Documentation > Investigations (Damages) >
Configuring The Investigation System
There are a few steps that need to be completed before an investigation can be created.
Configure Customers
The Customer field in the Investigate/Add Facility Box lists the customers that have utilities assigned to them. The customers are maintained on the Admin/Customers screen. If a customer does not have a utility assigned to it, it will not be included in the drop-down box for the Customer field.
Configure Selection Options
The selection options for the drop-down boxes for each field need to be added to TicketRx. Selection options are added on the Admin/Selection Options screen. To add a selection option, enter the desired text in the Label and Value fields, and enter the category value that corresponds to the field in the Category field. The text in the Label field is what the users will see. Then, click the Save button.
The table below lists the category value that corresponds to each field in the Investigation system.
| Screen | Field | Category |
|---|---|---|
| Add Risk & Investigate | Investigation Type | investigationType |
| The "Value" field should not be modified for the "investigationType" category, because the values contain specific text used by the investigation system. | ||
| Add Risk & Investigate/Additional Details Tab | Region | region |
| Add Risk & Investigate | State | state |
| Investigate/Add Facility Box | Utility Type | utilityType |
| Investigate/Add Facility Box | Utility Name | utilityName |
| Investigate/Add Facility Box | Investigation Status | invStatus |
| Investigate/Add Facility Box | Facility Type | facilityType |
| Investigate/Add Facility Box | Facility Sub-Type | facilitySubType |
| Investigate/Add Facility Box | Responsibility | responsibility |
| Investigate/Add Facility Box | Reason | reason1 |
| Investigate/Add Facility Box | Reason Detail | reason2 |
Configure Customer Regions
If client access to investigation records is needed, the Customer Region field can be configured and used to limit client access. More information about restricting investigation access is located here.
The options available in the drop-down box for the Customer Region field are managed using the Admin/Customer Region screen. Customer regions are assigned to utilities on the Customer Regions tab of the Admin/Utility screen. Users that have the "RISK.VIEW.RESTRICTED" right and don't have the "RISK.VIEW" right will only see the customer regions, assigned to the utilities that are assigned to the them, in the Customer Region field on the Add Risk & Investigate screens. Utilities are assigned to a user on the View Utilities tab of the Admin/Users screen.
Once the customer, selection options and customer regions are configured, perform a sync to reload the drop-down box options available in TicketRx. Investigations can now be created and completed.