Manage every type of case in one secure, streamlined system

Easily stay on top of every case with our simple case management software. Whether it’s employee concerns or performance issues, you can track and resolve everything in one place.

Easily handle complex cases

Custom case types

Add files and media

Control Access

Auditable trail

Easily manage

One system for every kind of case

Build cases for absolutely anything. From employee relations and safety issues to quality non-conformances or supplier concerns, Evalu-8 adapts to your processes, not the other way round.

Customisable forms and data capture

Capture exactly the information you need.
Design bespoke reporting and investigation forms, with your own data fields, checklists, and templates.
Collect the right details at the right time, whether it’s during initial reporting, investigation or case closure.

Customisable forms and data capture

Automated workflows and tasks

Never miss a step.
Evalu-8 automatically notifies the right people when a new case is opened and creates tasks to ensure your process is followed precisely.
Add ad-hoc tasks anytime to keep everyone on track and fully accountable.

Take a quick tour of Case Management in Evalu-8 HR

Access control and confidentiality

Decide who sees what. Restrict visibility to specific users, teams, or departments to protect sensitive information and maintain confidentiality at every stage.

Documents, files, & evidence, all in one place

Attach everything that matters: documents, images, video footage, and audio recordings.
Store, review, and manage evidence securely within each case, with full control over who can view, edit, or add information.

Why organisations choose Evalu-8 Case Management

Handles any case type

Manage grievances, investigations, disciplinaries, performance issues and more in one flexible workflow.

Keeps you consistent

Follow structured, repeatable steps that ensure every case is handled fairly and correctly.

Central & secure

Store all notes, evidence, documents and updates in one protected location with controlled access.

Cuts the admin

Automate reminders, tasks and workflows so managers spend less time chasing and more time resolving.

Confidential & compliant

Protect sensitive information and meet HR, legal and data-protection requirements with ease.

Full audit trails

See every action, update and decision timestamped and traceable for complete transparency.

Complete visibility and reporting

See the real-time status of every case at a glance.
Generate detailed reports to identify patterns, track outcomes and demonstrate compliance.
Once complete, cases can be securely archived for reference or audit purposes.