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Updating findings in a standard investigation
Who is this article for?
Users who want to learn to update findings in a standard investigation.
No elevated permissions are required.
A Standard Investigation provides the opportunity to review the causes and outcomes of an event, determine corrective actions to prevent recurrence, and assess whether there is any impact on the company’s Hazard Register. This article explains how to update findings as part of a standard investigation.
1. Update findings
The Standard Investigation findings can be used to:
Provide a short summary of an investigation’s outcome.
Maintain an ongoing record with important updates and information.
Or both, depending on the situation.
Best practice: Update the findings whenever new information is discovered during the investigation.
2. Assignment email
If your system is configured to notify investigators by email when they are assigned to a Standard Investigation, the email will include a quick link to the applicable event record.
Simply click the link to open and view the event.
To edit the event record:
Click Actions.
Select Edit.
3. My assignments
Any assigned Standard Investigation can also be accessed from the My Assignments register.
This is located under Dashboard in the menu bar.
Locate the required event by:
Using the filter and register functionalities, or
Searching directly for the event ID.
4. Assignment email
If your system is configured to notify investigators by email when they are assigned to a Standard Investigation, the email will include a quick link to the applicable event record.
Simply click the link to open and view the event.
5. Standard investigation
Click the Standard Investigation tab to access and manage the investigation details.
6. Findings field
The Findings field displays all current information recorded against the investigation.
Ensure the investigation status is set to Underway.
Then update the Findings field with all required information.
As the amount of information grows, you can expand the field for easier viewing — simply click and drag to resize it.
Important: If you are using a paper-based investigation form, a scanned copy can be uploaded to the Files tab and referenced in the Findings field.
7. Save to events
Scroll to the bottom of the tab and click Save to Events.
This will save the details and update the record to an Active Event.
Once you click Save to Events, the investigation details are stored and the record is updated to Active status.