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Case Management Software: Leave No Case Behind

As investigators, you continue to be bogged down by increasing caseloads, looking for solutions to help you stay organized and make sure each case is received and attended to.

Posted by Joe Gerard on December 15th, 2010

As investigators, you continue to be bogged down by increasing caseloads, looking for solutions to help you stay organized and make sure each case is received and attended to. Case management software helps investigators address these issues in a number of ways. From mutli-channel case entry to automatic alerts, case management software ensures that no case is left behind – or forgotten. When a case is neglected or overdue, the consequences can be pretty severe. Here are a few ways case management software helps investigators stay on top and avoid the costly consequences of negligence:

1. Multi-Channel Case Entry

Email, hotline, verbal report to a supervisor, a written form – these are just some of the different ways allegations can be made in the workplace. With misconduct being reported in a number of different ways at various levels in your organization, how do you expect investigators to keep track of every allegation? Regardless of how an allegation is received, case management software pulls incoming cases into a single location where they are either automatically assigned to investigators or held in a queue for distribution. But, how will investigators know when new cases are entered? This brings me to my next point – alerts.

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2. Alerts

Receive notifications as soon as new cases are entered, when you are assigned new tasks and when due dates are near. Whether an incoming case is automatically or manually assigned to you, you will receive an alert letting you know that you are responsible for a new case. An alert comes in the form of an email. For example, when you are assigned a new case, the alert email will contain a link to the case you’ve been assigned to. Alerts can also be sent out for due dates related to the case. If a due date is missed, an escalation alert is emailed out to bring your attention back to the case to make sure the investigation runs accordingly. Investigation managers don’t have time to look at each case to make sure it’s progressing properly. Investigation managers can set up alerts to keep them informed of any inactivity to help them keep track of their investigative team.

3. Centralized System

Perhaps one of the largest benefits of case management software is that all cases and related information are stored in a single location, accessible at all times. As I mentioned above, incoming cases are sent to the same location for assignment, centralizing them so that nothing is left unattended. All of the activites included in the investigation can be stored in the case file. For example, evidence and other related files can be attached to the case file for quick and easy reference. This allows you to see which tasks you have completed and which ones remain outstanding. Making sure you investigate each allegation is just as important as completing an investigation on time.

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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