--- title: Hotline Module Overview description: The Incidents and Hotline Reports modules provide a centralized, audit-ready workspace to investigate, manage, and resolve reports efficiently. Designed for speed, clarity, and accountability, these tools help organizations track issues from intake through resolution while maintaining confidentiality and compliance. --- [Skip to content](https://knowledge.compliancygroup.com/home/hotline-reports-overview#main-content) English - United States Show submenu for translations [Submit a Ticket](https://knowledge.compliancygroup.com/home/kb-tickets/new?hsLang=en-us) [Go To Customer Portal](https://help.compliancygroup.com/home?hsLang=en-us) ![Compliancy Group](https://knowledge.compliancygroup.com/hs-fs/hubfs/Compliancy%20Group%20Logo%20Full%20RBG-sized.png?width=300&height=54&name=Compliancy%20Group%20Logo%20Full%20RBG-sized.png) Open main navigation Close main navigation - English - United States Show submenu for translations - [Submit a Ticket](https://knowledge.compliancygroup.com/home/kb-tickets/new) - [Go To Customer Portal](https://help.compliancygroup.com/home) How can we help you? - There are no suggestions because the search field is empty. 1. 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[Incident Management](https://knowledge.compliancygroup.com/home/incident-management?hsLang=en-us) # Hotline Module Overview ### Hotline Module Overview The Hotline module provides a centralized workspace to investigate, manage, and resolve reports efficiently.    --- **Hotline Module Dashboard** The Hotline Intake dashboard gives you a real-time snapshot of incoming and active hotline submissions. ![Screenshot 2026-01-06 at 4.53.18 PM](https://knowledge.compliancygroup.com/hs-fs/hubfs/Screenshot%202026-01-06%20at%204.53.18%20PM.png?width=670&height=332&name=Screenshot%202026-01-06%20at%204.53.18%20PM.png) **There are three ways to make a Hotline Report:** Navigating to the Hotline module and selecting **Options**\> Go to Hotline Report Form ![Screenshot 2026-01-07 at 3.30.24 PM](https://knowledge.compliancygroup.com/hs-fs/hubfs/Screenshot%202026-01-07%20at%203.30.24%20PM.png?width=670&height=268&name=Screenshot%202026-01-07%20at%203.30.24%20PM.png) A hotline report can also be made from the employee portal by selecting **Report an Incident**: ![Screenshot 2026-10-15 at 1.27.19 PM](https://knowledge.compliancygroup.com/hs-fs/hubfs/Screenshot%202026-10-15%20at%201.27.19%20PM.png?width=670&height=263&name=Screenshot%202026-10-15%20at%201.27.19%20PM.png) In **Settings\> Hotline & Incident Managemen**t the hotline report url ot QR code can be copied and pasted to share for reporting. ![Screenshot 2026-10-15 at 1.30.17 PM](https://knowledge.compliancygroup.com/hs-fs/hubfs/Screenshot%202026-10-15%20at%201.30.17%20PM.png?width=670&height=245&name=Screenshot%202026-10-15%20at%201.30.17%20PM.png) Once in the hotline intake form, the report can be made anonymously by the reporter or with identifying information available.  ![Screenshot 2026-01-07 at 2.09.20 PM](https://knowledge.compliancygroup.com/hs-fs/hubfs/Screenshot%202026-01-07%20at%202.09.20%20PM.png?width=670&height=371&name=Screenshot%202026-01-07%20at%202.09.20%20PM.png) After entering their contact details, the next page offers fields to detail concerns, incident details, and any support files/evidence. ![Screenshot 2026-01-07 at 2.09.54 PM](https://knowledge.compliancygroup.com/hs-fs/hubfs/Screenshot%202026-01-07%20at%202.09.54%20PM.png?width=670&height=393&name=Screenshot%202026-01-07%20at%202.09.54%20PM.png) After selecting next, a form to add additional incident details for date, discovery, location, categorizing and urgency is available. A toggle can be used to mark yes or no to answer if the incident is currently occurring, impacting more than 500 individuals and if it involves a third party. ![Screenshot 2026-01-07 at 2.09.28 PM](https://knowledge.compliancygroup.com/hs-fs/hubfs/Screenshot%202026-01-07%20at%202.09.28%20PM.png?width=670&height=408&name=Screenshot%202026-01-07%20at%202.09.28%20PM.png) After completing the form, a review page will appear and after review the hotline report can be submitted. ![Screenshot 2026-01-07 at 2.10.10 PM](https://knowledge.compliancygroup.com/hs-fs/hubfs/Screenshot%202026-01-07%20at%202.10.10%20PM.png?width=670&height=427&name=Screenshot%202026-01-07%20at%202.10.10%20PM.png) The report will then appear in the Hotline module. ### ![Screenshot 2026-01-07 at 2.10.28 PM](https://knowledge.compliancygroup.com/hs-fs/hubfs/Screenshot%202026-01-07%20at%202.10.28%20PM.png?width=670&height=110&name=Screenshot%202026-01-07%20at%202.10.28%20PM.png) Selecting view details on a hotline report opens the report where the entry can be viewed. Selecting the **+ New button** will offer options to add a new note or attachment. It is also possible to request a response from the reporter, whether they reported anonymously or not.  ![Screenshot 2026-01-07 at 2.26.00 PM](https://knowledge.compliancygroup.com/hs-fs/hubfs/Screenshot%202026-01-07%20at%202.26.00%20PM.png?width=670&height=307&name=Screenshot%202026-01-07%20at%202.26.00%20PM.png) The Hotline Report details page provides an overview, options to change the status or create an incident from the hotline report. When you select the Create Incident option a form will appear to complete with incident information, and then the report will show in the Incident Module. Selecting options will also offer the ability to export the hotline report individually. ![Screenshot 2026-01-07 at 2.10.38 PM](https://knowledge.compliancygroup.com/hs-fs/hubfs/Screenshot%202026-01-07%20at%202.10.38%20PM.png?width=670&height=437&name=Screenshot%202026-01-07%20at%202.10.38%20PM.png) When the Hotline module is selected the dashboard and hotline report list will populate. ![Screenshot 2026-01-06 at 4.53.18 PM](https://knowledge.compliancygroup.com/hs-fs/hubfs/Screenshot%202026-01-06%20at%204.53.18%20PM.png?width=670&height=332&name=Screenshot%202026-01-06%20at%204.53.18%20PM.png) **Key Metrics** At the top of the dashboard, you’ll see summary metrics including: - **New** – Newly submitted hotline reports - **New Activity** – Reports with recent updates - **High Priority** – Reports flagged as high priority - **Active** – Currently open reports - **Time to Resolution** – Average resolution time (displayed as N/A when no reports are resolved) **Report Views** You can switch between: - **Active** - **Resolved** - **Rejected** **Sorting & Filtering** - Sort reports by **Reported Date** - Use **Filters** or **Quick Filters**, including: - My Reports - New Status - New Response - High Priority - New Activity **Empty State** When there are no active hotline reports, the dashboard displays: > **All Clear – No Active Reports** > New reports will populate here as they come in. A shortcut is provided to **Set up your Hotline Report**. **Setting up your Hotline Report:** Navigate to the **Settings Module** and select the **Incident & Hotline Management** tile. ![Screenshot 2026-01-07 at 9.24.50 AM](https://knowledge.compliancygroup.com/hs-fs/hubfs/Screenshot%202026-01-07%20at%209.24.50%20AM.png?width=670&height=322&name=Screenshot%202026-01-07%20at%209.24.50%20AM.png) The portal tab includes the form where hotline reports can be submitted. **Portal Address** - A unique, system-generated URL for your hotline reporting form - Anyone with the link can submit an incident (no login required) **Copy to Clipboard** - Copies the portal URL so it can be pasted and shared **Open** - Opens the incident reporting portal in a new tab - Useful for: - Verifying portal access - Reviewing the reporting experience - Testing configuration changes (fields, branding, routing) ( *Only available with certain plans.*) Time to resolution offers the option to enable a set target date for resolution and track progress through color indicators. 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