How can I create a process step?

To create a process step, click on System under Settings.

Next, you need to click on Categories and Processes.

To add a process step, click on the plus sign. IMPORTANT New process steps are unz specific and can be assigned to all categories.

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).

After filling in the three fields, the process step must be saved by clicking on Save.

The process step is then selectable for all categories under available process steps.