Quick Guides for preeco | whistleblower

With a valid DeepL API key you activate automatic translation for your entire team. Scopes of application, steps, text

How to store additional email addresses in an organisation so that they are notified of every new report, in addition to

How to upload files directly to a report and link related reports with each other – both from the “Files” and “Linked

Define per organisation which FAQ entries and which scopes of application appear in the reporting form. Both assignments

Use the “Affiliation” tab to define which organisations a team member belongs to. This controls which reports and

How to change the role of an existing team member in preeco | hinweisgeber — from the User side panel to the effect on

How to assign a report to a different scope of application in the “Scopes of application” tab and then maintain the

Close a report properly in preeco | hinweisgeber in four steps: set the status, document confidentiality, plan the

How to create a frequently asked question in preeco | hinweisgeber that is shown to potential whistleblowers in the

As a service provider you create a separate organisation for each client. You select the number of employees for the

How to record a report that did not arrive through the whistleblower portal in preeco | hinweisgeber: create the report,

Create reusable text snippets for case handling so that case handlers can insert standard wording with just a few clicks

How to adjust the three introductory texts of the reporting form: the text on the start page, the text below “Submit a

In preeco | whistleblower, a main user can be assigned to a report, who receives notifications about changes to this

In preeco | whistleblower, administrators have full system permissions and can centrally manage all reports as well as

Record the case details of a report in one go: designation and priority, the place, date and substance of the violation,

Assess a report in preeco | hinweisgeber using probability of occurrence and severity of the impact, then derive

How to change the name and description of an existing scope of application and maintain its steps, which serve your case

In the protected area of your report you answer the reporting office's follow-up questions anonymously and add

How to download a report as a Word record, as a PDF of the activity and message overview, or as a complete ZIP archive

In preeco | whistleblower, it is possible under „Settings > Organizations > Incoming reports“ to set an automatic

How to invite new people to your team in preeco | hinweisgeber, assign the Administrator, Ombudsperson or Case handler

On an organisation's “Basic data” tab you maintain the name, the responsible entity, the details of the reporting office

How to manage an organisation's billing in preeco | hinweisgeber: check the costs and delivery period on the “Billing”

How to store documents that belong to an organisation as a whole in preeco | hinweisgeber: upload files on the “Files”

Define the languages in which an organisation's reporting form is available, activate automatic translation with a DeepL

How to maintain your team billing address and update the stored payment method under Settings → Billing – from the

On the “Settings → Advertisement” page you set the team name, upload your logo and store the links to the legal notice

How to make two-factor authentication mandatory for a single account in preeco | hinweisgeber, roll it out across the

How to set responsibility for a report in preeco | hinweisgeber: assign the main user from the quick access area and add

How to manage your own team subscription in preeco | hinweisgeber under “Settings → Billing” – check the status and

With your report ID and password you can return to a report you have already submitted in the whistleblower portal at

Every organisation can hold its own e-mail signature, appended to the end of each outgoing email to whistleblowers. This

How you, as an internal office, process incoming reports in preeco | whistleblower: open the report, review the category

The provisioning time of the preeco | whistleblower application after ordering depends on the chosen hosting variant.

How to store a processing deadline and a follow-up date on a single report – and how these manual dates differ from the

How to bring the reporting form of each organisation into your corporate design in preeco | hinweisgeber: add a logo and

How you, as a whistleblower, submit a report securely and, if desired, anonymously via the public reporting page –

How to use the dashboard as your daily work list: read the open deadlines ring chart, work through reports with an

The dashboard lists every report with a stored deletion date in the “Reports marked for deletion” section. Learn how to

In the protected area of your report, the “Correspondence” page shows the full message history with the reporting

For new reports in preeco | whistleblower, either the responsible ombudsperson or – if none is defined – the