1.0 Who Is Administrator
1.1 What can the Administrator do?
2.0 User overview
2.1 Edit users
2.2 Create new users
Role: reader user
3.0 Case handling
Administrator
3.1 Set responsible caseworker
3.2 Finish case
3.3 Reject case
4.0 Activity log
5.0 Statistics
5.1 Overview
5.2 Incoming notifications
5.3 Pie chart
6.0 Resources
7.0 Settings
7.1 Languages:
7.2 Settings for notifier
7.2.1 Allowed whistleblowing with name and identify
7.2.2 Allowed anonymous whistleblowing
7.2.3 Let notifier send cases directly to case managers
7.2.4 Let notifier set category
7.2.5 Notifier can select level/sub-level
7.3 Features
7.3.1 Activate Dark Mode
7.3.2 Activate folder module
7.3.2 Activate Communication Module
7.3.3 Activate Document Module
7.3.4 Make the front page an intercative protal switcher
7.4 Parameters
7.4.1 Upload Logo
7.4.2 System Background Color
7.4.3 Custom Roles in form
7.4.4 Replace “Your workplace” with the following
7.5 QR-kode
7.6 Introduction Text on Front Page
7.7 Information on Registration (Dropdown Menu)
7.8 Categories
7.9 Closing codes
7.10 Reject codes
Those responsible for the notification portal are given the role “Administrator”, and have access to all incoming cases in the portal. When you are assigned a role as an administrator, you will receive an email with a username and password. The password must be changed at the first login. Two-factor authentication is an optional option, and upon activation you must approve a code you receive via SMS to log in.
1.1 What can the Administrator do?
Administrator can:
- Process notifications yourself (see user guide for the responsible caseworker)
- Create new users
- Assign cases to responsible caseworker
- Close cases
- Reject cases
- Communicate with the responsible caseworker
When you log into the portal, you will be sent to the inbox. All notification submitted to your portal will appear in the inbox.
By clicking on “Users” in the menu, you will see the user overview for the portal. Here you can edit or create new users.
2.1 Edit users
Click “Edit” in the menu for access to edit fields for:
- First name
- Middle/surname
- E-post
- Telephone number
- Role
Click “Save Changes”
2.2 Create new users
Role: reader user
A reader user cannot make changes in the system, case handle or communicate with others. A reader user will see all the notifications in the portal, without having to be invited individually.
The administrator has the same access as the Caseworker
Administrator
The Administrator tab is visible to administrators in your portal.
3.1 Set responsible caseworker
Click on “select responsible case manager”. You can choose from among those who are registered as case managers in the portal. Click on “set as responsible case manager” next to the person you want to assign the case to.
The responsible case manager will receive an e-mail stating that he/she has been appointed as the responsible case manager, and will have access to the notification in the inbox. The notification will still be visible in the administrators’ inbox.
3.2 Finish case
By clicking on the “Close case” button, a drop-down menu appears where you must select a closure code. The case will then be given the status “Closed”.
3.3 Reject case
By clicking on the “Reject the case” button, a drop-down menu appears where you must select the relevant rejection code. The case will be given the status “Rejected”.
The activity log shows the sequence of events associated with the case. The activity log will show entries with times for the following events:
- Who has opened the case
- A case manager has been invited in
- Responsible case manager has been assigned
- The case is closed
- The case is rejected
Click on statistics in the menu to see the statistics on incoming cases. The current year is selected by default, but this can be changed by selecting a different year from the “Select Year” drop-down menu.
5.1 Overview
Overview shows a bar chart broken down by category for the current (or selected) year.
5.2 Incoming notifications
The graph shows incoming notifications divided into anonymous / non-anonymous notifiers.
5.3 Pie chart
The pie chart shows received notification divided by category. The diagram shows for the selected period.
It is possible to download the chart as an image, print, view in full screen or export by clicking on the menu in the upper right corner:
6.0 Resources
Under resources you will find
- Templates for notification routines and ethical guidelines
7.1 Languages:
Here it is possible to change language. We have English and Norwegian available. More languages will come.
7.2 Settings for notifier
7.2.1 Allowed whistleblowing with name and identify
Opens the portal for whistleblowers to submit a case/information request with name and identity.
7.2.2 Allowed anonymous whistleblowing
Opens the portal for whistleblowers to submit a case/information request anonymously.
7.2.3 Let notifier send cases directly to case managers
Whistleblowers are given the option to choose that the report should go directly to a case handler. This means that the case goes directly to the selected case handler, and that the administrator does not see the case. Whistleblowers can choose from the case handlers registered in the portal.
7.2.4 Let notifier set category
Allows the submitter to set the category of the report themselves.
7.2.5 Notifier can select level/sub-level
Allows whistleblowers to choose the level (portal) the report should be sent to. This may be relevant in cases where there is an organization with multiple levels (sub-portals), for example by region or country. The parent level (your portal) must have this enabled.
7.3 Features
7.3.1 Activate Dark Mode
Make the portal darker in the menu. This applies to all users.
7.3.2 Activate folder module
Activate folder solutions for information requests and notifications.
7.3.2 Activate Communication Module
Activate the communication module, allowing case handlers to initiate dialogues with external parties.
7.3.3 Activate Document Module
Activate the document module, enabling the creation of case documents.
7.3.4 Make the front page an intercative protal switcher
Transform the front page into a portal selector.
7.4 Parameters
7.4.1 Upload Logo
By clicking on “Choose File,” you can upload the desired logo for the portal.
7.4.2 Custom Roles in form
The administrator can add custom roles that users can choose from when submitting a notification.
7.4.3 Replace “Your workplace” with the following
7.5 QR-kode
The QR code leads directly to the portal. It can be printed out and displayed on a notification poster, or made available on an intranet page.
7.6 Introduction Text on Front Page
If you wish to edit the introduction text on the front page, you can do so here.
7.7 Information on Registration (Dropdown Menu)
Here, you can create a dropdown menu on the front page. It is important to use “Heading 1” as the text format for the heading to create the dropdown menu.
7.8 Categories
Create categories and associate a color code. Categories are used for the caseworker to be able to categorize notifications, filter messages in the inbox and create statistics. To create new categories: enter the name of the category and select “create new category”
7.9 Closing codes
Used when a case has been processed and is to be closed. Fill in the name of the code and click “Create new exit code”.
7.10 Reject codes
Used when a notification is rejected (e.g. on the basis of missing information) Fill in the name of the code and click “Create new reject code”.
