Case Tools

Case Tools is a feature that may be enabled for your organization. Some tools do not appear in all cases.

Reminders

Reminders sends you an email message one hour before the due date and time of important activities. A counter in Tools shows the number of reminders you have set for a case.

From the case, click Reminders to view, edit, or delete individual reminders.

View Related Policies

The View Related Policies feature allows you to view policies, procedures, and guidelines related to a case, based on the issue type. If your organization adds the Policies Library it can integrate your case information in Issue and Event Manager with policies, procedures, and guidelines.

Viewing Policy Summaries

From the case, click Tools > View Related Policies. A list of policies, procedures, or guidelines related to the issue type for the case appears.
Select the Case Issue Type from the list.

Add to or Remove from Watchlist

My Case Watchlist allows you to tag cases that you want to monitor. Your case watchlist is not shared with other users. Only you can see your case watchlist. Any cases that you add to your case watchlist are listed on the Home tab.

Note: Adding or removing a case from My Case Watchlist is not recorded in the case history.

Adding Cases to My Case Watchlist

To add a case to My Case Watchlist, do one of the following:

From the case, click Tools > Add to Watchlist.
From the case, click Add to Watchlist at the top of the page.

Removing Cases from My Case Watchlist

To remove a case from My Case Watchlist, do one of the following:

From the case, click Tools > Remove from Watchlist.
From the case, click Remove from Watchlist at the top of the page.

Join Chat

EthicsChat is an anonymous, real-time chat tool that provides an open line of communication between users and reporters, shortening the investigative time line while still ensuring anonymity. Reporters and users can type in a secure chat room window. The chat transcript is saved in the Follow-ups section of the case, so that users can view it at a later date.

Print & Download

If your organization lists case sections in a custom order and you use the Standard Print Layout, you will see the case sections in the custom order when you print a case. If downloading a case, you can specify which topics to include in the printout.

From the case, click Tools > Print to open the print preview.
Select File > Print.
Click Print.

Print and Download

Note: If your organization or tier uses more than one print layout, you will not see Print Options. Instead, the Case Print page will open when you click Print.

From the case, click Tools > Print & Download in the left navigation menu.
From the Print & Download page, select the sections of the case that you want to print (if you have custom layout(s) available, you can alternatively select one of those).
Click Print Case to open a printable case overview in a new browser window, then use your browser's Print option to print to a selected printer or file.
Alternatively, you can click Download to download a case overview in .doc format.

Delete Case

Important: Deleting a case is permanent and irrevocable.

From the case, click Tools > Delete Case.
Click Delete.

Data Privacy Management

Data Privacy Management is an optional feature that we can turn on for your entire organization or just for selected tiers. It provides you with the incident and administrative tools necessary to handle data privacy reports and cases.