In CROSStrax, the Subjects module defines people related to your case. You can create as many subjects as you need to. Depending on the Case Type, you’ll select one subject to be the primary subject for those assignments.
For example, if your company specializes in insurance related cases. You would most likely create a new subject type called "Claimant". You can also create another subject type called "Witness", where you could store information about the people who may have witnessed an accident.
Depending on the types of assignments you take on, the people involved or the subjects you’re investigating often times will be completely different. For example, a claims investigation may have several types of subjects, such a claimant, witness, supervisor, etc. Each of these is completely different and requires you to capture their unique information.
Subject Types are comprised different names, names of your choosing, which you can add at any time through the settings under Subject Type. To create a new Subject Type, simply go to the Settings tab, and then click the Subject Types link. From here, click the Add Subject Type button in the top right. At this point, all you need to do is label your subject type.
Once you have created your new subject type, all you need to do is tell the system which case types it should be available on. To do this, simply navigate to the Case Types in the Settings menu and add the new subject type to the case types you want it to be available for.
You can make this the "primary" type of subject on a type of case by adding the new subject as the primary subject in the case type. This will prompt the user to create this designated subject type when submitting a new case.
To create a new Subject, click the Settings tab, then Case Management, and then Subject. You will be taken to the Subject Type page. Once there, click on Add Subject Type in the upper right corner of the page.
You will now have the opportunity to create a new Subject. Once you've added the new Subject Type, click Submit.
Now that you have created your new Subject Type, all you need to do is tell the system which Case Types it should be available for. To do this, click Settings, then Case Management, then Case Types and add the new Subject Type to the Case Types you want it to be available for.
For more information, watch this video tutorial
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