Case IQ Term Glossary
This is a auto-generated Article of all your definitions within the glossary.
Glossary
This is a auto-generated Article of all your definitions within the glossary.
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ACL
The Access Control List is a hierarchy structure of permissions that allows System Administrators to grant and revoke permissions by user role.
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action
A task completed by the user to a record. For example, adding, editing, or deleting a record.
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Case Owner
The i-Sight user assigned responsibility for a case record in the system.
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child record
A supplemental entity of a case to capture additional relevant information. Users can add multiple child records of different types to one case.
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csv
A “Comma-separated Values” file. These files store data in plain text form, where each value or column is separated by a comma character (“,”).
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custom record type
A data category that was exclusively developed or built for the application. For example, an “Interview” custom record type is commonly created for applications.
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data field
A text box, menu, button, or toggle where a user can enter information for a record. Also referred to as a “field”.
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data field type
The kind or category of data stored in a field. For example, a “Date” field type will store calendar date information.
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export
A function that sends data or a file out of the i-Sight application, usually to another application.
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flags
Small, rectangular boxes containing text, used to identify and classify cases. Users with the appropriate permissions can set flags to a case using the case menu. Flags will appear beside the favorite icon when set to a case.
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form layout
The arrangement of fields for a form type, where users will enter information to save as a record.
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grid
A table of records that contains dynamic column headers and filtering options.
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interface
The access points by which users interact with and use the application.
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investigative team
a group of i-Sight users assigned responsibility to a case record.
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navigation
How a user moves to different i-Sight pages.
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party
A child record type used to save the details of any person, business, or location, which must be associated with a case.
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picklist
A dropdown menu that contains a list of values from which a user can select one option.
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profile
A standalone record type in i-Sight that you can choose to link to cases, parties, or other profiles. Profiles are often used as a database to quickly create parties for a case.
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purge
Permanently remove user-entered data from cases.
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record
A collection of data or information in one entity. A record is created when a user enters information in data fields, then saves the form.
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standalone record
An entity that does not need to be associated with a separate case number, i.e. cases and profiles. Users may choose to link other cases and profiles to a case, but it is not required.
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standard record type
A data category that is available in every i-Sight application, as part of the standard application rollout for Customers, i.e., case, profile, notes, etc.
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System Administrator
A user that manages i-Sight for the business.
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user account
A record associated with a person’s email address and name that allows them to access their i-Sight application.
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workflow
A set of statuses and steps that define a process, which typically represents the life cycle of a record in i-Sight.
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Yellowfin
The advanced reporting tool that allows i-Sight users to create customized reports.