Task 3.15 Set Agency Level Field Defaults

Purpose: Sets form field default values at the agency level. This task is recommended, not required.

Non- Hosted Requirements:

• Master computer.

• Task 1.7.1: Configure DEFAULTS Accounts

Hosted Requirements:

• The TraCS helpdesk will have setup your defaults account

1. Start TraCS.

2. Sign in with account

   1. DEFAULTS → Non Hosted Agencies

      1. See Task Task 1.7.1: Configure DEFAULTS Accounts

   2. ###_Agency### → Hosted Agencies

      1. Note ### is your agency number for example the test police department would be 012_Agency012

      2. email badgertracshosted@dot.wi.gov if you do not have a DEFAULTS account. 

3. Click new case.

4. Select the form you want to set defaults for and click OK. It is recommended to at least set defaults for the citation forms.

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5. Once the form opens, set the defaults for the desired fields. Recommended minimum fields for the citation forms are:

   • plaintiff type

   • plaintiff county

   • municipality

   • court type

   • court

   • delivery method

   • police number

6. Right click on a field and select Set Default Value from the context menu.

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7. Enter the desired value for the form field in the Default Value field, selecting from the drop down list in the case of single-list or multi-list fields.

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   1. Choose whether to retain last value by selecting Yes, No, or Temp from the Retains Last Value field.

   2. Choosing No means that the default value entered on this screen is the default value that will always appear for the user.

   3. Choosing Yes means that the default value entered on this screen is the default value that will appear for the user the first time. After that, whatever the user keys in the field as they are filling out the form will be used for the default value the next time. This may be thought of as a “trailing default.” For example, for the police number field you could leave the Default Value blank and set Retains Last Value to Yes so that the last entered police number appears on each new form.

   4. Choosing Temp is much the same as Yes except that the officer entered value is retained only while the TraCS session is open. Once TraCS is closed, the default will revert to the agency level default.

8. Repeat steps 5 through 5 as needed until all defaults are created.

9. Set defaults for the next form.

10. Click the Add New button.

11. Select the desired form and click OK.

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12. Delete or void the forms when you are done.

    1. ELCI Citations may not be deleted, only voided.

13. Close the TraCS when done.

14. Complete Task 4.1 to make a new distribution. Task 4.1: Create Custom Installation Files - TraCS Guides - Confluence

    1. Distribution will run the next time the user logs in and logs off if distribution is set to automatic download.

    2. Or when the user presses the run distribution button.

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