Using Case Management Integration

Important: The Case Management Integration feature is available only if your organization has integrated Policy & Procedure Management with EthicsPoint Incident Management. The Case Management module must be purchased separately and enabled for your organization. Contact your administrator if you have questions about integrating Policy & Procedure Management with EthicsPoint Incident Management.

If you have Case Manager permissions, you can request that any published content item you have access to be updated. As an assignee, you have the option of reporting an issue or allegation from a published document, and when you, as an assessment owner, add an assessment to a document or create a stand-alone assessment, you have the option of having Policy & Procedure Management create a case in EthicsPoint Incident Management each time an assignee selects a specific answer or types an answer to an open-ended question.

Refer to the following topics for details on each of the ways you can use Case Management Integration: