Investigations: Import & Search Basics

Investigations: Import & Search Basics

Summary: Import investigations, avoid blank list lockups, and expose address data in WIP for investigations.

Quick answer

Use the investigations import to load cases; tests in the manual call out fixes for blank list lockups and improved WIP address display.

What you need

  • WinServe+ access
  • Appropriate role/permissions (as required)

Steps

  1. Open **Investigations Import** and select the source file; run the import.
    media/investigations-import-and-search-01.png

    [Insert screenshot for Step 1]

  2. If a blank list occurs on search, update to the current build with the lockup fix; rerun the search.
    media/investigations-import-and-search-02.png

    [Insert screenshot for Step 2]

  3. Use **WIP (Investigations)** to view addresses such as their file number and defendant address fields (per manual updates).
    media/investigations-import-and-search-03.png

    [Insert screenshot for Step 3]

Confirm it worked

Investigations cases import and display without lockups; addresses show in WIP as expected.

Troubleshooting

If import fails, verify file structure; if list lockups persist, update to the build referenced in the manual updates.

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