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Create and Manage Categories

A guide to creating and managing case categories

Categories are used to classify the type of report a whistleblower is submitting. They appear as options on the reporting form and help your team organize and filter cases effectively.


Categories Overview

The Categories page shows you all active categories currently available on your reporting form. Each category displays its name and whether it is Active or not.

At the bottom of the page, click Show deactivated categories to view any categories that have been turned off.


Creating a Category

To add a new category, click + Create in the top right corner. Enter a name for the category and click Save when you are done.


Editing a Category

Click on any category name to open the edit view. From here you can:

  • Update the category name and translate it into other languages

  • Activate or deactivate the category

  • Translate the category name so it appears correctly for whistleblowers submitting a case in their selected language.

  • Click Save to confirm your changes.

💡 Deactivating a category means it will no longer appear as an option when a whistleblower is selecting a category on the reporting form. The category is not deleted and can be reactivated at any time.


Default Categories

The platform comes with a set of predefined categories covering the most common reporting areas, including Fraud, Bribery, Corruption, Money laundering, Conflict of interest, and more. These are active by default but can be deactivated if they are not relevant to your organization.


We're here to support you. If you have questions, reach out to us directly via the Messenger icon in the bottom right corner of your screen, or send us an email at support@whistleblowersoftware.com

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