Using Case Tools

Some tools do not appear in all cases. The tools that appear depend on whether the case is a hotline case and whether your organization has turned on that feature. Additionally, some tools are only available with specific Access Levels. Contact your System Administrator to learn more.

Reminders

Reminders send you an email message one hour before the due date and time of important activities.

Set a Reminder

From the left navigation menu, select Cases.
Select All Cases.
Select the desired case.
Select , and then select Reminders.
In the Reminder Time section, select the month, day, year, and time for your reminder.
Select Submit.

Note: If you already have a reminder set for a case, you can add an additional reminder by following steps 1-5 and then selecting the blue + icon next to Reminders.

Delete a Reminder

From the left navigation menu, select Cases.
Select All Cases.
Select the desired case.
Select , and then select Reminders.
In Reminders, select Delete next to the reminder you wish to delete.

Request Translation

From the left navigation menu, select Cases.
Select All Cases.
Select the desired case.
Select , and then select Request Translation.
Select Submit.

Important: Your NAVEX services agreement determines the cost and delivery timeline for translations. If you have any questions, please reach out to your system administrator.

Add to or Remove from Watchlist

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

Adding Cases to My Case Watchlist

From the left navigation menu, select Cases.
Select All Cases.
Select the desired case.
Select , and then select Add to Watchlist.
Changes are automatically saved.

Removing Cases from My Case Watchlist

From the left navigation menu, select Cases.
Select All Cases.
Select the desired case.
Select , and then select Remove from Watchlist.
Changes are automatically saved.

Print and Download

From the left navigation menu, select Cases.
Select All Cases.
Select the desired case.
Select , and then select Print & Download.
In Print & Download, select the case sections you wish to include in your print or download.
Select Print Case or Download.

Delete a Case

Important: Use this function with care. Deleting a case is permanent and irrevocable. The system deletes the case and all related information and attachments. You cannot recover a deleted case.

From the left navigation menu, select Cases.
Select All Cases.
Select the desired case.
Select , and then select Delete Case.
As a precaution, you must confirm that you want to delete the case.

Join Chat

EthicsChat is an anonymous, real-time chat tool that provides an open line of communication between users and reporters. This tool shortens the investigative timeline while still ensuring anonymity. Reporters and users can type in a secure chat room window.

Note: You will not see Join Chat for data privacy cases.

Join Chat

In the Follow-ups section, send a message to the reporter to arrange a mutually convenient time for your chat session. When the appointed time arrives, complete the following steps:

From the left navigation menu, select Cases.
Select All Cases.
Select the desired case.
In the upper-right corner, select
Select Join Chat from the dropdown list to start the chat session.

Note: Chat sessions are transcribed and appended to the Follow-ups section of the case.

Data Privacy Management

The Data Privacy Management option can be enabled for selected tiers or for your entire organization. If you have questions about the Data Privacy Management module, call NAVEX Customer Support toll-free at 1-866-297-0224 (in the U.S. and Canada). For System Administrators who are interested in learning more about Data Privacy Management, see the EthicsPoint Data Privacy Management Tools and Resources Training Course.