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For Case Managers
For Case Managers
How-to guides, reporting, insights, and FAQs for case managers.
FAQs
- How do I export all my case data?
- Who should I contact for invoices or renewals?
- What does the reporter see when they reply?
- How can I add or remove an attachment from a task?
- How can I view my profile?
- How do I reset my password?
- How can I change my language preference?
- How can I delete my personal data from IntegrityCounts?
- Does my name appear when replying to a reporter?
Automated Reporting
- What are Scheduled Reports?
- What types of reports are available?
- How do I create a scheduled report?
- How do I set filters for automated reports?
- Who has access to create reports?
- Are Scheduled Reports visible to other users?
- Who receives the scheduled report?
- How secure is the report?
- What if a Manager is implicated in a case but are set to receive a scheduled report that contains that case?
How-To Guides
- How can I export a report?
- How to Manage Columns in Case Manager
- How to File a Case by Proxy
- How to Use Case Manager Filters
- How to View Report Activity
- How to Share an Attachment with a Reporter
- How to Message a Reporter
- How to Save a Draft Question
- How can I create or edit a task?
- How do I restrict a manager from viewing a report?
- How do I assign an investigator to a report?
- How to Update Case Details and Information
- How do I close or change a case status?
- How to Send Internal Messages
- How to Add or Remove Tags
- How Do I Update a Case Type?
- Manage Report Attachments
- How to Export and Schedule Reports from Case Manager
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