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
user roles Featured Spotlight: User Roles You can control what your users can do and view in Trackops! 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
case numbering Featured Spotlight: Case Numbering It may seem odd, but your case number can convey a lot information about a case in Trackops, 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
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 is your control hub for your investigations. Use widgets to quickly get the pulse of what is going on in your
case management Feature Spotlight: Setting up your Case Types In Trackops, 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
case management Feature Spotlight: Creating Document Templates Have a report that you always send to your client at the end of an investigation? Trackops 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
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 allows you to
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 by using the License feature. With the License feature you can add any number new licenses (or other documents). You can set
trackops Feature Spotlight: Creating a Subject Type Subject types in Trackops 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 Learn about
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 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 Calendar feature allows you to schedule events and tasks for your staff, ensuring your investigation gets the attention it needs. Scheduling your Staff, Assigning Tasks If you need to
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 is your communication headquarters. Allow your staff and clients access to important findings on your
trackops Feature Spotlight: Starting a New Case Creating a case in Trackops 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 Learn about this
case types Feature Spotlight: Setting Up Case Types In Trackops, 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
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
youtube Trackops October Video Round-up Improve your Trackops experience by applying these tips and tricks from our YouTube channel. We rounded-up the most recent tutorials and Quick Tips to help you to apply some polish to your case management skills. Adding an Affiliate Contact It’s not unusual to
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 can save you time and
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 video series! Each easy-to-follow video covers a specific topic, and only takes about 5 minutes to watch…
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
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
trackops Trackops Mobile App Now Available! We are happy to announce a new Trackops mobile app, designed specifically for field investigators, is now available! Currently, the app is only available for iOS (e.g. iPhone &
webinar Trackops Webinar Series: Tailoring your Case Types For many investigative firms, it’s common to work a number of different types of cases, ranging from insurance to domestic to legal defense. This often means capturing a wide
trackops Trackops Webinar Series: Billing Basics Beginning in January, Trackops will host training webinars covering various topics and features within Trackops. Get tips, best practices, and advanced training in these regularly scheduled sessions. Watch, learn, and
trackops Customer Spotlight: Warren Gerstein of S.K.I. Investigations Trackops has the distinct pleasure of hosting some of the best private investigators from around the world. One such person is Warren Gerstein of S.K.I. Investigations. For 15
document template Feature Spotlight: Document Templates Transferring basic information from your case file to the final report can be can be time consuming and error prone. By preparing your report templates ahead of time, and letting
