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Background: This article will guide you through the essential steps to ensure that all threats are properly reported, whether related to physical security, or any other types of threats.

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If a case creation is needed then please try to gather and include the following information within the SF Case

Step

Action

1

  • Recognize the threat

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  • The Initial step in threat reporting is the recognition of potential threats, which can manifest in diverse ways.

  • If you encounter or receive any threat activity, it is imperative to rely on your instincts and promptly inform the authorities or relevant security personnel about anything that appears out of the ordinary or potentially dangerous

2

  • Remain Calm, Keep the caller on the line for as long as possible

Info

DO NOT HANG UP, even if the caller does)

3

  • Immediately inform your direct Lead/Supervisor about the situation

Share the Call recording or Interaction ID with your Lead/Supervisor (If possible)

4

Tip

THE FORM MUST BE COMPLETED ACCURATELY AND AS QUICKLY AS POSSIBLE.

On Threat Form, see the following notes:

  • CUSTOMER ACCOUNT NUMBER: Engine Platform Job Link

  • THREAT INCIDENT DISTRICT: 1000 Out of State

  • Attachments: All supporting documentation such as, but not limited to, phone audio, chat or email transcript, etc.

Info

If you have any issues completing the Threat Form, please reach out to Cassandra Mercado , Logan Teague, or Alexander.Cuesta

Note

For Threats specific to a BOMB; Take note of the following:

  • If the caller only says “There is a bomb” and no other details are provided, complete the form with the following information “Call Did not say”

  • Be prepared to write exactly what the person says in the appropriate field

  • There are some sections that can be answered based on the interaction without asking questions (Male, Female, Voice and Background noises)

You can Use (If possible) the following form as a reference to gather relevant information about the bomb threat

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  • Is there an OPEN case in Sales Force?

IF YES:

  • Create a case assignment to ‘Customer Support Team Supervisor’ and in ‘Referral Comments’ input the incident report number provided from the Corporate Security Threat Form

  • Please inform your supervisor Immediately via Teams or any other fast communication method that the Case Assignment has been created and the Security Form has been completed

IF NOT:

  • Create a case in Salesforce with request (Request type: Complaints) and (subtype: Other) and then

  • Create a case assignment to “Customer Support Team Supervisor” and in “Referral Comments” input the incident report number provided from the Corporate Security Threat Form

  • Please inform your supervisor Immediately via Teams or any other fast communication method that the Case Assignment has been created and the Security Form has been completed

Note
  • :

    • Include the Following Information:

      • Date/Time of Threat

      • Classification of Threat (Suicide/Self Threat, Personal, Telephone, Written or Online

      • Classification of Person making the Threat (Customer, Public, Employee, Former Employee)

      • Name of the Person making the threat (If Known)

      • Name of the place the threat occurred (Office, Outside the office, public place)

      • Incident threat summary

      • Any additional information that may help the investigation

  • Create a case assignment to “Customer Support Team Supervisor” and in “Referral Comments” input the incident report number provided from the Corporate Security Threat Form

  • Please inform your supervisor Immediately via Teams or any other fast communication method that the Case Assignment has been created and the Security Form has been completed

5

  • Update the ticket once Lead/Supervisor has been reached

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Tip

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