How do I add Reporting Triage?
Reporting Triage is an optional triage feature in the reporter flow, so that the reporters can choose between leaving a report of misconduct inside your SpeakUp system or be directed to an external site to raise a non-misconduct related complaint.
To setup Reporter Triage:
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Go to “Access management” on the menu and click on “Channels”.
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Click on the relevant Channel and go to the tab ''Customisation''.
- Scroll down to where it says Reporter Triage Options and click on ''Add options''.
- You will see more fields that you can configure
- As shown in the image above, fields a ''SpeakUp section description'' and b ''Alternative section description'' are, by default, filled in. You can personalize the text to reflect your needs, bearing in mind that both these fields have a limit of 100 characters.
- In the field labelled ‘URL to redirect reporter to', you can add a URL to an external site such as a products complaints page. Make sure that the URL you enter starts with http or https.
- Click on ‘'Save options’'
Result:
Now when you go to your channel URL and click ‘+ New report’, you will see this screen:
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Like the Reporter Intake Form, Reporting Triage is only possible for reports made via web or app (not phone)
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Reporting Triage is a feature accessible to certain packages only, reach out to your Customer Success Manager for further information.