By default, only you as the creator of the investigation will have access to the investigation and you must assign an investigator.With investigations, you can add evidence and findings relative to the investigation.To view and edit the investigation details, click the newly created investigation or click View All Investigations from the right sidebar of your dashboard and select the investigation that you wish to view. Once an investigation has been created, it will appear in the "Investigations" section of the related case. You will be prompted to add a title, description and indicate access for team members.
Pay close attention to whether you are selecting "Attachments visible to reporting party" or the "internal team attachments" to ensure attachments are shared with the appropriate recipient.Ĭlick Start New Investigation in the "Investigations" section of a case. The reporting party will not receive updates if they chose to remain completely anonymous to the organization and to Convercent. An email will also be sent automatically to the reporting party if an attachment was made visible to them and they provided their email address. To add attachments to the case, click Upload Files in either the "Attachments visible to reporting party" or the "internal team attachments" section.Īs new attachments are posted, individuals that have access to the case will automatically receive an email indicating the case has been updated (individuals will need to have their notification preference set to notify them of all changes). Note: Tasks must be marked complete or email reminders will be sent automatically every day after the due date.Īttachments (such as screen captures, PDFs and reports) can be uploaded and made visible either to the reporting party or to team members assigned to the case. To create a task, click Add a new task in the "Open Tasks" section. If the task owner does not have access to the case, the case details are not viewable, but they can receive the task request. Tasks can be created by, viewed by and assigned to all individuals that have access to the case. Tasks can also be created to help track and manage an open case. The reporting party will only receive notifications if they elected to receive email updates during case submission.Ĭlick here for a video tutorial on messages An email will also be sent automatically to the reporting party if the message is directed to them and they have provided their email address. Pay close attention to whether you are selecting Start new message with reporting party or Start new message with the internal team to ensure communications are received by the appropriate recipient.Īs new messages are posted, individuals that have access to the case will automatically receive an email indicating the case has been updated (individuals will need to have their notification preference set to notify them of all changes). To start a new message, click Start new message with reporting party or Start new message with the internal team in the "Messages" section. Those with access to the case can start a message thread with the reporting party or with others on the internal team who have access to the case. MessagesĬonvercent saves all message history in a central location for each case. Managing cases includes communicating with the reporting party and members of your team creating and managing tasks adding attachments related to the issue (e.g., work papers) and creating an investigation if required.
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