How to edit an open investigation

How to edit an open investigation

With a new or incomplete investigation, the incident will show in “Investigating” status. Some investigations may be ongoing and need to be updated progressively.
  1. To edit the open investigation, click on the “menu dots” and select “investigate.”

  1. Update the relevant sections.

  1. Exit to the “Incidents” page and the changes will be saved.
    1. Note: you may have to refresh the "Incidents" page to show any updates to the risk rating on the dashboard.
  1. If you wish to complete the investigation, select the “submit investigation” button at the top.



    • Related Articles

    • How to edit or re-open a completed investigation

      Once an investigation has been completed and submitted, there may be situations where it needs to be subsequently amended. The process for editing or re-opening an investigation varies slightly depending on the workflow status of the incident. ...

    • How to edit an incident report

      Incident reports can be edited at various stages of the incident workflow. Some changes may be minor, in which case changes can be saved by clicking the “Save and next” button at the bottom on the report section page and exiting by clicking back on ...

    • 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: On the “Incidents” page, find the ...

    • What are the different administrator permissions and what do they mean?

      Administrators can be given permissions based on the actions they will need to complete. These are found under “Settings > Users > Administrator Name > menu dots > Edit user profile > Permissions.” Permissions explanations: Unrestricted Access & ...

    • How to approve or reject an investigation

      After submitting the investigation, investigators will be notified. The incident will now be in “Awaiting approval” status. A responsible administrator needs to review the investigation findings, root causes and corrective actions, then approve (or ...