Case Follow-ups

This section only appears for hotline cases and displays communications with the reporter.

The Follow-Ups section offers Rich Text options such as bold, Italic, and the ability to include website URLs in follow-up messages or comments to the reporter.

Note: The Rich Text options are also available for Preformatted Follow-up Responses and Automated Follow-Up Messages to Reporters.

The following items are found in the Follow-ups section.

Items	Description
Reporter Additional Information	This area shows any information that the reporter has appended to the report.
Questions/Comments and Reporter Responses	This area contains any questions or comments from users and the corresponding response from the reporter. Users assigned to this case may also post questions or comments for the reporter and view the responses here.
Automated Follow-Up Message to Reporters	When reporter submits a new case, your organization may choose to display a message confirming receipt of the report. If your organization doesn't currently have this feature enabled, you can contact Client Support to have it enabled.
Notify Reporters on Follow-up	This feature will activate email notifications to hotline reporters when you submit a follow-up question or comment. Notifications will only trigger if the reporter provided their email address.
Ask a question or post a comment to the reporter	This area contains any questions or comments from users and the corresponding response from the reporter. Users assigned to this case may also post questions or comments for the reporter and view the responses here. If your organization has Preformatted Follow-up Responses set, a user can choose to send a Preformatted Follow-up Response to the reporter, or they can choose the Write your own message option. Note: For more information about configuring Preformatted Follow-up Responses, contact NAVEX Customer Support by submitting a request in the Community.
Chat Transcripts	This area shows transcripts from EthicsChat. EthicsChat is an anonymous, real-time chat tool that provides an open line of communication between users and reporters, shortening the investigative timeline while still ensuring anonymity.

Posting a Follow-up

You can send a follow-up question or comment to the reporter for any hotline case.

From the navigation menu, select Cases > All Cases.
Select the desired hotline case.
From the case menu, select Follow-ups, and then select .
If your organization has set up Preformatted Follow-up Responses, select a message. Otherwise, write your own message.
Select Question or Comment.
Click Submit.
Note: If the reporter has provided an email address, the reporter will receive an email notification that a follow-up has been posted.

Editing or Deleting a Follow-up Post

You can edit a follow-up as long as the reporter has not viewed or responded to your follow-up question or comment. Also, you have the ability to delete it.

From the navigation menu, select Cases > All Cases.
Select the desired hotline case.
From the case menu, select Follow-ups.
Next to the follow-up you wish to retract, select , and then do one of the following:
- If you wish to edit the follow-up, edit the text under Follow-up.
- If you wish to delete the follow-up, select Check here to delete this follow-up.
Click Submit.