Ensure the right people are kept in the loop – and nothing falls through the cracks
Create automatic alert notifications for case assignment or task assignment, reminders, follow-up tasks, approval requests, case inactivity and escalation of overdue cases and tasks to ensure proper management of investigations.
Workflow Rules to Optimize Case Management
Notifications/Case Assignment: Notify and assign new cases automatically to the appropriate investigator or group. Reminders: Create due dates for tasks with built-in email reminders. Inactivity Alerts: Notify managers automatically if there is no activity on a case for a specified number of days. Escalations: Set automatic escalation email notices to managers for overdue cases and actions. Approval Requests: Set notices for requesting or giving approvals. Fully customizable: Create any other business rule to help optimize your case management process.
Set to-do’s to remind investigative team members of tasks and deadlines and keep cases on track.
Case Status Alerts
Understand the status of any case, any time. Use alerts to notify you of changes in the status of a case to ensure cases are progressing as planned.
Assign cases automatically, based on user-defined rules, or on a case-by-case basis. Investigators are alerted when a new case is assigned to ensure timely follow-up.
“i-Sight offers critical automation and alerts that ensure every team member follows our desired process.”
Create new cases quickly and easily, collecting all complaints and case-related information from any intake stream into one central file.
Manage investigations with workflow rules that create a logical, structured process and all case information stored in one place.
Analyze investigation data using i-Sight’s powerful summary reports that provide in-depth information on trends and areas of risk.