Working with completed reports

Deleted reports

The Compliance team can delete reports from the system by changing their status to “Deleted”. Such reports won’t be shown in the main reports table but it's still possible to access such reports by filtering the report table by Status → Retrieve values → Deleted.

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This will let the Compliance team access Deleted reports and their content. However, it won’t be possible to change the report status or reply to the whistleblower anymore.

Retention policy for completed reports

Once reports reaches one of the statuses - “Resolved” , “Dismissed”, or “Deleted”, a retention policy can be set to clean such report from the system. Activating such policy allows a company to better protect any personal or sensitive information submitted with a report and stay compliant with local data laws and regulations.

To activate the retention policy, navigate to Program settings → Submissions settings. In a dropdown “Completed reports retention policy” choose a desired retention period and click “Save submission settings”.

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The retention cutover is calculated starting from the last status update date (not the original report submission date). I.e. if your team closed a report on June 1st, and your retention policy is set to 30 days, the report will be deleted on July 1st.

Note: the deletion is automated and permanent, reports can’t be recovered after they were purged from the app.