Run an investigation and sign it off

1. Open the incident, complaint, safeguarding concern or HR case on its register.
2. Tap the ⋯ button on its row, then Investigate it. The investigation opens on Investigations.
3. Fill it in as you go: what happened, what you found and what should change.
4. With recommendations written, tap Raise the recommendations to turn them into Actions.
5. When it’s finished, tap Sign it off.

An investigation always starts from the thing being looked into. There’s no Add on Investigations itself.

When it’s done

You see “Signed off”, and the investigation shows the date it was signed off.

If it doesn’t work

• Investigate it isn’t in the menu: only incidents, complaints, safeguarding concerns and HR cases can be investigated, by a Manager or the Owner.
• It says it’s opening the investigation already on this: there is one. Carry on with that one.
• Raise the recommendations isn’t there: write the recommendations on the investigation first.