Setting Up EthicsPoint Incident Management with PolicyTech

Note: The following instructions are for setting up integration within PolicyTech. See EthicsPoint Help documentation for the application integration setup instructions.

Define an Issue Type Category

Part of the integration functionality is syncing EthicsPoint issue types with PolicyTech categories. You need to define a top-level category, such as one called Issue Types, that will hold the issue type categories that will be created with the initial sync and then updated whenever a sync is performed thereafter.

Important: To avoid site mismatches between categories and case managers, you should make the category available to all sites and then assign the case manager permission to users at specific sites.

Set Product Integration Preferences

  1. Click Settings & Tools > IT Settings, and then click Product Integration.

    Important: The Product Integration option is available only after case management integration has been enabled.

  2. In the EthicsPoint Incident Management section, for Report Incident URL type the web address for reporting an incident in EthicsPoint. This is so PolicyTech users can report an incident when reading a policy document that has been assigned an EthicsPoint issue type category.
  3. In the Web Service Connection Settings section, do the following:
    • For Web Service URL, type the URL for the EthicsPoint web service.
    • For Username and Password, type a user name and password for logging in to the server hosting the EthicsPoint web service.
  4. Click Save and Test Connection. After a few moments, Connection Status should change to Connected. If the connection fails, troubleshoot the connection settings, and try again until the connection is made.
  5. In the Issue Type Synchronization section, do the following:
    • For Daily Synchronization Time, select the time each day when you want to sync EthicsPoint issue types with their corresponding PolicyTech categories.
    • For Sync to Category, select the category you created to store EthicsPoint issue types.
  6. Select Activate Synchronization, and then click Save.
  7. (Optional) Click Synchronize Now to create the issue type subcategories.

Assign the Case Manager Permission

The case manager permission enables a user to request that a document be updated. To assign one or more users as case managers, do the following:

  1. Click Settings & Tools > User Setup, and then click User Manager.
  2. Open a user profile, and click the System Permissions tab.
  3. In the Sites list, click All Sites (Global Permissions) or an individual site.
  4. In the Available Permissions box, select Case Manager.

  5. Click Save and Close.