The Case Tracking Portal makes it easy for you to monitor and manage cases, track incidents, and review case reports efficiently in one platform.
Accessing the Case Tracking Portal
- Log in to the Customer Portal
- Navigate to the Case Tracking section.
- Use your credentials to access your dashboard.
- Selecting a Branch and Location
- From the toolbar, choose the branch you want to review.
- Select the location or multiple locations you wish to view.
Understanding Cases
Once you navigate to the Case Tracking Portal, you will see a list of Cases, which are consolidated records of repeat offenders. Each case contains multiple incidents associated with the same offender. Clicking on a case will reveal all relevant incidents, allowing you to track patterns and make informed decisions.
Viewing Cases
After selecting your location(s), a list of cases will appear. Click on a case to see more details, including:
- Incident Date: The date the incident occurred (for repeat offenders, the most recent incident will also be displayed).
- Date Shared: The date the case was shared.
- Details: Additional notes and information about the case.
Each case will have a status indicator:
- New Case (Blue Box) – A newly reported case.
- Viewed by Your Team (Light Blue Box) – A case reviewed by your internal team.
- Viewed by Your Client (Yellow Box) – A case that has been accessed by your client.
- Resolved (Optional) – A case that has been closed or marked as resolved.
Accessing the Case Report
From the case details page, you can choose to view the Case Report, which opens a detailed report screen similar to the All Incident Reports page.
- The report will only include clips that you have chosen to share with your clients rather than all available footage in the dashboard
To review a case effectively, ensure that all relevant details are verified before sharing with your clients.
Managing Cases and Reports
Sharing a Case Report
- Click the View Case Report button to open the case report screen.
- Select which incident(s) you want to share with your clients or team.
- Click the Share button and enter the recipient’s email address.
- Once shared, the added email address will be whitelisted, and the recipient will receive a notification via email.
Note: The Share button is intended for sharing with one user/email address at a time. Reports cannot be shared with multiple recipients simultaneously. If you need to share the report with additional people, please add their email address one at a time.
Removing a Case/Instance from the Report
- Click Select, then choose which case/instance you want to remove.
- Possible reasons for removal:
- Invalid theft
- Footage cut too short
- Inconclusive footage
- Click Not a Theft
- Feature Limitation: Once a case/instance is removed, it cannot be unarchived. If you need help verifying the case/instance, please contact our support team.
Merging Cases
- Click Select to merge cases, then choose the cases you want to consolidate.
- The selected cases will be merged under the first/earliest case number.
Building a Case Report
- Select a case and click the Share button.
- Recipients will receive an email notification once the case report is shared.
Email Preview: