Our Case Management Product Kit is designed for any organization which needs to track cases, such as investigations, grievances or complaints for regulatory bodies or unions.





 

Cases are captured via a member-facing submission form, or in the iMIS Staff site, and move through a defined workflow with configurable multi-step tasks and deadlines for each.<

Third-party reviewers (board of directors, adjudicators, etc.) can be given access to relevant materials during the process.

 



Manage Individual Cases

Each case has its own individual dashboard detailing all aspects of the case and activity within it. This includes: member, complainant and investigator data, all tasks and activities relating to the case, related documents, notes and emails.

Tasks and activities are configured for each case type and prepopulate when a new case is created. Tasks are grouped into three main categories: open, investigate and process. Process will include hearing, tribunal and appeal tasks only if a case should go that far.

 

Automated Workflow

Configurable alerts warn users when tasks have not been completed on time. Notification emails can be sent out automatically when tasks are completed, or if task deadlines are missed.

Separate workflows can be setup for each case type and configured to an association’s specific needs. Custom form fields can be configured or each case type to capture exact data required.

 

Email Integration

Case Management integrates with iMIS Communication templates to send out Case specific emails with dynamically populate case data. Emails are sent directly rom the Case detail page or automatically using process automation. 

 

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Abstracts or Proposals are captured and move through a defined workflow with configurable tasks and deadlines for each step. The workflows are defined to meet your business needs and can be built on, or adjusted, over time.