eCASE is a comprehensive web-based system for capturing, storing, retrieving, processing, tracking, and reporting cases or action items. Incoming cases in any form (electronic document, email, fax, image and scanned) are logged into electronic folders that have unique, auto-generated control numbers. Once entered into the system, the case can be assigned to a user for tracking, processing, and reporting according to the user-defined workflows, associated tasks, responsibilities and access permissions.
Workflows can be configured according to single or multiple routing paths based on the type, sensitivity, and security of the case. Where the case mandates approval and/or the signature of senior officials or administrative officers, the workflow can be easily and quickly configured to map the requirements accordingly. Information can be sent automatically to supervisors and administrative officers on a predefined basis.
eCASE is presented through an intuitive visual menu. Users see only the menus for which they have access, and system administrators can tailor the menus to meet user preferences. Through the eCASE platform users are able to handle cases quickly, easily, and with all the audit and tracking capabilities an organization requires.
The table below describes the out-of-the-box case management functions available on the eCASE platform:
| Function | Description |
|
Data Management |
Data management functions allow authorized users to create, edit, view, and search case folders. Users can create cases with required case information and also add documents/images and other content files as part of a case. |
|
Workflows |
Workflows allow case participants to perform assigned tasks based on the workflow configured for a specific case management application. The user's Inbox displays a list of assigned tasks so they can easily see their assigned work and perform assigned tasks on cases |
|
Document Management |
Document management functions allow case workers to collaborate to create/edit documents, check-in/check-out documents with version-control, and track approvals on documents. This functionality also allows users to generate documents from templates by merging case information and renditions of documents to PDF formats. |
|
Reports and Dashboards |
Reports and dashboards allow case workers to run pre-built application reports or generate ad hoc reports based on any case fields, export the reports to MS Word, Excel or HTML formats. Role-based dashboards provide different widgets with analytics on cases. Role-based dashboards also provide favorite lists of cases containing different search criteria. |
|
Access Control |
Access control functionality provides granular user access control, so that access can be restricted to types of cases, individual cases, individual documents in a case, or to field levels. |
|
Audit Trail |
Audit trail functionality provides an audit trail of all actions performed by users and all data changes within a case folder. |