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Company project · Enterprise web app · Arabic

Case management

Abuse, theft, bribery and misconduct, reported and seen through to a decision. The admin office records the case, the section manager assigns a team, inspectors hear both sides, and managers decide, while everyone can see where the case stands.

  • UX · UIMy role
  • 3Roles
  • 40Screens & modals
The investigation team's report: actions, searches, field visits and interviews
A case with its action log, for the section manager
Cases · Inbox
The inbox: case cards with their status ribbons, type, sensitivity, importance, place and SLA
Overview

From paper trails to one tracked case

The shift

  1. Reports on paper and in email, kept wherever they landed
    Every case recorded once, with both sides, its source and its files
  2. Nobody could say where a case stood, or who had it
    A status, an owner and an SLA on every case card
  3. Interviews written up by hand, and filed apart from the case
    Both sides interviewed question by question, inside the case
  4. Decisions and returns lost in long email chains
    Every return, closure and re-open in the action log, with who and why

My role

  1. 01UXOne process for three roles, from report to archive
  2. 02UI design40 screens and modals, in Arabic, right to left
  3. 03Design systemCase cards, status ribbons, SLA and modals

In numbers

3Roles, one case between them
40Screens and modals
7Statuses, each with its colour

Arabic first

Designed in Arabic from the first screen: the cards, the forms and the action log all read from the right.

What a case holds

  • The reportClassificationSensitivityImportanceSourcePlaceFiles
  • Both sidesWho reported itWho it is aboutInternal or externalJob & contact
  • InvestigationInterviewsDigital searchesField visitsUploaded reports
  • DecisionRecommendationsCommentsReturnCloseRe-openArchive

Tools & methods

  • Figma
  • UI/UX design
The process

Follow one case

From the admin office to the section manager and the investigation team, and back. Each role sees only what it can do next, and every move lands in the log. It plays on its own; pick a stage or an action and the case is yours.

Draft
#1220240556879 Bribery رشوة
Sensitivity
Confidential
Importance
Important
Place
Head office, badge desk
Source
Corporate control office
Now with
Admin office
Last update
29-01-2024, 09:10
Reported byAn employee, internal About2 employees, IT
  • 0Interviews
  • 3Files
  • 0Recommendations

The admin office records the report.

Action log سجل الإجراءات

Newest first
    • Both sides are heardThe team can't send its final report until it has interviewed both sides.
    • Nothing moves silentlyEvery return, closure and re-open is logged with who, when and why.
    • The clock is visibleFrom the moment a team is assigned, the case carries its SLA.
    21 key screens · 3 roles
    1. The admin office’s inbox

      Every case, new to closed, as a card: status, type, sensitivity, place and SLA.

    2. The outbox

      What it has sent on, still tracked until it is closed. Every role has one.

    3. Record a report

      Classification, sensitivity, importance and source, both sides, and the files.

    4. The case file

      Everything recorded on one page, with the files and both sides.

    5. Add a recommendation

      After the decision: what should change, with files.

    6. Closed, with recommendations

      Archive it, or re-open it if something new turns up.

    7. The archive

      Closed and archived cases, kept and searchable. Every role has one.

    8. The section manager’s inbox

      Sees new reports to assign, final reports to decide and re-opened cases.

    9. Assign the case

      Set the dates and the SLA, add a team, write the instructions.

    10. Build a team

      Pick members, mark the leader and see how many cases each already holds.

    11. Who is on it

      The team’s members and their open cases, the leader starred.

    12. The final report

      The team’s report in the action log. Close it, return it or reassign it.

    13. Read the team’s report

      Actions, searches, field visits, reports and interviews, in one view.

    14. Return it, with a note

      Back to the team, saying what is missing.

    15. Close it, with a reason

      A reason and the recommendations that go with it.

    16. Re-opened

      A re-opened case keeps its whole history.

    17. The team’s inbox

      Sees only the cases assigned to the team, in progress or returned, each with its SLA.

    18. Work the case

      Actions, digital searches, field visits, uploaded reports and interviews.

    19. Interview both sides

      Internal or external, question by question, with files.

    20. An interview, on record

      Who was heard, why, every answer and the files.

    21. The report, submitted

      Every search, visit and interview, sent to the section manager.

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    Cases · Inbox
    The admin office inbox: case cards with status ribbons, filtered by status
    The outbox: case cards sent on, each with its status and SLA
    Add a report: classification, sensitivity, importance, source, the reporters, the reported and attachments
    A case: its details, the report, attachments, the reporters and the reported
    Add a recommendation: After the decision: what should change, with files
    A closed case with its recommendations, ready to archive or re-open
    The archive: closed case cards
    The section manager inbox
    Assigning a case: the start and end dates, the SLA days, teams and instructions
    Build a team: Pick members, mark the leader and see how many cases each already holds
    Who is on it: The team’s members and their open cases, the leader starred
    A case with the final report and the action log, and the close, return and reassign actions
    Read the team’s report: Actions, searches, field visits, reports and interviews, in one view
    Return it, with a note: Back to the team, saying what is missing
    Close it, with a reason: A reason and the recommendations that go with it
    A re-opened case with its earlier report and log
    The investigation team inbox
    The team working a case: actions, digital search, field visits, uploaded reports and the investigation
    Interview both sides: Internal or external, question by question, with files
    An interview, on record: Who was heard, why, every answer and the files
    The team report as submitted: actions, searches, visits, uploaded reports and interviews
    Next

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