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trackops

A collection of 27 posts

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! 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 need to properly

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 year, month, instance version and case

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 day to day, allowing you to

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 all types of work you may

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 can be uploaded as a template

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 adjust your budget on the fly and logs any adjustments made for future reference. Did your client just give you

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 their expiration and search for it

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 this and more on our support

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 Task Templates Learn about this and

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 schedule an investigator in another timezone,

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 investigations through reports, video and other

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 and more on our support site!

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 job done. Setting up your Case

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. Converting your Expenses into Invoices

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 bring an an attorney or third

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 energy, ensuring that the information from your case is shared correctly. This month, the feature spotlight shines on case update

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… It’s time well spent! Customizing

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

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 left it

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 & iPad), however an Android version is in development and will be released in the near future. Update 06/16/2016:

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 variety of information, most of which is specific to the type of case being worked. If this sounds like you,

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 get answers to your questions! Start the New Year off right by learning more about billing through Trackops. Join us

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 years they have delivered excellent service to their customers, and have plenty of testimonials to show for it. This month,

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 Trackops merge the data for you, you’ll speed up the report writing process, prevent duplication errors, and save time