Navigation Tabs 

Navigation Tabs available for Administrators and Investigators/non-Administrators

• Administrators in the Case Management System (CMS) have access permission to 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 have access to the Incident Reports tab only and must first be assigned to a specific report in order 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 a CMS administrator.  Additional access permissions (e.g. Add/Edit Locations) can be provide to an investigator/non-Administrator type user by the CMS 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

Company administrators have access to all tabs in the Case Management System (CMS).

1. Settings - Update the CMS settings for your company
2. Users - Add/remove users who have access to the CMS, change user access permissions and manage auto-assignment rules for users
3. Locations -Add and delete locations for your company
4. Divisions - Add and delete divisions/departments/subsidiaries for your company.
5. Incident Types - Add/remove company-specific incident types
6. Inbox - Manage Messages created by the Administrator.  This tab will only appear if the user has messages in their Inbox
7. Information Links - This tab will only appear if an Information Link has been created by the admin
8. Incident Reports - Create and manage incident reports, assign investigators, track progress, dialog, add files, etc.
9. Analytics - View and create hotline activity reports and export all incident report data.
10. Sign out - Immediately exit the CMS.

Navigation Tabs for Default Investigators

By default, investigators have access to the Inbox and Incident Reports tabs only.  An investigator must be assigned to a specific report in order to view and work with an incident report.  Additional system access permissions can be given to an investigator type user by an administrator.  To see additional information on access permissions, click here.

There are two tabs for default investigators to use.

1. Inbox - Manage Messages created by the Administrator.  This tab will only appear if the user has messages in their Inbox.
2. Incident Reports - Investigate reports, track progress, dialog, add files, etc.
3. Sign out - Immediately exit the CMS.

The Investigator may also see an Inbox and/or Information Links tab if those items have been created previously by an admin.

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Note: Administrators (or users with appropriate access permission) can provide users access to other tabs by using the Manage User Access page described here.