Quick Guides for preeco | whistleblower
Here you will find helpful guides, step-by-step instructions, and practical tips for the whistleblower software. From setting up the reporting channel to case processing – we show you how to use preeco optimally.
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Maintain company data, contacts and verification – a client's master data
On an organisation's “Basic data” tab you maintain a client's company details, payment details and contact persons, and have the client confirm or correct this data via a link, once or regularly. Reported corrections only apply once you…
Choose the layout of the reporting form – steps, sections or one page
Decide per organisation how the reporting form arranges its fields: step by step (horizontal or vertical), in expandable sections or all information on one page. Every layout asks for the same fields and runs the same checks.
Manage the internet address and QR code of the reporting form
Copy the address of the reporting form per language, give it a readable label and download the QR code for posters – all in the “Internet address” section on the organisation’s “Reporting form” tab.
Style the reporting form with CSS – stylesheet and CSS classes
Style an organisation’s reporting form with your own stylesheet: where to enter the CSS, which fixed CSS classes the form offers, and three short examples for brand colours, the step bar and the frequently asked questions.
Who all receives an email notification about new reports?
For new reports in preeco | whistleblower, the responsible ombudspersons and deputy ombudspersons are notified first; if none is defined, the administrators are notified. Assigned case handlers receive email notifications about their…
Provisioning time of the application after ordering
The provisioning time of the preeco | whistleblower application after ordering depends on the chosen hosting variant. Cloud and Private Cloud offer standardized provisioning within 48 hours (working days), while on-premises solutions are…
Activate automatic translations team-wide
With a valid DeepL API key you activate automatic translation for your entire team. Scopes of application, steps, text snippets and frequently asked questions are then translated in the background into all active team languages.
Add additional notification recipients
How to store additional email addresses in an organisation so that they are notified of every new report, in addition to the ombudsperson or the administrator – via the “Incoming reports” tab, “Notifications” section.
Add files and link reports
How to upload files directly to a report and link related reports with each other – both from the “Files” and “Linked reports” tabs on the report’s detail page.
Assign FAQ entries and scopes of application to an organisation
Define per organisation which FAQ entries and which scopes of application appear in the reporting form. Both assignments are made on the organisation detail page and take effect immediately.
Assign Organisations to a User
Use the “Affiliation” tab to define which organisations a team member belongs to. This controls which reports and organisation-specific settings a person can access in preeco | hinweisgeber.
Change the role of a user
How to change the role of an existing team member in preeco | hinweisgeber — from the User side panel to the effect on existing report assignments.
All guides from A to Z
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…
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…
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…
Decide per organisation how the reporting form arranges its fields: step by step (horizontal or vertical), in…
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…
Create reusable text snippets for case handling so that case handlers can insert standard wording with just a few…
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…
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…
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, Deputy…
On an organisation's “Basic data” tab you maintain the name, the responsible entity, the details of the reporting…
On an organisation's “Basic data” tab you maintain a client's company details, payment details and contact persons, and…
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…
How to maintain your team billing address and update the stored payment method under Settings → Billing – from the…
Copy the address of the reporting form per language, give it a readable label and download the QR code for posters –…
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…
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.…
How you, as an internal office, process incoming reports in preeco | whistleblower: open the report, review the…
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: set the…
Style an organisation’s reporting form with your own stylesheet: where to enter the CSS, which fixed CSS classes the…
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, the responsible ombudspersons and deputy ombudspersons are notified first;…
FAQ about preeco | whistleblower
Frequently Asked Questions and Answers
After preeco | whistleblower has been activated, you can configure the reporting form. Go to the settings and customize the fields to your needs. You can make the form available in up to 26 languages and upload your own logo. The link to the reporting form can then be embedded on your website.
Whistleblowers can select the "anonymous" option when filling out the reporting form. In this case, no personal data is collected. Communication then takes place exclusively through a protected area using a report ID and a self-chosen password. This way, the whistleblower's identity remains protected.
The Whistleblower Protection Act (HinSchG) provides two important deadlines: The acknowledgment of receipt must be sent within 7 days and the final response within 3 months. preeco automatically reminds you of these deadlines and displays them on the dashboard.
Yes, preeco | whistleblower supports managing multiple tenants centrally within the product. This is especially useful for external ombudspersons, lawyers, or compliance service providers who serve multiple organizations. Each tenant receives their own settings and branding.
You can export individual reports or complete summaries. Supported formats include PDF for full documentation, DOCX for editable reports, ZIP for exports with all attachments, and XLSX for overview tables. The export includes all attachments and the complete case chronology.
All data is transmitted with SSL/TLS encryption and stored with AES encryption in the database. Hosting for Cloud and Private Cloud is provided in ISO 27001-certified data centers in Germany. To protect whistleblowers, no access data that could identify them is logged – preeco | whistleblower deliberately goes as far as not writing system log files.
Still have questions?
Our support team is happy to help with all questions about preeco | whistleblower. You can reach us via email at support@preeco.de or by phone at +49 731 280 651 0 – Monday to Friday from 9 AM to 5 PM.