Categories are used by your organization to classify reports and cases.
If you are an admin and want to update the category configuration for your Vault account, navigate to Administration > Category Configuration inside the Resolution Hub.
Understanding Category types
Before getting started, it's important to note that there are two types of categories:
Reported categories are selectable by reporters across your intake methods (the Mobile App, Open Reporting, and VaultTalk) when they create a report.
Reported categories also display your company's policy about that topic. This is where you should populate the actual policy, or even a summary of the policy, for your employees to consume at the point when they're creating a report. This provides clarity on how they should categorize their report when submitting it.
Determined categories exist solely within the Resolution Hub and are only visible to Resolution Hub users, including Case Managers.
Having two types of categories enables your organization to differentiate between how the reporter has categorized an issue, and your organization’s determined categorization.
Create a new category
Under the Administration section in the navigation bar, select Category configuration.
Select the Add new category button and give your category a name, then configure where you’d like the category to be displayed:
As a Determined Category
As a Reported Category across intake methods
Select the intake methods you’d like this category to be selectable in
Choose if this category should follow the inquiry or misconduct question flow
Optionally add a category description by selecting the Update category details button.
Video tutorial: create a new category
Disable a category
To disable a category, deselect any enabled toggles within that category across both Determined category and intake method settings, and select Save.
Languages: Enable category name and description localization
Category names and descriptions can be localized to suit your organization's global language requirements and compliance regulations.
To configure your localized category names and descriptions:
From inside the category settings box, select the Update category details button
Switch between languages by selecting another language from the Category language dropdown
Add a localized name and description to be visible for reporters for each location as you require
Select Update details to save the updates for each translation, before moving to the next language
Once your configurations for localized category names and descriptions are complete, close the pop-up and select Save - this will set your category live
