This video tutorial discusses creating, editing and setting up the system for the types of cases you work.  There is also a great text resource below that details the case type feature and options

Case Types will be the variable that builds your unique investigation business. Whether you’re running one department within an organization, or building a multifaceted investigation business, the Case Types will allow you to organize, manage, and deliver as much, or as little information as your investigation requires.

Case Types join and arrange several different modules to capture unique data for each investigation. When entering a new assignment, the end user will have the ability to select which Case Type they want to use to create the assignment. Based on what Case Type is selected, this will determine the information collected using the case entry wizard.

Prior to entering your first case, you’ll have the ability to configure information you want to capture on each individual case type. If you manage investigations in a human resources environment, you may only have one case type, maybe HR Investigations. Conversely, you may be managing a large private investigation business that specializes in various different types of investigations, such as, domestic assignments, insurance related assignments, and maybe criminal investigations. In that case, you may want to build your business by using three case types, Domestic Investigations, Insurance Investigation, and Criminal Investigations.

Let’s look at your business. What types of assignments do you accept in your profession? Is it just one type, or do you have various departments performing investigations in different scopes and specialties?

The best way to create a Case Type is to write down the investigation disciplines your business focuses on, keeping in mind, highly specialized investigation businesses or corporate departments, such as risk management departments, human resource departments, SIU departments, etc. may have only one or just a few disciplines. You can have as few, or as many Case Types your business requires.

Below are the variables that make up a Case Type:

  • Name - The name of the case type, as you want it to appear for your clients and staff.
  • Abbreviation - An identifier, up to five characters, that will help you quickly recognize this case type when you cannot see the name in its entirety.
  • Services - Determine which services will be required for the Case Type.
  • Report Templates - Determine which report templates will be required for the Case Type.
  • Report Entry Type - Determine which report entries will be required to build your report templates.
  • Default Subject – Here you will choose the primary type of subject for this case type.  For example, if this were a criminal defense case type, the default subject would most likely be “Defendant”. However, if this were an insurance case type, the default subject type would most likely be a "Claimant". Remember, only the default subject type can be marked as the “primary" subject when using this case type.
  • Additional Subjects - Determine which additional subject types are relevant for this case type.
  • Tags - Determine which department tags will be available to choose when this case type is chosen.

To create a new case type, click the Settings tab, then Case Types, and finally click Add Case Type.

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