Quick Reference

Case types in IntegrityCounts categorize reports by the nature of the issue being reported, such as Harassment, Fraud, Safety Violation, or Conflict of Interest. You can assign up to three case types per case and designate one as the primary case type.

Keeping case types accurate ensures your Insights reports correctly reflect the types of issues your organization is receiving.

How to Update a Case Type

Step 1: Open the Case

From the Case Manager Dashboard, click on the case you want to update.

Step 2: Navigate to the Information Tab

Click the Information tab in the left sidebar.

Step 3: Edit the Case Type Field

Click the pencil icon next to Case Types. A dropdown or multi-select field will appear showing all available case types configured for your organization.

Step 4: Select Case Types

Select up to three case types that apply to this report. If the case involves multiple issues (for example, Harassment and Retaliation), select all that apply.

Step 5: Set the Primary Case Type

Designate one case type as the Primary Case Type. This is the main category used in Insights reporting and analytics. Choose the type that best represents the core issue.

Step 6: Save

Click Save. The change is recorded in the Activity Log automatically.

When to Update Case Types

• Initial triage: The reporter may select a general category, but after reviewing the details you may identify a more specific type.
• Investigation reveals additional issues: A case filed as a Safety Violation may also involve Negligence or Policy Violation.
• Correcting misclassification: If a case was filed under the wrong type, update it so your reporting data stays accurate.