Contacts

1. DASHBOARD LINK (EpiTrax Logo)

Click the EpiTrax Logo to get to the User Dashboard from any screen.

2. USER GREETING

The greeting name is in SETTINGS > General User Information.

3. APPLICATION MENU

Menu options vary based on implementation and user access.

4. NAVIGATION MENUS

Options to assist with CMR navigation and investigation processing.

5. WORKFLOW SECTION

Options in this area vary based on the current state of the record.

6. CMR RECORD HEADER SECTION

Contains Record ID, as well as other important data about the record.

7. BRIEF RECORD NOTE TOOLS

Allows you to add and save a quick note to the record.

8. CMR RECORD TABS SECTION

All available tabs for the record display here. Click a tab to view its data.

9. CMR CONTACTS AREA

Add and Track all known contacts associated with CMR record.

10. IMPORT BUTTON

Pull in data regarding contacts from another source.

11. PERSON RECORD SEARCH AND EDITING CONTROLS

Find Contact Records already in EpiTrax, and add more if needed.

12. PERSON RECORD SEARCH RESULT ROWS

Displays results based on search field values.

13. KNOWN CONTACTS ASSOCIATED WITH CMR RECORD

Displays any known Contacts for CMR Record.