This section is designed to give the organization the ability to look into the conduct of their members. If questions/concerns arise in relation to the rules and regulations that members have to adhere to in order to maintain their license.
Administrators create the investigation with all associated details.
- There are 3 fields when adding an Investigation.
- Investigator
- Member
- Investigation Reasons
- They define who will be an investigator.
- Note that when creating the investigator accounts the Admin enters the required information and then notifies the investigator with their login credentials.
- The Investigators are then assigned to the Investigation.
- Investigators login to the system and see only the Investigations that they have been assigned to.
- ** Note that when creating an investigation only the Member and Investigation Reasons are needed initially, investigators can be added later.
The Investigation moves forward with Investigators able to enter notes and upload files associated with the case.
The administrator is able to view and edit all investigations. The Edit portion allows the Admin to enter the outcome of the IInvestigation if there will be a followup and or also to enter the date the investigation is closed.
Once the case is completed the Admin can then update the Investigation. They can remove investigator accounts from the system but the investigation data will remain intact.
When adding an Investigator the Person being added cannot have a member profile within the system. The Investigator profile has to be using an email address not found in the database.
Investigator Users
This is the place for admins to add and remove Investigators. The following fields will be entered.
Full name
Title
Email address
Password
When an investigation is complete and the admin wants to remove an investigator they will click on the Investigator dropdown and select the investigator to remove and then remove the account.