In this release, you can now:
Tailor investigation categories to match the different scenarios your team manages such as incident investigations, quality issues, HR cases, and more. For each category, you can add the specific detail fields you want teams to complete, ensuring consistent data capture across similar types of investigations.
What you’ll love about this new functionality:
Categories give you the flexibility to design investigation templates that reflect the specific processes, compliance needs, and data requirements across your organisation.
By standardising how information is recorded, teams can work more consistently, review cases more efficiently, and unlock clearer, more actionable insights from every investigation.
Key benefits:
Capture consistent, high-quality data: Ensure investigations include the right context and information for effective follow-up.
Support every type of investigation: Build tailored categories so workflows across safety, quality, HR, and more get the structure they require.
Unlock clearer insights and better reporting: Filter, sort, and export investigations using your custom fields to improve analysis and decision-making.
How to get started with the new release:
Investigation detail fields are now available to all teams. Configuring multiple investigation categories is available for Premium or Enterprise organizations. Read our support article for more information.