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:
Log into a user account that's been added to the Administrator (Incident Management) user group.
- Click the dropdown in the nav bar > Library.
- Click the Incident Types activity.
- Click an incident type name to open the Incident Type Review form.
Click the Context tab.
Select Yes under Investigation.
Optional: If there is an incident value threshold at which the incident should be automatically investigated, enter the amount in the Investigation Threshold field.