Creating incident categories

2020-03-03Last updated

To properly classify incidents when creating cases, you can create categories for the different types of incidents.

What you should know

Categories are used to classify incidents, not to increase the searchability of cases. To increase the chances that a case is found during a search, enter an accurate description and add applicable keyword tags to the case. For example, you can classify shoplifting cases with the Shoplifting category, and then from the Case page, you can add tags such as Arson, Loss prevention, Offense in progress, and Parking enforcement.

Procedure

  1. Click Configurations > Categories > .
  2. Click and enter a name for the category.
  3. Select a category retention period in days or years and enter a value, or select the Never delete check box to keep your files indefinitely.
  4. Click Save.
The Status drop-down menu becomes available and your new category is enabled by default. You can now classify new and existing incidents with this category.
Note: Categories cannot be deleted. If you no longer want to use a category, you can set its status to Disabled.

Example

Watch this video to learn more. Click the Captions icon (CC) to turn on video captions in one of the available languages.