Case Import field reference guide

Field name in import

Description

Validation rules

Example values

Case categories (required)

Main category or categories associated with the case.

The first value will be used as the determined category.
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Multiple values separated by semicolons(;).

Must match categories configured in Vault.

Harassment; Code of Conduct

Case status (required)

The current status of the case.

Only accepted value: "Closed"

CLOSED

Event description (required)

Summary of the incident or event.

We recommend using this field to capture any additional details that do not fit into other available Vault fields by mapping those fields to the ‘Event description’.

Must be a string of text.

Employee reported inappropriate comments…

Reporter Anonymous (required)

Indicates if reporter details are redacted.

Must be TRUE or FALSE.

TRUE

Submission date (required)

Date the report was submitted.

Valid date format dd/mm/yyyy.

01/12/2024

Closed date (required)

Date case was marked closed.

Must be ≥ submission, created, investigated dates.

If empty, falls back to submission date.

Format: dd/mm/yyyy

02/10/2024

Substantiation status (required)

Outcome of the investigation.

Must be: Undetermined, Unsubstantiated, Partially-substantiated, or Substantiated.

Unsubstantiated

Original case ID

Legacy case ID from prior system.

This ID will be retained, and a new Vault system ID will also be assigned.

Must be a string.

NAVEX-2021-0045

Case summary

A summary of the case that may include any contextual information important to the case.

Must be a string.

The investigation was conducted by the Ethics team and were done in accordance with our internal whistleblower policy.

Case lead EID

Employee ID of case lead.

Must match user in Vault; if email also provided, both must match same user.

E12345

Case lead email

Email of the case lead.

Must match user in Vault.

[email protected]

Case lead name

Name of the case lead.

Not a unique identifier; cannot match user alone.

Alex Chen

Case name

Title or summary of the case.

Must be a string.

Allegations of Misconduct

Created date

Date case was created.

Must be ≥ submission date; if empty falls back to submission date.

Format: dd/mm/yyyy

01/12/2024

Event date

Date incident occurred.

Format: dd/mm/yyyy

01/10/2024

Event time

Time incident occurred.

HH:mm 24-hour format.

14:30

Event emotional impact

Emotional or psychological impact notes.

Must be a string.

Reporter experienced stress…

Event location

Where the incident occurred.

Must be a string.

Berlin Office

Event witnesses

Individuals who witnessed or were told about the incident.

String; names separated by semicolons(;).

John Doe; Alice Smith

Investigating date

Date investigation began.

Must be ≥ submission & created; ≤ closed.

If empty falls back to submission date.

01/03/2024

Named offender EID

Employee ID(s) of accused individuals.

Must match user(s) in Vault; semicolon-separated(;).

E5678; E9876

Named offender email

Email(s) of accused individuals.

Must be in valid e-mail format, semicolon-separated(;)

[email protected]; [email protected]

Named offender name

Name(s) of accused individuals.

Not a unique identifier. Names separated by semicolons(;).

John Doe; Jane Doe

Original intake method

How report was submitted in legacy system.

Retained as "Source" on report level.

Must be a string.

Hotline

Reporter EID

Employee ID of reporter.

Must match user in Vault or creates user.

E11223

Reporter Email

Email of reporter.

Must match user in Vault or creates user.

[email protected]

Reporter Name

Name of the reporter.

Not a unique identifier.

Maria Gomez