How to assign the investigation team

How to assign the investigation team

Once an incident is fully submitted it will show as “Awaiting assignment” status. The incident must now be assigned to the investigators. 

To assign an incident for investigation, please refer to the following steps:

    1. On the “Incidents” page, locate the incident you need to assign using the filters, or click on the “Awaiting assignment” status tile. Select the “menu dots” at the right and click “Assign Investigator.”
    2. This will open the “Assign Investigators” window. Based on system settings, the Investigator list usually defaults from the distribution list in the incident report.
    3. Assign the appropriate investigation team by adding or removing people. Type in the “Add new investigator” field to add an investigator or use the “rubbish bin” icon (if settings allow) to delete from the list.
    4. To choose the investigation “Team leader,” select the radio button next to the person’s name.
    5. Select “Assign and send notifications” to send email alerts to the investigators.
    6. The incident will progress to “Investigation required” status.

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