Whiteboard Wednesday: Adding Cases to Case Management Software

Investigators need smart tools to help them conduct the best investigations. Case management software is a time-saving tool that helps investigators conduct thorough investigations and produce high quality investigation reports

Posted by Joe Gerard in on April 20th, 2011

Nothing is more precious to an investigator than time. Investigators need smart tools to help them conduct the best investigations. Case management software is a time-saving tool that helps investigators conduct thorough investigations and produce high quality investigation reports – without pulling their hair out of their heads. Starting with the case intake process, case management software helps reduce redundant tasks and the presence of duplicate investigations, take a look:

Decision Tree

Users will have to enter different information based on the type of incident being reported. The questions that will be displayed on the intake form will only be those that are relevant to the type of case being entered. For example, if an HR case is being entered, the fields displayed will be different from the ones shown for a corporate security related incident.

Auto-Populate Information

Enter cases faster – while maintaining accuracy. We can integrate with existing databases that house employee information. For example, if the user types in an employee number, the contact information in the database is pulled into the intake form on i-Sight so that you don’t have to waste time typing it in.

FREE Investigation Report Template

Prepare thorough, consistent investigation reports with our free report template.

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Eliminate Duplicates

Sometimes an employee might report a single incident in multiple ways. For example, they might call a company hotline, send an email to their boss and report the incident in person to their manager. The only problem is that this might lead to three separate investigations into one incident – not a very good use of time or money. Before a new case is submitted, i-Sight checks to make sure that there are no duplicate cases already in the system. If a similar case is found, the user will be alerted to take a look and make sure the new case isn’t a duplicate.

Categories

Investigators need to be on their game to conduct all-star worthy investigations and investigation reports. The information in an investigation report is extremely important and can be used to gain insight into an organization even after the investigation has wrapped.

At the intake phase, cases are categorized so that reports can be generated later on. When we start working with you to configure your case management solution, we make sure we know what types of reports you want. That way, we can categorize cases based on that information.


Joe Gerard
Joe Gerard

CEO, i-Sight

Spend my days showing off the i-Sight investigative case management software and finding ways to help clients improve their investigations. Usually working with corporate security, HR & employee relations, compliance and legal teams.

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