Navigation Tabs are available for Administrators and Investigators/non-Administrators
Administrators in the Case Management System (CMS) have permission to access all tabs. Responsibilities include adding and deleting users, managing company settings, and assigning report investigators to specific incident reports.
Investigators/non-Administrators, by default, in the CMS can only access the Incident Reports tab and must first be assigned to a specific report to view and work with an incident report. Investigators/non-Administrators cannot assign investigators to reports or add internal company reports without specific permissions granted by an Administrator. Additional access permissions (e.g. Add/Edit Locations) can be provided to an Investigator/non-Administrator user by an Administrator. Throughout the remaining sections of the Help documentation, an "Investigator/non-Administrator" user will be referred to as an Investigator.
Navigation Tabs for Administrators
Administrators have access to all tabs in the Case Management System (CMS).
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Users: Add/remove users who have access to the CMS, change user access permissions, and manage auto-assignment rules for users.
Locations: Add and delete locations for your company.
Divisions: Add and delete divisions/departments/subsidiaries for your company.
Incident Types: Add/remove company-specific incident types.
Incident Reports: Create and manage incident reports, assign investigators, track progress, dialog, add files, etc.
Settings: Update the CMS settings for your company.
Inbox: View and manage messages created by the Administrator. This tab will only appear if the user has messages in their Inbox.
Analytics: View and create hotline activity reports and export all incident report data.
Information Links: View links added by an Administrator such as corporate policy websites and resources. This tab will only appear if an Information Link has been created by the Administrator.
Default Navigation Tabs Investigators
By default, Investigators only have access to the Inbox and Incident Reports tabs. An Investigator must be assigned to a specific report to view and work with an incident report. Additional system access permissions can be given to an Investigator type user by an Administrator user. To see additional information on access permissions, click here.
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