Move Process Tracking Folder or Officer

Once Folders and Officers are added to your agency's Process Tracking structure, under certain circumstances they can be subsequently moved within that structure. Below are the steps.
 

Before you start:

  • Only a LEO assigned as an agency LDA can move Process Tracking Folders or Officers. This ability is confined to the LEO's agency.

  • When moving a Folder containing any sub-Folders and/or Officers, the sub-Folders and/or Officers move with the Folder.

  • If an Officer assigned an Unserved process, or a Folder containing such an Officer, is moved, then the assigned Unserved process follows the Officer (or Folder) to the new location within the Process Tracking structure.

 

  1. From the MAIN MENU, click the Maintain Process Tracking Folders link.

  2. The PROCESS TRACKING FOLDER VIEW displays. Click through the Folders (if necessary) until the Folder or Officer to be moved is displayed. Click that Folder or Officer.

Note: If the process tracking structure of agency contains three (3) levels, you will have to select (click) an Officers folder to display the officers.

  1. The selected Folder or Officer highlights. Click the Move button.

  2. The PROCESS TRACKING DETAIL MOVE screen displays. The following fields display or are available:

Select the destination of the Folder or Officer to be moved from the New Parent Folder dropdown, then click the Move button.
 

* * * * * * *

 

The PROCESS TRACKING FOLDER VIEW returns, displaying the moved Folder or Officer in its new location in the Process Tracking structure.

Note: If a folder is moved in a manner that places it in a new level of the structure, the Custom Name or Level Number associated with the folder also changes (example).

 

For a listing of associated rules for this topic, click here.
 

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