Generate a complete case record showing every action taken for that investigation
Case History and Audit Trail
Record of Activity
A complete case history with every action dated and time-stamped provides the documentation you need to show the courts and regulators that a thorough investigation was conducted.
The case audit trail shows:
- who made the change
- what change was made
- when the change was made
Add notes to any case file directly from the dashboard or from within the case. Notes are stored in chronological order for easy access and reporting.
Send and receive email directly from your case or forward an existing email string directly into the appropriate case file.
Create a complete case report, or investigation report, with one click, pulling all the case information from the case file into a pre-formatted investigation report template.
Track Time, Expenses and Recoveries
Track time, expenses and recoveries using the case file, which contains every activity related to the investigation, date- and time-stamped for reference.
“It’s an excellent tool for me because I don’t have to call that investigator any more to get an update on a case.”
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.