Investigate Incident

Explanation

This activity is used to record details of investigations conducted for incidents. This includes details of the persons involved in the investigations as well as the investigation findings.

Prerequisites

In order to perform this activity, persons are required to be already defined in the Person window. This is only required if internal persons will be involved in the investigation.

System Effects

There are no system effects.

Window

Incident

Related Window Descriptions

Incident

Procedure

  1. Open the Incident window. Ensure that the required incident case is selected in the header.
  2. Go to the Incident/Investigation tab and create a new record.
  3. Enter the person ID of the person involved in the investigation in the Person ID field.
  4. Enter the role of the person in the investigation in the Role field. Select a value from the list.
  5. Save the information.
  6. Repeat the steps to enter more persons.

    Note that the Statements table will be updated with an overview of all the person details entered for the investigation. Also the Statement check box will be selected if any documents are attached to a record.
     
  7. Go to the Incident/Investigation/Investigation Details tab.
  8. Create a new record.
  9. Enter the date for each investigation and the findings of the investigations in the respective fields.
  10. Repeat the steps to enter details of more investigations.
  11. Save the information.
     
  12. Go to the Incident/Investigation/Agency Involved tab.
  13. Create a new record and enter a value in the available field. Select a value from the list.
  14. Save the information.