{"id":53146,"date":"2023-12-27T14:43:20","date_gmt":"2023-12-27T14:43:20","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_guide&#038;p=53146"},"modified":"2025-01-27T14:17:18","modified_gmt":"2025-01-27T14:17:18","slug":"performing-an-infotrack-search-browser","status":"publish","type":"pracctice_guide","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/performing-an-infotrack-search-browser\/","title":{"rendered":"Performing an InfoTrack Search"},"content":{"rendered":"<div class=\"card\">\n\n    <p class=\"mb-2\"><strong>Who is this guide for?<\/strong><\/p>\n    <p class=\"mb-0\"><i class=\"far fa-user fa-fw mr-2\"><\/i> <strong>Case Workers<\/strong><\/p>    \n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Osprey Approach offers integration with InfoTrack, allowing you to run InfoTrack searches and have results automatically uploaded back into the Matter History. This guide will go through this process<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Osprey can automatically populate the InfoTrack screen with data already captured.<\/p>\n\n\n\n<p class=\"h2 wp-block-paragraph\">Accessing the InfoTrack screen<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Navigate to Case Management &gt; InfoTrack.<br>If configured, Osprey will populate any relevant fields. These fields can also be completed manually and edited if required.<\/p>\n\n\n\n<p class=\"is-style-info wp-block-paragraph\">If you are manually adding details onto the InfoTrack Screen, any data will not be saved if you navigate away. Users will need to enter data into the dossiers to ensure data is retained.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"837\" height=\"687\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/04\/1-108.png\" alt=\"\" class=\"wp-image-65145\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/1-108.png 837w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/1-108-300x246.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/1-108-768x630.png 768w\" sizes=\"auto, (max-width: 837px) 100vw, 837px\" \/><figcaption class=\"wp-element-caption\"> <\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"h2 wp-block-paragraph\">Submitting an order<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">At the bottom of the screen, you will see a Submit New Order. When clicking this, you will be taken to the InfoTrack website, pulling through any information through, ready to perform any searches.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"269\" height=\"53\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2023\/12\/image-138.png\" alt=\"\" class=\"wp-image-60767\"\/><\/figure>\n\n\n\n<p class=\"h2 wp-block-paragraph\">Order history<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">At the bottom of the page, you will find the orders that have been submitted and the status of them.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"855\" height=\"126\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/04\/1-109.png\" alt=\"\" class=\"wp-image-65146\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/1-109.png 855w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/1-109-300x44.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/04\/1-109-768x113.png 768w\" sizes=\"auto, (max-width: 855px) 100vw, 855px\" \/><figcaption class=\"wp-element-caption\"> <\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Once an order has been completed, an automated email will arrive from InfoTrack, advising the searches to have been completed. Osprey will also provide an automated email, letting you know that the search results have been returned, and uploaded to the client&#8217;s matter history. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Osprey Approach offers integration with InfoTrack, allowing you to run InfoTrack searches and have results automatically uploaded back into the Matter History. This guide will go through this process Osprey can automatically populate the InfoTrack screen with data already captured. Accessing the InfoTrack screen Navigate to Case Management &gt; InfoTrack.If configured, Osprey will populate any [&hellip;]<\/p>\n","protected":false},"author":5735,"featured_media":0,"template":"","categories":[210],"tags":[],"class_list":["post-53146","pracctice_guide","type-pracctice_guide","status-publish","hentry","category-using-case-management-browser"],"acf":{"display_as_dashboard_announcement":false,"announcement_title":"","announcement_type":"New feature","announcement_link_text":"Learn more","announcement_image":null},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Performing an InfoTrack Search - Osprey Approach Customer Support &amp; Training | Osprey Academy<\/title>\n<meta name=\"description\" content=\"A step by step guide to performing an InfoTrack search in Osprey\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/performing-an-infotrack-search-browser\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Performing an InfoTrack Search - Osprey Approach Customer Support &amp; 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