The TRAK Home page has five tabs: Case List, Client List, People, Dashboard and Calendar. This article covers the first three. See the Dashboard and Calendar articles for the others.
Case List
The Case List shows cases. Use the filters above the table to switch between My Open Cases, My Closed Cases, All Open Cases and All Closed Cases. Click a name to open the case.
You can add a column showing whether a case is currently on the waiting list for Mental Health services.
Client List
The Client List shows each Alleged Victim/Client for you and your center as one person record, even if they have several cases. Click a client's name to open their Personal Profile.
Customize Table and Export to Excel
Both the Case List and the Client List have these buttons:
Customize Table: choose which columns appear. This button used to be called "Config".
Export to Excel: download the list as it's shown.
For the columns you can add, see Home Screen Case List Fields.
People
Use the People tab to search across all person records and act on several at once.
Search by name or CPS Investigation Outcome. Searching by outcome helps you find people with a substantiated disposition for abuse. Searches work with two last names and hyphenated last names.
Include Shared Records. Tick this to also find person profiles from other centers that share names with yours. Use the contact information in the results to ask that center for more details. This replaced the old "Chapter Person Search" button.
Add to Case. Select one or more people and click Add to Case to add them to an existing case or start a new one.
Add people to a CAC Event, such as a prevention training or support group.
Add Person. Add a new person who isn't on a case yet. This replaced the old "Add Names" page.