General Case Information

To access General Case Information, click a case number and then click General Case Information. The following items are found in the General Case section.

Case Number

In hotline cases, the number assigned to the case in EPIM is different from the EPRS Report Number.

The ability to change case numbers is an optional feature that we can turn on for your organization. To enable this feature, call NAVEX Customer Support toll-free at 1-866-297-0224 (in the U.S. and Canada).

EPRS Report Number

This is the EthicsPoint Reporting Hotline number for the originating report. It only appears for hotline cases.

EPRS Submission Date

This is the date that the EthicsPoint Reporting Hotline originally received the case. It only appears for hotline cases.

Received/Reported Date

This date is usually submitted at the time the case was opened to indicate when the case was received or reported. It can be used to override the date the case was created in EPIM.

Alleged Incident Date

The date that indicates when the incident for this case allegedly happened. This date is usually submitted when the case is opened, but it can also be submitted or changed later.

Language

This is the language in which EPIM originally received the case. It only appears for hotline cases.

Priority Keyword

This is the first keyword match found when a phone, web intake site, or digital intake case is scanned for potential keyword matches. This field will only display if your organization has the Priority Rule feature enabled and there is an exact match to a keyword. This field cannot be edited.

Note: If the Priority Rule feature is enabled but there is no exact keyword match found in a case, this field will not display in the General Case Info section.

Assigned Tier

The Tier the case is assigned to. Cases can be reassigned to a different tier. If you determine that the case belongs in a different tier, you can reassign it to that tier. Only those users who can access the new tier will be able to view the case.

Note: If you reassign a hotline case to a new tier, this may require that the case is reviewed to ensure that people named in the case do not have access to it in the new tier. Because of this requirement, the system may delay the availability of the case in the new tier.

Creator

This is the name of the person who opened the case. It is only appears in cases opened directly in EPIM. Hotline cases show reporter contact information in Case Details.

Issue

This is the issue assigned to the case. If there are multiple issues or issues with subcategories, those items will appear in this group. Each selection you make determines the next available set of options. Not every issue will have options for all three subcategories. You do not need to select all available subcategories when you open the case.

Note: Changing the Issue will remove any saved Outcome and Action Taken fields.

  • Primary Issue: This is the main issue for the case. The case can include up to two secondary issues. The issues for your organization are set by your Account Specialist.
  • Multiple  Issues: If your organization has turned on the multiple issues feature, you can select up to five different issues for the case (Primary, Secondary 1, Secondary 2, Secondary 3, and Secondary 4). Secondary issues are optional.
  • Issues with Subcategories: If your organization has turned on the subcategory feature, you can break issues into subcategories when you open or edit the case. Each issue may have up to three subcategories to help narrow down the specifics of the case issue.