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Managing investigation fields in the Incident Summary
Who is this article for?
Users who wish to modify or update various investigation components within the Incident Summary screen.
Incident management permissions are required.
Investigation fields play a key role in capturing essential details during incident handling. This guide explains how to manage, customize, and utilize these fields effectively within the Incident Summary to streamline analysis, improve documentation quality, and support smoother case resolution.
1. Setting up investigation field requirements
- Users can access the configuration screen by navigating to Setup and Module Setup.
- Now click on Incident Management and Investigation Configuration as shown below.
- On the Investigation Requirement Configuration screen, users can choose the Incident Type and investigation components from the left panel.
- Select the Required, Optional, or Not Applicable checkboxes as needed.
- Click Save to apply, as shown below.
- Once the changes have been saved, they will be reflected in the components listed under the Investigation section on the Incident Summary screen as shown below.