Select roles, including Super Admins and Moderators, are able to manually add historical and existing cases into Vault via the Resolution Hub.
Add an Existing Case
Click “Add existing case” in the top right corner of the Cases table in Resolution Hub
Enter workflow dates for the case
Only the submission date is required (note it will default to today’s date if not otherwise provided)
You should then enter the read, investigating and/or closed at dates.
The case will then inherit the status based on the most recent date.
Fill in report details
Allocate a category and enter the required details of the report.
Add reporter details (optional, but recommended for open cases).
If the case is in new, read, or investigating status, we recommend adding the reporter details if known, to allow them to login to Vault, chat to the case team and continue to receive updates on their reports progress.
✅ Reporters who are linked to your active directory will be able to see their report in the mobile app (if available to your organisation).
✅ Reporters who are not linked to your active directory, will be sent an email (if provided) letting them know how to login to Open Reporting.
Assign a Case Manager
Select a case manager manually or leave blank to auto-assign (based on routing rules).
Notifications on open cases
Who gets sent a notification when a live case is added.
Notifications on closed cases, when added, will only be sent to super admins/moderators.
Role | Condition | Notification Sent |
Employee Reporter | Invited to app + email present | ✅ Yes |
| Not invited to app, or no email | ❌ No |
Non-Employee Reporter | OPR enabled org + email present | ✅ Yes |
Case Manager | Assigned manually or automatically | ✅ Yes (all standard alerts) |
Super Admin/Moderator | Has this role at time of case added | ✅ Yes (all standard alerts) |