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Reportable Conduct Case Workspace

Learn how authorised Admins and Managers can open, review, and manage reportable conduct case details, linked records, forms, notes, reports, actions, and audit history.

Written by Windolyn Cortes

For Admins and Managers: Use this article to review and manage an authorised reportable conduct case, including case details, linked records, forms, notes, actions, and reports.

Staff members should only access a case when they have been explicitly authorised or instructed to do so.

Important: Reportable conduct cases may contain sensitive or confidential information. Only view, edit, export, or share records you are authorised to access.

Open a case

From the left sidebar, open Child Safety.

Select Reportable Conduct.

From the case list, select the case you want to review.

This opens the RCS Case Workspace.

Review the case header

At the top of the workspace, review the case header.

This area shows key case information, including:

  • Case status

  • Risk level

  • Case ID

  • Matter title

  • Classification

  • Opened date

  • Reported by

  • Status action button

The status action button lets you move the case through the next available stage, such as Move to Open, Move to Under Review, or Move to Closed.

Review statutory dates

Below the case header, review the timeline date bar.

This may include:

  • Aware date

  • Initial due date

  • Interim due date

Use these dates to monitor statutory reporting deadlines.

If a due date has passed, the case may show an Overdue indicator.

Use the workspace tabs

The case workspace includes tabs for different parts of the case.

Available tabs may include:

  • Overview

  • Timeline

  • Linked Records

  • Files

  • Notes

  • Risk Actions

  • Forms

  • Reports

  • Audit

Use these tabs to move between case details, supporting records, actions, documents, reports, and audit history.

Review the Overview tab

The Overview tab gives a summary of the case.

It includes:

  • Case Details

  • People & Location

  • Allegation Summary

  • Immediate Actions Taken

  • Description

This is the main place to review the core information submitted when the case was created.

Review Case Details

The Case Details card shows the core information about the matter.

This may include:

  • Case ID

  • Matter

  • Status

  • Classification

  • Risk Level

  • Aware Date

  • Incident Date

  • Source

Use this section to confirm the case classification, risk level, key dates, and source of allegation.

Review People & Location

The People & Location card shows the people and site connected to the matter.

This may include:

  • Involved Participant

  • Subject Staff Member

  • Location

  • Case Manager

  • Reported By

If the case manager is Unassigned, assign a case manager if your workflow requires one.

Review the Allegation Summary

The Allegation Summary section shows the brief factual summary entered when the case was created.

Use this section to quickly understand what the matter is about.

Review Immediate Actions Taken

The Immediate Actions Taken section shows any notifications and safety measures recorded after the matter became known.

This may include:

  • Police Contacted

  • Regulator Contacted

  • Safety Actions

Review this section to confirm that immediate safety steps and notifications were recorded correctly.

Review the Description

The Description section shows the detailed factual account of the reportable conduct matter.

Use this section to review the full context, including what happened, who was involved, what action was taken, and what follow-up is required.

Manage the case status

Use the status action button in the top-right corner to move the case to the next stage.

Important: Only change the case status when the required review, actions, approvals, and documentation are complete. Status changes may affect who can access the case and which actions remain available.

Depending on the current status, available actions may include:

  • Move to Open

  • Move to Under Review

  • Move to Initial Submitted

  • Move to Interim Report Due

  • Move to Closed

  • Non Reportable

When closing a case, confirm the action in the Close Case modal.

Important Notes

  • The Overview tab is the main summary view for the case.

  • The case status button changes depending on the current stage of the case.

  • The Aware Date is used to calculate reporting deadlines.

  • The Initial Due and Interim Due dates help users track statutory obligations.

  • If a case is closed, it may still be reopened if Move to Open is available.

  • If a case manager is unassigned, the case may still exist, but follow-up ownership may be unclear.

  • Only access or update information that is relevant to the authorised case.

  • Do not include unnecessary personal, medical, incident, or confidential details.

  • Review linked records, forms, notes, risk actions, and audit history before changing the case status.

  • If a case is assigned incorrectly or needs correction, follow your organisation’s reportable conduct process before editing or closing it.

  • Audit history should be reviewed when you need to confirm who made a change and when it occurred.

Troubleshooting

  • If you cannot open a case, check your access to Child Safety and Reportable Conduct.

  • If the status action button is missing, check your permissions.

  • If a case appears in the wrong tab, check its current status.

  • If the due dates look incorrect, review the Aware Date in the case details.

  • If the case manager is missing, assign one according to your organisation’s workflow.

  • If supporting records are missing, check the Linked Records, Files, Notes, and Audit tabs.

  • If supporting records are missing, check the Linked Records, Files, Notes, and Audit tabs.

I cannot see a case tab or action

  • Check that you have permission to access the Reportable Conduct case workspace.

  • Check that the case is not closed or restricted for your role.

  • Confirm that you opened the correct case.

  • Check that the tab or action is available for the current case status.

  • Contact an administrator if the tab or action is still unavailable.

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