The Incident module manages single events, which are often handled and resolved by a single officer, such as a workplace accident—while it may require several forms and input from others, detailed or protracted investigation is not generally required. When an event presents a more complex scenario (e.g. suspected internal theft), a formal investigation may be conducted via Case Management. A formal investigation (case) differs from an incident report in that:
§ An investigation may be related to several incidents, persons or events within the case
§ Significant cost may be involved (cost of investigation)
§ Significant risk or losses may result from the event
§ Multiple individuals (investigators, outside parties) may be involved
§ More detailed information is gathered throughout the investigation stages (witness, police reports)
§ Task management is required for investigator task assignment and tracking
§ Costs must be tracked for investigators' time and related costs such as use of outside agencies.
The Case Management module provides a user-friendly environment to collect related data and to manage the complete investigation cycle.
Each case is only accessible by individuals who are assigned as a resource on the case, and their permissions depend on the role they are granted on the case (e.g. Case Manager, Investigator, View only, etc.). An individual may have different roles on different cases. A Case Manager can change any resource to a different role; other roles can only change lower-level resources.
For sensitive investigations, the resource's identity may be protected in reporting by using an alias.
For information about manipulating the records in the grid, see Sorting and Grouping Records, Filtering Records, Searching for Records, or Using the iTrak Grid Functions as appropriate.
The total number of cases is shown in the bottom right corner.
Colour-coding:
Orange |
Open |
Light Green |
Closed - cannot be edited unless reopened |
Dark Green |
On Hold pending further information |
Grey |
Archived - cannot be edited or status changed |