Case Manager Dashboard: Your Guide to Navigating and Managing Reports in IntegrityCounts
Case Manager Dashboard
Now, let’s step into your case manager view—the heart of the IntegrityCounts system.
Upon login, you’ll see your dashboard: a table displaying submitted reports.
- Each row represents a case and includes sortable, filterable columns like:
- Case number
- Submission date
- Case type
- Status (pending, responded, closed)
- Assigned user
- Tags
- Priority level
- Days open
You can customize your view by:
- Adding or removing columns
- Sorting by report date, priority, location, or department
- Filtering for specific case types or statuses (e.g. “Pending”)
Click anywhere on a row to enter the case details.
Inside a Case
Inside a case, you’ll see all submitted information broken into categories:
- Information – location, department, anonymity, contact details
- Description – full case narrative and supplemental answers
- Attachments – any supporting files uploaded
- Case Summary – an internal field for your own notes or a quick synopsis
Tip: Fill in the Case Summary early. It helps you and your team skim and organize later, and it's available as a sortable dashboard column and exportable field.
You’ll also see:
- Message Reporter – a secure channel for anonymous dialogue with the submitter
- Internal Messages – notes only your team can see
- Investigation Team – where you assign internal investigators
- Activity Log – a timestamped history of every action taken
- Export Case – download a full password-protected PDF copy of the case and attachments