Case Manager Pro allows administrators to add their own cases based on information they may have received outside of AllVoices reporting (such as through an open door policy, through email, through the grapevine, etc). If you do not see this feature in your AllVoices instance and are interested in learning more, reach out to firstname.lastname@example.org.
Creating a Case
1. Click the “+ New Case” icon seen below.
2. Input any relevant case information and involved parties.
Note: If you have your HRIS platform connected, you will be able to select from your employee names here. The HRIS connection will also allow you to see all related cases when viewing an employee in the "Employees" section of your AllVoices instance. If you do not have your HRIS platform connected, simply type in the names of the related employees. If you'd like to learn more about connecting your HRIS platform to your AllVoices instance, reach out to email@example.com.
3. From there you will be able to add notes, upload files, set priority, export, and collaborate with other administrators to track incidents in one secure place as you would a report that comes in anonymously from an employee.
If you have our app for Slack enabled, you can also create a case directly from Slack. Learn more here.
If you have any additional questions, please reach out to firstname.lastname@example.org.