CTS2 User Guide

User Manual:

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CTS2 User Guide
Access CTS2:
1. navigate to https://apps.pacwilica.org/cts2
2. enter valid userid and password
NOTES:
• Initial page displayed is the 'HOME' page.
• Latest 5 bulletin board items are displayed.
• Main menu is at the top of all pages.

Add new call:
1. Click 'Calls' menu item
2. Click 'Add New Call'
3. Select call type based on call situation
4. Click 'continue'
5. Complete call with specific details.
6. Click 'Update Call'

List open calls:
1. Click 'Calls' menu item
2. Click 'My Calls'
3. Select specific call from listing
4. Make and save any updates.

List closed calls:
1. Click 'Calls' menu item
2. Click 'My Closed'
3. Select specific call from listing
NOTE: only administrators can update a closed call.

Close existing call:
1. Click 'Calls' menu item
2. Click 'Close A Call'
3. Select specific call from listing
4. Select value for time to resolve
5. Select an appropriate resolution
6. Add final comments
7. Click 'Close Call'

Fast close a call:
1. Click 'Calls menu item
2. Click 'My Open'
3. Select specific call from listing
4. Make and save any final updates
5. Click blue 'Fast Close' button
6. Provide appropriate closing information
7. Click 'Close Call'

List All Open Calls:
1. Click 'Calls' menu item
2. Click 'All Open'
3. Select specific call from listing
4. Make and save any updates
(NOTE: calls opened by another can not be closed.

Search all calls:
1. Click 'Calls' menu item
2. Click 'Search Calls'
3. Select 'Open' or 'Closed'
4. Enter target character string to search for
5. Select specific call from results or enter new
target string

Send an case email to caller:
Check email in-box:
1. Open the appropriate call record
1. Click 'External' menu item
2. Make sure call record includes a valid email
2. Click 'Hotline Email'
address
3. Review information at top of page
3. Click the blue envelope icon to open send
4. Click 'Email System' button
email form
5. Enter documented user id and password
4. Review information about message at top of
6. Review and maintain email message in in-box.
page
Copy/paste relevant info back into call record.
5. Enter subject of email into subject line
NOTES:
6. Select appropriate template or enter the
• Response to ALL email sent in CTS2 will be
message text.
listed in this in-box. Make sure to update
7. If necessary, edit body text of message
appropriate call records info with replies if
8. Click 'Send'
appropriate.
NOTE: From address:'hotline@pacificwildlifecare.org
• In-box opens in a new tab.

Check case status in WRMD:
Add/check Bulletin Board:
1. Click 'External' menu item
1. Click 'BBoard' menu item
2. Click 'WRMD Case Mgment'
2. Click '+' in heading to add a new item
3. Click 'Sign In' of WRMD login page
3. Edit/Delete/Print an item using icons
4. Log in using documented user id and password
4. Type into Filter to list only items with target
5. Click 'Search Patients' in Quick Links
string.
6. Enter search criteria and click 'Search Records'
5. Select specific item from results list.
7. Make sure to note WRMD case number and
NOTE: you can only Edit/Delete your own bulletin
update the call record with it.
board item(s).
NOTE: WRMD opens in a new tab.
Access Web Resources:
1. Click 'Resource Links' menu item
2. Click link of selected target
NOTE: Linked resources open up in a new tab.

Reports
1. Click 'Reports' menu item
2. Select desired report from menu list
NOTE:
• All reports will open in a new tab.
• All reports are self documented.

Access Reference documentation:
1. Click 'Forms & Docs' menu item
2. Type into Filter to list only items with target
string OR
3. Click group button of target topic
4. Access document or form by clicking the name
NOTE: Document or form opens in a new tab.
Source Exif Data: 
File Type                       : PDF
File Type Extension             : pdf
MIME Type                       : application/pdf
PDF Version                     : 1.4
Linearized                      : No
Page Count                      : 2
Language                        : en-US
Title                           : default
Author                          : Dave Klinzman
Creator                         : Writer
Producer                        : LibreOffice 6.0
Create Date                     : 2018:12:28 18:09:56-08:00
EXIF Metadata provided by EXIF.tools

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