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.
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.
Click the Context tab.
The Context tab on the Incident Review form.
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.
