Procedures
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      1. Case Tracker Knowledge Base
      2. Using Case Tracker
      3. Procedures

      Set Up Procedures

      Set up procedures to help you quickly and easily manage the progress of each case.

      Procedures allow you to standardize your investigation process. Within a procedure, you can set up phases and steps, allocate a timeline for those steps, attach policy documents to the procedure, and customize the procedure’s coverage. 

      Note: Only certain users can adjust procedure settings. Learn more about user permissions, or contact your administrator to request access.

      View All Procedures

      There are two ways to view all procedures, their phases and steps, and related coverage. 

      1. Click on the School Sites tab on the Left Navigation Menu to view all campuses in a table view. Click the three dots under the Actions column, then click Procedures.
      2. From the Manage Campus Screen, click the Procedures Tab on the Top Navigation Menu

      Manage Procedures

      Note: A procedure cannot be renamed or archived if it is in use for an active case. Phases and steps within the procedure also cannot be renamed if the procedure is in use for an active case.


      To edit, duplicate, or delete a procedure, click on the name of the procedure, or click on the three dots next to the procedure name.


      To archive or inactivate a procedure, click on the name of the procedure, or click on the three dots next to the procedure name, then click Edit at the top right of the screen.

      1. On the procedure screen, click Edit at the top right of the screen. 
      2. Click the Active Toggle to the right of the procedure title to mark the procedure as active or inactive.
      3. Click the Update Button at the top right of the screen to save your changes.

      Add a New Procedure

      To add a new procedure, click on the New Procedure Button on the top right of the screen.


      Create and Remove Phases and Steps

      To add or remove a phase, use the Plus and Minus Icons on the outside of the table.



      To add or remove a step, use the Plus and Minus Icons on the outside of the table.


      Set Timelines for Phases and Steps

      Enter the number of days allocated to the step in the Days box under the step column.


      The total number of days allocated to the phase will update automatically based on the number of days entered for each step.

      Configure Step Settings, Meetings, and Actions

      1. Click the Settings Icon to the right of the step.
      2. Meeting Required: If a meeting is required during the step, use the checkboxes to select which users are required to schedule a meeting with you.
      3. Mark as Important: When a step is marked as important, it will appear in bold text. Use the checkboxes to select which users you would like this setting to apply to.
      4. Action Required: If an action is required by Case Managers or one of the Parties, write instructions for the required action in the Description box and use the checkboxes to select which users the required action applies to.

      Set Up the Procedure Coverage

      Use the checkboxes in the Procedure Coverage Table to select which properties are covered by procedure.


      Use the checkboxes to the left of the column headings to select coverage for the entire group of properties in that column.