Table of Contents

You are here:

User Guide

Table of Contents

Frequently Used

Basics

How to create user accounts
Setting up an account
How to log into your account
Security
How to reset your password
How to log out of your account

Quick Access Cards

Modules
Search Bar
Profile
Quick Access Cards

Cases

Filter & Sort
Filter Results
How to clear filter inputs
How to sort results
How to export cases
Case management
Categorize or Tag Attachments

Contacts

Contacts Module Overview

Allegations

Filter Results
How to clear filter inputs
How to sort results
Allegation case details

Officers

Filter Results
How to clear filter inputs
How to sort results
View Officer Data
Navigating Display Cards
Total Compliments
Total Complaints
Total Allegations

Users

Filter Results
How to clear filter inputs
How to sort results
Roles
Active Users
How to Delete Users

Import

Import Module Overview
Match Fields
How to Match a Field
Submitting
Activity
Permissions
Usage
System Updates

Data

Data Module Overview
How to Sort Results
Delete
Create Custom Reports
Create Custom Reports Overview
Data Documentation

Forms

Form Module Overview
How to Sort Results
Delete
How to Duplicate Forms
How to Change Form Status
Viewing Forms
Creating Forms
Case Update
How to add custom questions to Case Update Tab