- Helpdesk
- HinSchG module (Hintbox)
- Categories & Process steps
-
lawcode Suite
-
HinSchG module (Hintbox)
- Your first steps with the whistleblower module (Hintbox)
- Submitting information as a stakeholder or compliance Manager
- Dashboard
- Processing a note
- Subsidiary management
- Rights & roles
- User management
- General system settings
- Categories & Process steps
- Legal texts
- E-Mail texts
- System restore
- Evaluations
- User Profil
- Text editor
- Event log
- Restore password
- Dynamic form
- Dynamic form for basic Hintbox
- Use cases of the dynamic form
- Single Sign On (SSO) Configuration
-
LkSG Module
-
CSRD-Module
How can I create a process step?
In this chapter we will explain how to create a process step.
To create a process step, click on System under Settings.
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Next, you need to click on Categories and Processes.
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To add a process step, click on the plus sign. IMPORTANT New process steps are unz specific and can be assigned to all categories.
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A process step needs a title, a description and a mail text.
Title - The title of a process step is internally visible to the processors of a report (More on this under Editing Notes).
Description - The description of a process step is internally visible for the processors of a report (More on this under Editing Notes).
Mail text - the mail text of a process step is used by the system to generate the e-mail to the whistleblower informing him about the processing progress on his case (for more information, see Processing of Notes).
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After filling in the three fields, the process step must be saved by clicking on Save.
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The process step is then selectable for all categories under available process steps.
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