Overview
The Case Portfolio dashboard allows users with Manager-level permissions to add new case checklist items and upload case resources. Any tasks or items added to this page will appear within a provider's Case Portfolio.
Case Checklist Tasks
The Case Checklist Tasks panel is where you can edit, delete, and create new case tasks. The tasks created on this page will appear under the Case Checklist section of every case initiated against a provider at your facility. To edit or update a current task in the list edit its' text field and then select the Save button. To delete a task, select the Delete button next to the task. To add a new checklist item, select the Add Case Checklist Item button at the bottom of the list, then select the Create button.
Once a case has been launched you can check off the tasks as you complete them. After each selection, ControlCheck will generate a status update that can viewed as a note under the Feed tab.
Case Resources
The Case Resources section allows you to upload critical files included excel sheets, word documents, and PDFs that investigators can utilize when conducting a case.
Once a file is uploaded it will appear in the Case Portfolio dashboard under Case Resources.
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