Guide
This guide provides instruction on the use of the Dashboard and not on how to conduct incident investigation or a threat assessment. We are happy to provide full training and support. Just reach out to us.
Account Settings (upper left corner profile icon)
You are upload a picture of the user in the My Profile form.
My Profile
Basic profile and contact info
Able to enable 2 Step Verification for logins
Team
Team of users in account. Able to create/edit/delete users if you have Admin role.
Group
Organize your records and users by Group. This allows for security teams to organize multiple locations. Users belong to a Group. Admins have control over their Group. Super Admins can control any group.
Resources
This is a repository of any agency, services or company that provides support. Examples include background check companies, domestic violence shelters and crime scene clean up services.
Settings:
Sectors: Sectors are ways to categorize your Factors. We have a default list but it can be edited to your preference.
Incident Type: This is a way to categorize your Incidents. Customize to your needs.
Email Notification: Configure when users will receive an email notification regarding new or changes in Cases, Incidents, Reports and Tasks.
Custom Questions: Able to add/edit/delete the your own custom questions for Cases, Incidents and Covid Reporting.
Web Forms: Obtain the link and the code for embedding the Report form on your site.
ePanicbutton Alerts
This table shows the log of ePanicButton alerts, a sister service that integrates with this platform but requires a different subscription (big discount for both!).
The confirmation link provides a table of those desktop alert receivers who confirmed or acknowledged receiving the alert. This can be used to track who did (and who did not) respond to any emergency messages (such as Active Shooter Alarms).
Click on the pencil icon to Annotate the alert to provide whatever follow up notes apply to the event.
Reports
List of Reports from the online report form entries. You are able to assign the Report to any User for their follow up and they will receive an email if assigned. At the bottom of report, you can create a new Incident out of the Report or you can link the Report to an existing Incident. Example: a significant, public incident may have numerous people submitting a report but it would all apply to the same incident.
Incidents
Incidents are events, something that happened somewhere, at some time. You are able to filter by date, Group or category type. You can customize the Incident Types under Settings, under the profile in the upper right.
Incidents can be linked to Reports, Cases, Tasks and Files.
Covid Tracking
Online report form and tracking for health related issues.
Cases
Cases are for in-depth investigation by an assigned User to keep it on track with the investigation and response.
The Charts provide a clear overview of the key Factors. Factors are findings, discovery points, data and relevant information to the Case (previous convictions, health concerns, interview notes, weapons, threats, etc.). You are able to categorize these Factors into Sectors, which can be customized in the Settings.
Factors can be ranked by severity depending on your own judgement. Factors can be ranked by the user according to severity (1-10) to provide a general determination of danger; 10 indicating something that promotes greater risk and 1 being less consequential. The program does not assign a value to any finding but relies on your training and experience to determine.
All related Files, Incidents, Tasks and more are all compiled into the Case record.
Notes allow for a forum for all Users to discuss, comment and communicate.
The entire Case record can be downloaded into a PDF for reporting purposes.
All changes and new information can send an email to the assigned User.
Charts: every factor has the option of showing up on the Charts. These charts provide a Gestalt view of the case, providing you with the Big Picture.
Target Chart shows the Factors according to its severity score and its category.
Timeline Chart shows the Factors along a timeline to visually see any escalation.
The Corkboard chart is just a way of showing and moving around your Factors, just like the old detective movie motif. You can group and move around your Factors as well as add drawing lines to help you review the case visually.
Subjects: This table provides the record for the person(s) investigated in this case.
Targets: This table provides the record for the person(s) who have been identified as victims in this case.
Tasks: Users are able to create and assign tasks with due dates that can be linked to the Incident record. Able to assign a Task to User who will receive an email when assigned and the day it is due.
Notes: This provides a forum type module for Users to communicate and discuss the case.
Linked Incidents: Table of linked Incidents
Files: Table of digital files that can be uploaded related to the Case. Accounts have set limits on the total size of files (100 MB, 500 MB, 1GB, 1.5GB or 2GB)