Documenting Sanctions and Allegations in your Helpline and Case Manager

Free Small Group Training Session

As you start receiving reports through your Helpline and Case Manager, do you have a consistent way of documenting allegations and applying sanctions?

Ensuring that you have the correct issue types available and a standardized process for creating consistent documentation related to involved parties and disciplinary actions taken will improve your data and make information more easily searchable within the application. Join us for an exclusive small group training session on September 21st at 9 AM MST. Autumn Sanelli, Convercent’s Senior Director of Professional Services will walkthrough everything you need to know to properly handle Sanctions and Allegations.

You’ll learn how to:

  • Use multiple issue types on a reported matter
  • Add more detailed issue types on the backend
  • Associate involved parties, including witnesses, and identify roles
  • Apply sanctions to a whole department or to any involved party
  • Customize sanctions

Let us show you the correct issue types and a standardized process for consistent documentation related to involved parties and disciplinary actions. With this skill set, you will improve your data and make information more easily searchable within the applications. We’ll also send you a one-page process guide to provide to investigators and a link to a mini training video for easy reference. Plus, you’ll get a free custom sanction just for attending!

Speaker

Autumn Sanelli Headshot Image

Autumn Sanelli

Senior Director of Professional Services at Convercent

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