Creating incident type categories

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

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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 edit page, you can add tags such as Theft, Robbery, Burglary, and Stealing.

To create categories of incident types:

  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.