Using Case Management Integration as a Case Manager

Important: This feature is available only if your organization has integrated PolicyTech with EthicsPoint Case Management or IntegriLink.

If the PolicyTech administrator has assigned you the case manager permission, you have the ability to request that any published document or questionnaire you have access to be updated.

1. Open the published document or questionnaire.
2. Click Request Update.

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3. Fill out the Request Update form just as you would when creating a discussion (see Starting a Discussion).

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4. Click Save.

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