This guide explains how to complete the Locations, Departments, and Case Types tabs in your IntegrityCounts setup sheet. These fields appear in the reporter intake form and help categorize submissions accurately.

Locations:

Locations allow a reporter to indicate where the incident occurred. These are shown as dropdown options in the report intake form.

Examples:

• Vancouver Office
• Toronto Warehouse
• Remote/Virtual
• New York HQ

Best Practices:

• Use consistent naming across all tabs
• Include all relevant physical or regional locations

Departments:

Departments allow reporters to indicate which part of the organization is involved in the incident.

Examples:

• Human Resources
• Finance
• Operations
• Health & Safety

Best Practices:

• Avoid overlapping department names
• Keep department titles clear and easy to understand
• Use formal names familiar to staff
• You can use our standard list or define your own to better reflect your organization’s internal structure. Translations are encouraged if needed.

Case Types:

Case types help categorize the nature of the report. These are used to track patterns, generate reports, and help route concerns to the right people.

Examples:

• Harassment
• Conflict of Interest
• Theft
• Safety Concern

Best Practices:

• Use broad but distinct categories
• Ensure all expected issues are represented
• Provide translations if your organization operates in multiple languages