1. Investigation Tracking

2. Investigation Tracking
Setting up Investigators
User Authorizations
Options – Show/Hide
Requesting Investigation
Event Code Driven
Request Services
Investigators
Services, Notes, Time
Reports

3. Investigation Tracking

4. Investigation Tracking
Add Inv Services
Attorneys/Staff
Maintain Inv Services
Maintain Inv Notes

5. Options: Show/Hide Investigator Notes Button Can be anything you want
INV, Staff, ATTY

6. Investigation Tracking
Event Code
RQINV

7. Investigator Services

8. Investigator Services

9. My View Reminders Investigator Receives Reminder
Once Reminder is Complete
The Investigator Service shows on the case as Completed

10. Assign reminders

11. Edit Services Double Click on the Service Enter the information
Time Entries

12. Investigator Reports

13. Investigator Reports

14. Investigator Reports

15. Investigator Notes Notes are Separate from Case Notes
Authorizations set

16. Investigator Notes

17. Director of Project Management
Questions
Questions…
Mike Baker
Director of Project Management
Karpel Solutions
(office)