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When should I create multiple Issue types?

Issue types are used to group different kinds of disclosures, approvals, or reports.  Creating multiple issue types gives you greater control and flexibility over how each issue is submitted, reviewed, and handled. You could consider creating separate issue types when you need to:

Customize Submission and Review Workflows

Different issues may require unique steps or handling. For example, the review process for a gift disclosure can differ from that of a misconduct report. Creating separate issue types allows you to design workflows tailored to each situation.

Assign Specific Teams or Approvers

Certain issues are most effectively addressed by teams with specific expertise or responsibilities. By establishing distinct issue types, you can automate the routing of each submission to the relevant department or reviewer. This not only helps to minimise delays and errors but also ensures that each issue receives attention from the appropriate specialists.

Tailor Questions to the Issue Context

Different issue types may require specific information for proper review and resolution. For example, a conflict of interest form collects details about relationships or financial interests, while a misconduct report focuses on timelines and involved parties. Custom forms for each issue type help gather the right details, making it easier to address each case appropriately.

Creating multiple issue types is an advanced feature, please reach out to your Customer Success Manager for further information.