Reporting a New Case
1. The web portal dashboard contains elements of Kokomo cases for quick access such as New Cases, Cases Open, Cases with Tasks, and My Bookmarks. By clicking on any of the quick access blocks, you will be directed towards the relevant content page in the web portal.
2. The Kokomo CASES™ module and all relevant elements are accessible on the menu bar where clicking this option will display a drop-down menu.
3. The CASES dashboard will display all cases referred to as “entries” in the system. In this view, there are three areas of focus for use:
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Filters |
Case List |
Situational Awareness |
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CREATE A NEW CASE :
While in the Cases Dashboard, click the green New Case icon to create a new case. When clicked, a new window will appear showing the new case contents.
The following sections contain a description and explanation of the main fields and content of the Case panels for filling out content.
Reporter information :
This is the starting point of the case information. The user who is logged in and clicked “New Case” will automatically have their contact information auto-filled in the Reporter Information Panel. However, the reporter can be changed by clicking on the “Change Reporter” button.
Note: the reporter can only be changed when a new case is created. Once the case has been saved, the reporter cannot be modified or changed.
Issue Type
This lists all the issue types which have been configured under Administration->Constants-> Issue types. You can select a single-issue type or multiple issue types to assign to the case by checking the box that appears next to the issue type.
Persons Involved
To include a person(s) to the case, click the “+ Add New Person Involved” button, and the “Incident Persons Involved” will appear to include at least one person to the case.
A list of persons involved with appear in the panel like below:
Description
This panel is dedicated to collecting the crucial information for the case. Various sections such as “occurred at date & time,” “Case Description,” and “Location” are marked with a red asterisk to add the minimum information for saving the case.
Notifications
Cases can be configured to select users who will receive relative notifications to the case assignment. Depending on the issue type selected, a default group of recipients may automatically appear in the case.
Adding new Email Adding new Checklist
Updates :
Any updates on the case will populate in the “Updates” panel which includes the ability to perform contact tracing by clicking the “Contact Tracing” button.
Task Assignments :
Tasks pertaining to the case can be easily assigned to a user for them to complete. This panel is optional, but useful
Additional Forms :
With the Additional Forms panel, fillable-forms created in the Kokomo platform can be included in the case. Simply add a form by clicking Form Type -> Choose a form -> Click “Add” button. The selected form will appear in the additional forms panel.
Attachments :
Another way to capture information is by attaching any file(s) to the case. Simply click the “+ Add Attachment” button to open the attachment upload option.
CASE COMPLETION AND UPDATES :
“Submit,” “Close,” or “Delete” allow the user to notify any users assigned to receive notifications for the case. The Case update options are located underneath the “Notifications” panel.
When submitting a case, the following window will appear:
When closing a case, the following window will appear that asks confirmation to close the case. Simply select
“Yes” or “No” to close the case or not.
To delete a case, click the “Delete” button where a window will appear to confirm the deletion of the case.
Exporting :
All cases have two export options to either export an entire case or the activity log for a case.
To export a case while either viewing the Case List or inside of a specific case, click the printer icon to export a case.
The activity log on the right-hand side of a case will show all edits, changes, and other forms of activity in this list.
The activity log can also be exported by clicking the printer icon.
The activity PDF will appear as the example below:
