Investigation Case Intake App
Collect investigation case details, track urgency and status, and route follow-ups in one place with the Investigation Case Intake App for HR, compliance, security, and internal audit teams using Jotform.
Investigation Case Intake App helps teams capture new investigation reports and keep case information organized from the first intake through ongoing follow-ups. It’s a practical fit for HR teams, internal audit groups, compliance and risk teams, security operations, and legal departments that need a consistent way to log incidents, assign urgency, and reference cases without losing critical details. With quick access to case records and a guided path to submit follow-ups, the app supports clearer handoffs, better documentation, and faster internal response when multiple stakeholders are involved.
Built with Jotform, this app template can be customized in a no-code app builder using a drag-and-drop interface, so you can match your internal workflow and terminology. Connect intake and follow-up forms to keep data collection consistent, centralize records for easy review, and share the app with the right people through a link or QR code for secure self-service reporting. As your process evolves, you can update pages, add steps, and keep your investigation workflow running smoothly without writing code.
It’s used to intake new investigation cases, store key incident details, and provide a simple way to browse case records and submit case follow-ups from the same app.
Most teams include a new case intake form, a follow-up form, and a case records view with essential fields such as case reference, current status, urgency, incident date, and incident location.
Use it when you’re receiving investigation-related reports from employees or staff and need a repeatable intake process, plus a reliable way to document updates and next steps over time.
HR departments, compliance and risk teams, internal audit groups, security teams, operations leaders, and legal teams can use it, along with any organization that needs structured internal case intake and follow-up tracking.
It helps standardize intake, reduce missing information, keep case records easy to find, and make follow-ups consistent so teams can collaborate with less confusion and stronger documentation.
Yes. You can edit the connected forms to match your case categories, internal terminology, and escalation rules, then reflect those updates throughout the app experience.
Yes. You can share the app through a direct link or QR code for reporting, and configure access to ensure only authorized users can browse case records and view case details.
Yes. The app is designed for mobile-friendly use, making it easier to submit a new case or add a follow-up from a phone or tablet when details need to be captured quickly.
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