Incident Investigation Task

This article explains how investigators complete their assigned investigation tasks. It outlines the key actions available to investigators, the requirements for task completion, and important considerations such as notification to the Final Approver, status changes, access permissions, and responsibilities when multiple investigators are involved.

• Accessing Investigation Task
• Editing Investigation Task

While investigators can add interviews, root causes, corrective actions, status updates, and documents, the only requirement is to complete the investigation task. Key points to note:

• Completing the task notifies the Final Approver.
• If multiple investigations are assigned, all must be completed before the Final Approver is notified.
• Completing the task moves the incident from Investigation status to Resolution status.
• Employee-level users or managers without incident view permissions lose access once their task is completed, unless it is reopened by an admin or manager.
• When multiple investigators are assigned, each can view all investigation details but may only edit and complete their own task.

Accessing the Investigation Task

This section explains how to open and view your assigned investigation task so you can begin documenting and completing the investigation.

Follow these steps to access an Investigation task:

1. Navigate to the Incident Details page and select Summary of Investigation from the left panel of the screen, or scroll down to the Summary of Investigation section and click the related section header to expand the section.

2. Hover over the More Options on the far right of your assigned investigation section, and select Document Investigation. The Investigation window will appear. 

   ℹ️ Notes

   Your name appears in your assigned investigation section, and the ellipsis menu with related options is only visible for investigations assigned to you.

   

3. Fill out all the required fields in the Investigation form. Make sure to complete the Results of Investigation field, as it is mandatory.
4. You may also add details for Immediate Corrective Action, indicate whether Legal Counsel was contacted, and select if an Impact Analysis is included.

5. Once all the required inforamtion as filed, click Save and Exit to save your progress and return later, or select Complete Investigation to finish the task.

   ℹ️ Notes

   Once you complete your investigation task, you will no longer have access to the related incident details page or your task unless the assignment is reopened by an Admin or Manager.

Editing Investigation Task

This section explains how to reopen and make changes to your investigation task if updates are needed before completion.

Follow these steps to edit your Investigation task:

1. Navigate to the Summary of Investigation section and click the section header to expand it.
2. Hover over the menu ellipsis at the far right of your assigned investigation section and Choose Edit or Clear:
   • Edit Investigation – Reopen your task to update previously documented details. You can revise required and optional fields, then save or complete the task.
   • Clear Investigation – Erases all previously documented details. This action cannot be undone, so confirm before proceeding.
3. While selecting, the Edit Investigation window will be displayed.
4. Update the desired information. 
5. Click Save and Exit to save your changes and finish later, or choose Complete Investigation to finalize the task.

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