Actions

Investigator provides the abiltiy to have local actions within the incident. These actions are local to the incident itslef and are not exported as RECs to Resolution Tracker. Actions can be created by configuring defaults within the checklist administration or manually in the incident record. Actions are closed when the user enters a completed date. The actions tab must be selected for an incident type in Administration>Selections>Investigator libraries for it to be utilized.

Default Actions

Default actions can be configured in the Investigator Checklists which can be created for a specific Incident Type in the Administration>Checklists>Investigator.

1. Click the Checklist tab. The checklist is an answer driven checklist meaning based on the answer another question may be asked or an action will be created.
2. If user is certain that no infraction occurred, the user can click the No Infraction Occurred box. If the User has answered some of the questions in the checklist and it is decided that no infractions occurred. Upon checking the box a confirmation window will open for the User to decide if the answers for the questions should be deleted.
3. Answer the any questions that are relevant to the incident.
4. Type any Comments that may be helpful with actions, recommendations, etc.
5. Click Save
6. Click Refresh. The refresh will allow any questions that have additional questions or actions associated be displayed for the user.
7. Select the Actions tab. Any defualt actions from checklists will appear here.

Manual Actions

1. In an incident record, select the actions Tab

2. Select Add New Action

3. Complete the pop up for the action description and the Assignee

4. Action allow user to enter comments

5. The actions close when a completed date is entered