SAFE Documentation Wiki
Overview
This documentation is designed to improve your overall experience with Tracker Products SAFE tracking software. Installation guides, suggestions for performing common functions, software updates and information on best practices can all be found in the files. If you are unable to locate information regarding a specific subject, please feel free to Contact the Tracker Products Support Team or by calling (866) 438-6565. We're always happy to help with any questions you might have.
General User Information
- Logging into SAFE - Overview, Authenticating / Forgot Password? / Password RESET - Overview, and Creating a shortcut on your desktop - Overview
- No CALs (Concurrent Access Licenses) available to get logged into SAFE? How to see who is using them - Overview
- Dashboard and Navigation (Nav) Menu - Overview
- Information Entry - Creating a Case, Creating a Person, and Creating an Item
- Searching for a Case(s) - Overview, and Cases found from a Search - Overview
- Search \ Case \ - Basic Info Tab, Persons Tab, Items Tab, and Actions Box
- Viewing and Editing an Item - Overview, Checking an Item in - Overview, and Checking an Item out - Overview
- Moving an Item - Overview, and Moving an Item from one Office or Org. to another - Overview
- Transferring Items - Overview
- Adding Items to a Container and Printing Container Labels etc. - Overview
- Item Disposition - Overview, and Undisposing an Item - Overview
- Duplicating Items - Overview, and Splitting Items - Overview
- Mass Update on Multiple Items - Overview, and Mass Update Custom Data (Forms) - Overview
- Adding an Item to another Case (1 Item belonging to multiple Cases) - Overview
- Removing an Item from a Case - Overview, and Changing an Item's Primary Case - Overview
- Search \ Case \ - Items Tab, Reports Box, Reports Box \ Persons, Export Box, and Menu Customization Box
- Search \ Case \ - Media Tab, Media Tab \ Media Storage Folders and Subfolders, Notes, and History Tabs
- Case Level Permissions - Overview
- Viewing Recent Cases - Overview
- Searching for Items - Overview, Items Found from a Search - All Items - Overview, and Items Found from a Search - Individual Items - Overview
- Editing an Item and Manage Cases - Overview
- Running a Report and Printing an Item Label - Overview
- Search \ Item View \ Item \ - Cases, Media, Notes, Tasks, Chain of Custody, Scan History, and History Tabs
- Searching for People - Overview, and People found from a Search - Overview
- Searching for - Disposals, Check-Ins, Check Outs, Moves, Transfers, Notes, Media, Tasks, and Exported Searches
- Using Quick Search to Find a Case - Overview
- Dashboard Icon and Creating Widgets - Overview, Creating a 'Currency Total' Widget over a Date Range - Overview, and Deleting Saved Searches - Overview
- Scan Icon - Overview
- Tasks - Overview
- Discrepancy Reports - Overview
- User Settings and Multi-Factor Authentication - Overview, Collapsing the Nav Menu - Overview, and Logging Out of the software (Shared Archive For Evidence) - Overview
Administrator Information
- Introduction, Submitting a Support Ticket, and General Information - Overview
- SAFE Quick Start Guide - Overview
- Before logging in for the first time - Overview, and Logging into SAFE (Shared Archive For Evidence) Overview,
- Case(s) Reassignment when an Employee leaves - Overview, and Employee Name Change (Marriage) - Overview
- Merging two Persons - Overview
- Settings \ Organization \ Tab - Overview, Required Case, Item, and Person Form Tabs - Overview,
- Settings \ Organization \ Item, Media, Notes, Custody, Checkout Reasons, Disposal Methods, Case Offense, and Person Types Tabs - Overview,
- Settings \ Organization \ Announcements Tab - Overview, Translation Tab - Overview, Field Settings Tab - Overview, and On-Premise File Servers Tab - Overview
- Settings \ Organization \ IP Whitelisting Tab - Overview, Auto Disposition Tab - Overview, and Allowed Media File Extensions Tab - Overview
- Settings \ Organization \ Verification Settings Tab - Overview, Expected Return Date Notifications - Overview, and Mass Update User Settings - Overview
- Settings \ Offices - Overview
- Settings \ Permission Groups - Overview, Office Based Permissions - Overview, and Location Based Permissions - Overview
- Settings \ User Groups - Overview
- Settings \ User Admin - Overview
- Settings \ Sessions - Overview
- Settings \ License Allocations - Overview
- Settings \ Workflows - Overview
- Tools \ Storage Locations \ Sorting Imported Storage Locations - Overview
- Tools \ Storage Locations \ Adding, Editing, Creating & Printing Labels for Storage Locations - Overview
- Tools \ Storage Location Move - Overview
- Tools \ Report Builder \ Creating Reports - Overview, Creating Labels - Overview, and Cloning Forms, Labels, and Reports - Overview
- Tools \ Custom Data (Forms) - Overview
- Tools \ Tags - Overview
- Tools \ Discrepancy Reports - Overview, and Creating a Manual Inventory Report from an Item Search - Overview
- Tools \ Random Audits - Overview
- Tools \ Data Importer - Overview, and Importing Data - Details
- Logging Out of the software (Shared Archive For Evidence) - Overview
SAFE Mobile App Information
- Mobile App System Updates - Details
- Downloading and Logging into the SAFE Mobile App - Overview
- Mobile App Barcode Scanner Page - Overview
- Scanning Item Barcodes - Overview
- Performing Transactions - Overview
- Scanning a Storage Location / Container Barcode - Overview
- Other Functions of the SAFE Mobile App - Overview
- Finding a Case - Overview
Frequently Asked Questions
- See some of the most common questions we get.
- Not getting SAFE Emails? - Overview
- How to Clear your Cache and perform a Hard Reload - Overview
SAFE System Updates
- Version 91, To be Released on ?Details
- Version 90, Released on 11/30/2020 Details
- Version 89, Released on 11/9/2020 Details
- Version 88, Released on 10/22/2020 Details
- Version 87, Released on 9/28/2020 Details
- Version 85/86, Released on 8/31/2020 Details
- Version 83/84, Released on 8/17/2020 Details
- Version 81/82, Released on 7/14/2020 Details
- Previous System Updates Details
Training Videos and Webinars
- 8/22/2018 SAFE Webinar - Account Usage, Contains option, Merging Persons, Grid View Customization, Tabs (meaning of numbers), Tags (why use?), Storage Locations only show what a User has access to, Meaning of SAFE
- 9/12/2018 SAFE Customization Webinar - Disable standard fields, Translation file, Changing standard drop downs, Custom Data (Forms) (Vehicle example), Can I really collect too much data?, Question: Setup for Make, Model and SN, Grid Customization, Reporting, Questions
- 8/21/2019 SAFE Container Webinar - How to create and effectively use Containers in SAFE.
- 2/26/2020 SAFE Mobile App Webinar - How to use the SAFE Mobile App.
Technical Information
- API Infrastructure - Overview
- Data Import Services and Requirements - Details
- Fluid Data Import / Export and Time Conversion Issues - Details
- Hardware Manuals and more for Zebra and Socket handheld scanners and Zebra printers - Details
- Multi Factor Authentication - SAML Connectivity OR Google Authenticator
- On premise - Install Guide
- On Premise Install - Install Guide
- RMS Integration Information - Overview
- RMS Integrations - Central Square - Keystone (no documentation avail.)
- Safe Security Whitepaper - The source for all information security, compliance, disaster recovery, encryption, etc.
- Topaz Signature Pad (supported Model: T-S460-HSB-R) - Details
Legal Information
- Current EULA - 2020 End User License Agreement