Create a category

Categories organize related Speak up forms. Every Speak up form must belong to a category.

1. From the Resolution Hub left navigation, expand Administration and select Category configuration.

2. On the Category configuration page, select Add new category, and then select Speak up.

3. In the Create new category panel, do the following:

   1. In the Category name field, enter a category name.

      The category name is used only for administration.

   2. To make the category available for selection in Resolution Hub, turn on the Determined category toggle.

   3. To make the category available for selection by reporters across intake channels, turn on the Reported category toggle.

      When you turn on Reported category, select a question flow:

      • Default question flow Uses the standard reporting questions and lets you configure the following:

        • Report type Select one of the following

          • Misconduct report For code of conduct issues that follow the full reporting process.

          • Inquiry For non-code-of-conduct topics.

        • Intake channels Select the channels where the category should be available to reporters.

        • Submission type Select how reports are handled.

        • Category description Enter a description of the category.

      • Custom question flow Lets you configure custom questions for the category.

        Categories with custom questions have the following requirements:

        • A form is required before the category can be set as active.

        • If you select Go to Form creation, you are navigated to the Forms page.

          The changes that you made to the category so far is saved under the Form required tab of the Category cofiguration page. The category becomes active and visible to the employees only after a form is created.

        • Categories with custom questions can only be submitted through Vault.

4. Select Save.