Smarter Week

How to automate it

How to automate “review hotline reports and compliance incidents”

Here is the best way to spend less time on this, best first. Each comes with steps you can follow today.

60 min
typically, once a week
25%
of the time can be automated
Some setup
to set up

Fix 1 of 1

Software feature

Handle hotline reports in a case management tool with a standard process

A case tool keeps intake, triage, investigation notes and outcomes in one confidential record with deadlines, which saves time and protects the company and reporters.

Typically saves about 30% of the time4 h to set up
  1. 1Use your hotline provider's case module (NAVEX EthicsPoint, Case IQ, OneTrust Ethics, HR Acuity).
  2. 2Set triage rules: who sees what, timelines, when to involve counsel.
  3. 3Use one investigation template for every case.
  4. 4Report trends, not individual cases, to the board or audit committee.

Tools: NAVEX EthicsPoint · Case IQ · OneTrust Ethics · HR Acuity

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

Compliance manager

HourLeak · the 8-minute work audit

How many hours does this cost you?

The free 8-minute check works out where your week goes and gives you your top fixes. The team scan does the same for everyone and adds it up, so you know which leaks to fix first.

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Other common tasks for Compliance managers