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Adding an item to a case/project
Once you have successfully created a new case/project and added the appropriate persons to it, you may begin to create and add unique items to it. You can add as many items to any case/project as you wish.
Begin the process of creating and adding items to your new case by clicking the button at the bottom of the 'Add person' or 'New case' submission pages.
Add items to existing cases/projects by navigating to the Quick menu and clicking on the 'Add item' icon.
Enter the name of the case you would like to add an item to.
You may wish to add an item without a case - and define the parameters of the case it will reside in at a later time. This is not a recommended method for adding items on a regular basis.
Click on the image to view larger
Complete the fields in the item submission form. Fields with a blue background are required.
Fields on the 'Add item' screen
- Category: This dropdown menu contains values that allow you to categorize the item you're adding to your case/project. The values displayed may be altered in the 'System customization' tools to allow you to track the items that your organization tracks on a daily basis. For example: An e-Discovery group may wish to create and use values such as 'Hard drive', 'CD', 'DVD', or 'Solid-state media'.
- Sub-category: This dropdown is designed to help you further categorize the item you're adding to the case/project. For example: If your initial category selection was 'Hard drive', your sub-categories may display values such as 'internal' or 'external'.
- Custom fields: Create subsequent custom fields to further categorize and describe the item being added to the case/project.
- Agency: (Multiple-location organizations only) This dropdown allows you to select the specific location to which the item in question belongs.
- Temporary location: This dropdown menu allows you to select a temporary location for the item's storage. Because most users do not have access to the storage room, they will select a temporary locker where an item is being held until it can be checked-in to the system.
(Note: If the user entering an item does have access to the storage room, the 'Temporary locations' dropdown menu can be altered to display 'Permanent locations'.
(Suggestion: Any place that items are stored should be available options for locations within the system. For example, if an administrator's desk is used as a temporary holding place for items awaiting check-in to the permanent storage location, that administrator's desk should be entered into the system as an available temporary location and should be selectable when adding items to a case/project.
- Send to lab: This checkbox is for organizations that utilize a template form when sending items to a lab. The Tracker Products support staff can take your existing form and create a digital version that automatically integrates with your tracking system. When this box is checked, the item is designated for output to the lab and your form can be printed - with the pertinent information digitally completed.
- Item belongs to: This dropdown menu allows you to assign the item to a particular person already associated with the case/project. By default, new items are assigned to the case/project itself and not a particular individual associated with it.
Buttons on the 'Add item' screen
- Commits the new item to the case/project, clears the data-entry fields and allows you to add another item to the case/project.
- Commits the new item to the case/project and duplicates the data-entry fields so that you can add a new item based on the one you just saved.
- Commits the new item to the case/project and directs you to the 'Print forms' page.
Next step: Duplicating items
