Case Statuses and Tags

RiskOS™ provides you with Case Statuses and Case Tags to help you efficiently track and manage cases:

Create a Case Status

The Open and Hold statuses can be customized in RiskOS™. To create a custom Case Status, complete the following steps:

1. Click your profile menu (top right), then click Settings.

   

2. Click Configurations > Statuses.

3. Click + Add.

   

3. On the Add New Status menu, configure the settings for the new status.

4. Click Save.

   

Create a Tag

To create a custom Case Tag, complete the following steps:

1. Click your profile menu (top right), then click Settings.

   

2. Click Configurations > Tags.

3. Select a use case for your Tag from the Use Cases dropdown.

4. In the appropriate Tag group, click the + icon.

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Note:

To create a new group for your Tag, click Create Group.

5. On the Create Tag menu, configure the settings for the new Tag.

6. Click Create Tag to save your settings.

   

Edit or delete a Tag

You can edit or delete a Tag by hovering over the Tag, then clicking the pencil icon (edit) or the trashcan icon (delete).

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Note:

To edit or delete a Tag group, click the three-dot icon, then click Edit Group or Delete Group.