case management

Collecting reports is only the first step – how you handle and document that information is even more critical. We can help you successfully manage investigations and track trends across your organization with our highly adaptable case management system.

From initial notification to final resolution, this system allows users to manage their workload and generate a detailed log of due diligence – all in a single, centralized database.

Our system is highly customizable. You can even grant access to certain functions based on a multi-tiered hierarchy of users – you determine the rules. With this level of flexibility, you’ll know that sensitive information is protected and the right people and resources are dedicated to investigating cases.

Users of the case management system are automatically notified, via e-mail, of new cases, requests for actions from other users and other tasks critical to your case management program. The system also provides built-in task management capabilities that hold case managers accountable for the proper handling of investigations and track the life cycle of each case.

Advanced Case Management Functionality

• Secure Environment – Your information is protected by security measures similar to those utilized for online banking.
• Search Functions – Quickly and easily find the information you need by filtering on multiple factors, such as Investigator, incident type, due date and resolution status.
• Seamless Workflow – Cases are easily managed from receipt of a report through resolution and case closure.
• Assignment Notification – E-mail notifies you of a new case or a request for action from another user.
• Documentation – Add notes to the Case Log, upload supporting documents, send reminders to create an audit trail and document follow-up and closure activities.
• Reporting – Access Incident Reports and monthly management reports in real-time.
• Management Reports – Review performance in real-time through standard management reports and ad-hoc reports, or export data for analysis with other tools.

If you’d like to learn more about how EthicsLine can assist with your ethics and compliance needs, give us a call at 888-782-4769 or request more information.