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Completing an Investigation

 

 

 

Completing an Investigation


When an investigation is in progress, its status is considered "Incomplete". The status can be viewed as a column in the grid on the Investigations main page. Once an investigation has been conducted resulting in one or more recommendations, the analyst should mark the investigation as "Completed". This flags the investigation to the rest of the organization that the investigation is done and complete and is ready for review and approval.

 

To mark an investigation as "Complete", from the Recommendations step, click the MARK AS COMPLETE button in the lower right corner of the page as shown in the image below.

 

 

A confirmation dialog is presented as shown below. To continue and mark the investigation as complete, click the COMPLETE button (otherwise, click CANCEL).

 

 

A message is displayed indicating that the investigation is now completed, and the button in the lower right corner changes to an APPROVE button as shown in the image below. Additionally, the header above the recommendations grid shows "Completed" status (with a green checkmark) on the far left of the header. At this point, the analyst is done. The Approve button is typically for a supervisor (e.g., RTE) to approve the investigation (and its recommendations) prior to implementing the recommendation(s).

 

 

 

 

 

 

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