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Perspective Editions
Getting Started
Accessing Perspective
Log Off
User Interface
Main System Components
User Privileges and Access Rights
Quick Find Tool
Custom Search Feature
Maps
Features
Incidents
Activities
Dispatches
Tooltips
Exiting Perspective
Changing Your Password
Shortcut Keys
Dashboard Settings
Dashboard
User Interface
Charts
Assignments
Data Forms
User Interface
Navigating Data Forms Overview
Activities Form
Incidents Form
Cases Form
Items Form
Persons Form
Organizations Form
Vehicles Form
Common Record Functions
Manage Record Views
Display All Records in the Listing Pane
Access a Saved Record View
Create and Save a New Record View
Edit an Existing Record View
Import a View
Email a Record View
Delete a Record View
Select a Record from the List
Enter and/or Edit Record Data
Incidents
Create a New Incident
Indicate Which Authorities Have Been Notified of the Incident
Flag the Incident
Note General Details of an Involved Person
Add the Involved Person’s Clothing Details
Record the Involved Person’s Sustained Injuries
Flag the Involved Person
Note General Details of an Involved Organization
Log the Involved Organization’s Response to the Incident
Note an Action Request Sent to the Involved Organization
Add Losses and Recoveries Associated with the Involved Organization
Add Losses and Recoveries Associated with an Involved Entity
Note General Details of an Involved Vehicle
Add Losses and Recoveries Associated with the Involved Vehicle
Note General Details of an Involved Item
Add Losses and Recoveries Associated with the Involved Item
Summarize an Incident or a Case
Attach a File to a Record
Link the Incident to an Activity
Link an Incident to Another Incident
Link an Incident to a Case
Record Losses Involved in an Incident and View Their Summary
Note General Details of an Investigation
Assign an Investigator to an Incident’s Investigation
Summarize an Incident’s or a Case’s Investigation
Log Investigative Tasks and Expenses
View an Incident’s Key Investigative Data Summary
Document Investigation Interviews
Track Investigation Evidence
Set the Security Controls and Status of a Record
Define Which Workgroups Can Access a Record
Describe the Incident’s Causes and Consequences
Document a Record-Related Review
Give a Record-Related Assignment to Another User
Track Changes Made to a Record
Cases
Create a new Case record
Assign an Investigator to a Case’s Investigation
View All Case’s Involvements
Summarize a Case or an Incident Linked to a Case
Attach a File to a Case Record
Link an Incident to a Case
Link a Case to Another Case
View a Summary of Losses Involved in a Case
View Key Investigative Data From a Case’s Linked Incidents
Summarize a Case’s Investigation or the Investigation of an Incident Linked to a Case
Log Investigative Tasks and Expenses for a Case or an Incident Linked to a Case
Document Investigation Interviews for a Case or an Incident Linked to a Case
Track Investigation Evidence for a Case or an Incident Linked to a Case
Control a Case Record’s Processing Options
View a Quick Summary of a Case’s Key Data
Case Summary
Investigation Summary
Involvement Summary
Loss Summary
Track Changes Made to a Case Record
Activities
Create a New Activity Record
Record an Officer’s Response to an Activity
Record an Organization’s Response to an Activity
Note an Action Request for an Activity
Identify All Persons Involved in an Activity
Identify All Organizations Involved in an Activity
Document All Vehicles Involved in an Activity
Identify All Items Involved in an Activity
Attach a File to an Activity Record
Link an Activity to Another Activity
Link an Activity to an Incident
Control an Activity Record’s Processing Options
Define Which Workgroups Can Access the Activity Record
Review the Standard Operating Procedures for the Activity Record’s Specifications
Give an Activity-Related Assignment to Another User
Track Changes Made to an Activity Record
Escalate an Activity Record to an Incident
Items
Create a New Item Record
Import Record’s Settings from the Gateway
View Record’s Incident Involvements
Attach a File to an Item Record
Set the Security Controls and Status of the Record
Define which workgroups can access the record
Track Changes Made to an Item Record
Persons
Note General Details of the Person
Record the Person’s Pieces of ID
Identify the Person’s Unique Features
Document the Person’s Trespass Details
Track Changes Made to a Person Record
Flag the Person
Record Contact Information
Link a Record to a Person
Link a Record to an Organization
Link a Record to a Vehicle
View Person’s Incident Involvements
Attach a File to a Person Record
Set the Security Controls and Status of the Person Record
Define Which Workgroups Can Access the Person Record
Organizations
Create a New Organization Record
Record an Organization's Contact Information
Link an Organization to a Person
Link an Organization to Another Organization
Link an Organization to a Vehicle
View Organization’s Incident Involvements
Attach a File to an Organization Record
Control an Organization Record’s Processing Options
Track Changes Made to an Organization Record
Vehicles
Create a New Vehicle Record
Link a Vehicle to a Person
Link a Vehicle to an Organization
Link a Vehicle to Another Vehicle
View Vehicle’s Incident Involvements
Attach a File to a Vehicle Record
Set the Security Controls and Status of the Vehicle Record
Define Which Workgroups Can Access the Vehicle Record
Track Changes Made to a Vehicle Record
Merge Records
Construct a Visual Link Chart for a Record
Analyze and Report
Analysis Expert
User Interface
Navigating Data Forms Overview
About Operators
Create a Query Category
Query Design Process
Create a Query
Specify Query Criteria
Save a Query
Edit a Query
Clone a Query
Share a Query
Delete a Query
Execute a Query
Track Query Runs
Working with Query Results
View Query Results
Search for Specific Data in Query Results
Group Query Results by a Field
Perform Calculations on Query Results
Export Query Results
Print Query Results
Access Records in Query Results and Print Reports
Construct a Visual Link Chart From Query Results
Chart Query Results
Analyze Results
Table
Data Chart
Pie Chart
Reports
User Interface
Types of Reports
Administrator Only
Detail Reports
List
Lookups
Summary Reports
Creating a Report
Custom Reports
User Interface
Custom Report Design Process
Create a Custom Report
Save a Custom Report
Edit a Custom Report
Clone a Custom Report
Share a Custom Report
Delete a Custom Report
Execute a Custom Report
Report Designer
Insert a Company Logo into the Report
Insert the Table for the Product List
Add a Title to the Report
Format Table Fields
Display a Preview of the Report
Add a Page Number
Choose a Page Layout
Zoom
Status Line
Ribbon
Mini-toolbar
Default Settings for Font and Frame
Create a Professional Table
Use Advanced Features with the Report Structure
Practice: Define the Report Structure Correctly
Modify Fields and Columns
Define Multiple Line Layouts
Define Column Contents
Define Group Lines
Table Layouts
Creating Charts
Create a Crosstab
Create a Crosstab Object
Define Groupings
Define Cell Properties
The Layout Option and Wrapping Behavior
Special Functions
Gateway
User Interface
Incidents
Items, Persons, Organizations and Vehicles
DispatchLog and Dispatch
Visual Analysis
Use Visual Analysis to Build a Link Chart
Access Visual Analysis
Create a Link Chart
Use IBM i2 ChartReader to Manipulate Your Link Chart
Transfer Your Link Chart into IBM i2 ChartReader
Additional IBM i2 ChartReader Resources
Appendix A: Dashboard Chart Types
Appendix B: Text Editor Navigation
Narrative/Summary/Interview tab
Import/Export tab
Tools tab
Spelling tab
Additional Send Message options
Appendix C: Data Field Types
Yes/No Fields
Date/Time Fields
Lookup List Fields
Number Fields
Pick List Fields
Multi-Line Text Areas
Calendar
Appendix D: Chart Wizard
Chart Type
3D
Appearance
Series Data
Axes
Legend
Point Labels
Chart Title
Finish
Glossary
Technical Support
Resolver
Access a Saved Record View
Accessing Perspective
Activities
Add Losses and Recoveries Associated with the Involved Entity
Add Losses and Recoveries Associated with the Involved Item
Add Losses and Recoveries Associated with the Involved Organization
Add Losses and Recoveries Associated with the Involved Vehicle
Add the Involved Person's Clothing Details
Attach a File to a Record
Cases
Changing Your Password
Common Record Functions
Create a New Incident
Create and Save a New Record
Dashboard
Assignments
Charts
User Interface
Dashboard Settings
Data Forms
Navigating Data Forms Overview
User Interface
Delete a Record View
Display All Records in the Listing Pane
Edit an Existing Record View
Edit and/or Edit Record Data
Email a Record View
Flag the Incident
Flag the Involved Person
Import a Record View
Incidents
Indicate Which Authorities Have Been Notified of the Incident
Items
Link an Incident to a Case
Link the Incident to an Activity
Log the Involved Organization's Response to the Incident
Logging In
Main System Components
Administration
Analyze and Report
Dashboard
Data Forms
DispatchLog
Gateway
Manage Record Views
Note an Action Request Sent to the Invovled Organization
Note General Details of an Involved Item
Note the General Details of an Involved Organization
Note the General Details of an Involved Person
Note the General Details of an Involved Vehicle
Organizations
Persons
Record Losses Involved in an Incident and View Their Summary
Record the Involved Person's Sustained Injuries
Select a Record fro mthe List
Shortcut Keys
Summarize an Incident or a Case
User Interface
User Privileges and Access Rights
Vehicles
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Reports
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Lookups
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Lookups
·
Business Unit Hierarchy
:
Lists all combinations of lookup list values for the four-tier business unit rollup.
·
Class Hierarchy
: Lists all combinations of lookup list values for the four-tier class rollup.
·
Lookup List
: Lists all System English values for the selected lookup list, as well as their alternative labels in other languages.
·
Organization Hierarchy
: Lists all combinations of lookup list values for the four-tier organizational rollup.
·
Site Hierarchy
: Lists all combinations of lookup list values for the four-tier site rollup.
