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Whistleblower Software by Formalize
All support articles related to Whistleblower Software can be found here.
Authentication and access control
Single Sign On (SSO)
Company Account
- How to configure the receivers / Case handlers
- How to configure categories including deactivation, adding a category and correct configuration
- Onboarding overview - How to get started
- How to add users and edit their permissions within the administrative panel
- Different ways to share access to the reporting page
- How use the statistics, change the date range and download the data
- How to upload your logo for the reporting page
- How to change the primary color and design features on the reporting page
Case Management
- How to communicate, leave documents and audio for other case handlers in the system
- How to write a message to the whistleblower, including files and audio recording
- How to store information on a case
- How to use the machine translation function when receiving a case
- How to pass on a case
- How to delete a case
- How to delete a case with multi approval deletion
- How to redact a case
- How to create and use snippets for answering the whistleblower
- How to implement the 4-eye principal
- Case Activity Log
- How to export a case from the system
Reporting Page Configuration
- How to set the default language for the reporting page
- How to configure the departments
- How to set up a group structure
- How to create reporting links
- How to edit the possibility of anonymous or confidential reporting
- How to make changes to the text on the reporting page
- How to update the form on the reporting page
- How to change the visibility of the recipients receiving the case
- How to add multiple languages on the reporting page