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Incidents

Running an investigation and its review round

After the Flash, the investigation is done on the incident's own page, tab by tab. When it's finished, it goes round a sign-off order of reviewers, one after another.

Who works it

  • Anyone with Incidents → Edit, and Company Admins.
  • The lead investigator named on Details (the Company Admin or an Admin with Incidents access). It shows under Report an Incident → Investigations, with Open investigation.
  • Building the sign-off order and sending it for review need Incidents → Edit or an admin.

The tabs

  • Details: classification and status, lead investigator, Admin notes, Drug & alcohol (D&A) form completed?, and for a Motor Vehicle Incident the cost range and the estimated and final costs.
  • People: each person and their involvement, injuries (body part and how it happened), modified duty, and for a contributor the Competency step.
  • Root Cause: tick the causes, check them against the record, and build root cause cards with their fixes. See "Root cause: checking against the record".
  • Actions: every corrective action, as action items.
  • Location, Assets (company assets, third-party vehicles, stolen items) and Supporting docs (files and photos).
  • Review: the sign-off order and every review round.
Admin notes, the D&A answer and vehicle costs are investigation-only. The person who reported the incident, and a supervisor who can read the PIN, don't see them.

Set the sign-off order

  1. Review tab → Add reviewer: a person, or everyone in a position.
  2. Drag the reviewers into the order they should sign.
  3. The order locks once the investigation is sent for review.

Run a review round

  1. When the investigation is ready, press Send for review on the Review tab. That starts Round 1. Every root cause needs a fix first.
  2. The first reviewer gets it in their To do and under Report an Incident → Investigations, as Review and sign. Nobody can sign before the reviewer ahead of them; the server enforces the order.
  3. The reviewer opens it, reads the investigation PDF and presses Accept, or Decline with a comment saying why.
  4. Each accept passes it to the next reviewer. When the last one accepts, the incident is signed off and closes.

When it's declined, or needs changing

  • A decline stops the round, and the reviewer's comment shows on the Review tab. Fix what they asked, then Send for review again. That starts the next round; earlier ones stay listed under Previous rounds.
  • Need to change something while it's out? Take back pulls it back from the reviewers. While it's out for review, the investigation can't be edited.

Sending it for review meets the final investigation deadline (7 days by default).