Using Case Management Integration as an Assignee

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

When case management integration is enabled, you have the option of reporting an issue or allegation from a published document . For example, if you're reading a document about the harassment policy and you know of an incident that violated the harassment policy, you could report the incident before closing the document.

In an open published document, click Report Incident. An incident reporting form opens in a separate browser window for you to fill out and submit.

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