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.
...
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.
...