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How do I create a case with Manual Intake?
How do I create a case with Manual Intake?

Manual Intake allows you to add reports directly in the Resolution Hub

Tori Reichman avatar
Written by Tori Reichman
Updated over a year ago

Manual Intake allows you to create reports inside Vault’s Resolution Hub when information comes through other channels, like a shared inbox or a verbal conversation.

Creating a Report

  1. Click Add Report button in the top right corner of the Cases homepage.

  2. Add the Reported Category.

  3. Click on Add Reporter Details to add the reporter using the employee directory or manually. You also have the option to mark the reporter as anonymous.

  4. Click on Add Event to provide details of the events as described by the reporter.

  5. Upload any supporting files or evidence and add notes to your draft report.

  6. Click Submit.

When you submit the report, it can be managed as usual from the Cases homepage.

If you encounter any technical difficulties when creating a report, please contact our Technical Support team.

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