Review recommended setup steps before using Monolith for active casework.
Before using Monolith for active casework, your organization should review and configure the core settings that support users, cases, evidence, storage, reporting, and quality assurance.
Some settings may already be configured during implementation or trial setup. Use this page as a setup checklist to confirm that Monolith is ready for your team’s workflow.
Confirm your organization details before users begin working in Monolith.
See: Organization Info
This information may be used throughout Monolith, including reports, labels, and other organization-specific areas.
Create user accounts for team members who need access to Monolith.
See: User Management
Confirm that each user has the appropriate access for their role before they begin working with cases, evidence, reports, or administrative settings.
Set the formatting for case numbers, evidence numbers, and storage numbers.
See: Item Number Formats
Number formats help standardize how records are created and referenced across Monolith.
Review and customize the options your team will use when creating and managing cases.
Recommended settings include:
These options help your team classify cases consistently and track case progress over time.
Review and customize the options your team will use when adding and managing evidence.
Recommended settings include:
These options help standardize evidence intake and tracking across your organization.
Review the categories your team will use for task management and time tracking.
These settings help organize task-related work and provide more consistent reporting.
Review and customize the options your team will use for quality assurance workflows.
Recommended settings include:
These settings help your team standardize review processes and track QA issues consistently.
Create and upload labels for evidence, storage items, or people.
See: Item Labels
Monolith supports DYMO label templates and variables that can pull information from Monolith records.
Create the physical locations where evidence may be stored.
See: Item Locations
Locations should reflect how your organization tracks evidence in the real world, such as evidence rooms, shelves, bins, lockers, or other storage areas.
Add existing storage items that your organization wants to track in Monolith.
See: Storage Items
This helps your team manage physical storage items and connect them to cases, evidence, and custody workflows as needed.
Enter the forensic software tools used by your lab or organization.
See: Forensic Software
This information can support acquisition tracking, reporting, and lab management workflows.
After completing the initial setup checklist, your team can begin using Monolith for case creation, evidence intake, storage tracking, acquisitions, reporting, and quality assurance workflows.
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