Integrating Incident Management
Important: Incident Management is available with the Case Management Integration add-on and is included with your purchase of Policy & Procedure Management licenses, but it is not enabled by default. To enable it, contact NAVEX Customer Support by submitting a request in the Community.
Integrating Incident Management with Policy & Procedure Management provides case investigators with a view of case-related Policy & Procedure Management documents. Within Policy & Procedure Management, a user can do the following:
- Enable the syncing of Incident Management issue types with corresponding Policy & Procedure Management categories.
- Assign issue type categories to documents, making them accessible in Incident Management.
- Be assigned the case investigator role, which allows that user to request updates to case-related documents.
- Report an incident or event from within a document.
-
Create an open-ended question in an assessment that, when answered, creates a case in Incident Management.
Product Information
Copyright
This publication was written and produced at NAVEX Global, Inc., Lake Oswego, Oregon. This publication or any portion thereof is confidential and/or proprietary and may not be reproduced or used in any manner whatsoever without the express written permission of NAVEX Global, Inc.
Copyright © 2025 NAVEX Global, Inc. NAVEX Global® is a registered trademark/service mark of NAVEX Global, Inc. The NAVEX Global® logo is a trademark/service mark of NAVEX Global, Inc. Unauthorized use of NAVEX Global, Inc.’s trademarks/service marks is strictly prohibited without prior written permission from NAVEX Global, Inc.