [http://2016wic.com/] in Montgomery Texas, from August 17th - 19th, 2016. If you're planning to attend the conference, be sure to stop by our booth to say hi
user roles Feature Spotlight: User Roles One of the most important features that all Trackops [https://www.trackops.com] customers should understand is the concept of user roles. User roles in Trackops [https://trackops.zendesk.com/entries/20517552-How-to-Customize-your-User-Roles] provide the pillars for access control throughout the application, and keeping them
mobile Trackops Feature Roundup May 2016 The last few months have proven busy and exciting for Trackops [https://www.trackops.com/], as we’ve introduced new features and enhanced existing ones. Here’s a rundown of some of the prominent Trackops news you might have missed: Mobile Application: We recently launched our mobile application for iPhone
mobile Mitigating Risk In a Mobile Workplace After a long night of surveillance and report writing, you decide to get some rest. As you're about to drift off to sleep you remember that you need to set the alarm on your phone. You panic as you realize your phone is missing, and you may have
Trackops Exhibiting at 2016 CALI PI Annual Conference Trackops [https://www.trackops.com] will be exhibiting at the 2016 CALI PI Annual Conference [http://www.cali-pi.org/2016-conference], in Rancho Mirage, CA from June 9th to June 11th. We love to meet our customers, so if you're planning to attend the conference, be sure
events Feature Spotlight: Case Map Often times, you’re tasked to work cases in locations that aren’t familiar to you, which can sometimes make scheduling the right investigator a tricky process. This month, the Trackops [https://www.trackops.com/] feature spotlight focuses on the Case Map [https://trackops.zendesk.com/entries/21687606-Assigning-Scheduling-
calendar Trackops Webinar Series: Scheduling Your Caseload Scheduling appointments, surveillance, and other time sensitive deadlines can be overwhelming when you’re juggling more than a few cases at once. Calendaring and task management is a vital tool for tracking where your investigators are supposed to be and when they’re supposed to be there. That’s why
