Cases
Case Number Customization
You can customize your case number using these parameters T = Case Type: You set the case type abbreviations that become part of the case number in Case Settings Y = Year: The two digit for the current year a case was opened M = Month: The two ...
All Cases Resource Page
The All Cases list gives you a convenient list of all cases in the system, both Active and Inactive. Whether a case is active or not is determined by the Case Status. You can choose whether a case status is active or not via the Settings > Case ...
Active Cases Resource Page
The Active Cases list gives you a convenient view of all cases that are, well...Active. Ones that are new or you are working on, or perhaps wrapping up. Whether a case is active or not is determined by the Case Status. You can choose whether a ...
Can reports, video, photos and other evidence be uploaded?
Yes. You can upload files to the system for any case for easy retrieval or review by users.
How do I conduct a social media search in the system?
This search allows you to conduct a social media search on people across various platforms at once within the PI Direct Link system. IMPORTANT: In order to use this search, you must have a credit card on file. To add a card, click on Settings. ...
Can I search by case number?
Yes. You can search by any criteria using the Universal Search Bar. It is located in the upper right hand corner next to Company Documents | FAQ.
Is there a size limit on file uploads?
Q: Is there a limit to the size of the files that can be uploaded? A: The maximum size of a file that can be uploaded is 4 GB.
Investigator is not in the drop down list
Q: I created a new investigator or employee and they are not in the drop down list when I try to associate or assign them to a case. A: The solution for this question is the same for Employees and Vendors. Go to the Employees or Vendor list by ...