INVESTIGATION
INVESTIGATION
New Referral
Select Investigation Template
Add Task Details
Reminder / Due dates
Clients / Suppliers
Notes
Add Persons of Interest
Add Reference Numbers
Add Contacts
Allocate Investigator
Add Manager
Add Client Contacts
Add Internal Staff
Diary Entry
Upload Instructions
Enter Narrative
Advance Status
Save
Automated Email / SMS
Investigator Log In
View Dashboard
Status and Timliness
Add Diary Entries
Enter Metrics
Enter Narratives
Upload Documents
SAVE
Automated Email / SMS
Email / SMS Contacts
Automated Diary Entries
Supplier Log In
View Dashboard
Status and Timliness
Add Diary Entries
Enter Metrics
Enter Narratives / Detail Inquiries
Upload Documents
Add Persons of Interest
SAVE
Automated Email / SMS
Email / SMS Contacts
Automated Diary Entries
Manager Log In
View Dashboard
Status and Timliness
Add Diary Entries
Enter Metrics
Enter Narratives
Upload Documents
SAVE
Automated Email / SMS
Email / SMS Contacts
Automated Diary Entries
Proof Diary Entries
Unproofed
Viewble by Author + Internal Staff
Proofed + Internal Only
Viewable by Internal Staff Only
Proofed
Viewable by ALL
Review Investigations
Review Reports
Quality Assuranace
Advance Status
SAVE
Automated Email / SMS
Run Reports / Form Letters
Administration Log In
View Dashboard
Status and Timliness
Add Diary Entries
Enter Metrics
Enter Narratives
Upload Documents
Advance Status
SAVE
Automated Email / SMS
Email / SMS Contacts
Automated Diary Entries
Run Reports / Form Letters
Move Data to Accounting Software
CLOSE FILE
Client Log In
View Dashboard
Status and Timliness
Add Diary Entries
Enter Narratives / New Instructions
Upload Documents
SAVE
Automated Email / SMS
Email / SMS Contacts
Automated Diary Entries
