An investigation case dashboard should answer high-level status questions quickly while letting users return to the underlying case records for detail.
Useful dashboard indicators
Depending on the workflow, useful fields can include case status, owner, date opened, last activity, open leads, pending actions, waiting requests and next review date.
Keep the dashboard high level
A dashboard is a navigation and review layer. Detailed chronology, source information, interview notes and actions belong in their dedicated records.
Surface unfinished work
Open and overdue items are often more useful than total counts because they show where attention is needed.
Link metrics to records
Counts and statuses should be traceable to the underlying lead, action, source or interview records that generated them.
See the CaseWorks Investigation & Case Management System for a connected case-management workflow.
General organizational tools only; not official forms or legal advice.