Assignments & Access

• Case Assignees
• Primary Case Assignees
• Automatically Assigned Users
• Changing or Adding Assignees
• Restricted Access
• Adding Users to or Removing Users from the Restricted Access List
• Case Access List
• Due Date
• Changing Due Dates

Case Assignees

The case view lists the users assigned to work on a case. If your access level includes the privilege to assign cases, you can assign any number of users to work on a case.

Primary Case Assignees

Note: This option is available only if your organization has this feature turned on. Contact your administrator to request this feature.

This is a designator. It does not give the assignee any additional rights.

Automatically Assigned Users

The administrator of a tier may automatically assign some users to incoming cases with specific issues. In this situation, you may not need to assign any users, or you may want to assign additional users to handle the case. Automatic assignees are immediately listed as assignees when you create the case.

Changing or Adding Assignees

Access Privilege: Assign cases to users

1. From the case, click Assignments & Access > Case assignee(s) > Change to view the full list of available users. Only users who are active in the tier are listed.
2. Select the names of all the users who should work on this case. You can designate any listed user as a Primary Case Assignee.
3. (Optional) Type a due date for the case. EthicsPoint Incident Management regards cases with due dates in the past as overdue.
4. To send an email message, select Send Email for each case assignee you want to notify about their assignment.
5. Select the option to use a preformatted email message or write your own.

Restricted Access

When a case is submitted through the EPIM, it is reviewed for the names and titles of any users in the reported tier. Any listed users that are named in the case will not have access to it, either through Automatic Case Assignment or an access level that grants access to all cases in the tier.

During the course of your investigation, if you find that someone incorrectly identified a named user, you can remove that user from this list. If the user has an access level that grants access to all cases in the tier, then that user will have access to the case.

Conversely, if you learn that a user is involved in a case, you can add that user to the Restricted Access list. Despite the user’s access level, that user will no longer have access to the case.

Note: After adding an assigned user to the Restricted Access list, you must manually remove the user from the case assignment. For more information, see the following section.

Adding Users to or Removing Users from the Restricted Access List

1. From the case, click Restricted access > Change to open a page listing all users in this tier.
2. Select names to add them to the Restricted Access list or clear the check box to remove them from the list.
3. Click Submit.

Case Access List

This list shows all the users who have access to this case. That is, users with an access level that grants access to all cases in the tier and users with automatic or manual assignments. You cannot directly edit this list.

Due Date

The due date appears below the list of assignees. The due date is optional and you can change it. It appears only if a due date was submitted.

Tip: If a due date was not defined when the case record was created, you can add one later by selecting Assignments & Access > Change and then scrolling to the Case Assignment Due Date section of the page.

Changing Due Dates

1. Click Due Date > Change to open the Case Assignment page.
2. Type or select a new due date.
3. Click Submit to set the due date.
4. To notify assignees of the new due date, send an email message.

 

Configurable Default Case Due Date

Automatically populates Case Due Date based on rules configured directly in EthicsPoint.

1. Select Admin > Case Admin > Case Due Date

2. In the upper-right corner select Add New Case Due Date to create a new rule

3. Fill in the required fields

4. Select the tier(s) that the rule will apply to

5. Select the issue type(s) that the rule will apply to

6. Select the box next to Active

7. Select Save

Tip: New Case Due Date rules only apply to cases submitted after the rule was created. Case Due Date rules can be edited at any time. Edits will only apply to future cases.