Record Status
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The status bar visually represents the progress of the record within the workflow. Each status is displayed sequentially, providing a clear indication of its current position and possible transitions.
Current Status: Highlighted in blue, this represents where the record currently stands.
Selectable Status: Outlined in light colors, these indicate options that can be selected to move the record forward.
Non-Selectable Status: Outlined in dark colors, these cannot be selected.
Each status displays its name and the date when the record entered that stage. Hovering over the status name will reveal how long the record has been in that status.
To update the status, click on the corresponding number above the desired status and confirm the action. The system will handle status updates as follows:
When the investigation request moves to Under Review, the system will notify the approvers.
Once Approved, an email notification is sent to the investigation request owner and the approvers.
If the investigation request is Canceled, the system will notify the owner and approvers via email.
The system supports four status options:
At this stage, all required information will be entered. This is the default status for new records and the only point where an investigation request can be modified.
Key Details
Status Progression
The investigation request can transition from Open to either Under Review or Canceled, but the status cannot be changed until the record is saved.
To move forward to Under Review, a decision needs to be selected in the Final Assessment section.
If "Need a New Investigation" is selected, the system will automatically generate a new investigation when its approved.
If "No Investigation Required" is selected, the investigation request will remain in Approved status with no further action needed.
Deleting an investigation request in open status will release all associated incidents, allowing them to be modified or reassigned. If the investigation request is restored, an incident must be selected.
During this phase, the investigation request undergoes review and approval by designated approvers. They are responsible for verifying the accuracy of the information and must provide their approval or rejection through their signature. All associated incidents are moved to Under Review status, restricting any modifications.
Key Details
Status Progression
The investigation request can transition to Approved, Canceled or revert to Open.
To move forward to Approved, all approvers must complete their signatures.
If any approver rejects the request or the status is changed back to Open, all existing signatures will be reset when it returns to Under Review.
If the investigation is deemed unnecessary, the request can be Canceled instead.
Once an investigation request has been reviewed and officially approved, it cannot return to a previous stage. At this point, all recorded information is considered final and can no longer be modified.
Key Details
Status Progression
An approved request remains in this status permanently, preventing any further modifications or transitions to other stages.
In this status, the investigation request is no longer active and will not be utilized.
Key Details
Status Progression
Once an investigation request is marked as Canceled, it cannot be reverted or changed to any other status. The status indicator is outlined in red to denote its finality.
Investigation requests with this status will not display any containment actions or reviews in applicable dashboards, ensuring that only active records remain visible.
Deleting an investigation request in Canceled status will keep all associated incidents frozen in Closed status, preventing them from being reused or modified.
The icon is active, allowing removal if necessary.
The icon is enabled, allowing users to upload, view, and manage files.
If the request includes , they must be completed before proceeding. If these actions require reviewers, their review is mandatory before moving to Under Review.
The icon is disabled in this status.
The remains accessible, allowing users to view, download, and perform controlled downloads of uploaded files. However, new uploads, edits, or deletions are not permitted.
Notes: A record requires at least (2) two approvers to be approved. If there are more than two, all approvers must sign before the status can change from Under Review to Approved. For more details on approvers, refer to the section.
The icon is disabled in this status.
The remains accessible, allowing users to view, download, and perform controlled downloads of uploaded files. However, new uploads, edits, or deletions are not permitted.
The icon is active, allowing removal if necessary.
The remains accessible, allowing users to view, download, and perform controlled downloads of uploaded files. However, new uploads, edits, or deletions are not permitted.
