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Case Assist [ Download Brochure ]

Purpose of the Case Assist Module

Case Assist assists organisations with the management and clearing of various types of investigations. The identified cases are investigated by assigning specific actions to be undertaken to specific users (action owners). The tool facilitates the capturing, investigation, monitoring, maintaining and managing of cases and associated actions from a centralised point. All activity on the tool is date stamped which provides management with a detailed independent audit trail.

The Working of the Case Assist Module

The identified cases are captured into the on-line case register. Each case is assigned to a Case Owner (person of directorate / department);
The Case Owner(s) will review the case and assign one or more actions to action owners (using the SMART principles). The actions will be those actions required to investigate the case identified;
The Action Owner(s) will complete all the required actions and will update their progress on the online case register;
The Management team and other operational support functions will provide support and guidance to the Case Owner(s) and / or Action Owner(s) with the completion of the required actions. Reports can be generated as required;
The "Case Source" can edit and update the 'various' case components on a real time basis as the various actions are completed. All changes are automatically written to the online audit log.

Key Features of Case Assist include:

  • the availability of an online Case Register;
  • functionality for the module administrator to define and manage user access as required by the organisation;
  • functionality for the module administrator to define all the client specific defaults for the module which includes functionality to allow the user to assign each case a status, type, category and source from a predefined drop down list built by the module administrator;
  • functionality for case and associated actions to be allocated to a specific financial year;
  • real-time up to date dashboards for each user showing the users overdue actions, actions due today and actions due in the future number of days as defined by the specific user;
  • a 3-Click process for action owners to update the actions assigned to them;
  • functionality for the users to attach documents to cases and / or actions as is operationally required;
  • functionality to allow for the approval of actions before the status can be confirmed as completed;
  • functionality for assurance providers to track assurance procedures carried out and to attach the required proof of evidence;
  • standard audit trail reporting where all activity on the tool is logged are and time stamped.

Operational Management Benefits of Case Assist include:

  • high level of organisational customisation in defining the module setups to meet the organisations own business requirements;
  • automatic generation of notifications and reminders to predefined users;
  • individual user dashboards clearly show the progress to completion of actions assigned to the user and if the action is overdue (past the defined deadline date);
  • users with the appropriate level of user access can view their own case and cases assigned to other users;
  • users can generate their own customised case and action reports using the report generation functionality which allows for the use of various data filters and data grouping tools;
  • reporting is generated on screen or exported to excel;
  • generation of various fixed reports which include both numeric and graphical data to be used as status and exception reporting for management purposes;
  • improved communication between all stakeholders as up to date information is available on a centralised database (Online Case Register) to all registered users at all times;
  • actions are assigned to queries using the SMART principles;
  • the output from the query management processes can assist with operational and individual performance management;
  • case and case action data is kept in the data base for future reference and reporting purposes;

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