Routing, our latest feature allows organizations to triage incoming reports to designated Introducing Routing, our latest feature that lets organizations streamline incoming reports to specific groups of Case Managers based on certain criteria.
Super Admin or Admin users in Resolution Hub can set up this feature, ensuring that case triage aligns with your organization's needs and structure. This setup also guarantees that the assigned person is the right fit for the investigation.
How do you set up a routing rule?
Before configuring routing rules, it's essential to have groups set up. Please consult this guide for instructions on creating groups.
Navigate to https://app.vaultplatform.com/routing.
Click on New routing rule.
Choose the most relevant data source, such as reporter data.
Under Route To, select the group to which you want to direct reports.
Add your specific parameters. For instance, if the site is in London, route the report to London Case Managers.
Click Save and then Activate to apply the routing rule.
What is the logic?
Reports will be directed according to the priority of the established rules. It's important to give higher priority to the more specific rules.
For example, if an organization creates two routing rules with the following priority:
If the reporter site is London, route to London Case Managers.
If the reported category is data breach route to Information Security.
Then a new report is submitted with the site as London and the reported category as a data breach, it will be directed to London Case Managers because that rule holds higher priority.
If you have any questions about routing or the available parameters, please contact our Technical Support team.