How reporting persons reach the reporting office is defined in the Channels step of the setup: forms of reporting, anonymous reporting, the user circle and the subject areas in the form. In the Activation and implementation step you switch on the public reporting portal and copy its address for the intranet, notices and the procedure information. The details drive the report form and the texts of the policy at the same time.
Define the channels
Open the Channels step
Under Wizards → Whistleblower Protection open the Setup and click the pencil in the row Channels, or get there from step 2 with Save & Continue.
Choose the forms of reporting
Under Forms of reporting Text form through the portal is always set: the report form without an account, with the way back through identifier and access code. Add Oral by telephone, enter the Phone number and tick the weekdays of the Hours with times from and to. Personal meeting on request offers a meeting within a reasonable time, also by video conference; the Note for the reporting person says where it takes place.
Set anonymous reporting
Under Anonymous reporting Accept anonymous reports is preselected: no name field, email address optional, neutral sender in the thread. If you switch it off, Cenedril asks for a reason, and the report form makes the email address for notifications mandatory.
Define the user circle
Under User circle Employees and Temporary agency workers always belong. Under Additionally admitted you open the channel to further people in professional contact with your organisation, for example Self-employed persons, Former employees or Persons in recruitment and pre-contractual negotiations. The procedure information names the chosen circle.
Set the subject areas in the form
Under Subject areas in the report form the option to offer all subjects of the scope provides the full catalogue. Selection for this organisation narrows the options; recommended subjects follow the industry from the organisation profile and carry the badge Recommended. Reporting persons can still always describe a breach freely.
Save
Click Save & Continue. The overview names the forms, anonymous reporting and the number of additional groups in the row Channels.
Switch on the portal
Open the activation step
In the setup overview open the step Activation and implementation. The card Public portal carries the switch Enable the public reporting channel.
Enable the channel
Flip the switch. The channel acts immediately and accepts reports at your organisation’s address. The Portal address appears below with the Copy button. This address belongs in the procedure information, the intranet and the notice board.
Publish the portal address
Share the address
Copy the portal address and publish it where employees and the other admitted people find it: intranet, notice board, job advertisements. The work package Make the reporting channel known in the Implementation card of the same step records what remains to be done.
Find the address in Cenedril
The address is also shown outside the setup: on the Whistleblower protection page with Open portal, and under Reporting channels in the Whistleblower Protection section as the bar Public whistleblowing portal with Copy and Open portal. There everyone in your organisation sees how to reach the reporting office.
Switch the channel off
Shutdown with a reason
Flip the switch back. The window Switch channel off asks for a Reason for the shutdown; it goes into the protocol, and the designated persons are notified. Confirm with Switch off.
Result: The setup overview shows the green dot with The portal accepts reports. and Open portal in the row Activation and implementation. Reporting persons reach the report form at the portal address without an account, through the ways and with the subjects you defined.