Trackops offers data search provider integrations for select partners, allowing you to more efficiently run searches and store results on your cases.
Step 1: Verify User Role Permissions
If this is the first time you've worked with the data search feature in Trackops you will want to review your user roles to ensure that the right individuals have the ability to run searches and/or view search results. Typically you'll want anyone who has the ability to create or edit subjects to have the ability to see search results so that they can more easily populate subject forms.
Important Note: Trackops does not control or have access to your data provider billing. When determining who should have permission to run data searches, it's important to remember that running data searches will incur additional charges from the data provider. You should contact the data provider directly to discuss product pricing.
To adjust your user role permissions, click Settings, and then click User Roles. From here, click on a user role and scroll down to the Data Search Permissions section.
Toggle the appropriate permissions for the given user role and save the role to finalize the changes. Repeat this process for each additional user role you'd like to adjust configure data search permissions for.
Step 2: Enable and Configure Data Providers
The first step is to enable your data provider(s). To do so follow the integration guide for the data provider partner of your choice:
Step 3: Run your first Search
After configuring at least one data provider, you can run searches from any case. To get started, navigate to a case and click the Searches tab. From here, click New Data Search, fill out any appropriate fields and click Continue.
Note: Refer to the data provider integration guides (in step 2 above) for specific authentication and search information.
Step 4: Using Integrated Provider Search Data within a Subject Profile
Using data search results while creating a new subject profile is simple. Once you've saved a data search, simply add a new subject to your case, and click the Show Data Searches link on the right side of the screen to open the data searches panel. If you don't see that link on your screen, it means there are no searches available.
Once you've opened the data searches panel, simply select the search results you wish to use and you'll be able see them along side of your new subject form. At this point, all you have to do is drag and drop any values you wish to use from the search results into your subject profiles to populate the data into your form.
Note: Not all search types and search data is available for integrated search results. For comprehensive report data, be sure to evaluate the search results directly from the provider interface.