How PT2 works

Managers

Managing internal whistleblowing can be complex, but with CAIXA SEGURA the whole process is simple, secure and compliant with EU Whistleblowing Directive (2019/1937).

The platform gives you total control over the whistleblowing received, guaranteeing anonymity for the whistleblower, traceability of actions and clear reports for audits.

Management in 3 steps
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Receive and assign reports

Every time a new report is registered, those responsible receive an automatic notification. It is possible to assign the report to one or more report managers, keeping all the information confidential and accessible only to authorised profiles.

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Track and report securely

Each manager can exchange secure messages with the whistleblower within the platform. Documents and evidence can be attached without risk of loss or undue exposure.

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Resolve and report

The system allows you to track legal deadlines (7 days to acknowledge receipt, 90 days for measures). At the close of the process, you can generate exportable reports (PDF/CSV) for internal and external audits or competent authorities.

The system allows you to track legal deadlines.

What CAIXA SEGURA guarantees managers
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Managing complaints requires rigour, confidentiality and compliance with legal deadlines. CAIXA SEGURA has been designed to give managers all the tools they need to monitor processes transparently and efficiently, ensuring total compliance and trust at every stage.

  • Total legal compliance with EU Whistleblowing Directive (2019/1937) and GDPR.
  • Complete dashboard with statistics and status of reports.
  • History of actions and audit logs, guaranteeing transparency.
  • Management by profiles and permissions (Responsible, Manager, Channel Administrator).
  • Automatic notifications at each stage of the process.
Key functionalities for managers

Managing complaints requires rigour, confidentiality and compliance with legal deadlines. CAIXA SEGURA offers tools that simplify the work of managers and guarantee confidence in each process.

  • Real-time dashboard- visualise pending, analysed and completed complaints with clear statistics.
  • Automatic compliance with legal deadlines- notifications at 7 and 90 days, in accordance with the law.
  • Configured workflows- open, monitor and close processes with full traceability.
  • User and permission management- assign responsibilities and control access granularly.
  • History and audit reports - export data (PDF/CSV) for internal and external audits.
  • Security and GDPR - all data encrypted, with immutable logs and restricted access.