1. Panoptyc Support
  2. Panoptyc Customer Portal

Case Tracking Portal

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

  1. Log in to the Customer Portal
    • Navigate to the Case Tracking section.
    • Use your credentials to access your dashboard.
  2. 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.

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