**Start here** Agency Setup Overview




  • Introduction to the agency-facing part of Case Service called "Case Vision"
  • Administrative users can view or modify settings specific to your agency
  • See other help articles for the details on each of these areas


We are going to take a look at Case Service, specifically the Case Vision application for the report review and maintenance of the Case Service platform at the agency. In this platform, Case Vision, you can maintain the entire Case Service platform. As an agency admin. you can configure the platform, add users, and so forth. We are just going to walk you through a real quick overview of the administrative settings and from there, there is additional help content that goes into a deeper dive for each section. The way the help content is structured is similar to what I am going to go through right now on the video, as far as how the structure of the help content, it mirrors the platform. Under Agency Setup, Crime Types, Notifications, Agency Engagement, there are then sub-levels of structure.

For Agency Setup there is the contact info, this is your agency contact info of an officer as well as the dispatcher information. Under Logistics you have the geographic coverage of the platform for your city or deployment. The reference numbers are where we are starting off and ending, and in the citizen phone settings for how they are going to contact the voice system. For Agency Setup we have branding for the color theme of the platform as well as the agency badge, and the ability to customize Case Number with the subdomain and actually the content of CaseNumber.com here.

Under Agency Setup and Workflow, we can define how the platform handles workflow for the department by the number of review levels. It is enabling the user authorities (on which again more explanation is provided in the other videos), for filing authority or data entry and then if there is an RMS integration, that is from the selection box here, too.

This right now in demo mode is actually running in internal agency demo, so under App Settings, most of this goes away once we go live with the city. When we flick it over to publicly available we lose the demo pen, the email distribution lists, the text distribution lists, and all outbound call tester numbers. When you are running in internal agency demo, all these items are here, and then as well as IP address restrictions. When you are in public available, the only thing you see under app settings is going to be IP address restrictions.

Then from there under Agency Setup we have users. So this is where you have all your users listed, if they are active or inactive in the platform and then to add new users you are going to click on the plus box just like most of the add features throughout the platform.

In the last step under Agency Setup is Reviewers. This allows you to drag and drop the names of personnel into the different levels of review in the platform. If you have two steps of review or three, or just one based on an integration setting and workflow mirroring with what you guys are currently doing at the agency. This allows for a heads-up display of all users in the platform, as far as where they need to be when they log in and what they are going to have to do.

That covers Agency Setup and we are going to end this video and then start a new section for Crime Types.

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