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Set Up Case Management Integration

Important: The Case Management Integration add-on is included with your purchase of PolicyTechâ„¢ licenses, but it is not enabled by default. To enable it, contact Client Support at 888-359-8123 (toll-free in the U.S. and Canada) or 208-359-8123.

PolicyTech supports integration with two case management applications: EthicsPoint Case Management, and IntegriLink, which, along with PolicyTech, are all NAVEX Global products

Go to the appropriate link below to set up integration with your case management application.

Integration Setup: EthicsPoint Case Management

Integration Setup: IntegriLink

You can direct those you assign as case managers and readers to the following user topic: Using Case Management Integration Features.