Whiteboard Wednesday: Find Information Quickly with Case Management Software

Sifting through piles of notes, evidence and other pieces of an investigation to find what you’re looking for can be time consuming- not to mention, frustrating!

Posted by Joe Gerard in on June 15th, 2011

Case management software takes the headache out of looking for case-related information.

Simplified Searching

One of the most popular features in our i-Sight case management software is the search function. The search feature allows investigators to search the entire database for the information they are looking for. Here are some of the different ways our clients use the search function:

Search the Entire System

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Everything you store in i-Sight – every case, attachment, etc., is fully indexed and searchable. All you have to do to find what you’re looking for is type in the keywords. When the results are listed, select the information you were looking for.

Search a Specific Field

Rather than searching through the entire system, narrow your search down to the field level. For example, you can search for someone’s last name using the last name field to find a match for the case you are looking for.

Filter Results

A result set containing one thousand case files might not be particularly useful to you. To narrow down the results, you can filter by case type, allegation type, date etc.


This feature allows you to cast a large net when searching in i-Sight and comes in handy when you’re not quite sure what you’re looking for – for example, the spelling of a name. Think of it as a “sounds-like” type of search. The broad nature of this function makes it easier for you to look at a wide range of results that will help you find what you’re looking for. For example, if you type in the word ‘Smith’, the results returned to you will contain variations of the word, such as ‘smitty’, “smit’, ‘smythe’, etc.

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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