Incident Workflow – Investigation Object

Owned by amani imtiyas
Last updated: Jan 18, 2024
2 min read

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.

Figure 1.1
Figure 1.2

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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Incident Workflow