Reporting channels & reporter experience — found from sitemap — Case IQ Whistleblower Hotline

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Facts read from this source

• Hotline intake form Report an error

  “If your organization uses a hotline service, you can set up an online hotline intake form in Case IQ. Hotline agents can use your hotline intake form to capture details of a case from a caller, without logging in to your internal application or using your portal.”

• Hotline requires portal Report an error

  “Your organization must activate a portal to use the hotline intake form. You can choose to activate a one-way or two-way portal”

• One way portal no updates Report an error

  “If your organization opts for a one-way portal, reporters will not be able to receive updates on cases that hotline agents submit on their behalf.”

• Two way portal reporter accounts Report an error

  “If you activate a two-way portal, hotline agents will be able to set up an account for a reporter, which reporters can use to log back into the portal and see updates on their case.”

• Hotline agent role Report an error

  “Only users with the "Hotline Agent" user role can access your application's hotline intake form. This means that each of your hotline agents must have a user account in your application with this role.”

• Hotline agent role fixed Report an error

  “Unlike other user roles in your application, you cannot delete the "Hotline Agent" role or edit its permissions.”

• Hotline agents no seat limit Report an error

  “Users with this role will not count towards your application’s user account limits.”

• Hotline agent permissions Report an error

  “The Hotline Agent role will grant users permissions to: Add cases via the hotline intake form. Add parties via the hotline intake form”

• Hotline agent isolation Report an error

  “Hotline agents are denied all other permissions and cannot access your internal Case IQ application. They cannot see cases and forms after they submit them on behalf of a caller.”

• SSO hotline agents Report an error

  “If your organization has set up a Single Sign On (SSO) integration for your hotline agency, the integration will automatically add accounts in your application for your hotline agents.”

• Hotline form field config Report an error

  “You can configure the questions hotline agents ask reporters by selecting the fields to show on the hotline intake form. You can add fields to your portal from the case and party forms.”

• Hotline form case party fields only Report an error

  “You can only show fields from the case or party form on the hotline intake form.”

• Hotline form no custom forms Report an error

  “You can choose to include the party and file forms and any custom forms on your portal's Report Online form. However, only the party form will be available on the hotline intake form.”

• Hotline script information boxes Report an error

  “The hotline intake form includes information boxes with a standard script that hotline agents can read to callers.”

• Hotline party form default Report an error

  “By default, the party form is available on the hotline intake form, meaning hotline agents will be able to add parties to cases.”

• Hotline translations multilanguage Report an error

  “If your application has multiple languages, we recommend updating the translations for one language at a time. You can use the "Language" filter to only show text from one language in the Translations grid.”

• Anonymous reporting option Report an error

  “You can choose to allow or restrict users from reporting cases anonymously via the hotline and portal. If this option is enabled, callers will not be required to provide their name or email address to the hotline agent when setting up their account.”

• Anonymous reporting default Report an error

  “By default, “anonymousPortalUsers" will be set to “Yes”.”

• External account auto management Report an error

  “System administrators do not need to manage external accounts, as Case IQ automatically handles external account management.”

• External accounts no seat limit Report an error

  “Do not appear on the User Profiles page, nor will they be visible anywhere in the application.”

• External account deactivation Report an error

  “Will be automatically deactivated after a set number of days of inactivity (by default 90 days). If the reporter made their account using an email address, they will be notified in advance of their account’s deactivation.”

• Reporter child record access Report an error

  “Select the “Set Reporter Access” permission option for each record type to which the role should be able to grant access to external users. “Set Reporter Access” is available in the “Edit” sections of the Files, Notes, and Parties permissions.”

• Hotline data form visibility Report an error

  “View data form entries if their data form templates that have been set to “Show on Hotline””

Scores citing this record

• The Compliance Officer Pricing transparency
• The Compliance Officer Reporting channels & reporter experience
• The Compliance Officer Case management & deadline discipline
• The Group Counsel Pricing transparency
• The Group Counsel Reporting channels & reporter experience
• The Group Counsel Case management & deadline discipline
• The Group Counsel Group & multi-entity capability
• The Reporter's Advocate Pricing transparency
• The Reporter's Advocate Reporting channels & reporter experience
• The Reporter's Advocate Case management & deadline discipline
• The Security Auditor Pricing transparency
• The Security Auditor Reporting channels & reporter experience
• The Security Auditor Case management & deadline discipline
• The Skeptic Pricing transparency
• The Skeptic Reporting channels & reporter experience
• The SME Operator Pricing transparency
• The SME Operator Reporting channels & reporter experience
• The SME Operator Case management & deadline discipline