Quick Reference

As an investigation progresses, case managers may need to update certain details in IntegrityCounts to reflect new information. Some fields can be edited, while others are permanently locked to protect the integrity of the original report.

Your original report is never changed. The description and details you submitted when you filed your report are part of the permanent case record and cannot be edited or removed by anyone.

What Can Be Edited

Fields that display a pencil icon can be updated by case managers with the appropriate permissions. These are operational fields that help organize and manage the investigation:

Field	What It Means
Location	The office, site, or region associated with the case
Department	The department related to the reported concern
Case Types	The category of issue being reported (e.g., Harassment, Fraud, Safety). Up to 3 can be selected, with one designated as the Primary Case Type. Case types can be added, changed, or removed as the investigation develops.
Priority	The urgency level assigned to the case
Status	Whether the case is Open, Pending, or Closed
Case Summary	A summary written by the case manager to capture key findings or context. This is separate from the reporter's original description.
Validation Type	The outcome determination (e.g., Substantiated, Unsubstantiated)
Action Type	The resolution action taken (e.g., Corrective Action, Training)

If a field has a pencil icon, it can be edited. If it does not, it is locked.

What Cannot Be Edited

The following are permanently locked once a report is filed. No user, including case managers and administrators, can alter these:

• Case description (reporter's narrative): The original account of events submitted by the reporter is permanent. This is the foundation of the case and is preserved exactly as it was written.
• Case number: Assigned automatically and cannot be changed.
• Report date: Reflects when the case was originally submitted.
• Activity log entries: Every action taken on a case is permanently recorded and cannot be modified or deleted.
• Messages: Once a message is sent (to the reporter or internally), it becomes part of the permanent record. Messages cannot be edited after sending.

How to Edit a Field

Step 1: Open the Case

From the Case Manager Dashboard, click on the case you want to update.

Step 2: Navigate to the Relevant Tab

Click Information in the left sidebar for operational fields (Location, Department, Case Types, Priority, Status) or Description for the case summary.

Step 3: Click the Pencil Icon

Click the pencil icon next to the field you want to change.

Step 4: Update and Save

Make your changes and click Save or the checkmark icon. The update takes effect immediately and is recorded in the Activity Log.

A Note About Messages to Reporters

Messages sent through the Message Reporter feature can be managed by the assigned case manager or backup manager. However, once a message has been delivered to the reporter, the content of that message is part of the case record. Any follow-up or correction should be sent as a new message to maintain a clear, transparent communication history.

Audit Trail

Every edit to case details is automatically recorded in the Activity Log with the name of the user who made the change, the field that was updated, and a timestamp. This ensures full accountability and provides a clear record for compliance and audit purposes.