Understand what information, content, and details you need to put together before you configure and implement Whispli.
This checklist helps you to identify the information that you will need to put together as you start to configure and deploy Whispli.
Settings
- Who do I want to be a user of Whispli? Choose who you want to have user access.
- What level of access do I want each user to have? Decide the level of access across each user you will set up.
- Do I need user groups? Decide if you want to create groups of users and if so, who will be in the groups and when you might utilise this group (as a member of a Report or Project).
- What logo do I want to use? Decide which logo you want to use as your default logo in Whispli.
- Do I want a data retention policy and if yes, what will it look like? Decide about what you would like your data retention policy in Whispli to look like.
- Do I need to customise my statuses in Whispli? Whispli comes with default statuses as “New”, “Open”, and “Closed”. Determine if you need to change these to match your current process for managing cases.
Pages
- How many Pages do I need? Decide on the number of pages you anticipate using and how these will be organised.
- How do I want to organise my Pages? Decide how to display content on individual pages and decide on which and how many content blocks you will use.
- What content do I want on my Pages? Understand what content you want to have to communicate your whistleblower program and how employees can submit reports.
Channels
- How many Channels do I need? Identify if you need only one channel or if you wish to create multiple channels based on countries, languages, different business units, different types of misconduct, etc.
- What questions do I want to ask on my Channel? For each individual Channel, understand what questions you want to ask and what questions types you want to utilise. Also, determine if you need any mandatory questions and if you want to use any conditional logic (new questions based on the results of earlier questions).
Workflows
- What Workflows are needed? Decide which Workflows your organisation will need and when they might be used.
- How will a Workflow be assigned? Determine if you want Workflows automatically assigned based on how an informant answers a questionnaire or if you want case managers to manually choose the Workflow to use.
- Do I want to use “steps” in my Workflow? Steps show a progression in the Workflow and help break up the process for each stage of the investigation. Determine if you want to break the Workflow into stages (or “steps”) and what these steps will look like.
- What questions will be on my Workflow? Determine your process for investigating cases and what questions you want case managers to fill in as the progress through an investigation. If you are using steps, determine what questions go on which step.
Automations
- Identify Automations. Identify the ways you want to automate processes in Whispli and develop the overall business rules of how you want it to work.
- Identify Triggers For Automations. Identify what will trigger an Automation from both what a respondent submits and any action taken by a case manager.
- Identify Actions For Automations. Identify what action will take place once an Automation is triggered.
- Identify Alerts for Automations. Choose who should be alerted based on specific automations triggered.