It is important for workers to report issues as soon as they occur. However, it’s equally important for the right people to be alerted or notified so that they can start resolving the issue without delays. Using the Issues feature, you can utilize categories to alert or notify relevant groups when an issue has been reported in an area they are responsible for.

This article shows you how to manage your issue categories and alerts on the web app and the mobile app. This includes renaming issue categories to suit your business needs, restricting who can see reported issues for each category, and setting who to automatically alert for each category’s issues.

Before you begin

You must have the “Issue Management” permission to manage issue categories. Learn more about permissions and how you can assign them as an administrator.

Please note that whilst you can manage issue categories on both the web app and the mobile app, the options are limited on the mobile platform. We recommend that you use the web app for the full set of options to manage issue categories and alerts.

Keep in mind that all organizations by default have 7 issue categories that can be modified. If you have an issue category that you do not wish to use, you can hide it by managing its visibility to your organization. Should you ever find your organization requiring more than 7 issue categories, please let us know by providing your feedback.

Manage an issue category and alert

Web app

  1. Log in to the iAuditor web app.
  2. Select “Issues” from the menu on the left-hand side.
  3. Click “Categories” on the top of the page.
  4. Click “Edit category” for the category you wish to manage.
  5. You now have the option to update the following fields:
    Name: Click on the current issue category name to edit it.
    Issue category visibility: Option to make the category available by selecting “Anyone” or hide it by selecting “No one”.
    Access to reported issues: Click “Edit access” to select which group(s) of users can access reported issues from this category.
    IMPORTANT NOTE

    Updates to this setting only applies to new issues moving forward.


    Automatic notifications: Click “Edit notifications” to select which group(s) of users to alert when an issue of this category is reported. Users who are alerted will automatically be granted access.
  6. Click the left arrow on the top of the page when you’re ready to move on.

Mobile app

  1. Open the iAuditor mobile app.
  2. Tap on “Issues” at the bottom of your screen.
  3. Proceed accordingly:
    Android: Tap “+“ at the lower-right corner of your screen.
    iOS: Tap “+“ at the upper-right corner of your screen.
  4. Select “Customize Categories” from the pop-up options.
  5. Tap the category you wish to manage.
  6. You now have the option to update the following fields:
    Name: Tap on the current issue category name to edit it.
    Who can use this category to report issues: Option to make the category available by selecting “Anyone” or hide it by selecting “No one”.
  7. Tap the icon or “Back” at the upper-left corner of your screen when you’re ready to move on.
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