Managing Investigation from a Case

You can add, edit, and remove investigation information, such as Observations, Root Causes, and Solutions, while working on a Case.

To manage an investigation from a Case:

1. Locate the required Cases by searching in the sidebar or selecting it from the Cases tab, and then click the Case number to open it.

The selected Case is displayed.

2. Select the Investigations tab.

The Investigations tab displays sections for Observations, Root Causes, and Solutions associated with the Case.

3. Review and update the investigation details as needed.

The system automatically saves your changes, and the Investigation becomes part of the Case’s record and service history.