This article will help you confidently navigate the Case Manager Dashboard, understand each column and feature, and manage reports effectively. You'll learn how to customize your dashboard, access full case details, communicate securely with reporters, and collaborate with your team—all while keeping investigations organized and traceable
 

Case Manager Dashboard:

New cases arrive with status Pending. Use dashboard controls to work efficiently:

• Sort by Report date, Days open, Status, or Priority.
• Columns to show/hide fields such as Case summary, Primary case type, Date of occurrence, Location, Tags.
• Filters to surface what matters (e.g., Status = Pending, Priority = Urgent, Location = Spain).

Select the case you wish to message:

Inside a Case 

When you open a case, you land on the Information tab by default. This is where you’ll see core metadata (organization, occurrence dates, report timestamp, location, department, reporter identity mode).

Tag training/test cases immediately (required for Part 1 continuation - How to Create a Test Case Using IntegrityCounts):

• On the Information tab, locate the small “+ Add tag” control directly beneath the tab title.
• Click it, type test case, and press Enter.

Why this matters:

• It clearly marks the record as a test for everyone who views the case.
• You can also add the Tags column to your case table view and filter/sort by it during cleanup.
  
• Use Tags to capture attributes that aren’t first-class fields—e.g., a facility name, vendor, campaign, or donor. Turn on the Tags column, filter by tag, and include tags in scheduled reports to track patterns.
   

Additional actions inside a case

• Description: reviewer sees the reporter’s narrative, individuals involved, and supplemental responses.

• Classification edits: use pencil icons to correct if necessary Location, Department, or Case type 

• Case summary: add a one-line, manager-authored synopsis (e.g., “Harassment allegation involving contractor during July; CCTV requested”). 
• Restricted Managers: implicated managers are automatically restricted; backup managers are notified. Restrictions can be removed by authorized users with a recorded audit trail.

• Message reporter: post a brief acknowledgement immediately. This reassures the reporter and automatically moves status from Pending to Responded. You can format text and attach files (e.g., policies).

• Sample acknowledgement:
  “Thank you for your report. We’ve received it and begun a review. You can check updates anytime using your case number" (e.g., IC84302 and password)

• Internal messages: confidential notes for investigative steps and decisions (timestamped; visible only to authorized internal users).

People, Roles, and Independence

• Investigation team: assign investigators; assignees receive an email with a direct case link.

• Roles:
  • Case Manager / Backup Manager — full visibility.
  • Investigator — only cases assigned to them (helps limit scope in larger teams).

Priority, Status, Outcomes

• Priority: use Urgent for high-risk safety/legal issues or strict deadlines; then filter by Priority for rapid triage.

• Status: some transitions are automatic (first acknowledgement → Responded; assignment → Assigned). Closing is manual and requires documenting:

• Report validation: Substantiated, Partially substantiated, or Unsubstantiated.
• Action type: e.g., Corrective action, Coaching/Training, Policy revision, Role change, Termination, Resignation, No action.
• Add concise closing notes to support downstream reporting and audits.

Activity Log, Attachments, Search, Proxy

• Activity log: a full audit trail of views, edits, messages, assignments, exports, and status changes. Filter by event type or user; export when required for legal files.

• Attachments: consolidated view of all files, regardless of upload point (intake, reporter messages, internal).
  Attachments uploaded below can only be viewed by the investigation team. To send a message to the reporter, attach directly to the message in “message reporter”.

• Search: find names/terms across cases; results show context (e.g., in “Individuals involved” vs. “Description”).

• File by proxy: create a case on someone’s behalf when they report directly to you; entries are labeled as filed by proxy for transparency.

Exporting Cases

• Export case bundles a summary PDF plus attachments in a password-protected archive. The password arrives in a separate email. Treat exported data with heightened care, especially when sharing outside your organization.

Email example:

Insights & Scheduled Reporting

Insights turns case data into visual dashboards. Set a time window—yesterday, last month, quarter-to-date, or custom—and review:

• Total cases and Case type distributions.
• Primary case type (one per case) vs. all linked types when multiple apply.
• Location and Department breakdowns.
• Anonymity and Source (online vs. proxy).
• Priority and Status snapshots.
• Aging (days open) 
• Outcomes (Report validation and Action type).
• Tags (custom tracking dimensions).

Generating Reports and Visualizing Data

You can generate and download data summaries through Insights.

To explore or report data:

1. On the top-right, click Generate PDF.

• The system will create a visual report reflecting your selected filters.

• You can choose between bar graphs and pie charts for each metric—such as number of cases by Type or by Location—and the chosen visualization style will appear in your PDF report.

2. The resulting PDF will include the graphs, counts, and insights exactly as they appeared on your screen when the report was generated.
 

Scheduling Insights Reports

While you can’t export cases, you can schedule analytical reports to be delivered automatically via email.

1. In Insights, after applying your filters (for example, filtering by Source and choosing Web and In-person), click Insights Report at the top of the page.

2. Select Schedule Report. The system will automatically carry over the filters you applied.

3. Give the report a name—for example, Monthly Report - Source Report.

4. Choose the frequency:

• Monthly (for instance, on the first of every month)
• Weekly, Daily, or Quarterly, depending on your needs.

5. Add your recipients:

• Internal recipients (managers, investigators)
• External recipients (such as compliance partners or auditors)

Note: If a manager who schedules a report is implicated in any case included in the report, they will not see that specific case in the generated report. This ensures conflict of interest protection.

6. Once the configuration is set, you can either click Schedule Report to activate it or Send Test Email to preview the format.

The scheduled reports will be delivered automatically to the chosen recipients at the defined cadence, containing your selected charts, filters, and metrics.

Notifications & Operational Rhythm

IntegrityCounts sends targeted email notifications so cases don’t slip through the cracks. The cadence and event coverage differ slightly for Managers and Investigators.

A. Manager notifications

Managers receive alerts for new work, aging risk, and key activity—except when they are implicated in a case (in which scenario they will not receive notifications for that case and will be restricted from it).

When you’ll be notified:

• New case (immediate): A notification is sent as soon as a case is logged, unless you’re implicated.
• Overdue cadence: If no action is taken after the new-case alert:
  • Day 3: Overdue reminder
  • Day 7: Overdue reminder
  • Day 21: Overdue reminder
    (These ensure new cases don’t go unnoticed.)
• Case restriction changes: When the restricted list is updated (e.g., a manager becomes implicated or a restriction is removed).
• Message activity:
  • Reporter posted a message
  • Investigator posted a message
  • Internal message posted by your teammate
• Assignment events:
  • Case assigned to an investigator
  • Case assignment changed (investigator reassigned)
• Status transitions: When a case status changes (e.g., Pending → Responded, Responded → Assigned, Assigned → Closed, etc.).

B. Investigator notifications

Investigators receive alerts for the cases they own or collaborate on, focusing on updates and team activity.

When you’ll be notified:

• Case updated: A general update notification when the case changes materially.
• Case restriction changes: When the restricted list is updated.
• Message activity:
  • Reporter posted a message
  • Another investigator posted a message
  • Internal message posted
• Assignment events:
  • Case assignment changed (e.g., newly assigned to you or reassigned among investigators)

Recommended rhythm to stay current

• Same day acknowledgement: Aim to acknowledge new cases on the day you receive the immediate alert.
• Work your reminders: Use the 3/7/21 reminders as backstops, not primary triggers. If you see a day-3 alert, prioritize that case.

Best-Practice Checklist

1. Acknowledge fast. Post an empathetic acknowledgement the day the case arrives.
2. Summarize early. Fill Case summary to make your queue scannable and your reporting meaningful.
3. Classify precisely. Keep Location, Department, and Case type accurate; insights depend on these fields.
4. Separate channels. Use Message reporter for external dialogue; reserve Internal messages for investigative notes.
5. Document outcomes. Record Report validation and Action type before closing any case.
6. Leverage tags. Track custom attributes you’ll want to filter or trend.