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Setting Up InfoTrack Integration

Updated Nov 10th, 2020

Who is this guide for?

Case Management Supervisors and System Supervisors

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.

Step 1

If a user attempts to select InfoTrack without having their credentials set they will get the following message.

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.

Step 2

You can map the Osprey fields to the fields of InfoTrack.

Select Supervisor > Case Management Setup > InfoTrack Field Mapping

Step 3

Select the InfoTrack Field

Step 4

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.

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