Involvement
...
One of TraCS most powerful RMS features is Involvement. This allows the user to see how master records relate to each other through the forms on which they are present. Involvement can be started from multiple areas within TraCS, each will be described below. Involvement can also be saved and accessed from the Advanced tab on the Forms Manager Search panel.
| Table of Contents | ||||
|---|---|---|---|---|
|
Access to Involvement |
|---|
Everyone has access to the involvement feature but, if you do not have access to your agencies forms it will not be helpful.
This does not work from mobile clients without web services.
Starting a new Involvement Search |
|---|
Involvement can be started the following ways within TraCS:
...
To start an Involvement based on Advanced Search results, go to the Search panel on the Forms Manager screen, choose the Advanced tab, click the Advanced Searches radio button, choose an advanced Search from the list and then click the Edit button.
NOTE: if you have already did an Involvement search it will save here. Starting and involvement from here is difficult and not recommended.
...
To start an Involvement Search from the Master Index Search Results screen, run a Master Index search, select one of the Master Records on the results grid, and click Involvement:
...
Involvement Screen |
|---|
There are 4 main sections to the Involvement Screen:
...
From the Diagram view, the user can also right click on a Master Record block to add that record to the currently selected Involvement.
...
Map
The final relationship viewer option is the Map viewer. This shows all the location data from the Involvement related forms on a map. The map auto-zooms to show all the location markers. Directly above the map, there are buttons that allow the user to change the zoom level. The user can also choose to change the map type, if more types are available.
...
Right clicking on a common record gives the option to run an Involvement on that record, which will add it to the Investigation Path under the selected Master Record.
Saving an Involvement |
|---|
To save the Involvement to work with later, the user can select the File Menu and either select Save or Save As.
...
Saving a new Involvement will prompt the user for a name. It will default to the original Involvement's Master Record subject. If an Involvement with the same name already exists, the user will be prompted until a unique name is entered.
...
Opening a Saved Involvement |
|---|
A user can open a saved involvement from the TraCS Forms Manager screen. A list of the user's saved Involvements can be found in the Search panel, under the Advanced tab by clicking the Involvement radio button.
...