Incident Workflow – Investigation Object
Incident evaluations can be carried out by an investigator/panel or investigators and the investigation results are recorded in the system. This will include any further information such as, investigation comments, damaged to people/properties, financial cost, lost time, etc.
To assign investigators to the incident:
STEP 1: Go to the 'Investigation' tab.
STEP 2: Select primary investigator and the secondary investigators.
STEP 3: Select an investigation due date.
Notes:
If the 'Enable Investigation Submission' option is configured via Menu > Framework > Incident Settings > Object Configuration > Enable Investigation Submission [option], investigation details will be able to submit and complete within this object itself.
If a 'Submission' type Notification has been configured via Menu > Framework > Incident Settings > Notifications > Notification Type [Submission] > Trigger Criteria [Submitted], a notification will be triggered when the investigation has been submitted.
See article Incident Settings – Object Configuration under section Object Configuration Details > Enable Investigation Submission for details on configuring this.
The investigators will be notified via email (if email notifications are configured) and the incidents will be displayed in the Menu > My Quick Update > My Investigations.
To carry out an investigation:
STEP 1: Select the incident via Menu > My Quick Update > My Investigation.
STEP 2: Select the investigation status.
STEP 3: Add any further information. The fields displayed will depend on the field configurations done by your system administrator.
STEP 4: Click Save to save details.
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