Setting up InfoTrack Integration
Updated Jul 10th, 2024
Who is this guide for?
Case Management Supervisors and System Supervisors
This guide will go through setting up the InfoTrack integration in Osprey
Osprey Approach offers integration with InfoTrack, allowing you to run InfoTrack searches. To use these, a supervisor level user will need to ensure that the integration has been set up.
Setting up credentials
If you attempt to use InfoTrack without having your InfoTrack credentials set, a warning will appear.
The credentials can be set by going to Supervisor > System Setup > Users, right click the user in question and click Edit.
Scrolling to the bottom of the page you can fill in the InfoTrack credentials and then click Save at the top.
InfoTrack mapping
You can map the Osprey fields to the fields of InfoTrack, automatically populating the InfoTrack screen.
Select Supervisor > Case Management Setup > InfoTrack Field Mapping
Select the InfoTrack Field.
Choose either Client or Dossier and then select the appropriate Available Table and Field to map to.
Click Add field Mapping. The mapping will appear underneath, repeat the process with any further fields.
