Investigator Users

Information for managing investigator users

Using and Managing Investigators
Check out this CROSStrax training video that discusses the investigator features and how to create and manage your investigator list
Fri, 19 Jul, 2019 at 12:43 PM
What would I put in the Investigator Documents area?
You can upload documents that your investigators use on a regular basis to this area.  Documents such as time sheets, expense sheets, request forms, open re...
Fri, 9 Nov, 2018 at 2:13 PM
Can I put files for investigators in the File Management Section?
The File management is for admin users only.  You can place documents you only want the investigators to see under Investigators > Documents.  ...
Mon, 8 Jul, 2019 at 11:45 AM
Creating Time Sheets and Expense Reports
The Generate Time/Expense Sheet function is used to generate a document that displays information on how much an investigator has worked and how much they a...
Fri, 31 May, 2019 at 1:21 PM
Can investigators search for or see more of their cases?
Yes.  Although investigators do not have the same search bar as administrators, they are able to search for and view more of their cases if they have a lot....
Fri, 2 Aug, 2019 at 8:01 AM
Do you offer investigator training?
Yes.  Use this video to learn more about what the investigators see when to they login to the system. You can also provide a link to the video in order ...
Fri, 2 Aug, 2019 at 8:00 AM
How do i remove a scheduled day for an investigator to work?
When you select "edit case"  Scroll down to the schedule information, you can select the small x next to the name of the investigator you want...
Mon, 17 Dec, 2018 at 11:35 AM
Where would I place instructions for the investigators when scheduling a file?
I would like to let them know the time to start, how much time and anything else, such as check the girlfriends home if he cannot be confirmed, etc.  Yo...
Fri, 1 Feb, 2019 at 3:33 PM
What is the best way to add Contractors and assign them cases?
I added them as an investigator, but wanted to see if there was a better way.   Adding them as an investigator is the correct way to add them, since they...
Fri, 1 Feb, 2019 at 3:40 PM
As as admin, do I need to add myself as an investigator?
No.  Admin users can also be used as investigators. You don't need to add yourself as an investigator.  If you assign yourself the file in the sched...
Thu, 21 Mar, 2019 at 9:34 AM