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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:

  1. Go to “Access management” on the menu and click on “Channels”.

  2. Click on the relevant Channel and go to the tab ''Customisation''.

  3. Scroll down to where it says Reporter Triage Options and click on ''Add options''.
  4. You will see more fields that you can configure
  5. 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.
  6. 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.
  7. Click on ‘'Save options’'

Result:

Now when you go to your channel URL and click ‘+ New report’, you will see this screen:

 
  • Like the Reporter Intake Form, Reporting Triage is only possible for reports made via web or app (not phone)

  • Reporting Triage is a feature accessible to certain packages only, reach out to your Customer Success Manager for further information.