Scheduling your investigations and making sure tasks are on time or completed, can make or break an organization. CROSStrax offers powerful scheduling and calendar functions as well as an integrated task management tool that will keep you on top of what matters most, making sure nothing falls through the cracks! Our calendars are directly linked with the case details of each assignment, allowing you to plan your investigators days with pinpoint accuracy.
Functional Work Calendar
A daily work calendar makes company-wide investigation management easy. Investigative staff will have access to their own personal calendars as well. Most calendar functions are color-coded to quickly display important assignment variables and also shows the investigator working the assignment that day. Calendars can be sorted by day, week, month, as well as investigator, manager, or type of investigation.
Availability and Proximation
When assigning investigators to assignments, you can check their availability by using the integrated scheduling system. Additionally, you can check their distance from the assignment using our integrated mapping technology. This process shaves hours off of a manager’s day and prevents scheduling issues as well.
Tasks management was a key aspect while we were building CROSStrax. Anyone can easily assign or be assigned a task to your assignments. Each assignment has a master task list where you can track task progression and completion. The tasks are color coded to show on schedule (green), current (amber), and past due (red).
You can send email alerts for cases and tasks so your investigative and office staff are notified about upcoming milestones or responsibilities. Additionally, you will be alerted if you try to schedule the same investigator on the same day, the system is smart enough to ask you if this was meant to happen or if it happened in error.
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CROSStrax is cloud-based case management and CRM software designed to streamline the process of managing an investigation as well as your clients who assign them. CROSStrax will assist your company in becoming more organized, efficient, and profitable with less effort.
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