I Cannot See Forms For Other Users

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Revision as of 17:18, 19 April 2024 by Admin (talk | contribs) (Created page with "If you can see your own reports but cannot find reports for other users, there are several reasons this might be happening. 1. The report is not in TraCS. 2. You did not Clear Dates before performing your search. 3. You are performing your search on the Case tab instead of the Form tab or the Custom tab. 4. You have an incorrect case number or the case number was entered incorrectly on the report.   Try using the asterisk (*) as a wildcard. 5. The subject...")
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If you can see your own reports but cannot find reports for other users, there are several reasons this might be happening.

1. The report is not in TraCS.

2. You did not Clear Dates before performing your search.

3. You are performing your search on the Case tab instead of the Form tab or the Custom tab.

4. You have an incorrect case number or the case number was entered incorrectly on the report.   Try using the asterisk (*) as a wildcard.

5. The subject name, vehicle tab number, VIN, or DL number you are searching was entered incorrectly on the report(s) in TraCS.   Try using the asterisk (*) as a wildcard.

6. If you cannot see any reports for other users at all, then your account is not set up correctly.   Contact your agency TraCS administrator or TraCS Support for assistance.

Administrators

If you have ruled out #1 through #5 above, then the user's account is not set up correctly.   In order to view reports, the agency must be added to the Associated Users section of the User Profile and the Records level added to it.

To do this, log into the Configuration Manager or Web Portal and locate the user to be updated.   In the Associated Users section, press Add.   Search for your agency name on the list, check the box next to it, and press OK.   Press the three dots (config manager) or pencil (web portal) to the right and uncheck all boxes except for Records.   Press Apply or Submit to save.