Creating Investigation Records

Investigation records can be created and attached to incident records.

  1. Open the OPS Incidents Admin screen and set the Context (F3).
  2. Select the incident for which to create an investigation record.
  3. Select Investigations: Investigations
  4. Select Add Investigation: Add Investigation
  5. Select an Action Type.
    Action types are defined in OPS Investigator Action Types ancillary data.
  6. Enter the date and time of the investigation in the Action Date and Action Time fields.
  7. In the Investigation Text field, enter a description of the investigation or the file path to a report.
  8. In the Investigator Name field, enter the name of the investigator.
  9. Select the Department associated with the accident or absence.
  10. Enter the Investigator Phone number.
  11. Enter the Investigator Email address.
  12. Select the Interview Type that was conducted.
  13. Enter the start and end time of the interview in the Interview Start Time and Interview End Time fields.
    The duration of the interview is calculated and automatically entered in the Interview Length field.
  14. In the Investigator Comments field, enter any comments the investigator has made.
  15. In the Employee Comments field, enter any comments the employee has made about the incident.
  16. Enter a Recommendation.
    For example, retraining when an accident occurs.
  17. Enter the date and time when this action was logged in the Date Logged and Time Logged fields.
  18. In the Manager Decision field, enter the decision of the manager.
  19. Select Investigation Complete when the investigation concludes.
  20. Right-click Save.
If needed, you can edit the record at a later date.