How Do I Update a Case Type?

Case types are a way for you to categorize cases based on the type of issue that’s being reported. You can select up to 3 case types to represent each case, and select a primary case type to represent the main issue that’s being reported. For example, an issue with ‘Financial Reporting and Accounting’ can also be an issue of ‘Fraud and Embezzlement’, where the latter is the primary issue of concern.

Assigning the appropriate case types is important not just so that case data is accurate and up to date, but also so that IntegrityCounts’ Insights can help you identify trends in case data.

Visit [Link] for more information on how to use Insights.

To update a case type:

  1. Click on ‘Description’ in the left navigation
  2. Click the edit icon beside ‘Case Types’
  3. You can select up to 3 case types for each case. Click the ‘X’ icon on any case type you wish to remove. To add a new case type click the text box to open the drop down menu and select a new value. Click outside the drop down to close it.
  4. Select a new Primary Case Type, if needed
  5. Click ‘Save’ to save changes