How can I edit the names of the involvement groups?
Note: You can only add new categories using an admin account.
To amend the titles of the involvement groups all you need to do is:
Log into your admin account
Click on settings
Then account settings
Click manage involvement groups
Type the new term you would like to use under the current word and click update
If you already have cases or incidents resolved, doing this will update all of the information - so you won’t have to go back to previous cases/incidents and update the records.
To amend the titles of the involvement groups all you need to do is:
Log into your admin account
Click on settings
Then account settings
Click manage involvement groups
Type the new term you would like to use under the current word and click update
If you already have cases or incidents resolved, doing this will update all of the information - so you won’t have to go back to previous cases/incidents and update the records.
Updated on: 23/12/2024
Thank you!