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Reportable Conduct

Guides for managing Reportable Conduct matters, including creating cases, tracking status and risk, recording involved parties, and managing response actions.

1 author13 articles
Reportable ConductLearn how to use Reportable Conduct to manage cases, filter by status or risk, create new matters, and track statutory reporting obligations.
Add a Reportable Conduct CaseLearn how to create a new reportable conduct case by adding matter details, involved parties, location information, and response actions.
Managing Reportable Conduct Case StatusLearn how to move a reportable conduct case through each status stage, including Open, Under Review, report due stages, Closed, and Non Reportable.
Reportable Conduct Case WorkspaceLearn how to use the case workspace to review reportable conduct details, manage status, track dates, and access records, files, notes, reports, and audit history.
Reportable Conduct TimelineLearn how to use the Timeline tab to review chronological case activity, status changes, creation events, and closure history for a reportable conduct case.
Reportable Conduct Linked RecordsLearn how to link related records to a reportable conduct case, including shift notes, incident reports, registers, and emails.
Reportable Conduct FilesLearn how to upload, review, download, and delete evidence or supporting documents for a reportable conduct case.
Reportable Conduct NotesLearn how to add official case notes, classify note types, and record internal updates, findings, risk notes, and management notes for a case.
Reportable Conduct Risk ActionsLearn how to add, review, update, and manage risk mitigation or compliance actions linked to a reportable conduct case.
Reportable Conduct FormsLearn how to open, complete, save, and mark official reportable conduct forms as complete from the case workspace.
Reportable Conduct ReportsLearn how to generate, preview, and review Initial, Interim, and Final Reports for a reportable conduct case.
Reportable Conduct AuditLearn how to use the Audit tab to review automatically logged case activity and understand when no audit entries are available.
RCS RegisterLearn how to use the RCS Register to track commission compliance, report submissions, investigation outcomes, workforce actions, CAPA, and case closure.