An investigation can only be opened if the associated incident is given an investigation-applicable incident type. Users in the Administrator (Incident Management) user group can determine if incident types are investigation-applicable.
| The Administrator (Incident Management) user group can view incident objects and create library objects only. It is not to be confused with the Core Administrator, who can add users. |
To make an incident type investigation-applicable:
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Log into a user account that's been added to the Administrator (Incident Management) user group.
- Click the dropdown in the nav bar > Library.
The Library application in the nav bar.
- Click the Incident Types activity.
- Click an incident type name to open the Incident Type Review form.
The Incident Type Review form.
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Click the Context tab.
The Context tab on the Incident Review form.
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Select Yes under Investigation.
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Optional: If there is an incident value threshold at which the incident should be automatically investigated, enter the amount in the Investigation Threshold field.