Help Center

Back to home

Help Center

Case Manager

Case Manager

Helpful articles for how to use case management tool.

Demonstration – Case Manager

FAQs

How can I export a report?

How to Manage Columns in Case Manager

How to Use Case Manager Filters

How to File a Case by Proxy

How to Save a Draft Question

How to Share an Attachment with a Reporter

How to Message a Reporter

How to View Report Activity

How do I export all my case data?

See more

Task Assignment

How can I create or edit a task?

How can I add or remove an attachment from a task?

How do I assign an investigator to a report?

How do I restrict a manager from viewing a report?

How to Update Case Details and Information

How to Add or Remove Tags

How do I close or change a case status?

How to Send Internal Messages

See more

Manage your Account

How to Sign in to IntegrityCounts

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?

Manage Report Attachments

How Do I Update a Case Type?

See more

Insights

How to Use Insights

How to Export Your Insight Report

Automated Reporting

Demonstration - How to Use 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?

See more