How to Send Internal Messages
Quick Reference
Internal Messages in IntegrityCounts allow case managers and investigators to communicate privately about a case. These messages are never visible to the reporter. Use them for investigation notes, team coordination, and documenting decisions.
| Message Reporter | Internal Messages |
|---|---|
| Visible to the reporter | Visible only to case managers and investigators |
| Used for follow-ups and acknowledgements | Used for investigation notes and team discussions |
| Think: talking to the reporter | Think: talking about the case |
How to Send an Internal Message
Step 1: Open the Case
From the Case Manager Dashboard, click on the case you want to add a note to.
Step 2: Navigate to Internal Messages
Click the Internal Messages tab in the left sidebar of the case view.
Step 3: Write Your Message
Type your message in the text box. You can use the formatting toolbar for bold, italic, bullet points, and numbered lists. You can also attach files using the attachment icon.
Step 4: Send
Click Send. Your message appears in the internal thread with a timestamp and your name.
Who Receives Notifications?
When you send an internal message, all managers and investigators assigned to the case receive an email notification prompting them to log in and view the message. Notification preferences can be managed in each user's account settings.
The reporter is never notified about internal messages.
Saving a Draft
If you need to step away before finishing your message, click Save Draft instead of Send. Your draft will be saved and you can return to it later. Drafts are visible only to you until sent.
For more on drafts, see How to Save a Draft Question.
Best Practices
- Document as you go. Use internal messages to record interview notes, evidence findings, and decisions as they happen. This creates a built-in audit trail.
- Be specific. Include dates, names, and action items so other team members can pick up the investigation without needing verbal context.
- Never use Internal Messages for reporter communication. If you need the reporter to see your message, use Message Reporter instead.
Key Takeaways
Internal Messages are your private investigation channel. Use them to document progress, coordinate with your team, and build an audit trail. The reporter never sees these messages. For reporter-facing communication, use Message Reporter.