The management of recipients allows you to configure a series of parameters to facilitate and enable different options in the management of complaints.
Some of these options and their functionality are listed below:
Enable email notifications
Activating this option in the recipient's profile will enable them to receive emails related to complaints, each time a complaint is created or modified.
This is what the settings panel looks like with the option selected:
Mandatory selected
When filling out the questionnaire, whistleblowers have the possibility of selecting the recipient to whom to address the complaint, provided that this option is enabled in the corresponding Context.
The “Mandatory selected” option indicates that the recipient for whom we have marked the option will always appear as pre-selected without the option to de-select it.
This is what the settings panel looks like with the option selected:
When the whistleblower accesses a complaint and a recipient is selected as mandatory, the view of this complaint will be as follows:
Otherwise, if there is no recipient selected as mandatory, the complaint hearing will be as follows:
Allow recipient to delete reports
This option allows a recipient to delete reports. This deletion must be done one at a time, it cannot be done en masse.
If the recipient has this option selected, when accessing a complaint a new option will appear in the complaint editor, corresponding to a trash can icon:
Below is an example of a complaint where the recipient has this option activated, where you can see the trash can icon that enables them to delete the complaint.
The system asks to confirm the deletion of the report with a pop-up window.
The report is deleted with this option and it also records in the log who deleted it/them.
Allows recipient to postpone report expiration date
If this option is selected, the recipient will have the ability to modify the expiration date of a specific report. This option is identified by a clock icon.
Pressing the clock icon to modify the expiration date of the complaint:
A window opens with the new date to modify:
Allow this user to reopen the management of a complaint
The recipient who has this parameter activated has the possibility of reopening a closed complaint.
By default, if you do not have the reopen option activated, you will see the disk icon with the description of changing the statuses of the complaint, where there are several options, but you will not have the possibility of opening a previously closed complaint:
When the user has the option to reopen closed complaints activated, the same button with the disk contains the option to reopen the selected complaint:
Selecting this opens a new window to add the reason for reopening the complaint:
Once the operation is confirmed, the complaint will go from closed to open, as can be seen in the attached example: