Using Case Management Integration as a Questionnaire Creator

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

When you, as a document owner, add a questionnaire to a document or create a stand-alone questionnaire, you have the option of having PolicyTech create a case in EthicsPoint Case Management or IntegriLink each time an assignee selects a specific answer or types an answer to an open-ended question. You can tie a single answer or multiple answers to a single case.

1. In a questionnaire, start to add or edit a question (see Adding Questions and Answers to a Questionnaire or Changing a Questionnaire for detailed instructions).

Important: You must have provided at least the minimum amount of information (question text, answer text, and answer type, for example) for the type of question you've selected before you can enable case creation.

2. In a multiple choice, true/false, or yes/no question, to the right of an answer click Options, and then click Case Creation.

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3. Select Create Case.

Note: If the Create Case option is not activated, contact your administrator.

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EthicsPoint Case Management

 

IntegriLink

4. Check the system default settings for the case properties and make changes as necessary.
5. (Optional and available for multiple choice, true/false, and yes/no questions only) To include the answers to any subquestions you add below the current answer, select Group Sub Question Responses into this Case, and then click Yes (see Grouping Subquestion Responses below for details on how this option works).
6. Click Save.

Note: When you save a question, appears to the right of each answer with case creation enabled. You can click the icon to reopen the Case Creation form.

7. (Optional) Add a note to the question text indicating that answering this question will create a case.

Grouping Subquestion Responses

If you enable case creation for a specific answer, you can opt to have all responses (answers) from all of that answer's subqestions included in the same case. Consider the following scenarios to learn how this feature works.

Scenario 1

In this scenario, the questionnaire creator, Lisa, wants a case created if a user chooses the "false" answer to question 1. In the Case Creation window for the False answer, she would select Group Subquestion Responses into this Case.

Scenario 2

In this scenario, Zach wants to create one case if the user selects the second answer and a different case if the user selects the third answer. He also wants the answers for the subquestion included in the case. In the answer 2 definition, Zach would enable case creation and select Group Subquestion Responses into this Case. He would then do the same for answer 3.

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