Quick Guide for Investigators

The document is meant for use by the following roles: Investigator.

To Create and Submit an Initial Response 
Screen Name: Switchboard
Steps:

1.	Click QM
2.	Click Investigations
3.	Click Data Entry
4.	Click the Create Link under the Initial Response header

Screen Name: Initial Response
Steps:

5.	Enter all necessary information
6.	Click Submit

To Create and Submit the Investigation Report
Screen Name: Switchboard
Steps:

1.	Click QM
2.	Click Investigations
3.	Click Data Entry
4.	Click Create under the Investigation Report header

Screen Name:  Investigation Report
Steps:

5.	Enter all necessary information on all the screens
6.	Click Submit

To Create the Investigations Checklist
Screen Name: Switchboard
Steps:

1.	Click QM
2.	Click Investigations
3.	Click Data Entry

Screen Name: Checklist
Steps:

4.	Click Create under the Investigations Checklist header
5.	Enter all necessary information on all screens

Note:

•	Do not Finalize this document.  Inform your Senior Investigator that you have completed entering the Checklist; it is their responsibility to Finalize it.

To Create/Update the Criminal Case Log
Screen Name: Switchboard
Steps:

1.	Click QM
2.	Click Investigations
3.	Click Data Entry
4.	Click the link under the Criminal Case Log header

Screen Name: Criminal Case Log
Steps:

5.	Click Add
6.	Enter all necessary information

Notes:

•	The Criminal Case Log is meant to contain a running log of all contact with Law Enforcement.

•	The Edit Button should only be used to correct a previous entry

•	Do not Finalize this document until the case has been released from Law Enforcement.

•	This document must be finalized before any Change of Disposition is entered.

To Create Investigator Title 19 Form
Screen Name: Switchboard
Steps:

1.	Click QM
2.	Click Investigations
3.	Click Data Entry
4.	Click Create under the Investigator Title 19 Form  header

Screen Name: Investigator Title 19 Form
Steps:

5.	Enter all of the necessary information
6.	Click Finalize

To Search for a Case
Screen Name: Switchboard
Steps:

1.	Click QM
2.	Click Investigations
3.	Click Data Entry
4.	Click Search

Viewing the Process Management Screen
The process management screen allows the user to view the current status for all open cases or intakes.  This screen can be used to manage the workload of a user, view all cases in a particular status, or view the latest status of a particular case (or set of cases).

Screen Name: Process Management
Steps:

1.	Click QM
2.	Click Investigations
3.	Click Process Management

Note, closed cases do not appear on the process management screen.  To view a closed case, you must search for the case from the switchboard.

Printing Information from HCSIS – Where to go

Printable Summary Screen (QM > Investigations > Printable Summary)
	
DPPC Intake	
Investigation Checklist	
Investigations Notices List Screen (QM > Investigations > Notices)
	
Decision Letter 	
Disposition Letter 	
Public Log Report  	
Investigation Report  	
Initial Response Report	
Action Plan/Resolution Report	
Facility Complaint Review and Action Report	
Investigations Reports List Screen (QM > Reports > Reports Request)
	
ACES Report	
Action Plan/Resolution Report	
Criminal Case Log Report	
Investigations Case Listing Report	
Investigations Counts Report 	
Investigations Outstanding Summary Report 	
Outstanding Cases Report	
QE Provider Investigation Report	

To View Alerts
Screen Name: Pending Alerts
Steps:

1.  Click Home
2.  Click Alerts 

A list of all the alerts sent to the Investigator is listed below.

Alert Audience
	Alert Subject/Title	Alert Trigger	Hyperlink Destination	
Investigator	Case Assigned
	User selects an Investigator and clicks Save and Continue on the Case Assignment screen.	Switchboard	
Investigator	Updated Intake Received	An Updated or Rescreened Intake from DPPC is successfully loaded into HCSIS.	Intake Information	
Investigator	Intake to Existing Case
	User clicks the Link Intake to Case button on the Involved Parties screen.	Switchboard	
Investigator	Disposition Changed	User enters disposition information and clicks finalize on the Disposition screen.	Investigation Notices	
Investigator	Appeal Filed	User clicks the Save and Continue button on the Appeal Information screen after adding a new appeal entry.	Appeal Information	
Investigator	Case Assignment has been changed	User changes the Investigation Office or the Area/Facility on the Case Assignment screen and clicks Save or Save and Continue.	Switchboard