In this video tutorial, we’ll walk you through the process of finding an existing record in an offender intake workflow. Whether you’re new to the system or need a refresher, this step-by-step guide will help you navigate the search functions efficiently. You’ll learn how to quickly locate offender records, saving time and ensuring accuracy in your workflow. Watch the video to master this essential skill and streamline your intake process.
This is exactly what we needed — our newer deputies always struggle with pulling up prior records instead of creating duplicates, which causes headaches downstream. Will be sharing this with our training officer first thing Monday. Quick question: does the system flag potential duplicates automatically if someone tries to enter a name that already exists?
This is exactly what we needed — our newer deputies kept accidentally creating duplicate records instead of pulling up the existing profile. Going to share this with the whole intake team at shift briefing tomorrow. Would love to see a follow-up on how to merge records if a duplicate does slip through.
Really appreciate the walkthrough — our staff has been re-entering full records from scratch when they shouldn’t be, so this is exactly what we needed to share at our next shift briefing. Quick question though: does the search pull from archived or inactive records as well, or only current active offenders in the system?
This is exactly what our staff needed — we kept running into duplicates because newer deputies didn’t know how to pull up an existing record before starting intake. Sending this to our training coordinator today. Would love to see a follow-up on merging duplicate profiles if they’ve already been created.
This is exactly what our intake staff needed — we’ve had issues with deputies accidentally creating duplicate records for people we’ve booked before. Quick question: does the system flag potential duplicates automatically if someone enters a name that’s close but not an exact match, like a nickname or a misspelling?
This is exactly what our newer deputies needed — we’ve had issues with staff accidentally creating duplicate records instead of pulling up the existing profile. Quick question: does the system flag potential duplicates automatically if someone enters a name that’s already in the database, or is it purely manual lookup?