Whistleblowing

Template

Whistleblowing Template was modeled by our partner Feel The Gap

Using Pipefy’s Whistleblowing Template and a public URL, employees can submit anonymously a start form in which they report any violation or misconduct. In the next steps, all the information will be verified to reach a proper conclusion.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

Start form

  • 1. Report ID

  • 2. Involved subjects

  • 3. Involved areas

    • Finance
    • Operations
    • Marketing
    • HR
    • Sales
  • 4. Place and period when the facts occurred

  • 5. Potential violations

    • Internal Policies and Procedures
    • Business regulations
    • Read
    • Other
  • 6. Add all the information at hand.

  • 7. Attach any supporting document.

  • 8. Other useful documents

Initial evaluation

  • 1. Does the information included in the report appear to be consistent?

    • Yes
    • No
  • 2. Attach additional useful documents

  • 3. Initial assessment conclusion

  • 4. Priority level

Report analysis

  • 1. Has any evidence been found confirming the report?

    • Yes
    • No
  • 2. Checklist

    • Violations tried
    • Violations occurred
    • Potential violations

Final evaluation

  • 1. Describe what has been checked, the information gathered, and the final evaluation.

Report and analysis submission

  • 1. Has the report been sent to the competent bodies?

    • Yes
    • No

Conclusion

  • 1. Final result

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