TRAINING MANUAL.

Transcription

1 TRAINING MANUAL

2 Click Set Up, Then click User Admin. Once the User Setup screen opens click add. Enter the user info into the fields. Then choose the appropriate permissions for the user. Then click Save. The new user will be added to the list. Define Department Access the PMI Evidence Tracker Department Setup screen by clicking onto the Setup tab and select Define Department from the drop-down menu. The Department Setup screen is where you can customize the program with the name and address of your specific organization. When finished click save. This will print on all the reports.

3 Customize the Evidence Log Hide This allows you to remove the field if you are not going to use it when entering your data and put it down under the green plus sign. Required - Selecting this option turns the field yellow and information must be entered in order to save the record. Auto-fill This function is a time saver. When entering multiple pieces of evidence for the same case number, all information must be keyed in for the first piece of evidence and then saved. As each additional piece of evidence is added to the program, all fields that have been designated as Auto-fill will have the information automatically added based on what was entered in the previous record. Edit Items This allows you to create a drop down list of selectable choices on the down arrow fields which also has a auto-complete function. Edit Name This allows you to change the field / header name on top of the input field to meet your department needs. Moving Field Headers Right click on any field header, then click move The TLP printer supports both direct thermal media (chemically treated to darken when heated) and thermal transfer media (accepts wax and/or resin transferred off a ribbon).

4 Ribbon Installation Peel open end of ribbon Thread ribbon through carriage Notch Right Side ( printer and roll ) Adhesive Strip Press ribbon into Hub and align notches onto hub spokes Install take-up core by pressing onto hub and align notches onto hub spokes

5 Attach the end of the ribbon to the take-up core and tighten it to remove excess slack. Use the adhesive strip on new rolls; otherwise use tape.

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7 Release Cover by gently pressing inward on the locking green cover arm. (Note: It helps to lightly lift the cover upward as you press in on the arm.)

8 To close the cover, press down firmly with both hands using even pressure until a click is heard. Evidence Log Entering Evidence Open the Evidence Log. Click the Add button on the left side of the Evidence Window. Start entering information into the spaces provided. The yellow fields denote the minimum information required to create a record in the Evidence Log. The green field is required information for the item to show up in the Custody Log. After you ve finished entering the information click Save to save the record. You can also print an evidence label by clicking Print.

9 Word Documents, PDFs, JPGs and any other files can be attached to the SELECTED piece of evidence by clicking the Attachments button. After the Attachments window opens you can either drag and drop the file you want to attach, or click Browse. Put a check in the Default box to make that picture the image that is shown in the Evidence Log for that entry. To EDIT a piece of evidence, find it and double click on the entry in the data matrix at the bottom of the Evidence Log. ( double click here to edit.)

10 You can then edit the information in any of the fields. Once you have finished modifying the information, click Save. The record has now been updated and the program will ask if you d like to print a label. (It s recommended to print an updated label for the evidence.) Chain of Custody Check In / Check Out Open Chain of Custody (F6), when the Log window opens click the Check In/Out button. Type (or scan) the tracking number of the piece of evidence to be checked out and push enter. (For more than one piece of evidence going out to the same location use the Batch In or Batch Out buttons.) After the tracking number has been input, the Custody Log will tell you where that piece of evidence is and will determine if the evidence is going out or coming back in.

11 In the yellow fields enter the information needed to either check in or check out this piece of evidence. In this example we are checking a piece of evidence out to the DA s Office for Court. It s being received by Tim Smith (person transporting the evidence). After the information has been input, click Save. A window will pop up asking if you would like to print a property receipt (RECOMMENDED). With this done, that piece of evidence has been officially checked out of your property room. Batch In / Batch Out If you have multiple items that need to be checked out of (or in to) your property room the Batch In or Batch Out feature should be used. You can access it from the Chain of Custody tab on the main screen. When the batch window opens, you can add items to the list by either the tracking number or the case number. Scan (or type) each number and press enter.

12 After each number has been added, the program will let you know if each piece is valid for checking out (or in) by placing a green check or a red X next to it in the list. A green check means you can continue with this piece. A red X means that particular piece is already Out of (or In) the property room. (NOTE: To remove an item from the batch list, right-click on it and click Delete.) Once you have all the items that are to be checked out, you must fill in the information for the Out To Place, Received By and Reason Out fields; the Date Out Field will be filled in automatically. (NOTE: The check box for Final Out should ONLY be checked if the pieces of evidence are LEAVING THE EVIDENCE ROOM PERMANENTLY, as in a destruct order or property is being returned) After you have input the out to information click Save. The program will ask if you d like to print a Property Receipt. We recommend printing one EVERY time something comes in or goes out of your property room.

13 Custom Reports Express Custom Reports Click Reports from the main screen, then click on Express Custom Reports (or push Ctrl+F11) Once the custom reports screen opens, Select the log you want to run the report from (Evidence Log in this case) in the FROM drop down box. Click on SELECT to begin choosing the fields you want on the report from the column on the left of the window. Add as many fields as needed to get the information required for your report. (To remove a field, simply right click on it in the SELECT box.)

14 ( To remove a field, right-click on it in the SELECT box.) Next, click on WHERE and then select the fields that you want to filter the report by from the left side column. For this example, we have Date of Recovery selected and have chosen BETWEEN from the criteria drop-down menu. We then input the dates that we wanted the program to report on. Then click on ORDER and select the fields (again from the left side column) you want to order the report by. This puts the information of the report in the specific order that you choose here. Finally click Run to run your report. The raw data will show up in the data matrix at the bottom of the window. You can then click the Report View to see what the report will look like before printing it.

15 To view the report as it would Print click the Report Viewer Tab Click this to Print Click this to export as a PDF or an Excel File Click for a Print Preview Need Support? (800) Would You Like to Know More?