Whistleblower

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For case managers

As an administrator in &frankly, can turn on or off the Whistleblower feature in the ‘Case management’ page under the Whistleblower menu on the left. It is mandatory to assign one case manager when turning on the Whistleblower feature. Once the settings have been turned on and saved, a unique link to the reporting channel will be given for your organization.

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If you can't see the Whistleblower menu, it means that you need to upgrade your subscription. Please contact help@andfrankly.com if you want to upgrade.

If you are the case manager, all submitted reports can be found in the ‘Cases’ page under the Whistleblower menu on the left. Sign in to your &frankly account to see all cases.

In the ‘Cases’ page, you can see the list of all reports that have been submitted to your organization. Click on one of the cases to see the details, edit the status, or send a reply.

 

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As an organization, you are responsible for distributing the reporting link and making sure that all relevant people (employees, volunteers, shareholders etc.) can access the link. 

Employees that are also registered in &frankly can access the link by signing in to their account. 

To make sure that all internal (e.g employees) and external (e.g shareholders, consultants and candidates) have access to the link, we suggest that you add the link to your webpage or somewhere similar. 

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As the case manager, you can select how and when you want to be notified.

Check your notification settings in the ‘Case management’ page to make sure that you have notifications enabled. 

Step-by-step: 

  1. Sign in and go to Whistleblower > Case management page
  2. Go to the Notifications section
  3. Select your preferred notification settings 

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There can be one case manager assigned per organization. The case manager must be a registered user in &frankly and have the role “administrator” or “manager”.

No, as the case manager, you can not see who created the report. Reporting is always anonymous.

Closed whistleblower cases are automatically deleted after 2 years but if you are the assigned case manager you can also delete closed cases manually. 

To delete a closed case, you click on the closed case that you want to delete and then on "Delete case". 

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Closed cases are stored for 2 years when they are automatically deleted due to GDPR. 
Closed cases can also be deleted manually by the assigned case manager following the steps in this guide. 

Reporting a case

If you are a user in &frankly and want to report a case for the organisation you are working for, you can sign in to your &frankly account and find the reporting-link in the menu under Whistleblower.

If you’re not an employee or registered in &frankly but want to submit a report, you need to make sure that you have the correct link for the organisation that you want to report to. 

The organisation is responsible for distributing the link.

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Step-by-step instructions: 

  1. Open the link to Report a case 
  2. Click on “Submit a report”

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  3. Add a subject line, select a category and describe your issue 
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  4. If you want to, you can upload files or documents (max 10MB). 
  5. To get notified when there’s an update about your report, make sure to register your email address or phone number. The case manager will not be able to see your email address or phone number. 
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  6. Submit your report 


A case ID and password will be given when you submit a new report. Please make sure to save them in a secure location. For security reasons, we do not restore lost case IDs or passwords.
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If you are a user in &frankly you can sign in to your &frankly account and find the reporting-link in the menu under Whistleblower.

If you’re not an employee or registered in &frankly but want to review a report you have submitted, you need to make sure that you have the correct link for the organization.

The organization is responsible for distributing the link.

 

Step-by-step instructions: 

  1. Open the link to the reporting channel
  2. Click on “Review my report”
  3. Enter the case ID and password for the report you want to review

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When reviewing your report, you can see all the details of your case. You can see the status that the report has as well as replies from the case manager. 

To add additional information or write a message to the case manager, go to the follow-up section and write a message in the text box. Don't forget to hit the send-button in the bottom right corner. 


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Yes, you are always anonymous when reporting a case unless you purposely decide to reveal your identity to the case manager.

If you register your email address and/or phone number when you submit your report, you will be notified if there's an update to your case. The case manager will not be able to see your email address or phone number.

Case IDs and passwords will not be restored. If you forget or lose either one of them, you have to create a new report. 

Make sure to store your case ID and password somewhere safe.

 

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Every organisation will have one person assigned as the case manager. Only the case manager will be able to see the details of your report.

As a reporter, you can not see who the case manager is within the organization.