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• View reports from all intake sources on a central, configurable report list; enter new reports for information received internally; manage case loads by filtering and sorting the report list by date, status, priority, or location, for example.
• Review initial and follow-up report details, view files attached by the reporter, and submit non-English reports for translation (authorized users only).
• Respond to and request additional information from reporters; enter responses in English or in the reporter’s language, or submit English responses for translation (authorized users only). Responses entered through the Case Management system are immediately available for retrieval by reporters, whether they follow up online or by telephone hotline.
• Assign Case Manager and Case Investigator roles per case; make multiple assignments per case; use the assignment indicator to track progress of individual assignments; automatically assign users to cases that they enter in the system.
• Document case investigation and resolution details, and attach related documents; generate PDF versions of case details.
• Track case progress using case status; receive e-mail notification of case activity; view comprehensive audit trail of case updates; archive closed cases.
• Search for reports using the flexible search function to select criteria and output fields, navigate to individual reports from the results list, download results list to a spreadsheet for additional formatting and analysis.
• Analyze report counts and trends using a set of pre-built charts and graphs; set filters, view summary data, and click through to supporting detail; print management-ready reports that include titles, charts, filters, and summary data; download summary report detail to a spreadsheet.

Enhanced Case Management

To accommodate the investigation of large numbers of reports or complex investigation protocols, the EthicsLine Expert level of Case Management service facilitates added customization through additional case detail fields and an executive summary, features for advanced workflow management, and self-service case field configuration. In addition to all of the functionality provided with our Essentials level of Case Management, the Expert level of Case Management will allow you to:

• Manage case timelines with case due dates and automatic due date reminders; manage case tasks by task owner and task due date
• Track case progress and case review with custom status values; monitor performance by number of days open and total number of days to close; allow cases to be edited after they have been closed without affecting the number of days open
• Create standard response text for responding to reporters consistently
• Document specific actions taken by party name and date
• Configure visibility and use of standard case fields by user level, customize field names and selection values, specify required fields; create custom fields for collecting additional case information; display custom fields on the report list
• Flag related cases; flag cases as significant, legally privileged, or reportable to audit
• Assign lead roles in cases with multiple Case Managers and Case Investigators; reassign a user’s cases in bulk
• Create user templates to simplify user setup and apply permissions consistently and efficiently; create work groups for filtering long lists of users available for assignment