Investigation Procedures in Edit Mode
- Jamie Dottavio (Unlicensed)
Once a report has been entered into the Case Management System, several fields are available for Administrators and Investigators to track the progress of an investigation.
Division
The Division field is an optional dropdown list of your company’s active divisions, subsidiaries, etc. Assigning a division allows for easy organization of locations, subsidiaries, etc. when searching, sorting, or filtering reports. Administrators may add to the list of Divisions using the Divisions tab.
Restricted
The Restricted field is available to an Administrator user and enables the restriction of the report from other Administrator users. When the Restricted field is checked, the user can choose which Administrators are restricted on the report. If the report being edited is already restricted, the list of Administrators who are restricted on that report will be displayed. Administrators can also un-restrict a restricted report.
Add New Follow Up
This field is used to document information about the report as the investigation proceeds. Record the evidence gathered during the investigation or the processes used to investigate the report. The date, time, and username of who added the New Follow Up text will be recorded in the information when saved. After the information in the Add New Follow Up saves, it will appear in the Follow Up field.
Add Outcome
This field is used to capture the summary or conclusion of your investigation. Document the outcome or actions taken based on the report investigation. Adding multiple outcomes is permitted. The date, time, and username of who added the outcome will be recorded when saved. After the information in the Add Outcome saves, it will appear in the Outcome field.
Note: This outcome statement will be included in all exported file formats (Excel, PDF, and CSV).
Change Risk, Priority, and Status levels
To make a change, use the dropdown list to update the report Risk, Priority, and Status.
Risk Level: High, Medium, Low, Undefined
Priority: High, Medium, Low, Undefined
Status: Open, Pending, Closed, Unfounded, Archived
Delete Report
If your company settings allow report deletion, a report can be deleted by setting the status of the report to 'Deleted', entering a reason for deletion, and clicking the 'Save' button. A status of 'Deleted' will only be available in the Status dropdown list if your company has enabled the option to allow the deletion of reports in the CMS.
When a report is deleted in the CMS, the data on the report is irretrievable.
The audit page will contain some information about the deleted report, such as when it was deleted and by whom. The audit page entry for the report will have the format <case number>_Deleted_<date>_<time>.
Other Editable Fields
The following fields can also be changed on the Edit Incident Report page:
Incident Type (select from the dropdown list or type a new incident type in the text field)
Nature of Report (select from the dropdown if the Nature of Report has been customized or type in the text field. For more information on customizing the Nature of Report, click here.
Location (select from the dropdown if Location has been customized or type in the text field. For more information on customizing locations, click here.
Reporter Known to
External Investigators
Country of Origin
Include in Closed Report Notification Check (for more information, see Manage Closed Report Notifications)
Language
Link ID