This article helps you streamline your case management by showing how to use tags for smarter categorization and trend tracking. You'll also learn how to properly close cases, classify outcomes, and document key decisions—ensuring clean data for reporting and clarity for your team.

Tagging Cases

Tagging lets you categorize cases beyond default fields.

You might tag:

• Specific risk types
• Regions
• Repeating names or behavior themes

Tags are searchable, filterable, and exportable—and are perfect for trend tracking over time.

For example, if your organization receives multiple reports related to “third-party contractors,” a custom tag lets you group and monitor that risk across cases.

Managing & Closing Cases

To close a case, click Actions > Set Case Status > Closed.

You’ll also classify:

• Whether the report was substantiated or unsubstantiated
• And what action was taken—termination, corrective plan, no action, etc.

This internal data supports analysis in your Insights dashboard later on.

Closing a case does not automatically notify the reporter. If you’d like to share the outcome or provide closure, post a message in the Message Reporter section before closing.