1 Application Enhancements

The following new features were added to the latest eCASE Investigations release.

1.1 Approval Configuration Options

We’ve added new Reviewer options for Case Activity Approval Configuration and Significant Item Approval Configuration.

First, select a Workflow Type:

• If One Level Approval is selected, you can fill out the Who Can Submit and Reviewer 1fields; the Reviewer 2 and Reviewer 3 fields remain disabled.

• If you select Two or Three Level Approval, you can select Who Can Submit and Reviewer 1/2/3 respectively.

• If the field is left blank, then Reviewer approval is not required.

1.2 Imported Contact Index Field Information

We’ve added a new option to bulk import indexes (Contacts) via spreadsheet. This option is available via Investigations Configuration (Main Menu > Configuration > Configuration).

Select the Index Import Configuration tab to manage index imports.

This screen is divided into two sections. The (A) Indexes Bulk Import Processing section is used to configure and execute bulk index imports, while the (B) Configure Spread Sheet Column to Index Field Mapping section is used to create standard import mappings for each index type, allowing you to easily manage import profiles to import more indexes in the future.

1.2.1 Create Index Type Mapping

From here, you can manage import profiles for each unique index type. This allows for easy import as new contacts are added. Follow the steps below to create a field mapping:

1. First, move to the Configure Spread Sheet Column… section of the tab. Use the (A) Select Index Type dropdown to select the index type profile you’d like to configure.

NOTE: One import profile is maintained for each unique index type. Selecting an index type from the Select Index Type dropdown will load any configured settings for that type.

2. Here, you’ll map all the columns you’d like to import from the spreadsheet. Click (B) Insert to add lines to capture additional fields for mapping.

3. Use the (C) Spreadsheet Column field to enter the ID for the corresponding column in the spreadsheet. This is the data that appears in Line 1 of the column to be mapped, for example “First Name” or “Full Name”.

4. Use the (D) Field Name dropdown to select the index field to map to this spreadsheet column.

5. If this field must be unique for each index, select the (E) Is Unique? checkbox.

6. Add as many columns as needed to map to your import spreadsheet.

7. Click Save at the top of the screen to save your changes.

1.2.2 How to Import Indexes

Once you’ve completed the mapping for your index type, follow the steps below to import indexes using your spreadsheet:

1. From the Index Import Configuration screen, first select the (B) Index Type to Import from the dropdown. This determines the mapping used to import these contacts.

2. In the (A) Notification field, you can add or edit the users who will be notified when this import is completed.

3. Click the (C) Attach xl sheet for indexes to be processed button to attach the .xls document you’re using for import.

4. Click Save at the top of the screen when you’ve configured your import.

5. Next, click (D) Submit. The indexes will be created by a system job, and the users configured in the Notification field will be notified when this is complete.

6. You can also click (E) Logs to view a log of import activities

7. For each entry, you can download the (F) Imported Attachment, (G) View Errors or (H) Resubmit as needed, or click (I) Return to Configuration to return to the prior screen.

1.3 New Form: Agency Employee Index Type

We added a new Employee Information form to the Agency Employee index type. The fields on this form can be enabled, hidden, or marked required via configuration:

1.4 New Fields: Evidence Folder

We’ve added two new dropdown fields to the Evidence folder:

NOTE: This field has been added to the Location section.

• Seized Pursuant To: By default, this field is hidden. It can be enabled, disabled, and marked required on the Evidence Field Configuration tab in Configuration.

You can modify the display names for both fields in Configuration > Terminology.

Bug Fix

The following bug fix was applied in the latest version of eCASE Investigations: