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Add Investigation

After you click the Add link beside the Investigations heading, the Add Investigation form appears.

Investigator

  1. Use the following table to complete the Add Investigation form.

    Field Name

    Description

    Is investigator an employee?

    Yes: Investigator code field is visible.
    No: First names and Last name fields are active.

    Investigator code*

    Visible when Is investigator an employee? = Yes.
    When you select an employee, the next three fields are copied from their employee record.

    First names*

    Active when Is person an employee? = No.
    First and last names of investigator.

    Last name*

    Contact phone*

    Investigator’s contact phone number.

    Investigation date*

    Investigation time

    Date and time that the investigation took place.

    Date closed

    Date that the investigation was closed.

  2. Click the Add link beside the Investigation Actions heading to open the Add Investigation Action form.

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Topic: 33735