Assign Investigators to New Cases

i-Sight offers two primary ways to assign new cases:

• Manually on case-by-case basis
• Automatically using workflow engine

Manually Assign Investigators

i-Sight places new cases in a “Pending Queue” where managers can go to assign responsibility. Assigning cases is a one-click process within i-Sight enabling mangers to quickly assign new cases.

Once an investigator is selected, i-Sight will automatically send an email notification to the investigator. This notification email will be received in their normal inbox and will contain a link to the case file so they can easily retrieve the case.

Inactivity alerts can also be used.  Managers can receive an email alert if a newly assigned case is inactive for a certain period of time.

Automatically Assign Investigators Using Workflow Engine

i-Sight lets you create workflow rules to automatically assign cases based on any criteria.  A simple example would be a two person team.  One person could be assigned all HR related investigations, while the other is assigned to all security related incidents.

The workflow engine enables you to create assignment logic based on any criteria.

Advantages:

The Confirmation Step

i-Sight has a confirmation step built into assignments to ensure cases don’t fall between the cracks.  Once an investigator is assigned they need to “Confirm Ownership” of the case.  If this step doesn’t occur within the specified time frame, alerts can be sent via email to designated managers.