SAFE Quick Start Guide for Users
Essential steps for getting started and completing common tasks in SAFE.
Embedded Files
Use this guide for day-to-day SAFE tasks. Your SAFE experience may vary based on your organization's configuration, permissions and established procedures.
Use the SAFE secure site for most users of the US-based system.
1. Open https://secure.trackerproducts.com in your browser.
Use your SAFE Welcome / Confirmation email to complete your initial login.
1. Open the SAFE Welcome / Confirmation email.
2. Follow the instructions in the email to create your password.
3. Use your credentials to log in to SAFE.
4. Use Log Out from the Navigation Menu when you are finished.
Open the SAFE Support Guide when you need general user, administrator or technical help.
1. Open the Navigation Menu.
2. Select Help.
3. Select Support Guide.
Use User Settings to update your account information and security settings.
1. Open the Navigation Menu.
2. Select the User Settings icon next to Log Out.
3. Update your basic information, profile picture, Google Multi-Factor Authentication or password as needed.
1. Go to Add > Case.
2. Enter the available case information.
3. Complete all fields marked with a red asterisk.
Note: "Case" may be labeled differently in your SAFE site based on your organization’s configuration.
1. Open the Case.
2. Add a Person.
3. Enter the available person information.
4. Complete all fields marked with a red asterisk.
1. Open the Case and add an Item.
2. Use Item Belongs To to associate the Person with the Item, if applicable.
3. Enter the available item information.
4. Complete all fields marked with a red asterisk.
Note: When entering several items with similar information, consider using the Duplicate Item feature.
Use Duplicate Item when you are entering multiple items that share similar information.
1. After entering an Item, select Save & Duplicate, or open the Items tab in the Case View.
2. Select the Item.
3. Select Actions > Duplicate Item.
4. Review the pre-populated information and update it for the new Item.
Use Split Item when the new Item should keep a parent/child relationship with the original Item.
1. Open the Items tab in the Case View.
2. Select the Item.
3. Select Actions > Split Item.
4. Complete the new Item information.
1. Open the Case View or Item View.
2. Select the Media tab.
3. Select Add.
4. Add the Media at the Case or Item level as needed.
1. Open the Case View or Item View.
2. Select the Notes tab.
3. Add the Note.
Tasks can be assigned to Users or Groups and linked to Cases or Items.
1. To create a Case task, open the Tasks tab and select Add Task.
2. Enter the required Title and Message.
3. Assign the Task to the appropriate Users or Groups.
4. For an Item-related task, open the Items tab, select the Item(s), then choose Actions > Add to Task.
5. Enter the required Message and assign the Task to the appropriate Users or Groups.
Note: The linked Case or Item(s) will be added automatically based on where the Task is created.
1. Select the Item by checking the box to the left of View.
2. Select Reports.
3. Choose the Label or Report you want to run.
1. Open the Scan section.
2. Scan the Item barcode.
3. Select the checkbox next to the Item(s) you want to work with.
4. Use Actions to Check In, Check Out, Move or Dispose of the selected Item(s).
5. Use Reports to print available reports such as Chain of Custody.
1. From the Dashboard, select Add Widget.
2. Choose the pre-made Widget you want to add.
Additional Training Questions and Support
For additional training or support, please contact your Customer Success Manager. If you need additional assistance with a specific issue, please contact us at Support@trackerproducts.com.
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