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How do I add Agencies and Agency Reps from the Receive Evidence screen?

If the ChainLinx Administrator(s) have given users the appropriate permissions, users will be able to add Agencies and Agency Reps from the Receive Evidence Wizard on the Agencies screen.

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If an Agency is not listed in the submitting Agency picklist, or an Agency Representative is not listed in the Agency Representative picklist, permitted users can click the orange plus (+) sign buttons next to the Agency (1) or Agency Representative (2) fields to add the information to ChainLinx.

Add an Agency

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After clicking on the orange plus (+) sign button next to Agency, the Agency Master window will open. The Agency Name and Agency Type fields are the only required fields on this form.

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After entering the appropriate information, click the OK button to save the Agency.

Of note, organizations can use the Dynamic User Interface in ChainLinx to add additional fields to the Agency Master form. Therefore, the Agency Master form may contain fields not seen in the images above.

Some fields, such as the City field shown in the image above, may have additional orange plus (+) sign buttons if the user has been given the appropriate permission(s). Click the button to add the additional list item's information and click OK to save, then click the OK button in the Agency Master window to save the Agency information.

Add an Agency Rep

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After clicking on the orange plus (+) sign button next to Agency Representative, the Agency Reps Master window will open. The Last Name and Agency fields are the only required fields on this form.

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After entering the appropriate information, click the OK button to save the Agency Rep.

Of note, organizations can use the Dynamic User Interface in ChainLinx to add additional fields to the Agency Reps Master form. Therefore, the Agency Reps Master form may contain fields not seen in the images above.

Some fields, such as the City field shown in the image above, may have additional orange plus (+) sign buttons if the user has been given the appropriate permission(s). Click the button to add the additional list item's information and click OK to save, then click the OK button in the AgencyReps Master window to save the Agency Rep information.

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