Source
Reporting channels & reporter experience — found from sitemap — Case IQ Whistleblower Hotline
Checked for Case IQ Whistleblower Hotline on 1 Oct 2026
- Page
- https://help.caseiq.com/en_US/get-started/hotline-intake-form-best-practices
- Checked
- 1 Oct 2026, 14:55 UTC
- How we may use it
- Public page, crawling permitted
Technical details
- type
- page
- http status
- 200
- content hash
- sha256:547f6651d6a4af3cb7d562fcd71156c3aab2ad1efed1c1a36641791ddde4d2a7
- permission
- robots_ok
- screenshot
- Screenshot on file (internal exhibit, not published)
Cited by
Facts read from this source
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Hotline intake form Report an error
“We have outlined some best practices for hotline intake forms, so you can create intake forms that efficiently capture accurate case details.”
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External portal required Report an error
“If the external portal is not active for your application, your organization will not be able to access the hotline intake form or the settings described in this article.”
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Required fields Report an error
“If there are key pieces of information you need to document for every case, make those questions required to submit the intake form.”
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Required picklist options Report an error
“For any required picklist fields, make sure there is a "Caller could not say" or "Caller would not say" option in case the caller does not know the answer or prefers not to respond to the question.”
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Max fields Report an error
“You can show a maximum of 35 fields on your hotline intake form, but we recommend having approximately 20 questions.”
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Two way portal Report an error
“If your application has a two-way portal, the caller will be able to log in to your portal to provide more information when necessary.”
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Dependent picklists Report an error
“you can add another picklist following the category picklist, whose options are dynamic based on the category the caller selected”
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Information box Report an error
“You can add an information box field on the hotline intake form with these details or adjust the standard hotline intake form information boxes via the Translations page.”
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Record source field Report an error
“You can check if a case has been submitted by a hotline agent in the internal application with the "Record Source" field, so this question should not be necessary.”
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Terms popup Report an error
“In Case IQ, you can add a terms and conditions pop-up for your portal's Dialing Report page. If you turn this option on, reporters must accept your terms and conditions before they can see the hotline phone numbers”
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Prerecorded greeting Report an error
“You can also set up a pre-recorded greeting to play when the caller phones the hotline before they speak to an agent. Pre-recorded greetings are especially useful as you can translate them into multiple languages.”
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AI clairia Report an error
“Getting the Most Out of Clairia”
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Spell check Report an error
“Use Spell Check”
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Portal enablement Report an error
“Please submit a change request to your Customer Support team to enable a portal for your application.”
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Knowledge base Report an error
“Case IQ Knowledge Base”
1 fact read from this page is not shown because it could not be confirmed on the page as captured.
Scores citing this record
- The Compliance Officer Reporting channels & reporter experience
- The Group Counsel Reporting channels & reporter experience
- The Reporter's Advocate Reporting channels & reporter experience
- The Security Auditor Pricing transparency
- The Security Auditor Reporting channels & reporter experience
- The Skeptic Reporting channels & reporter experience
- The SME Operator Pricing transparency
- The SME Operator Reporting channels & reporter experience