Investigations
One spot for all relevant documentation
Nick
Last Update há 7 meses
What is investigations?
The investigations section is a brand new feature in SafetyLoop that will allow admins to gather all of the related info and keep it in one easy spot.
How to Create a New Investigation:
1. Click on investigations on the sidebar
2. Click "+ CREATE INVESTIGATION"
Once an investigation is created you will be able to add the following info before starting to gather documents.
1. Category
2. Group
3. Stage
4. Status
5. Title*
6. Summary
If you want to keep it simple the only mandatory field is the title.
Details section
In this area you will have the option to add any necessary details to the investigation such as date of event, Location of incident, Category of event, stage, etc..
Gathering Documents
Along the right side of your page you will see the option to add documents from many different areas in the system. At the top of the right side you are able to send a request for documents to people or upload documents from your computer. Below that you will have options to tie documents from the system in the following sections:
- Forms & Inspections
- Actions
- People
- Training Records
- Assets
- Time tracking
Checklist
This checklist helps you keep track of what you have done in the investigation.
In the configuration tab of investigations you can customize the order and items in this list to match your needs.
Investigation Prompts & Notes
Guided investigation prompts are designed to assist you in the investigation process. If the preset headers do not suit your needs you are able to edit and change them to what you need. On top of editing the existing prompts you can also add extra custom prompts if you have more areas you want to detail.
If you need to add info not related to prompts there is open notes that can be added below the prompts.