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Session 1

Managing an Investigation: Handling a report with confidence

Introductory Session 1 – Professional & Enterprise Features

Available dates

  • Thursday 05 March – 04:00PM CET / 10:00 AM EST /08:00 AM MST
  • Thursday 19 March – 04:00PM CET / 11:00 AM EDT /09:00 AM MD
  • Thursday 09 April – 04:00PM CEST / 10:00 AM EDT /08:00 AM MDT

Learn to

  • Categorize cases accurately by assigning the right attributes for effective tracking and reporting.
  • Establish clear ownership by assigning the best-suited case manager.
  • Maintain trust through clear, timely communication with reporters.
  • Ensure thoroughness by identifying and documenting all involved parties.

Session format

  • 20 minutes demo & practical knowledge sharing
  • 20 minutes Q&A

Session 2

Configuring your Integrity Line

Introductory Session 2 – Professional & Enterprise Features

Available dates

  • Thursday 12 March – 04:00PM CET / 11:00 AM EST /09:00 AM MDT
  • Thursday 26 March – 04:00PM CET / 11:00 AM EDT /09:00 AM MDT
  • Thursday 16 April – 04:00PM CEST / 10:00 AM EDT /08:00 AM MDT

Learn to

  • Build a thoughtful intake process for reporters through our new and improved form builder.
  • Curate the intake process for proxy reports through the form bundle.
  • Refine your investigation experience by customizing case manager tabs.
  • Manage case access automation deliberately through user roles and permissions.
  • Leverage automation to assign case access based on location, department, and business attributes.
  • Organize your cases and automate case access by assigning cases to folders.

Session format

  • 20 minutes demo & practical knowledge sharing
  • 20 minutes Q&A

Sign up for the Integrity Line 101 Introductory Sessions

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Our latest resources

Check out our latest blogs, guides, and resources covering Compliance, Data Privacy, and Sustainability Management.