This guide provides instruction on the use of the Dashboard and not how to conduct incident investigation and threat assessment.

Common Questions

Add new Users

Difference between Incidents and Cases

Editing Sector and Type lists

Account Settings

Items under Profile Picture in upper right corner

My profile

Set Profile pic or avatar


Table of account users including their Role and Group membership


Super Admin: Add/edit team members; Able to add cases; All features access to all Groups

Admin: Able to add new cases; All features access for their Group except edit team members

User: Only in their group, able to add/edit Factors, Tasks, Forum, Resources and Files; can't add edit team or add new Cases

Creating and Editing users

Click Add User to create a new users


Table of Groups, members and respective time zones. Groups are a way to organize users, usually by geographical location. Essentially, Super Admin Users can access all groups, Admins have full access to their group and Users have limited access to their group. 


Table of organizations, services and people that you contact for support, resources and information. 


Email Notification

Set which users (by role) will be emailed for new or updated records.


Custom Questions for Modules

Table of customized questions/fields for Incident, Case and Covid records

Questions/Fields can be Text, Memo, Single Select (select one from list), Radio Button, Check box, Date, Number or Multi-Select (select one, some or all from list)

Web Forms

Obtain the webform code and link to the hosted webforms for community reporting of concerns. 

2 forms: Security online report and Covid online report


ePanicbutton Alerts

The feature only works in conjunction with the ePanicButton program. 

The table shows the list of ePanicbutton messages that were activated and the list of who/when  anyone confirmed receipt of the desktop alerts. The list is updated every 5 minutes. 

You are able to export this into a spreadsheet as well as add notes/annotations to any alert records. 


Table of online reports that were submitted via webform. 

Able to search for Report by Group and by assigned User.

Able to create and link to an Incident record by clicking Create Incident.

Able to link Report record to other Incidents.

(example: several reports came in for the same incident/event)


This table holds Incident records which are events that occurred somewhere and at some point of time. They may be submitted by community members through the webform or generated by dashboard users. 

Obtain the webform code and link to the hosted webform for community reporting under Profile Icon in Settings.

Can create custom questions for Incident records in Settings, under profile icon.

Able to assign Incidents to User. 

Able to link Incident record to one or more Reports.

Also able to link Incidents to one or more Cases. 

Able to create a Task for the Incident investigation and assign to User.

Incident Types

Able to create/edit/ categories for your Incidents. Example: arson, theft, threat, assaut, etc.

Settings are account wide, across Groups. Able to configure Incident Types in Settings.

Covid Tracking

Table for covid tracking. Community members can submit webform, which can be assigned to Users for review and updating.

Obtain the webform code and link to the hosted webform for community reporting under Profile Icon in Settings.

Can create custom questions for Incident records in Settings, under profile.


While in the Case Module, there is a different set of tabs on the left. 

Cases are for larger investigations and analysis of issues, concerns, people or a connection of related Incidents. The difference from an Incident is basically scope. Example: a single car break-in theft may be an Incident but a string of them occurring with similarities would be a Case.  Other examples: an employee who made a threat after a disciplinary meeting; a string of arson incidents across the property; a stalking case.

Able to assign Case to User. 

Can create custom questions for Incident records in Settings, under profile

Able to create a Task for the Case investigation and assign it to a User.

Able to link a Case record to one or more Incidents.

Example: Connecting vandalism Incidents with online/in-person threats surrounding an activist organization. 


The program allows you to create and categorize “Factors” to help document and analyze the findings of your Case.  Factors can be ranked by the user according to severity (1-10) to provide a general determination of danger; 10 indicating something that promotes greater risk and 1 being less consequential.

(Examples of Factors: a threat sent in a text; a concerning essay written by a student, personality disorder diagnosis, purchase of a firearm, etc.)

Factors can be categorized into different Sectors as well. 

Example: While investigating a potential workplace violence case, you may have a set of screenshots found on their social media accounts but also have their background check records, interview notes, threat notes, etc. You may want to categorize these findings or “Factors” as desired or adopt any threat assessment models that you use.

Sector list is customizable under Settings. 


This table provides the record for the person(s) investigated in this case. 


This table provides the record for the person(s) who have been identified as victims in this case. 


This is the general, overall description of the case. 


The charts provide a way to view the findings and considerations of the Case. You can see all of your data in one, interactive view. 

Target Chart

Arranges your Factors on a pie chart by Sector and Severity level. 

The closer to the center indicates increased severity. 

The cluster of multiple factors near the center may suggest a more urgent, volatile situation. 

Timeline Chart

This provides a way to view the Factors within a timeframe to determine trends and escalations.  Some Factors may be related to an event or an Incident and can provide a date and time. 

Not all Factors may fit, have a date or be suitable for the timeline and be excluded from the Timeline Chart under Factor Edit window. 


This lets you just drag and drop the factors about the corkboard just as if you were using the traditional corkboard method of composing all of your findings (Factors), giving you the big picture view.


Users are able to create and assign tasks with due dates that can be linked to the Incident record. Able to assign a Task to User who will receive an email when assigned and the day it is due. 


This provides a forum type module for Users to communicate and discuss the case. 

Linked Incidents

Table of linked Incidents.


Table of digital files that can be uploaded related to the Case. 

Accounts have set limits on the total size of files (100 MB, 500 MB, 1GB, 1.5GB or 2GB)

Generate PDF

Download a PDF of all of the Case notes and information.