Company Settings Defaults
- Jamie Dottavio (Unlicensed)
Analytics
The Case Management System’s default settings are listed in the chart below. Unless otherwise stated, Administrators can change the following settings on a company-wide basis using the Edit Settings page:
Function | Default | Description |
Allow Lighthouse/Syntrio Reports to be Deleted | OFF | By default, Syntrio reports cannot be deleted. This setting can only be changed by Syntrio. Please reach out to Client Success to make a change to this setting. |
Allow Internal Reports to be Deleted | ON | By default, Internal reports can be deleted. This setting can only be changed by Syntrio. Please reach out to Client Success to make a change to this setting. |
Allow Locations to be Associated with Divisions | OFF | Allows the association of Locations to one or more Divisions. This will provide filtering of Locations when a Division is chosen on the Add and Edit Incident Report pages |
Suppress Report/Dialog in Emails | OFF | This setting allows Administrators to suppress all report and dialog content within an email from the CMS. If this feature is enabled, incident report assignment emails and dialog emails generated by the CMS between the company and the reporter or Lighthouse/Syntrio will only contain the case number. Report text or dialog text will not be included in the email body. The company's CMS users would then need to sign in to the CMS to view the report/dialog. |
New Incident Report Email Notification | OFF | This setting enables Administrators to be emailed when a new incident report is added to the CMS. |
Dialog Copy Administrators | ON | All Administrators will receive email notifications when there is a dialog response by a reporter. Note that Investigators assigned to a report will also receive the email notification. |
Email Status Change to Administrator | OFF | When enabled, Administrators are notified of an incident report status change. If no Administrator has been assigned to a report, all Administrators are notified. |
Allow Deletion of Files Uploaded by Company | ON | This setting allows Administrators to permit or prevent users from deleting files uploaded by the company for incident reports. This feature is enabled by default and allows users to delete company-uploaded files for incident reports. |
Populate Sender Field on Emails | ON | This setting allows Administrators to receive bounce-back messages on failed emails to a user. If this feature is not enabled, Administrators will not receive any notification that a CMS-generated email to a user has failed. This feature may need to be disabled if the company’s SPAM rules are stringent and don’t allow the Sender field to be an email address from their domain. |
Restrict Access to CMS Via IP Address | OFF | This setting allows Administrators to restrict access to the CMS by IP Address. If this field is checked, only company-specified IP addresses will be able to access the CMS. |
Enforce Lockout On Unsuccessful Login Attempts | OFF | This setting allows Administrators to lock an account if the user has 5 consecutive failed login attempts. If this feature is enabled, a user's account will automatically lock after 5 consecutive failed login attempts. If this occurs, the user's account can only be unlocked by an Administrator or Syntrio. If this feature is not enabled, a user will be presented with a CAPTCHA challenge-response test after 5 consecutive failed login attempts. |
Two Factor PIN Authentication Required | OFF | This setting allows Administrators to require a PIN during the login process in addition to username and password credentials. The PIN will be emailed to the user when they attempt to log in. |
'Division' Field Name | Division | This setting allows Administrators to change the default label text of 'Division' to something different such as 'Department' or 'Subsidiary' throughout CMS. |
Require 'Outcome' to Close Report | OFF | This feature enables an Administrator to require that a user enter an outcome before a report can be marked Closed. |
Automatic Dialog Message | OFF | If this field is populated and a report is entered into the CMS by Syntrio, an automatic email message will be sent to the reporter if the reporter provided their email address. This message will also be saved in the report’s Dialog record if dialog has been enabled by the reporter. |
Confidentiality Disclosure on CMS Emails | OFF | This feature allows an Administrator to include text at the bottom of each email sent by the CMS. Any text in this field will be appended to CMS-generated emails. |
Quick Response Messages | ON | Quick response messages can be used by the company when responding to reporters on the dialog page. One quick response message is included by default and will appear on the Dialog page. Company CMS users can edit, create, and save up to five quick response messages. To disable this feature, remove all of the message text from the 'Manage Quick Response Messages' page. |
Additional Settings
Manage Closed Report Notifications - If Syntrio has enabled closed report notifications for your company, the Manage Closed Report Notifications page allows an Administrator to create/manage closed report notification rules.
Manage Custom Fields - The Manage Custom Fields page allows an Administrator to create/manage up to three custom fields that appear on the Add/Edit/View Incident Report pages and data export reports. This is only available only at the Connects Standard Enterprise service level.
Manage Inbox Messages - The Manage Inbox Messages page allows Administrators to create/manage messages displayed to their CMS users. This is only available only at the Connects Standard Enterprise service level.
Manage Information Links - The Manage Information Links page allows an Administrator to create/manage informational links displayed to their CMS users. This is only available only at the Connects Standard Enterprise service level.
Manage Quick Response Messages - The Manage Quick Response Messages page allows an Administrator to define the messages displayed on the Dialog page in the Quick Response Message section.
Manage Nature of Report - The Manage Nature of Report page allows an Administrator to create/manage custom types of nature of report.
Manage Reminder Notifications - The Manage Reminder Notifications page allows an Administrator to set the reminder notification intervals and messages. By default, the reminder intervals are set to 0 days and therefore do not produce any notifications. To send notifications, the interval must be greater than 0 days.
Manage Security Settings - The Manage Security Settings page allows an Administrator to set additional security parameters for the CMS, such as a password policy, password aging, IP restriction management, and session timeout period.
Manage Status Types - The Manage Status Types page allows an Administrator to create/manage custom status types.