Manage the case fields of accessibility reports

Whenever filling an accessibility report, users need to fill in certain relevant details about the case. You can configure which of these fields, called case fields, are relevant for the reports in the Case fields section and decide whether or not they should be available in the accessibility report.

You can add, modify, reposition and remove these case fields.

To access the Case fields section, go to Manage>Accessibility>Accessibility issue reporting.

Add a new case field for accessibility reports

To add a case field for accessibility reports:

1. Go to Manage>Accessibility>Accessibility issue reporting.

2. In the Case fields tab, select +Add case field.

3. In the Add case field section, configure the fields, as follows. Depending on your selection at this stage, the options available to you may vary.

• Name: Enter a descriptive name for this custom case field.
• Field type: Select the desired type of input field to create (for example, Text field/Dropdown/Switch and so on). The visibility level you select here will be displayed next to the case field.
  If you select Dropdown, configure the following parameters:
• Description: Enter a short description of what information should be entered in this field or how it should be used.
• Visibility: Select whether or not this case field will be hidden, optional, or required. The visibility level you select here will be displayed next to the case field.
• Contains personal identifiable information: Toggle on to indicate whether this field collects or stores personally identifiable information.
• Notes: Enter internal notes or additional context about this field.
• When finished, select Save.

Your newly-created case field is displayed in the Case fields tab.

Reposition accessibility report case fields

Depending on your organization’s needs, you can reposition an accessibility case field in the hierarchy it is displayed on the UI.

To reposition a case field:

1. Go to Manage>Accessibility>Accessibility issue reporting.

2. In the Case fields tab, use drag-and-drop to reposition the desired case category in the list.

Edit accessibility reports case fields

To modify an accessibility reporting case field:

1. Go to Manage>Accessibility>Accessibility issue reporting.

2. In the Case fields tab, select Edit next to the case field you want to modify and then, in the Edit case field section, configure the desired fields.

3. When finished, select Save.

Delete accessibility reports case fields

In the Control Center, you can easily remove the case fields that your organization no longer needs.

Note: You can only remove the case fields that you created, not the built-in ones. However, if you want to remove some fields from the UI, you can hide their visibility when modifying a case field.

To remove an accessibility reporting case field:

1. Go to Manage>Accessibility>Accessibility issue reporting.

2. In the Case fields tab, select Delete next to the case field that you want to remove.

3. In the confirmation message, select Confirm.