The platform is not the documentation

A channel works consistently only when technology corresponds to rules understood by the organisation. MENAC recommends documentation explaining the procedure, forms, whistleblower protection and records.

Documents to prepare

Channel policy or rules

Defines scope, users, matters, communication routes, protection, responsibilities and handling principles.

Operating procedure

Explains intake, triage, conflicts of interest, assignment, communication, investigation, decision, escalation and closure.

Whistleblower protection

Establishes confidentiality, retaliation prevention, information access and data handling measures.

Records and reports

Defines which information is recorded, how long it is retained, who may consult it and how reports are prepared.

Public and internal documentation

The portal should provide sufficient information to reporting people. Detailed management procedures remain restricted to the authorised team.

Translate policy into configuration

  • Categories corresponding to covered matters.
  • Additional fields only where necessary.
  • Departments and owners aligned with the organisation.
  • Internal deadlines defined in the procedure.
  • Messages and status understandable to the reporting person.
  • Updated, accessible public documents.

In UNOVOX, categories, departments, fields, deadlines, assignment, languages and public documents are configured in settings.

Official sources: Portuguese Law 93/2021 — Diário da República and MENAC whistleblower-protection FAQ. This content does not replace legal advice.