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How to Finalize a Case With KeepTrack™ Body Tracking
How to Finalize a Case With KeepTrack™ Body Tracking

Do you have KeepTrack™ body tracking as part of your Gather subscription? Here's how to finalize a case that's using KeepTrack™.

Chase Downs avatar
Written by Chase Downs
Updated over a week ago

If you've reached this article, congrats on finalizing most of the general details with your case in Gather! However, because you have KeepTrack™ body tracking as well, there are a few extra steps that you should take to fully close out a case that is being tracked:

  1. Complete all tracking steps for the case

  2. Finalize the tracking flow for the case

  3. Set the final location for the case

1️⃣ Complete All Tracking Steps For The Case

To complete all tracking steps, navigate to the case's 'Organize' page. Next, either select 'View Tracking Steps' or click on the QR tag icon in the top right of the case's profile picture.

Tracking steps that are already complete will be highlighted in green. Tracking steps that are incomplete are highlighted in grey.

2️⃣ Finalize The Tracking Flow For The Case

Once all tracking steps have been completed for a case, you will need to finalize the tracking flow itself. To do so:

  • Navigate to the case's tracking steps

  • Scroll to the bottom of the tracking step flow

  • Click on the 'Finalize' button

  • Complete the 'Finalize' step

Pro Tip: if you're not seeing the 'Finalize' step for a case, be sure to check that you've added the 'Finalize' step to the tracking steps for that case's specific WorkFlow on the backend in Gather.

3️⃣ Set The Final Location For The Case

In the 'Finalize' task from Step 2, you'll be prompted to move the case to its final location of disposition. Doing so will stop the tracking timeline for the case, lock the final location, and remove the case from your Digital WhiteBoard.

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