---
sourceDocument: Australia Governance, Risk, and Compliance
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/governance-risk-compliance

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Governance, Risk, and Compliance

ft:clusterId :

    - grc

bundleId :

    - grc

workflow :

    - Technology


---

# Create a case type

# Create a case type {#ariaid-title1}

* Release version: Australia
* 
* Updated March 12, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Create a case type in the GRC: Compliance Case Management application to categorize the compliance cases by the type of occurrence. For example, you can create a case type, such as a financial case, code of conduct, or HR case.

## Before you begin

Role required: sn_compliance_case_admin

## About this task

You can set up a case type to categorize the compliance cases by the type of occurrence. After you define the case type, the compliance analyst and compliance manager can select the case type on the case form. A case type is
mapped with a state model that specifies the workflow states and transition conditions for the compliance case. To define the workflow states and transitions, see [Create a compliance state model](https://servicenow-prod.fluidtopics.net/CHV23r4ZD_JNjAcBn9me2w "Create a state model to define the workflow states and transition conditions for compliance case types and request types.").

## Procedure

1. Navigate to AllCompliance Case ManagementCase types.
2. Select New.
3. On the form, fill in the fields.  
   For a description of the field values on the case type form, see [Case Type form](https://servicenow-prod.fluidtopics.net/KCyqyPLNFKuWp8ckFgC0Tg "Use the Case Type form in the Compliance Case Management application to categorize the compliance cases by their type.").
4. Open the form context menu and select Save.  
   The Case subtypes related list appears.
5. On the Case subtypes related list, select New to define a case subtype.
6. On the form, fill in the fields.  
   {#create-case-type__table_nlr_g2p_mvb__entry__2}

   | Field | Description |
   |-|-|
   | Label | Label to be displayed for the case subtype. |
   | Name | Name of the case subtype. For example, Conflict of interest. |
   | Parent | Parent case type. This field is automatically set to the parent case type. |
   | Active | Option to select the case subtype as active or inactive. |
   | Description | Description of the purpose of the case subtype. This description is for the administrator to understand the case subtype. |
   [Table 1. Case Subtype form]

   {#create-case-type__table_nlr_g2p_mvb}
7. Select Submit.
8. **Optional:** To create a view rule instead of using the default one, see [Create view rule](https://servicenow-prod.fluidtopics.net/1tp7e~74S2wk16mSqy_cEw "Define the view rules for the workspace and default view in the GRC: Compliance Case Management application. By defining the rules, you can control how the compliance case or request form appears.").
9. **Optional:** To create an assignment rule instead of using the default one, see [Create an assignment rule](https://servicenow-prod.fluidtopics.net/VzHEr7aruKLSHzlpgTVyUw "Create an assignment rule and apply it to a compliance case type or request type by using the Compliance Case Management application. By using an assignment rule, you can determine the appropriate person or group to handle a compliance case.").
{#create-case-type__steps_wlh_yz5_4vb}
* **[Case Type form](https://servicenow-prod.fluidtopics.net/KCyqyPLNFKuWp8ckFgC0Tg)**   
  Use the Case Type form in the Compliance Case Management application to categorize the compliance cases by their type.
* **[Create view rule](https://servicenow-prod.fluidtopics.net/1tp7e~74S2wk16mSqy_cEw)**   
  Define the view rules for the workspace and default view in the GRC: Compliance Case Management application. By defining the rules, you can control how the compliance case or request form appears.
* **[Create an assignment rule](https://servicenow-prod.fluidtopics.net/VzHEr7aruKLSHzlpgTVyUw)**   
  Create an assignment rule and apply it to a compliance case type or request type by using the Compliance Case Management application. By using an assignment rule, you can determine the appropriate person or group to handle a compliance case.

*[\>]: and then