Coordinate the Work Without Losing the Thread.
The lead office can own the case while people or groups take on defined contributions. Contribution status and return notes stay with the case, giving the owner a clear view of completed work and the questions still needing attention.
Shared records and workflow notes make it easier for colleagues to pick up their part of the investigation. Reviewers can follow the findings back to the supporting material, with case permissions and compartments governing access to sensitive work.
Prepare the Finding for Institutional Review.
The offices’ work comes together in a record your reviewer can follow. Read-only case access keeps the supporting material close; an editable Word draft and file exports help you prepare the report for your institution’s review process.
Single sign-on is available on request at no extra cost, so colleagues can use the institution’s identity provider. Our team can help you assess access, data handling, and configuration for your institution.
Questions Worth Asking.
Can a group delegate work without transferring the case?
A group-owned case can be delegated to group members. Contributor groups can also delegate their contribution. The owner remains responsible for the case’s overall workflow.
How do records from another system enter the case?
Import authorized exports and supplied files as documents, with the originating system reference recorded in a note. Contact us to discuss any required system integration.
