TRAK Tools and Features
By Rhonda1 author27 articles
- Allow names to be shared with other CACs in your StateTRAK Set Up Instructions to allow names to be shared with other CACs in your State How to set up TRAK to allow other TRAK users in your State.
- Create Event FeatureUtilizing the Create Event Feature allows users to enter multiple sessions for services without entering cases individually.
- Deny User Access to CasesVideo tutorial on how to deny access to specific cases for specific users. Attachments Deny
- News Feature Video TutorialDo you have updates to share with your staff? TRAK has a feature where you can add news in a pop-up message window upon logging in. News stories are created,…
- Roles to Limit Access to TRAKBelow is a video tutorial that shows how to set up roles within TRAK and provides and example of how it looks when certain tabs and features are not available…
- News FeatureThe news page under Administration provides a tool for you to use to create news stories to post for your local users.
- Custom Tab and Tab RenamingTRAK offers a Custom Tab to track specific information from the case in one location.
- Security Officer TRAK FeaturesSecurity officer's have privilege's that other users of TRAK do not have.
- Update My Profile, CEUs, and Backgroundhe “Update My Profile" page allows users to access their personal profile where they can verify and update their contact information, update their TRAK password, track their continuing education credits
- Appointment Reminder FeatureTRAK will email or text families of upcoming appointments.
- MDT Email FeatureTRAK allows users to email MDT Members when services are scheduled.
- Appointment and Session RemindersSee the attached Video tutorials on how to use the appointment reminder for families and the email reminder for MDT members.
- Searching CasesThe Case Search feature provides designated team members with the ability to search for cases by several identifying pieces of information.
- Searching PeopleThe People Search feature provides designated team members with the ability to search for people associated with cases.
- Searching PersonnelThe Personnel Search feature provides designated team members with the ability to search for personnel working in agencies that make up your multidisciplinary team.
- Home PageHome Screen is the starting place for each user
- Home Screen Case List FieldsThe data below can be shown on the Home Screen in the Case List.
- TRAK Menu, Header, & FooterTRAK Web-site Layout TRAK is divided into 4 sections that display at all times.
- Open and Closed CasesMy Open Cases Displays cases you are assigned to that do not have a date entered on the Case Closed Date (on the General Tab) and do not have a…
- Home Page Tabs: Case List, Client List and PeopleHow to use the Case List, Client List and People tabs on the TRAK Home page, including Customize Table and Export to Excel.
- Calendar Feature Video TutorialsBelow please find video tutorials on the Calendar feature in TRAK.
- CalendarThe Calendar tab that is available at the Home page
- Menu Calendar FunctionalityThe menu located on the left-hand side is interactive to either allow the user to view the day or add an event to the calendar.
- Using the Calendar to track Prevention and Other General EventsThe calendar within TRAK can be used to track general events including trainings and attendees.
- Creating and Managing Sessions and EventsHow to create CAC Events and FI, Medical, MH and VA sessions, which session statuses are available, and how auto-save works.