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Performing Investigations

Users record the results of their damage investications using the Investigate screen. The Investigate screen can be opened in one of two ways. After you add a new risk using the Add Risk screen, click View this Investigation to immediately view the risk in the Investigate screen. Alternately, you can conduct a search to find an older investigation which can then be viewed and updated in the Investigate screen.

In addition to editing existing information, you can also add new information, upload attachments, and more. Some of the items that can be added include ticket number, facility where the problem occurred, damages incurred, and estimates and invoices for the selected facility

The visual status indicator, located in the top right corner of the screen, displays the investigation status flow along with the current status of the investigation.

To learn more about opening and updating existing investigations, go to the Investigation section of the user guide.