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Integrated Tracking and Reporting System (ITrackRS) User Guide

Tools #

 

Introduction to the System #

The Integrated Tracking and Reporting System has been developed as the means by which Family Support Division Income Maintenance offices log and track walk in customers, Voter Registration data, mail in information, call ins, and transfer of case records. This guide includes instructions to follow when working in the system.

Note: This database of client names and other client information included in this system is not linked to the FAMIS system. Copy/paste features from FAMIS to ITrackRS may be utilized to assist with entry of data.

ITrackRS is accessed through the intranet website: https://dssapp.state.mo.us/FSDIntegratedTrackingandReporting/Default.aspx.

Screenshot of the iTrackRS System Home Screen

This user guide includes information on the following features of the system:

 

This user guide is updated February, 2018.

 

Staff Roles (Security Access Levels) #

The ITrackRS system security is driven by staff’s role. Each classification of staff has different levels of security access. They are defined as follows.

 

Clerical

  • Can add new requests of any type
  • Can assign requests to a staff person
  • Can Time In and Time Out walk in requests
  • Can update requests (with the exception of dates/times)
  • Can modify staff availability and comments
  • Cannot be assigned to a Walk In or Mail In
  • Cannot terminate case transfer requests

 

Eligibility Specialist

  • Can be assigned to requests as the interviewer or the caseworker
  • Can update their own availability and comments
  • Can Time In and Time Out walk ins assigned to themselves only
  • Can view any requests in their office
  • Cannot add new requests
  • Cannot modify availability of other staff
  • Cannot terminate case transfer requests

 

ES with clerical duties (combined clerical and ES roles)

  • Can complete a combination of the tasks listed above for both clerical and eligibility specialists

 

RC Greeter

  • Basically has all the capabilities as an ES with Clerical Duties, plus access to RC Greeter Dashboard.

 

IM CRU

  • Role of IM CRU gives view only statewide access to staff.
  • Can only review records (cannot edit).
  • Applicable to CRU/CIS, QA/QC, Policy staff.

 

Merit Call Centers

  • Can create an entry for a new Merit Call Cases
  • Can track every call into the Merit Call Center office
  • Can search Merit Case Entries

 

Supervisor

  • Can add or update any request type
  • Can update all office staff availability
  • Can update staff using Staff Maintenance–examples include:
    • Employee’s supervisor
    • Work start and end times
    • Lunch hour begin and end times
  • Can terminate case transfer requests
  • Cannot edit Voter Registration office data
  • Cannot update office data
  • Cannot update regions, reasons or counties

 

County/Office Manager

  • Can add or update any request type
  • Can update all office staff availability
  • Can update staff using Staff Maintenance–examples include:
    • Employee’s supervisor
    • Work start and end times
    • Lunch hour begin and end times
  • Can update office data using Office Maintenance
  • Can edit Voter Registration office data
  • Can terminate case transfer requests
  • Cannot update regions, reasons or counties

 

Central Office

  • Can add or update any request type
  • Can run Central Office reports
  • Can update regions, counties, reasons
  • Can update office, staff, Voter Registration office data
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