Manage Investigators

Administrators and users with appropriate access permissions can add or remove a report Investigator on a report.

Add an Investigator

Open

To add an Investigator to a report, click the Manage Investigators icon on the row of the report. If no users are assigned to the report, the Add Incident Report Investigator page will be displayed. If at least one user is assigned, the Incident Report Investigators page will be displayed.  

Open

Click the 'Add Investigator' button to display the Add Incident Report Investigator page. On the Add Incident Report Investigators page, select the checkbox in the row for each user you would like to assign and then click the 'Assign the Selected User' button. To discard any changes, click the 'Cancel' button. 

This page only shows users not currently assigned to the report.

Remove an Investigator

To remove an Investigator from a report, click the Manage Investigators icon, then select the Delete icon from the row of the Investigator to be removed. A popup will appear to confirm the removal or cancellation.

This page indicates whether an Investigator will receive notifications. A user will be emailed if their 'Receive Reminder Notifications' option is enabled for that user on the Add/Edit User page.

Note: The CMS will automatically send an email to the report Investigator letting them know they have been assigned to or removed from a report.

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