How do I add a new Helpline case?

If you have purchased the Helpline module, you will be able to add a new case under a category listed. This can be used to log official visits, alleged food poisoning, accidents & incidents or request for advice.

To add a new Helpline case, sign in to RiskProof.

Click the Helpline module in the left-hand navigation.

Then click the Add case tab.

If you cannot see this, please speak to an Administrator as it is likely that you do not have permissions set up to perform this function.

Click the category which your case falls into and click Next. Each option will pull up different fields to complete that are specific to the category.

Please try to add as much detail to the fields as possible. Once you have added the details, click Save.

If you log an Advice case, only you and our Safety Advice Line team will be able to view it.

The case is now active and you will be taken to a page where you will be able to add more information.

Our Helpline team will review and update each case with any information that is required or to detail the next steps.

You may already receive alerts when a case is updated. If you don't, and would like to start receiving them, you can learn how to amend your alerts by reading the How do I amend user role alerts & permissions? article.