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 investigators. 

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

    1. On the “Incidents” page, find the incident you need to assign using the filters at the left, or click on the “Awaiting assignment” status square. Select the “menu dots” at the right and click “Assign Investigators.”
    2. This will open the “Assign Investigators” window. The Investigator list 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 another 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 notification” to send email alerts to the investigators.
    6. The incident will now be in “Investigating” status.

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