You can quickly create professionally formatted summaries of case investigations with the Summarization Copilot, powered by AI. The Summarization Copilot generates summaries with consistent formatting and information, so you can focus on analyzing case findings, rather than writing proceedings. On a case's page Summary tab, you can generate a brief or detailed case summary and download it to edit and share with your team members. You can only see the Summary tab if you have permissions to generate summaries for the case. 

The current version of the Summary Copilot is a beta of this feature, which Case IQ will continue to improve with your feedback. Summaries generated by the Summary Copilot beta will not be retained when the next version is released to your application. We recommend downloading summaries you need to keep long-term.

Generate and Publish a Summary

To generate a case summary:

1. On the case's Summary tab, click the Generate button. If you do not see the Summary tab, you may not have permission to generate summaries for the case. 
2. Select either the “Brief” or “Detailed” option in the Generate button menu. The system will take more time to generate detailed summaries. 
   1. See the next sections, Brief Summary Format and Detailed Summary Format, for details on the information that will be included in each type of summary.
   2. The Summarization Copilot cannot include files recently added to the case that have not been processed by the system yet. Case IQ will notify you if there are still pending files when you try to generate a summary.
3. The Summarization Copilot will begin to generate your summary. You can continue your work in Case IQ while it works on generating it.
4. When your summary is finished, you will receive a notification with a link to the summary draft. Click the link to see your summary.
5. You will be navigated to the Summary Draft page, where you can read through and edit the generated summary. Let the Case IQ team know how the Summarization Copilot did by clicking the thumbs up or down icon. 
6. Save the summary to the case's page by clicking Publish. You can see the published summary on the case's Summary tab. 

Brief Summary Format

Brief summaries describe the incident, involved parties, outcomes, and resolutions of the case in 1 to 2 paragraphs. The Summarization Copilot will review the following fields to generate a brief summary:

• The case’s mandatory and system fields.
• Their custom forms' dynamic fields.
• Their parties' names and types.

Detailed Summary Format

Detail summaries describe the entire case investigation in several pages. These summaries include the following sections: 

• Executive summary: describes the incident and involved parties, using fields on the case intake and party forms.
• Investigation details and evidence: summarizes the evidence collected during the investigation by reviewing the case’s forms by type. To capture the information revealed during the investigation, the Summarization Copilot uses the fields that are not available on the case intake form.
• Timeline: provides a chronological view of events, using the case’s workflows.
• Conclusion and recommendations: lists the key case findings using the data in the previous sections of the generated summary. This section details what happened, who was involved, what evidence was collected, what were the outcomes, how long the investigation took, and what were the supporting documents. It also includes one of the following recommendations for the organization using these conclusions: 
  • No action.
  • Provide counselling or training.
  • Discipline the employee(s).
  • Transfer the employee(s).
  • Terminate or demote the employee(s).

Edit a Summary

You can edit a summary after publishing it from the Summary tab. Use the following steps to make updates:

1. On the case's Summary tab, click the Options () button beside the Generate button.
2. Select "Edit summary" in the options menu.
3. On the Edit Summary page, you can make changes to the summary in the text editor. 
4. When you have completed your changes, click the Save button.

Download a Summary

After generating a summary for the case, you can download it as a .docx or .pdf file. The downloaded summary will have the same text formatting as it does in Case IQ.

1. On the case's Summary tab, click the Options () button beside the Generate button. 
2. Select “Download” in the options menu.
3. Choose the file format in which you want to download the summary. You can select .docx or .pdf.
4. Click Download summary. Your browser will begin downloading the file.

Delete a Summary

If you need to permanently remove a summary, you can delete it from the case's page.

1. On the case's Summary tab, click the Options () button beside the Generate button.
2. Select “Delete” in the options menu.