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Case Management System

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Presentation on theme: "Case Management System"— Presentation transcript:

1 Case Management System
uniFORM The complete solution… Case Management System So Sophisticated…It’s Simple™ Copyright © Applied Information Sciences Corp.

2 uniFORM…The complete case management solution
Before uniFORM Reports were printed out and a routing slip attached to send the report to the supervisor. The supervisor would make changes and attach another routing slip to send the report back to the author. When the report was archived, it was place in a filing cabinet. Monitoring deadlines for completing reports was completely manual with many missed deadlines and a poor showing on the Supervisor’s Log Report. Managing case numbers was a manual process and resulted in duplicate case numbers being used. Reports were completed by hand and data had to be entered multiple times resulting in lost time and errors. Different versions of a form could be in use simultaneously. uniFORM…The complete case management solution

3 uniFORM Case Management System is one of the uniFORM Family of Products

4 uniFORM Family of Products
uniFORM Case Management System Creates reports from office or mobile unit Complete review, approval, and archive processes uniFORM Analysis Creates statistical reports on data extracted from forms Distributed through organization’s intranet uniFORM Dashboard Website to track crime and performance statistics, agency’s projects and supervisor logs Public and/or private pages uniFORM Citizen Online Reporting System Website for citizens to report minor crimes Integrates into uniFORM Field Reporting System review and approval uniFORM…The complete case management solution

5 uniFORM Family of Products
All products integrate together Can work as a single software system Each product can be purchased separately uniFORM…The complete case management solution

6 uniFORM Case Management System

7 uniFORM…The complete case management solution
Workflow A high level of document management is critical to a well run organization uniFORM…The complete case management solution

8 uniFORM…The complete case management solution
Workflow Completely configurable to organization’s needs Reports sent to supervisor for review, comment and edit Reports returned to author for revision Reports approved and sent to records Records sends report to archive Some personnel can send report to records as a sealed document Original author receives a notice of approval uniFORM…The complete case management solution

9 Collaboration Features
Can designate several users to share and collaborate on a document Can CC several users when submitting a document for review. CC users are read only. Can submit document to a designated group of users such as Records. First person to open the document controls it. uniFORM…The complete case management solution

10 uniFORM…The complete case management solution
Alerts Designed to ensure that all reports are completed within the required time Alerts are sent to designated supervisors when new cases are opened Reminders are periodically sent to author if report is not completed timely uniFORM…The complete case management solution

11 In Progress Documents Window
Displays all in progress documents Three Inbox categories Inbox – documents to be reviewed Hold box – documents not completed Kickback box – documents returned by supervisor for revision First window displayed to user on startup Buttons can be configured for each user uniFORM…The complete case management solution

12 In Progress Documents Window
uniFORM…The complete case management solution

13 Organization’s Forms Are Used
The system should be able to adapt to the agency’s needs, not the agency adapt to the software system’s needs. Forms currently used by an agency are recreated in uniFORM Booking forms Case narratives Crime reports Evidence sheets Property receipts WSIN Plus many others Four categories of forms: Table - standard fill in Freeform Pleading - lines are numbered Spreadsheet – calculations are performed uniFORM…The complete case management solution

14 uniFORM…The complete case management solution
Case Numbers Can have many different types of case numbers Each form can have its own sequence of case numbers Case numbers can have special formatting Fixed prefix Include 2 or 4 digit year Special punctuation such as hyphen Can restart at the beginning of each year uniFORM…The complete case management solution

15 uniFORM…The complete case management solution
Mobile Units Touch screen format available Two modes of operation Connected to central server Locally – when wireless connection to central server is lost Can automatically move between modes if connection is lost Complete capability with or without central server connection Seamless transition between modes Case numbers are taken from Central server when connection is possible and stored locally for use when connection is lost. Night colors available for reduced visibility operation uniFORM…The complete case management solution

16 Report Creation Window
uniFORM…The complete case management solution

17 uniFORM…The complete case management solution
Dockets Several forms for the same case Can be created by many different people Can be created at different times Can include many different types of forms All forms associated with the same case can be retrieved, viewed or moved as a group uniFORM…The complete case management solution

18 Archive Formats Available
Microsoft Word Adobe PDF (with/without passwords) Web Page HTML Text file Rich Text Format uniFORM…The complete case management solution

19 Locating Documents in the Archive
Any data extracted from a form can be used in the archive index Full text of the document is searchable Columns displayed in Report Index can be configured uniFORM…The complete case management solution

20 Integration to Other Databases
Easily integrates into existing enterprise and legacy applications Can share data with other legacy application databases Enhances the performance of these other applications uniFORM…The complete case management solution

21 uniFORM…The complete case management solution
uniFORM Control Panel Can stay on top of desktop Monitors in progress documents Warns when document is received to review or edit Can start uniFORM with document opened and ready to edit uniFORM…The complete case management solution

22 Security and Passwords

23 uniFORM…The complete case management solution
User Sign On Can use windows user name or separate user name / password login window Many levels of access including: Administrator – complete access to the system including template creation and editing User – can create forms but cannot change report templates Read only – can view reports but cannot create or modify any report Archive – Can send documents to the archive uniFORM…The complete case management solution

24 uniFORM…The complete case management solution
Conclusions uniFORM is the complete case management solution Specifically designed for law enforcement, fire, and EMS Special features for mobile units Share data with existing enterprise and legacy applications and improve their performance. uniFORM…The complete case management solution


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