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MorTrack User Test Cases

Updated


This document is intended to walk you through the MorTrack application, starting with creating a case, dispatching a case, and picking up and delivering that case. Within each test case there may be additional steps to utilize more features and functions of MorTrack. The test cases will become more advanced with more ways to customize cases or handle specific and unique situations..


For these exercises, you will need the following:

  • Your Admin-level login for MorTrack
  • Familiarize yourself with MorTrack glossary of terms here
  • A computer/laptop with Google Chrome installed on it
  • Mortrack.app pulled up on that computer/laptop
  • An Android or iOS mobile device with the MorTrack mobile app installed on it.
    • Download the MorTrack to your mobile device
    • Log in to your MorTrack user account. There are several ways to do this:
  • 1) If you have a login badge, tap on the QR code button, then use your device camera to scan the QR code on your badge. You will then be prompted to enter your 4-digit login PIN.
  • 2) Tap on the “Sign in with Username” button, then use your email and password.
  • If the email for your MorTrack login is a Google or Apple account, you can use the Google/Apple sign-in button to proceed.

 

Test Case #1-1 - Creating a New Case & Adding an Entity:

This first case will cover creating a new Entity and new case. An Entity is a company (funeral home, county morgue, police department) that you handle decedent transport for. If your business is a funeral home, you will likely be your own Entity.

  1. Click on the MorTrack leaf in the top-left corner to expand the sidebar menu. From this menu, click on New Request.
  • On the mobile app, tap on the MorTrack leaf, then tap on Dispatch. From the Dispatch screen, tap on the New Request button.
  1. The New Request page is where you and any other Dispatch users can create new cases for the pickup and delivery of decedent. New cases can also be created in the mobile app, and the steps will remain the same.
  2. Case Information: This section is for entering the basic details of the decedent and selecting the funeral home handling the case. If you are a removal company, your Entities may be a variety of funeral homes. If you are a funeral home yourself, you may be your sole Entity, or, if you work with other funeral homes, you may have a variety of Entities as well.. For this case, we will create a new test Entity for you to use.
  • For the Representing field, let’s create a test entity named “MorTrack Funeral Home”. 
  • Since we are creating a new Entity, a field for Representing Main Email will appear. For this test, you can enter a fake email, such as “fakeemail@cairnstack.com”
  • For the Representing Contact, this is normally the name of the individual from the funeral home or entity that is sending you the case information. For our test, let’s enter “Michael MorTrack”.
  • The Phone can be the entity’s phone number or the number of the specific contact. If your dispatchers or removal techs had to contact someone for more information or questions, that number should be entered here. For Michael MorTrack, let’s enter (303)-862-3000.
  • Lastly, there is the Decedent Last Name and First Name. For any test cases in MorTrack, enter Test as either the first or last name so they are not billable. Let’s call this decedent Terry Test.
  1. Under the Place of Removal section, we’ll choose the pick-up address. 
  • Click in the Removal Location field, which connects to Google Maps data. If you type part of an address or a location name, you can select the address from the results listed and the address info will populate. For this test, try looking up a local hospital by its name.
  1. Generally, the Destination will be automatically filled in using the default delivery address for the Entity chosen in Step 3. Since we are creating a new Entity, we’ll have to enter a default address and save it for future use when creating new cases..
  • Click in the Delivery Location field and enter your own business address (adding this to the test won’t negatively affect your own future cases). 
  1. Now that we’ve entered all basic information, click on the Save button to create the case. If any required fields have been skipped, they’ll be highlighted in red. Now that the  case is created, we can move on to dispatching that case.

Test Case #1-2 - Dispatching a Case

Now that we have a case created, it can now be assigned to a removal tech. 

  1. Click on the MorTrack leaf in the top-left corner to expand the sidebar menu. From this menu, click on Dispatch.
  2. The Dispatch view will list case cards on the left and present a map view on the right. The map will display orange and blue pins, representing pick-up and drop-off addresses respectively. Removal techs that are logged into the mobile app will also be visible on the map. Please note, for this function to work correctly your removal techs MUST allow the app to use Location permission while using the application.  
  3. Click on the case card for Terry Test. This will expand the card to display more details.
  4. Click on the Assign Removal Tech button. A list of your removal techs will appear, with any removal techs who are logged in sorted at the top.
  5. The first removal tech you select will be designated as the Primary for the case, and anyone selected afterwards will be designated as Assist techs. For our test, select yourself as the Primary for this case.
  6. After making your selection, click on Save & Alert. If the removal tech is logged into the MorTrack mobile app, they will receive a push notification on their device for the new case.

Test Case #1-3 - Conducting the Pick-up and Delivery

Once a case is assigned, the removal technician will need to accept the case via the  MorTrack mobile app to handle the pick-up and delivery. If you haven’t already done so, please download the MorTrack mobile app from the Google Play Store or Apple App Store. Please note, for the map view to work correctly your removal techs MUST grant access to Location permission on their devices.

  1. After opening the app, log in with your MorTrack user account. There are several ways to do this:
    • If you have a login badge, tap on the QR code button, then use your device camera to scan the QR code on your badge. You will then be prompted to enter your 4-digit login PIN.
    • Tap on the “Sign in with Username” button, then use your email and password.
    • If the email for your MorTrack login is a Google or Apple account, you may be able to use the Google/Apple sign-in button to proceed.
  1. After logging in, you will see the Select Vehicle screen. If you provided us with a list  of your vehicles or created the vehicles yourself, those vehicles will be visible here. Tap on a vehicle to proceed.
  2. The Assigned Cases screen will list any active cases that are currently assigned to you. Tap on the case for Terry Test.
    • If you are expecting to see a case but it’s not listed, tap on the Refresh button in the upper-right corner.
  1. A map view will show your location and the pick-up and delivery addresses. You will have options to Accept or Decline the case. For this test, tap on Accept to proceed.
    • The Case Info button will become visible here. To see more info about the case, tap on this. 
  1. After accepting the case, the map will show your location and a route to the pick-up address. Note that the MorTrack mobile app does not offer turn-by-turn directions or take into account current traffic, construction, or accidents. Tap on Start to represent beginning your drive to the pick-up address.
    • After tapping Start, a pop-up for turn-by-turn directions will appear. If you tap Yes, your mobile device’s default navigation app (such as Google Maps, Apple Maps, Waze, etc.) will open and the pick-up address will be automatically entered.
  1. To represent arriving at the pick-up location for our test, tap on On Site.
  2. On the Verify ID step, you will have several choices to make:
    • Does Decedent have identification? - Let’s mark that Yes, Terry Test does.
    • Does ID agree with Decedent name? - Let’s choose Yes here too.
    • Method of Verification - For this, the options available may differ if you or someone on your team has edited these choices in the web app Settings section. If the default options are visible, let’s choose Coroner’s Office or their Authorized Personnel. Otherwise, any other option can be chosen.
    • After making those selections, choose the Next arrow to proceed.
  1. The Personal Effects screen will allow us to choose which belongings you will be taking into custody.Tap on a part of the body or category to view the options for Personal  Effects (P.E.). To add 1 of an item, tap on it once. Each subsequent tap will add 1 more. To reset a count to 0, do a long press on the icon.
    • For our test, add at least 1 article of clothing, then tap the Next arrow.
  1. For now, on the Personal Effects Review screen, let’s just verify the personal effects selected in the previous step are all listed. We’ll do more with this screen in a future test. 
    • Tap the Next arrow to proceed.
  1. The Review Documents screen will list any forms being generated for this case. The forms listed will be based on the selections made in the Settings section of the web app.
    • Tap the Next arrow to proceed.
  1. You will now need to obtain  a signature from the releasing party on the Approval Signature screen.
    • First, type in the name “Jane Test” for the Releasing Party Full Name.
    • For Title, let’s select Next of Kin.
    • Enter anything for the Phone Number.
    • Tap on the Signature Add button. You will then be able to write a signature using your device’s touch screen. Tap the Save button to save the signature.
    • You can add up to 10 signatures to a single case, though we’ll just do one today. Tap on the Next arrow to proceed.
  1.  Releasing Options has some optional steps involving the next of kin or releasing party. We’ll come back to these in a future test. For now, tap the Next arrow to proceed.
  2. The Receive to Vehicle screen represents when you are taking custody of the decedent and loading them into your vehicle. If there were multiple removal techs assigned to the case, this is where you would determine which tech will handle delivery. 
  • Since our test case only has one removal tech, go ahead and choose yourself, then  tap the Next arrow to proceed. 
  1. Now begins the delivery process. You will see a map view with some similar options.
    • Tap on Start to represent the beginning of your drive to the drop-off address. You will again be given an option to open a navigation app for turn-by-turn directions.
    • Tap On Site to represent arriving at the delivery address.
  1. There may be several different options on the On Site at Delivery screen. For now, let’s just tap the Next arrow to proceed.
  2. On the Release Case page, you can review the case information entered thus far. Tap on Release to mark the case as Delivered. You will then be taken back to the Assigned Cases screen to view cases.

 

Test Case #2-1 -  Creating a New Case with More Detailed Information

Now that you’ve gone through the basic elements of creating a case and running it through the MorTrack mobile app, our next test case will feature some more specific actions that go deeper into what MorTrack is capable of. Note that for some of these actions, a user with Admin or Manage access will have to configure the account Settings. If you don’t have those permissions, you may need help from someone else on your team to make sure the account is configured as needed.

In Test Case #1-1, we went over the minimum information needed to create a new case in MorTrack. In this new test case, we will go over how you can add more detailed information as options for the New Request page.

Pre-case Setup: Admins and Managers Editing Account Settings

  1. First, a user with Admin or Manage access will need to edit the account Settings. Click on the MorTrack leaf in the top-left corner to expand the sidebar menu. From this menu, click on Settings.
  2. On the right-hand side navigation tab, click on Case Request Options.
  3. These Request Fields are all options that you can enable by clicking on the toggle switch to the right of them. Once enabled, they will appear on the New Request page.
    • For now, please enable the following:
      • Contact Name
      • Contact Phone
      • Date of Birth
      • Date of Death
      • Next of Kin Name
      • Next of Kin Phone
      • Next of Kin Email
      • Next of Kin Relation
      • Optionally, feel free to enable any other options you might think are necessary or useful for your business
  1. To verify the options are enabled, go to the left sidebar menu, then click on New Request. The options enabled should appear there.

Starting Test Case #2-1

Since you’ve already created a case as part of Test Case #1, we will quickly skim past specifics on content we already covered. These instructions will provide more information on the topics we’re focusing on for this case.

  1. From the MorTrack sidebar menu, click on New Request.
  2. Under the Case Information section, fill out the following:
    • Representing: MorTrack Funeral Home
    • Representing Contact: Michael MorTrack
    • Phone: (303) 862-3000
    • Decedent Last Name and First Name: We still want to use “Test” so this case is designated as a test case in MorTrack. Let’s call this decedent George Test.
  1. The Place of Removal section will be our first section with new information.
    • Contact Name: This is the name of the person at the pick-up location, typically the point of contact your team could reach out to with questions. For our case, let’s enter Alex Test.
    • Contact Phone: The phone number for the Place of Removal contact. For Alex, let’s just enter (555) 555-5555.
    • Removal Location: For this, click in the Removal Location field, enter the name of a nearby hospital again, then select it from the list of results to populate the pick-up address information.
  1. Since we created the test entity “MorTrack Funeral Home” during the previous Test Case, the Destination will be auto-populated with the address used previously. For this case, we will leave the address as is.
  2. A new section will be present on the New Request page: Decedent Information. This  section is added because of the new options enabled in the account Settings. For now, we’ll add information for the two new fields:
    • Date of Birth: 01/01/1970
    • Date of Death: 12/31/2023
  1. Our last new section, Next of Kin, is also present because of the Next of Kin options enabled in the Settings section. Let’s fill them out for this case!
  1. Now that you’ve entered the case information with some additional details, go ahead and hit Save to create the case. 

Dispatching Test Case #2-2

In our first Dispatch test case, we covered assigning a case to a removal technician. In this test case, we’ll go over some of the other tasks you can do from the Dispatch screen, such as editing case information and adding notes with additional information. 

  1. From the MorTrack sidebar menu, click on Dispatch.
  2. In the Dispatch list of cases you should have the new case for “Alex Test” with the status of Created. Go ahead and click on this case card to view more information.
  3. Our first action here will be to edit case information. From the Dispatch screen, you can view current info for cases and also make updates and changes. To start editing case information, click on Edit Details.
  4. The case information will be displayed, and almost all of it can be edited and updated. Some information, such as Representing Company and Contact info, cannot be edited after the case progresses to the Assigned status. That is more the exception than the rule.
    • For our case, let’s say the decedent’s legal full name is actually “Alexander” instead of “Alex”. You can update this by clicking in the First Name field and entering the updated name.
    • Once you’ve updated Alexander’s name, click on Save Changes to proceed.
  1. Users can add notes to cases that can provide additional information about a case. If there are any unique details or information you would like to save for future reference, the Notes section is the place to add that.
    • While viewing the case details, click on View Notes and the bottom. The Notes section of a case contains both automatically created MorTrack system messages (which come up in a variety of situations, such as when the case is created, when a removal tech attaches photos to the case, and more) and user-created messages, like the one we’ll be making.
    • Click on Add Note to create a new note. Notes are visible to all Admins, Managers, Dispatchers, and any Removal Techs who are assigned to the case.
    • For this note, let’s say “Test created to practice using MorTrack.” Then click the green Save button to save the note.
  1. After adding a note to the case, go ahead and assign yourself (or another user who will be working on the following test case) as the Primary removal tech for this case.

Test Case #2-3 (Removal Techs)

In Test Case #1, we went over the basics of using the MorTrack mobile app for pick-up and delivery of a decedent. In this Test Case, we will go over some additional functions that can be used by removal technicians while they are working on a case. We will look at editing case information, adding new notes, and adding photos to a case.

  1. Open the MorTrack app and log in (via email + password, login badge, or Google/Apple account).
  2. On the Vehicle Selection screen, select your preferred vehicle.
  3. The test case for Alexander Test should be listed on your Assigned Cases screen. Tap on it to view the case information.
  4. Before choosing to Accept or Decline the case, tap on Case Info. This displays more information about the case, such as the funeral home being represented, if any other removal techs are also working on the case, and details if there is family present at the pick-up address.
    • Note that Case Info is available to view during most steps of the removal process, so the options we cover below can be used during later steps as well.
  1. An option for Edit Case Info should now be visible. Tap on it to edit most information about the case. Some information, such as which funeral home is being represented, is not editable from here, but most details can be corrected. 
    • Let’s say the Date of Death for Alexander is incorrect and should actually be 01/01/2024. Tap on the Date of Death to change it, then tap on the Save button to proceed.
  1. Tap on Add New Note to add more information that will be permanently saved to the case. You can add detailed info about any unexpected circumstances during removal, the state of the decedent, or more. Notes cannot be deleted from a case.
    • For this note, let’s add info related to the drive to pick up the decedent: “Unexpected rainstorm. Will arrive roughly 15 minutes later than expected.” Tap Add to save the note.
  1. Once you are done viewing the case information, tap on Hide Case Info to minimize it. Tap on Accept to accept the case and proceed.
  2. For the Verify ID step, make the following selections:
    • Does Decedent have identification?: Yes
    • Does ID agree with Decedent name?: Yes
    • Method of Verification: Choose any option available
    • Tap the Next arrow to proceed.
  1. Let’s add at least three Personal Effects for this case.
    • Tap on Head.
    • You will see a list of various personal effects. Tap on Yellow Earring twice to add 2. 
    • Tap on Necklaces, then tap on Yellow Metal Necklace to add 1.
    • Tap on the Checkmark button in the lower-right to finish adding P.E. for now.
  1. You can take photos or upload photos from your device and attach them to the case. Tap on Misc P.E./Photo. Misc P.E./Photos can be for attaching photos of personal effects, documents, or any other relevant images.
    • Tap on Upload New Photo.
    • When you add a photo, the following will be required:
    • Photo Name: Used for the filename of the uploaded photo. For our test, enter “Alexander-personal-effects”.
    • Section: Indicates which step of the removal process the photo is related to. This option should automatically select the correct option based on the step you’re currently on. Leave the Section as Misc. P.E.
    • From here, you can add a photo to the case in two ways:
      • Add from Gallery: Allows you to select an image file that is already saved to your device gallery. Note that the app can only access whichever files you specifically choose to upload.
      • Take a Photo: Use your device camera to take a photo and add to the case.
  1. Choose to Add from Gallery or Take a Photo to add an image, then click Save.
  2. That completes the new content for this Test Case. Once you’re back to the Personal Effects screen, you can proceed through the remaining steps as you have already done in the previous use case. If you need a reminder on these steps, refer back to Test Case #1.

 

Test Case #3 - Manually Entered Cases (MECs)

In our previous MorTrack test cases, we covered creating cases and assigning them to removal technicians for removal and delivery. However, there may be instances in which you need to create a case for a decedent, but don’t need a removal tech to go through the removal process in the mobile app. Some instances where this may be applicable are:

  • The decedent was directly delivered or handed off to your facility
  • You already delivered the decedent before the case was entered into MorTrack

In these instances, a feature you can take advantage of is our Manually Entered Cases setting. When enabled, your Dispatch users can create manually entered cases (or MECs), which are cases that are immediately marked as Delivered as soon as they are created. If you are a funeral home or cremation facility, you might create an MEC to add a decedent case to your account, then move that Delivered case to Internal to represent taking custody of them.

Manually Entered Cases differ from normal cases in that they require some mandatory information: Pick-up Time, Pick-up Date, Delivery Time, and Delivery Date. Note that MECs will not have 100% accurate timestamps for when the decedent was picked up or delivered, and will use whatever pick-up and delivery times and dates are entered.

Before we create a new test case, a user with Admin or Manage access will need to enable MECs in the Settings menu.

  1. From the MorTrack sidebar menu, click on Settings.
  2. In Settings, go to the Manually Entered Cases section.
  3. Click on the switch to enable MECs.

Once MEC is enabled, we can begin to create one on the New Request page:

  1. Click on the MorTrack leaf in the top-left corner to expand the sidebar menu. From this menu, click on New Request.
    • On the mobile app, tap on the MorTrack leaf, then tap on Dispatch. From the Dispatch screen, tap on the New Request button.
  1. A new button, Manually Enter Case, should be visible. Click on it to begin creating an MEC. Required fields will change from being colored orange to blue. Let’s enter the basic case information to start.
  2. Case Information:
    • Representing: MorTrack Funeral Home
    • Representing Contact: Michael MorTrack
    • Phone: (303) 862-3000
    • Last Name: Test
    • First Name: Alan
  1. Place of Removal - Here, you’ll see the first change with MEC enabled. When creating an MEC, Requested Removal Date and Requested Removal Time will be replaced by Manually Entered Removal Date and Manually Entered Removal Time, and these will be required fields. In these, you would enter the approximate date and time when the decedent was picked up by your team.
    • Manually Entered Removal Date: Any past date will work. Let’s enter 01/01/2024 here.
    • Manually Entered Removal Time: The time the decedent was picked up. Let’s enter 11:00 am.
    • Removal Location: Use a local hospital’s address for this case.
  1. Destination - Like the above, a MEC will require a Manually Entered Delivery Date and Manually Entered Delivery Time. These represent the time when the decedent arrived at the delivery address, whether that’s your own funeral home, their final resting place, or another location.
    • Manually Entered Delivery Date:  Let’s say Alan Test was delivered on 01/01/2024 as well.
    • Manually Entered Delivery Time: Let’s enter 12:00 pm.
    • Delivery Location: This should be automatically filled with the address associated with MorTrack Funeral Home.
  1. Now click Save to save and create the MEC. 
  2. Navigate to the Dispatch page. The case for Alan Test should be visible, with a status of Delivered.

Test Case #4 - Canceling a Case

The previous MorTrack Use Cases have demonstrated how to create decedent cases and move them through the mobile app and deliver them. In this case, we will go over how you can cancel a newly created case, and we will go over when cases can be canceled.

A case might be canceled in MorTrack due to a change in circumstances whereby your team will not be taking custody of the decedent named in the case. This might occur if the family changes their mind, or the medical examiner is not ready to release custody.

Please note, once a case is canceled, it cannot be edited or assigned to a removal tech for transport. Users can still add notes to the case for detailing more information or re-open the case if needed, which is demonstrated below in this Test Case..

To cancel a case, we will first need a new test case to start with. Using the practice from previous Test Cases, try creating a new request on your own. As a reminder, you’ll need to do the following:

  1. Navigate to the New Request page.
  2. Input Case Information
    • Representing Company (for these test cases, you can still use “MorTrack Funeral Home” entity)
    • Representing Contact
    • Phone
    • Decedent Last Name (Remember to enter Test as either the first or last name to designate this as a test case)
    • Decedent First Name
  1. Designate a Place of Removal
  2. Enter a new Destination address or use the default associated with the Representing Company from Step #1.
  3. If you want to enter anything in addition to the basic, essential data, you may do so. Once you are ready, Save the case and navigate to the Dispatch screen to proceed.

Canceling and Re-opening Cases

  1. Navigate to the Dispatch page.
  2. Select the newly created test case.
  3. Scroll to the bottom of the case information. At the bottom will be a “Cancel Request” button.
  4. Click on the “Cancel Request” button. Before the cancellation can be completed, you do have to enter some text to describe why it is being canceled. Enter “Test case.” or any other reason, then click on “Confirm Cancel” to proceed.
    • After a case is canceled, the “Re-open Case” button will appear in place of the “Cancel Button”. You can use this to re-open any canceled cases, 

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