Before upgrade
We know that upgrading to a new helpline provider requires planning and coordination at your organization. To help ease the transition, we’ve assembled guidance and created templates that you can use.
- To help you learn how to do certain tasks that you used to do in Convercent, we have created a Glossary of Terms along with information about how those items were migrated (if applicable). This chart will also help you to learn Compliance Cockpit terminology.
- The migration tooling will move all open and closed Convercent Helpline cases into Integrity Line. There are no steps required ahead of time, but you will need to validate the data during upgrade. Review this Legacy Data Validation Checklist (coming soon) ahead of time to ensure that you know what to expect.
- For any open cases, the migration tooling will post a message in the Convercent case to the reporter, which will give instructions for accessing Integrity Line. This message will include temporary credentials, and the reporter will be able to update their password after accessing their case in Integrity Line for the first time.
- Please note that reporters will be able to access the “Check Status” panel on your original Convercent landing page in order to view their case messages and see their new Integrity Line case credentials. While the “Check Status” panel will be available, if a reporter tries to submit a new report into Convercent after migration, they will be redirected to your organization’s new Integrity Line page.
- Carefully read through the steps in Getting Started Guide: Go Live, linked below.
- Review the Glossary of Terms.
- Register for the EQS Knowledge Base at https://support-center.eqs.com/s/login/SelfRegister. You’ll find detailed guides for every aspect of Integrity Line there.
During upgrade
You will get an email from your assigned Upgrade Consultant to kick off the upgrade process, and they will lead you through the full upgrade. During that process, they will provide many resources. We have compiled those resources here so that you can always find the latest versions.
Resources
After upgrade
The end of the upgrade to Compliance Cockpit is only the first step as you learn your way around Integrity Line. Bookmark these resources that will help you accomplish your daily tasks in Integrity Line and explore new features:
Register for the EQS Knowledge Base at https://support-center.eqs.com/s/login/SelfRegister. Within the Support Center, you can submit support queries via the “Contact Support” tab or work with your Customer Success Manager to submit queries.
30 days after your go-live, you will receive two emails, one with a link and username, and another with your password to access your data extraction. Make sure to download and store the file in a secure place. Please note that this is a full extract of all cases, and so we recommend making sure that only a few people can access the data.
EQS is dedicated to enhancing the Compliance Cockpit product over time. Bookmark https://updates.eqs.com/ to stay up to date on feature releases
Register for the EQS Knowledge Base at https://support-center.eqs.com/s/login/SelfRegister. You’ll find detailed guides for every aspect of Compliance Cockpit, Integrity Line, Approvals and Policies there.
Assets
Our current offering of posters, email banners, and communication templates can be used to help you successfully deliver your communication strategy with your Integrity Line. These can be customized by your team, if needed.
