1. Whistleblower / Ethics Hotline
  2. Get started
Get started

Get Whistleblower / Ethics Hotline running in four steps.

Prepare a confidential intake and investigation pilot with named decision owners.

  1. Create your account

    Click Start now and create your ERP.AI account.

    Start now
  2. Download Proto

    Proto is the desktop app you use to set up Whistleblower / Ethics Hotline. It runs on macOS, Windows and Linux.

    Download Proto
  3. Make it yours

    Open Whistleblower / Ethics Hotline in Proto and adjust fields, steps, roles and approvals to match how your team works.

    Implementation plan
  4. Bring your data and team

    Import your records, then invite your team and assign their roles.

    See the roles

Create your account

Click Get started to create your ERP.AI account. Download Proto and describe the organizations, people and first protected-report process you want to configure.

Prepare the first operating cycle

Choose one organization and a representative concern. Name the Intake Coordinator, Investigator, Independent Reviewer, Ethics Manager and Records Custodian. Bring a conflict question, a report with a known revision, a dated action and one evidence file. Agree who may see the restricted identity, and for how long.

Review before release

Rehearse a return for more information, an approval on a named source revision, an expired access grant and an uncertain operation receipt. Check the matter’s deadlines and evidence before closure. Compare the resulting record history with the team’s source material, then invite the pilot team with reviewed access.

Read the implementation plan and pricing.

Set up Whistleblower / Ethics Hotline your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started