Help centre and wiki
How can we help?
45 guides for the people who set up ClearVoice, run cases in it and report through it.
Getting started 7
What is ClearVoice?
A plain-language tour of the platform, the people who use it and the words you will meet.
ReadCreate your organisation
Register, choose your identifier and sign in as the first administrator.
ReadSetup checklist
The order to configure things in, so your first real report is handled properly.
ReadDepartments and organisation structure
Model your organisation so routing and conflict checks reflect reality.
ReadInvite your team and assign roles
Invite colleagues by email and give each person only the access they need.
ReadShare your reporting link
Tell people where to report and what to expect.
ReadYour reporting link and custom domain
The addresses every organisation gets, and how to publish the reporting page on your own domain.
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Reporting 6
How anonymous reporting works
What happens when someone reports without giving their name, and what is and is not recorded.
ReadThe report form, field by field
What each question asks, why, and how the answers are used.
ReadTrack a report and reply to investigators
Use the reference and access code to see progress, answer questions and add evidence.
ReadAttaching files as a reporter
What a reporter may upload and how files are protected.
ReadIdentified reports and contact preferences
What changes when a reporter chooses to share who they are.
ReadGuide for reporters (shareable)
Plain wording you can copy into your policy, intranet or onboarding pack.
Read
Case management 11
Case lifecycle and statuses
The twelve statuses a case can be in and the moves allowed between them.
ReadHow cases are routed
Routing rules decide who handles a case, skip anyone in conflict and escalate when nobody qualifies.
ReadAssigning, accepting and rejecting cases
How a case moves from a department to a named person and what happens if they decline.
ReadRun an investigation
Plan tasks, record interviews and findings, and bring the case to a reviewed conclusion.
ReadClosing and reopening cases
Outcomes, the closure approval and how to reopen a closed case.
ReadConflicts of interest and restricted cases
How ClearVoice keeps implicated people away from cases about them.
ReadDeadlines and service levels
Acknowledgement and feedback deadlines, pauses, extensions and warnings.
ReadCommunicating with reporters
How to write to a reporter safely and what they see.
ReadLinking, merging and duplicates
Connect related reports and combine duplicates without losing history.
ReadCorrective actions and effectiveness review
Turn findings into tracked fixes and show they worked.
ReadRetaliation concerns and protection
How concerns about retaliation are raised, escalated and followed up.
Read
Configuration 6
Report categories and dynamic forms
Define what people can report and the extra questions each category asks.
ReadRouting rules reference
Every field in a routing rule and how rules are chosen.
ReadSettings reference
Service levels, holidays and disclosure controls.
ReadRoles and permissions reference
What each system role can do and every permission that exists.
ReadCreate custom roles
Build a role that matches how your organisation actually works.
ReadNotifications and email
What staff are told about and how emails avoid leaking case details.
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Security and privacy 6
Encryption and data separation
How sensitive information is protected and kept separate between organisations.
ReadThe audit log and integrity check
What is recorded, why it cannot be quietly changed and how to verify it.
ReadReporter identity and four-eyes disclosure
Identified reporters are stored apart from their report and revealed only with a justified, approved request.
ReadTwo-step sign-in (MFA)
Protect staff accounts with an authenticator app and recovery codes.
ReadPasswords, sessions and lockout
How sign-in is protected and how sessions behave.
ReadData protection and privacy practices
What ClearVoice stores, what it deliberately does not, and how analytics avoid exposing people.
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Administration 6
Billing and your plan
See your plan, usage and invoices, and what happens if a payment is late.
ReadManaging users
Create, edit, deactivate and secure accounts.
ReadPassword reset and invitations
How reset and invitation links work and stay safe.
ReadEvidence handling and chain of custody
Upload, verify and download evidence with proof it has not changed.
ReadAnalytics and exports
See trends and export data for boards and regulators without exposing individuals.
ReadReading your overview
What the numbers and panels on the dashboard mean.
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