Cases Overview

The All Cases tab shows a grid view of all cases that you can access. The All Cases grid displays several columns containing case information such as Case #, Status, Priority, and Tier.

Tip: To customize your grid view, select the Show Column Chooser option at the bottom of the All Cases page. Drag the desired column to the list of column headers and release it in the position where you want it to appear.

EthicsPoint Incident Management accepts cases using the following Intake Methods:

  • Submitted through the NAVEX Reporting Hotline by phone, Digital Intake or Web intake.
  • Submitted through a non-hotline Report Form.
  • Imported from an external incident tracking system.
  • Open directly in EthicsPoint by a user who has user rights to open cases.

Your view of the case and the functions available is determined by your tier assignments and the permissions defined in your access level. If your administrator has not assigned you to a tier, you cannot view the case. If a function is not available to you, contact your administrator about changing your access level. Depending on the options your organization has chosen, you may not have some features and functions.

Subjects in this topic include:

Viewing Cases by Tiers

The Cases by Tier tab shows an overview of all cases that you can access. If you have access to more than one tier, you will see a summary view. The summary view lists cases by tier, including how many are new and updated, open, and closed. The system also shows hierarchical tier relationships as applicable.

  1. From the left navigation menu, select Cases.
  2. Select Cases by Tier.
  3. In the Cases by Tier grid, select a tier name to see a complete list of cases in that tier.
  4. When applicable, select View Subsidiaries under a Tier to access the next level in the hierarchy.
  5. Select a case number to view a case.

Changing the Sort Order

The initial sort order of the case list is by date with the most recent date first.

  1. From the left navigation menu, select Cases.
  2. In the All Cases grid, select any column heading to sort all cases by the information in that column.

    Note: The system preserves the new sort order, so it will persist the next time that you open the Cases tab.

Changing the View

To view cases with a specific status or date range:

  1. From the left navigation menu, select Cases > All Cases.
  2. To view cases with a specific status, select one of the following options from Show:
    • All Cases
    • New & Updated Cases
    • Overdue Cases
    • Red Alert Cases
    • Unassigned Cases
    • Watchlist Cases
  3. To view cases within a specific date range, select one of the following options from opened in:
    • All dates
    • Last 30 days
    • Last 60 days
    • Last 90 days

By default, the system shows all cases that were opened for all days for the selected tier. If you change the Show and opened in values, these settings will persist the next time you sign in to the system.

Note: If you change the Cases grid settings and then select Reset to Default, the system resets the grid settings. However, the Show and Opened in options remain the same.

Searching for Case Numbers and EPRS Report Numbers

You can quickly open a specific case or EPRS report number for hotline cases.

  1. From the Cases tab, in Case Number, type a case number or EPRS report number.
  2. Click Search. The system opens the case.