Adding Internal Documents to Investigations
How to attach various documents to investigations
Nick
Last Update há 9 meses
Investigations allow you to attach documents from the following areas:
1. Forms
2. Actions
3. People
4. Training Records
5. Assets
6. Time Tracking
Finding the documents you want to attach
In the screenshot above it shows you the widget for adding forms to an investigation. First you will want to search for the form name. You can also filter down the list by a certain date to make it easier.
When you search for a form name the list below will update to match your search. Using the provided info (User, Group, Date & Time) you can find the relevant inspection and click the link button. If you need to clarify that the form is the correct one then you can click on the Eye Icon to view the pdf before adding the form.
Adding forms from other lists
To make it easier to add the correct info to investigations we have made it so that you can push items into investigations from lists such as the completed forms list.
To do this you will want to find the complete form you want to add and click on the action menu. Then select the "Add to Investigation" button from the list
After you select the "Add to investigation" option from the actions menu a menu will pop up and prompt you to select an investigation.
Once you select the investigation the form is now attached.