System Admin Guide
Overview
The System Admin configures the core SITE Inform operating model: users, role assignments, categories, question templates, and case statuses.
User Management
The System Admin can add, edit, and delete users by assigning one of the following roles and associating the user with a specific category:
- Observer
- Supervisor
- Case Manager
The Users interface also lets the admin manage user access levels, modify roles or categories, and remove users who are no longer active.
NDA on first login
NDA acceptance on first login can be activated, deactivated, or customized by contacting customer support. System Admins can also view which users have agreed or not agreed to the NDA.
Categories
Categories divide cases inside the case management system and help organize reports by area or type.
When adding a category, the System Admin configures:
| Category setting | Purpose |
|---|---|
| Category details | Creates the category used to segment cases. |
| Question template | Defines the questions shown to the whistleblower when submitting a case in that category. |
| SLA | Configure the Service Level Agreement (SLA) by specifying the number of days allowed before a case must be opened. If the SLA is exceeded, an alert is sent to the assigned Supervisor and Case Manager. |
System Admins can temporarily disable categories or modify category data from the list of categories.
Question Templates
Question templates are attached to categories. When a whistleblower chooses a category, the system displays the template assigned to that category.
System Admins can:
- Add question templates.
- Modify question templates.
- Delete question templates.
- Create a new template with default questions.
- Mark mandatory requirements question for each template.
- Save the template and attach it to categories.
Case Statuses
System Admins create case statuses and define their order.
The default statuses are:
- New
- Open
- In progress
- Closed
- Not Valid
When a case is created, its status is New. After the case manager opens the case, the status changes to Open.
Status scope
Newly created statuses apply to all cases in all categories.