Create a case type

Create a case type in the GRC: Compliance Case Management application to categorize the compliance cases by the type of occurrence. For example, you can create a case type, such as a financial case, code of conduct, or HR case.

Before you begin

Role required: sn_compliance_case_admin

About this task

You can set up a case type to categorize the compliance cases by the type of occurrence. After you define the case type, the compliance analyst and compliance manager can select the case type on the case form. A case type is mapped with a state model that specifies the workflow states and transition conditions for the compliance case. To define the workflow states and transitions, see Create a compliance state model.

Procedure

1. Navigate to All > Compliance Case Management > Case types.
2. Select New.
3. On the form, fill in the fields.

   For a description of the field values on the case type form, see Case Type form.

4. Open the form context menu and select Save.
   The Case subtypes related list appears.
5. On the Case subtypes related list, select New to define a case subtype.
6. On the form, fill in the fields.

   Table 1. Case Subtype form

   Field	Description
   Label	Label to be displayed for the case subtype.
   Name	Name of the case subtype. For example, Conflict of interest.
   Parent	Parent case type. This field is automatically set to the parent case type.
   Active	Option to select the case subtype as active or inactive.
   Description	Description of the purpose of the case subtype. This description is for the administrator to understand the case subtype.

7. Select Submit.
8. Optional: To create a view rule instead of using the default one, see Create view rule.
9. Optional: To create an assignment rule instead of using the default one, see Create an assignment rule.

• Case Type form
  Use the Case Type form in the Compliance Case Management application to categorize the compliance cases by their type.
• Create view rule
  Define the view rules for the workspace and default view in the GRC: Compliance Case Management application. By defining the rules, you can control how the compliance case or request form appears.
• Create an assignment rule
  Create an assignment rule and apply it to a compliance case type or request type by using the Compliance Case Management application. By using an assignment rule, you can determine the appropriate person or group to handle a compliance case.