1. A new and fresh design of the report form
The look and feel of the report form has received some touched-up design! A couple of things to highlight are that the branding color is visible in some elements of the form and the checkbox question is presented in two columns.2. Improvements in the default questionnaire
A new standard question has been added. The default questionnaire in the report form is updated with a new question: Who or whom does your report concern? Please note that this question will only be added to new reporting sites. For sites already published you need to manually add the question or reset the site.
3. A new way to change the category – Internal categories
Changing the category of the case has been long waited for by many of our users. Main reason is simply that the wrong or sometimes no category is chosen when a report is submitted. Changing the category is important to get the statistics correct.
New cases will appear as Uncategorized until the category has changed. You can at anytime change the chosen category.
Internal categories are being added, removed or edited under Settings – Internal categories.
4. Get instant access to help
We are moving away from an external support site and instead implementing a help icon across the system. You´ll find the new icon in several places (with more to come), explaining how different features work or where guidance is needed. Hoover the icon, to get the details about the feature.5. How to know if messages have been read? – Reading confirmation
It is important to know if the messages posted to the reporter have been read or not. Under each message there is now a text indicating this.
6. Do you prefer showing an alternative name when communicating with the reporter? Use a display name.
Go to Your profile – Profile – Display Name to add an alias that will be shown in Messages. If no display name is added, the first and last name will be shown instead.
7. Need to tell your colleagues something important related to a case? Notify them!
When posting a note in a case, make sure to notify the rest of the team. This is done by writing an @ and all the users assigned to the case will show in a list. The notification is sent per email.
8. Do you love data? Then why don´t you export your cases!
There are two ways of exporting your cases, both explained below
- Case by case export
Go to your case and in the upper right corner you can chose between exporting the case into PDF or Excel. - Export all cases
Go to the case overview to find Export Data in the sub-menu. Chose between exporting all new and open cases or all closed and deleted cases. If there are more than 10 cases the export will take a while to process and you´ll find it in the list for later downloading. You´ll be notified via email when the export is ready.
Next release
Top features coming soon.
- Spam protection: A Captcha protection will be implemented, to stop any spam reports.
- Statistics module: New filters for Business Unit & Country.
- Opening of attachments in reports: The principle will be changed from download to computer to instead open the files in the browser.
- Classify cases; More classes will be added, for example “test” and “trash”. Test cases will not be visible in the Statistics.
- Files on the reporting site: Partners and Clients will be able to upload own files on the reporting site.
- Local expertise: We will implement links to our Partner Arena, within Whistlelink, for users to find experts when needed.
