8.2. Review of the Sensitive Event

Once a sensitive event has been reported, the Head of HR will receive a notification in their Pending Tasks, prompting them to review the submission.

Clicking on the subject in Pending Tasks will direct users to the Review of the Sensitive Event form. In this form, users can review the reported event and determine the appropriate next steps.

*For guidance on common form functions, please refer to the dedicated section in the manual.

1. Investigator: This is a single-select dropdown field that retrieves the list of active users, roles, and groups in the system. It allows for the selection of the party responsible for investigating the sensitive event.
   

   !!To submit the event for further investigation, users must select an investigator from this dropdown.

2. Action Items: This grid allows users to define actions aimed at addressing and resolving the reported event.
   • Add: This button allows users to add an action item to the report.
     • If selected, it will display the Add Action Item form.
       • This form is a modified version of the New Action form found in the Action Items application. Although adapted for use in various contexts, it retains almost all the original fields and functionalities.

       • Add Action Item – Key Form Features

         When the Add Action Item form is adapted for use in the Sensitive Event application, several configurations are applied automatically.
         

         
         

         • Source of the Action: By default, this field is set to Sensitive Event.

           **Please note that the grid for assigning a specific instance from the chosen source is not included in this form because it applies only to actions created independently. Actions generated from other application sources are automatically linked to the relevant instance.

           
           
         • Form Submission Options: At the bottom of the form, users have access to the following options:
           
           
           
           • Save and Return: This button saves the action item and returns users to the Review of the Sensitive Event form.
             
           • Save and New: This button saves the action item and opens a new form to create another action item.
           
           

         **As actions are added, they populate the grid. To perform additional customization and review, users can either click on the Edit ( ) icon beside each action or double-click on the action itself.
         
         
         To access the full action description, click on the corresponding Expand ( ) button.

   • Delete ( ): This button allows users to delete an action.
     

     **To confirm the deletion of items in the grid, click on the Save Changes button or simply click outside the grid. To undo deletion, click either Discard Changes or Undo ( ).

3. Comment(s): This field allows users to provide comments or notes on the reported event.
   
   *

   The Comment control functions similarly to a discussion board, enabling users to initiate and participate in collaborative discussions with stakeholders involved in the workflow.

   • Users can edit or delete their own comments, but can only reply to those left by others.
4. Save Form: This button allows users to save the form.
   • It will remain in the Pending Tasks folder.
5. Close (No Issue): This button allows users to close the report, indicating that no further investigation or action is necessary.
   • This concludes the Sensitive Event Management workflow.
6. Further Investigation Needed: This button allows users to escalate the event for further investigation.
   • If selected, the assigned investigator will be tasked with investigating the sensitive event.

!!If the reporter has chosen to disclose their identity, all provided information—such as their name, email address, and phone number—will be included in the report. This information will be accessible to the reviewer and any other parties involved in the workflow.