Case IQ Features

Connects to external systems and applications as needed to complete workflows.

Is consistently available (uptime) and allows users to complete tasks reliably.

Provides anonymous reporting of activities involving misconduct, fraud, abuse, and other violations of company policies.

Provides safe and secure reporting of activities involving misconduct, fraud, abuse, and other violations of company policies.

Is consistently available (uptime) and allows users to submit reports reliably.

Report and update incidents related to health or workplace injuries that occur on a job or en route to a job site

Contains tools to visalize data sets or workflows.

Find important content or files using keywords, metadata, tags, etc.

Self-monitors important metrics and sends notifications to users in-app or through email, text message or otherwise.

Has a centralized dashboard for users to interact with.

Sends notifications to users in-app or through email, text message or otherwise.

Provides provides clients with analysis and reporting management.

Track and manage adherence to policies for any service, product, process, or supplier

Manage and track all internal and external communication conducted via calls, email, text, or chat

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Store, manage and track all forms in a centralized location

Manage and track all disruptions and incidents

Create, manage, and track policies and procedures within an organization

Create, design and manage workflows for repetitive tasks

Track employee/learner's progression through training programs

Manage and store data in a database

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Notifications that are delivered to users as soon as an event occurs

Automates some or all operation related tasks.

Provides robust sharing options for communication with employees.

Provides users with a pre-built library of useable HR compliance content.

Capture case information from multiple communication channels

Deliver rules to assign cases based on type and priority

Ability to escalate cases using workflows

Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process

Track all activities related to a case, including audit trails

Provide metrics to track case progress or success rates

Monitor various types of case compliance

Permits use by job roles outside of service department

Allows linking of useful information such as screen shots

Provides direct contact between CSRs and customers outside of milestones

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Informs stakeholders of activity on escalated or high-value cases

Evaluates frequency of types of complaints

Includes a dashboard or other means of performance monitoring

Track activity on sites such as Facebook, Twitter, Instagram, etc.

Is accessible from a mobile device and by users on the go.

Manages a telephone solution that customers can set-up and provide to their employees.

Helps companies promote the whistleblowing hotline so they know when and how to access it.

Case management of investigations related to Employee Relations are handled in a separate workflow (including HRBPs, HR Managers, etc.) than other generic case requests.

Employee grievances, feedback, and complaints have channels of communication that are protected by anonymity

Witness statements, confessions, time cards, video footage, and other investigation materials are stored in secure designated data warehouses for safe keeping throughout the investigaiton process.

Case processing happens with strict confidentiality where a case's access is only authorized to professionals directly responsible for its execution and outcome.

Integrations into legal databases or case management systems for coordination when case escalation reaches their desk.

The platform is capable of assigning primary case holder, principal investigator, legal consultant, etc. responsibilities to team members.

Case accessibility is restricted by authorization. Access is granted to HR personnel that are designated investigators and others involved in an investigation's (Legal, HRBPs, HR Managers, etc.) standard operating procedure

During the complaint process, self-help resources are readily available to help the employee understand which company policy is relevant to their situation and a general framework on how the investigation will progress.

The product is user friendly for employees and complaints can be delivered across many channels (chat, trouble ticket, email, etc.)

The product is able to be accessed from the employee side on a mobile platform

Condenses long documents or text into a brief summary.

Use AI to generate content in the form of text, images, videos, etc.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Use AI to generate content in the form of text, images, videos, etc.

Condenses long documents or text into a brief summary.

Condenses long documents or text into a brief summary.

Use AI to generate content in the form of text, images, videos, etc.

Works across multiple software systems or databases

Anticipates needs and offers suggestions without prompting

Short, frequent surveys designed to quickly gauge the ongoing attitudes or feelings of a specific group

Manage and support multiple languages

Import and export data to and from software applications

Import, collect, and capture data from multiple sources

Organize and group data or items based on various criteria

Analyze potential risks across the organization

Communicate using direct chat or messages within the system

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Web form that allows users to enter data that is sent and processed for different reasons

Supports various file formats

Allow users to access multiple services after entering their login credentials once

Customize contracts and forms to collect specific information

Observe and track the demand, usage, progress or quality of a system, product, or user

System alerts about the need to escalate an issue or request

Allow reviewers to provide anonymous feedback to encourage honest conversations

Application programming interface that allows for integration with other systems/databases

Engage in direct, instant messaging with customers, users, etc.

Access software remotely via mobile devices

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

A record of all activities within the system, including user access, changes made, etc.

Initiate collection and analysis of known risks

View and track pertinent metrics to find patterns and gain insights from data

Track and ensure quality of products in accordance with food and drug administration (FDA) act

Add customized logos and colors to align with company branding

Gauge satisfaction and receive information for improvement and success

Set up connections to third-party platforms to improve business processes

Tickets are automatically assigned to specific agents based on predefined rules

Configure existing workflows to meet your organization's needs

Tailored or customizable questions for more targeted and relevant data collection

Regulations on a company's internal process when dealing with financial reporting

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

Active monitoring of systems, applications, or networks

Define levels of authorization for access to specific files or systems

Extra layer of security that requires not only a password and username but also something specific to that user

Alter the layout and content of reports

Streamlining repetitive tasks and activities through automated and predefined workflows

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Create and administer polls and surveys

Ability to chat online in real time

Active reporting of data and metrics

Track the status of support tickets/escalations as they move through the service queue

Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support

Track customer complaints from initiation through resolution

Notifications that are delivered to users as soon as an event occurs

Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process

Application programming interface that allows for integration with other systems/databases

Provides a channel for team members to share media files, communicate, and work together

Pre-designed layouts that can be customized to match preferences and requirements

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Import and export data to and from software applications

Track interaction history by documenting conversations for contacts

Set and monitor service level agreements to ensure timely response and resolution

A record of all activities within the system, including user access, changes made, etc.

Identify and respond to unexpected problems or failures (ie. "negative events")

Receive system updates as soon as any changes are made

Investigate and take action at root cause or error in processes to prevent recurring issues

Define levels of authorization for access to specific files or systems

Online portal through which end users can access the system, manage tasks, or obtain information

Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels

Set up connections to third-party platforms to improve business processes

Shortcuts for inputting frequently used messages

Manage, store and organize emails within the system or via third-party apps

Customize contracts and forms to collect specific information

Gauge satisfaction and receive information for improvement and success

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Arrange tasks based on the level of priority or urgency

Plan daily routes to optimize employee scheduling and provide directions

Allow customers/users to submit support queries and service requests

An extended application or connector that enables users to perform additional services with their current set of tools

Communicate using direct chat or messages within the system

System alerts about the need to escalate an issue or request

Track and document all activities across devices, networks, and other systems

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Create, design and manage workflows for repetitive tasks

Systematic evaluation of various aspects of a project or service to prevent defects or issues

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Record and follow the progress of every issue

Add customized logos and colors to align with company branding

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Assign issues and tasks based on availability or required skills

Pre-made examples and templates for emails

Alter the layout and content of reports

View and track pertinent metrics to find patterns and gain insights from data

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Store, manage and track all forms in a centralized location

Application programming interface that allows for integration with other systems/databases

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Customize contracts and forms to collect specific information

Set up connections to third-party platforms to improve business processes

Manage, organize, and store contact information

Create, design and manage workflows for repetitive tasks

Alter the layout and content of reports

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Import and export data to and from software applications

Track and manage adherence to policies for any service, product, process, or supplier

Store, manage, and track all electronic documents in a centralized location

Timed notification for any upcoming task, deadline, appointment, or activity

Access software remotely via mobile devices

Define levels of authorization for access to specific files or systems

Graphical representation of data

Create, manage and track all task activities and progression

Configure existing workflows to meet your organization's needs

Securely stores data to prevent data loss or breaches

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

A record of all activities within the system, including user access, changes made, etc.

Search and filter data across systems to locate required information by entering keywords or certain criteria

Track the status over time for a request, process, asset, or transaction

Administration and control of evidence related to investigations/cases

Access and track notes regarding case activities and updates within case files

Manage and support multiple locations

Manage and track all disruptions and incidents

Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards

Activities related to the initial admission of a charge into the organization's care

Investigate and take action at root cause or error in processes to prevent recurring issues

Allow users to access multiple services after entering their login credentials once

Initiate collection and analysis of known risks

Ability to record, store, update, and retrieve information

Collect and record basic information related to suspects

A system that allows access to a database structure without relying on an external program

Ability to handle large datasets

Finding, identifying and collecting information for legal proceedings