Managing Investigations

The Investigations module lets you manage formal investigation cases that go beyond simple incident reports — tracking evidence, building timelines, and documenting resolutions.

Accessing Investigations

1. Navigate to Field Management > Investigations in the sidebar.
2. The main view shows all investigation cases.

Creating an Investigation

1. Click New Investigation.
2. Fill in the case details:
   • Case Title — Brief summary of the investigation.
   • Related Incident — Link to an existing incident report (optional).
   • Priority — Low, Medium, High, Critical.
   • Status — Open, In Progress, On Hold, Closed.
   • Assigned To — Lead investigator.
   • Description — Detailed background and scope.
   • Site — Where the investigation is focused.
3. Click Create.

Investigation Detail View

Each investigation has a dedicated detail page at `/investigations/[id]`:

Case Overview

• Full case details.
• Status and priority.
• Assigned investigator.
• Creation and last update dates.

Evidence Tracking

• Upload documents, photos, and videos.
• Tag evidence with descriptions.
• Chain of custody tracking.
• Evidence timestamps.

Timeline

• Chronological record of all events related to the case.
• Notes and updates from the investigation team.
• Status changes.
• Evidence additions.

Notes

• Internal investigation notes (not visible to non-investigation staff).
• Discussion between team members.
• Private observations and hypotheses.

Investigation Workflow

1. Open — Case is created and assigned.
2. In Progress — Active investigation, evidence being gathered.
3. On Hold — Paused (waiting for external information, legal review, etc.).
4. Closed — Investigation complete with documented resolution.

Tips & Best Practices

• Link to incidents — Always connect investigations to the originating incident for a complete audit trail.
• Upload evidence promptly — Delays can lead to lost or compromised evidence.
• Document everything — The timeline should tell the complete story of the investigation.
• Restrict access — Investigations may contain sensitive information; verify team permissions.

Troubleshooting

Can't create investigations

• Verify your role has investigation permissions.
• Contact your Company Admin for access.

Evidence upload fails

• Check file size limits.
• Ensure the file format is supported.

Related Articles

• Managing Incidents
• Using the Command Center
• Viewing the Audit Log
• Understanding Roles and Permissions