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- Whistleblower / Ethics Hotline
- Who it's for
- Multi-entity groups
Multi-entity groups
A group with several operating organizations needs to keep each concern with the right reporting entity. Organizations carry a code, time zone and currency setting. Team Members also link to an organization, giving the operating team a starting point for assigning matter ownership and reviewing access across the group.
How Whistleblower / Ethics Hotline is set up for you
Organization scope
A report and its matter each name the organization to which the concern belongs.
Staff assignment
The matter owner is a Team Member, so responsibility can be tied to a person and their organization.
Independent decision
The reviewer records the report revision considered and leaves a dated reason for the outcome.
Restricted disclosure
A disclosure event states who received protected subject information, the scope and the authority reference.
A group with several operating organizations needs to keep each concern with the right reporting entity. Organizations carry a code, time zone and currency setting. Team Members also link to an organization, giving the operating team a starting point for assigning matter ownership and reviewing access across the group.
Pilot an organization with its own intake staff and investigator, then add a second organization as an access test. A staff member from the second organization should not see the first one's restricted identity merely because both sit under the same group. Rehearse an authorized cross-organization review with a named purpose and expiry, then test access after that period ends.
Agree the time zone used for due dates and the source of staff identity before importing cases. Compare one report, matter, conflict finding, decision and deadline through to closure. Keep any external reporting or identity system as a deliberate connection with its own source identifiers and access rules. [Review roles](/whistleblower-ethics-hotline/roles) before bringing more entities into the operating cycle.
Features to start with
Roles on the team
- Intake Coordinator
- Receives protected reports and prepares a matter for assignment.
- Investigator
- Owns investigation activity and prepares evidence for review.
- Independent Reviewer
- Decides on a submitted report using the recorded source revision.
- Ethics Manager
- Assigns matter ownership and resolves conflict and closure decisions.
- Records Custodian
- Controls restricted identity access, disclosure and document production.
- Admin
- Configures organizations, users and access before the operating team begins.
Set up Whistleblower / Ethics Hotline your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.