Manual Intake allows you to create reports in the Resolution Hub when information is received through alternative channels, such as a shared inbox or a verbal disclosure.
Creating a Report
Go to Cases > Manage cases
Select Add new case (top right of the Cases homepage)
Add the Reported Category
Select Add Reporter Details and either choose a reporter from the employee directory or enter details manually. You may also mark the reporter as anonymous.
Select Add Event and enter the details of the incident as described by the reporter
Upload any supporting files or evidence and add any relevant notes to your draft report
Click Submit
Once submitted, the report can be managed from the Cases homepage like any other case.
If you encounter any technical difficulties when creating a report, please contact our Technical Support team.