What is the Participant feature and how does it work?

The Participants tab in a Whispli report is used to document and track critical information about all people involved with or otherwise related to the report. This can include individuals who are the subject of the report, the reporting party, witnesses, or any other party relevant to the report.

How can I add a participant? 

Each case manager can add or edit participants. When adding a participant, the case manager can have several options: 

• Create a participant: in the case where the stakeholder is mentioned in a report for the first time, they may not yet exist in the system. The case manager can create a participant by entering their name and information (email, position, location, etc.)

• Add an existing participant: if the stakeholder was already mentioned in a report, a quick search makes it possible to find the user by first name, last name or email and add the participant in a few seconds. 

• Select a participant from the employee directory: if the employee directory is integrated to Whispli (HRIS integration option), all employees can be found in the participant search. Their information will automatically be populated in the fields (email, position, location, phone number, etc.)

Note: when searching for a participant, you need to type at least three characters to be provided with corresponding options: 

What are the elements of the Participants Tab?

The table within the Participants tab is structured to capture and display key identifying and contextual details about each person added to the report:

• Name & email: This column is for recording the identity and contact information of the participant.
• Role in report: This is a crucial field for specifying the participant's involvement in the report (e.g., subject, reporting party, witness, victim, manager, etc.).
• Organization: This documents the entity or company the participant is associated with, especially relevant in multi-entity organizations or when involving third parties.
• Job title: Records the participant's formal position within their organization.
• Location: Notes the physical or organizational location associated with the participant.
• Outcome: This field likely tracks the final determination or result concerning the participant's involvement after the report is processed (e.g., based on the use case: "Cleared," "Action Taken," "Terminated", etc.).

Please note that these fields can be customized to fit your business needs, and can be autopopulated by your HR information system (contact your dedicated Customer Success Manager or reach out to support@whispli.com for more information about our HRIS integration option).  

What information is displayed in the Participant Tab? 

In the participant tab, all identified participants are listed with key information about their role, organization, job title and location. It is possible to access the participants details by clicking on the three dots next to their name: 

• The 'Edit' option provides access to the participant details, add notes and files (see below for more details on these features). 

• The 'Update profile' option redirects the case manager to the Participant Repository where they can edit the participant details (name, position, location, etc.). See more information in the Participant Repository help page. 
• The 'Remove from report' option makes it possible to entirely remove the participant from the report. Once removed, the participant is not listed in the report anymore. 

Can I add more information about each participant?

In the participant tab, you can check the list of all stakeholders with key information. For each row, you have an arrow on the right hand side to access additional options (or you can click on the three dots and select 'Edit'): 

When you click on an arrow, it opens the row to display several options. 

• Add Notes: the participant notes section is a free text field that can captures any information you deem relevant. Interview schedule and location, dates, important details, context of the involvement, etc. 
  The notes are visible by all members on the report and can be edited by anyone at any time.

• Add Files: the participant files section makes it possible to attach files to each participant: interview minutes, contract, emails, etc. The files are visible by all members on the report. There is no limit in terms of number of files you can attach to a report. 

Note: any member of the report can edit the notes section and add/delete the participant files. 

Note: the files uploaded for each participant are also available in the 'Files' tab under the participant section: