ComplianceLine Follow Up Calls in Compliance Manager

When an incident is submitted through ComplianceLine, an Incident ID is automatically generated in Compliance Manager, capturing all data provided during the initial call with the ComplianceLine Operator. To begin, locate the incidents reported from ComplianceLine in the Incident Queue. 

This article will guide you through the steps to process these incidents.

1. Navigate to the Incident Queue.
2. In the Filter panel, scroll down to ComplianceLine and toggle it on.
3. Select a desired ComplianceLine Incident from the filtered list to view its details.
4. In the Incident section of the Incident Details page, review the Details of Incident field. This contains the transcription from the initial ComplianceLine call. While this field can be edited if necessary, best practice is to leave it unchanged.
5. In the Call portion of the Incident section, review the additional fields collected from ComplianceLine. The Details of Incident field here represents the initial call and cannot be edited.
6. Scroll to the Status Updates section of the Incident Details page. Click the header to view existing entries or add a new status update.
7. The first entry, labeled Caller Contact #1, reflects the initial call to ComplianceLine, including details and any categories listed in the table below.
8. Each subsequent call will be labeled sequentially (Caller Contact #2, #3, etc.), with updated details and categories captured by the operator.

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