General Information
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To initiate an investigation request and, if necessary, proceed with an investigation, an must first be registered with the Investigation Required decision set to Yes. Fields marked with an asterisk (*) are mandatory for record creation and system functionality.
This section captures the essential details of an investigation request, including:
Investigation Request Name: A descriptive title summarizing the nature of the investigation request for easy identification.
Investigation Request Number: A unique identifier for the incident, including revision and version details.
Priority: Assigns a severity level to the incident based on its impact (e.g., Critical, High)
Status: Indicates the current status of the investigation request (Open, Under Review, Approved or Canceled).
Purpose: Specifies the reason for initiating the investigation request, outlining its objectives and expected outcomes.
By default, the request is assigned to the user who initiated it, referred to as the Owner. Ownership can be reassigned if needed.
Created By: Automatically assigned to the user who initiates the investigation request.
Created Date: Records the exact timestamp when the investigation request is created.
Some fields, such as Created By and Created Date, are system-generated to ensure traceability, recording both the initiating user and the exact timestamp of creation.
To understand the icons in the top-right corner, click . Icons will appear after all required fields are filled. The investigation request duplicate function is always inactive.
This section allows you to select and review incidents under evaluation for investigation. Only incidents marked as 'Investigation Required: Yes' and currently in 'Open' or 'Under Review' status will be displayed. After selecting an incident, clicking on it expands the view, providing full details for easy access and ensuring a clear sequence of events. If the value you want to add doesn’t appear in the list, click the to navigate to the related form.
