Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Case IQ makes it easy to manage HR, fraud, compliance investigations, and more from start to finish with i-Sight. i-Sight is a cloud-based solution that helps organizations manage their investigations and analyze the results. The top features include workflow alerts, case review, collaboration, trend reporting, case assignment, and workflow alerts.
Description
Custodian oversees and safeguards your case and email data in Microsoft 365 by enhancing SharePoint's functionality to facilitate efficient case management. It offers secure and user-friendly tools for managing cases directly within Microsoft 365, which are conveniently accessible through Microsoft Outlook. Users have the ability to utilize SharePoint sites and lists for the storage of case-related content. Each case type can be easily and consistently structured with metadata, workflows, and policies. Additionally, it allows the creation of case templates tailored for various case types, providing essential frameworks for new cases. The flexibility of these templates, combined with the straightforward provisioning of cases and the capacity to display case documents in Outlook via a robust client, empowers organizations to adopt custodian for seamless SharePoint case management that users find intuitive and beneficial. This streamlined approach not only enhances productivity but also fosters a culture of effective case handling within the organization.
API Access
Has API
No
API Access
Has API
No
Integrations
Microsoft Outlook
Yes
Gmail
Yes
JD Edwards EnterpriseOne
Yes
Microsoft 365
No
Microsoft SharePoint
No
Oracle CRM On Demand
Yes
SAP Business One
Yes
Salesforce
Yes
Integrations
Microsoft Outlook
Yes
Gmail
No
JD Edwards EnterpriseOne
No
Microsoft 365
Yes
Microsoft SharePoint
Yes
Oracle CRM On Demand
No
SAP Business One
No
Salesforce
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Case IQ
Founded
1999
Country
Canada
Website
www.caseiq.com
Vendor Details
Company Name
Repstor
Founded
2012
Country
Ireland
Website
www.repstor.com/products/custodian/
Product Features
Complaint Management
Case Management
No
Complaint Classification
Yes
Corrective Actions (CAPA)
Yes
Customer Complaint Tracking
Yes
Feedback Management
No
Forms Management
No
Issue Tracking
Yes
Quality Assurance Management
Yes
Routing
Yes
Self Service Portal
No
Social Media Monitoring
No
Survey Management
No
HR Compliance
Alerts / Notifications
No
Certifications Management
No
Communication Tools
No
Customizable HR Documents
No
Document Management
No
Records Management
No
Regulations Monitoring
No
Reporting / Analytics
No
Roles / Permissions
No
Version Control
No
Workflow Management
No
Human Resources
360 Degree Feedback
Yes
Applicant Tracking
No
Attendance Management
No
Benefits Management
No
Career Development Planning
No
Compensation Management
No
Compliance Management
Yes
Employee Database
No
Employee Lifecycle Management
No
Onboarding
No
Payroll Management
No
Performance Management
Yes
Recruiting Management
No
Self Service Portal
No
Succession Planning
No
Time & Attendance Management
Yes
Time Off Management
No
Timesheets
No
Training Management
No
Investigation Management
Contact Management
Yes
Data Management
Yes
Incident Management
Yes
Reporting & Statistics
Yes
Subject Profiles
Yes
Whistleblowing
Access Controls / Permissions
No
Automated Routing
No
Compliance Management
No
Customizable Branding
No
Multi-Language Support
No
Real-Time Chat
No
Reporting / Analytics
No
Workflow / Process Automation
No
Product Features
Legal Case Management
Billing Management
No
Calendar Management
No
Case Notes
No
Client Management
No
Communication Tracking
No
Conflict Management
No
Corporations
No
Court Management
No
Discovery Management
No
Docket Management
No
Document Management
No
Expense Tracking
No
Government
No
Law Firms
No
Records Management
No
Task Management
No
Time Tracking
No
Trust Accounting
No