Frequently Asked Questions
What is the origin of the Case Management and Tracking System (CMTS) product?
Through our work with government clients, we discovered that some federal organizations were still using outdated methods for managing their case workload. Investigators were overloaded with cases, and access to key decision data was slow. This presented an IT opportunity, where a problem clearly needed a solution. Read more about the origins of CMTS.
What distinguishes the CMTS product from other case management and tracking software?
CMTS is an industry-specific product offering affordable investigative efficiency through a configurable, web-based reporting solution. It allows each agency to customize dropdown windows to match their individual organizational workflows and business rules—all at a much lower total cost of ownership.
Is CMTS available on the GSA Schedule?
Yes, CMTS is available on the GSA IT Schedule 70 for purchase by federal, state, and local organizations.
Will I need to increase or create a significant IT support staff to maintain the system?
No. CMTS can be supported by your current system administrators with very little additional training, or by our staff if desired.
Can I access the case tracking system at any time, day or night?
Yes, if you can access your organization’s network, you can safely and securely log into CMTS 24/7. This ensures you have uninterrupted access to critical tools and information whenever you need them, whether you're working in the office, remotely, or on the go.
How long does it take to configure and install CMTS once the contract is signed?
Installation can be completed as soon as schedules align. We work closely with clients to ensure timely configuration and setup, typically within 60 days.
Can the CMTS system be configured to meet my workflow requirements?
Absolutely. CMTS is designed to be configurable to match your organization’s specific workflows and business processes. Our dropdown menus are editable, and we can modify system behaviors to meet your needs.
Will CMTS require a dedicated server?
No. CMTS can be installed on your existing server and is designed for seamless integration into your investigative organization. We also offer Cloud Hosting options. Contact us to discuss technical specifications or Cloud Hosting.
Can I produce ad-hoc reports on demand?
Yes. CMTS is highly versatile, allowing you to generate ad-hoc reports in minutes, with multiple formats available for your convenience.
Am I able to conduct individual and specific investigation or case searches within the CMTS system?
Yes, you can search by automatically assigned case numbers, investigator, initiator, open or closed status, and case name if known. The advanced search feature expands your options to nearly every field in the system.
Can I perform advanced searches based on multiple investigator inputs?
Yes, the data is correlated between Primary Investigators/Auditors and Alternate Investigators/Auditors, allowing you to search across multiple inputs with ease.
What kind of case number tracking system is provided?
Case numbers are assigned automatically in sequence by fiscal year, starting from 1. Each initial case file (e.g., hotline, email, or phone call) can later be turned into a full investigation, each with its own unique tracking number.
Is there a correlation system embedded within the software?
Yes, CMTS includes a built-in correlation system. For example, if Joe Smith is also listed as Joseph Smith in another case, the system makes that correlation. It also identifies connections like maiden and married names, helping you narrow down searches for specific files.
Can I do a case search based on person, case number, or investigator/initiator?
Yes, CMTS allows you to search by person, case number, investigator, and initiator. This is just one of many search features offered in our investigative case management system.
Is the system modifiable based on my organization’s use of regulatory guidance?
Yes, CMTS is highly flexible and can be modified as your organization grows or changes. It includes a specific dropdown window for regulatory data, and can be tailored to meet your organization’s specific regulatory requirements.
Are there restrictions on who has access to sensitive data?
Yes, CMTS was built with security in mind. It includes a robust system of access restrictions that allows you to control who can view sensitive data. You can also limit access to individual cases on a by-name basis if needed.
Is there an automated notification process for open and/or closed cases?
Yes, CMTS can be linked to your email server to provide automated notifications for case assignments, status updates, closures, and more. As part of the implementation process, you choose which notifications you’d like to receive.
Is training offered for my staff?
Yes, we offer both on-site and web-based training to ensure your team is equipped to manage the system effectively.
How can I get a demo of the latest version of CMTS?
We’d love to show you! Visit our Contact Us page to schedule a free demo and talk with our professionals about case management.
Can I see a video of the case management product before scheduling a live demo?
Yes! You can watch our quick online tour videos of the CMTS system on our Demo Videos page.
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