Setup checklist

Work through these steps in order. Each one depends on the one before it.

1. Create your departments (for example Internal Audit, Human Resources, Legal, Finance). Departments drive both routing and conflict checks.
2. Invite the people who will handle cases, then give each the narrowest role that works.
3. Create report categories and, where useful, extra questions for each category.
4. Create routing rules that send each kind of case to the right department. Always add a fallback rule with a high priority number.
5. Test your rules with the routing simulator. Fix anything that lands in the wrong place.
6. Open Settings and set your acknowledgement and feedback deadlines, business-day counting and public holidays. Decide whether closures and identity reveals need a second person's approval.
7. Switch on two-step sign-in for everyone who can see cases.
8. Submit a test report from the portal, handle it end to end, then share your reporting link.

Before you go live

• Check that someone is responsible for the fallback rule, so cases that match nothing still get a human.
• Make sure at least two people hold the permissions to approve closures and identity reveals.
• Tell staff what happens after they report, using the reporter guide in this help centre as a starting point.