3. In the General section, select the name of the person who ordered the investigation from the Investigation Initiated By Person pick list. If a Person record does not already exist for the individual, use the Quick Add function to create one.
4. Enter the date the investigation was initiated under Investigation Start Date.
5. If the investigation has undergone a review, enter the applicable date in the Investigation Last Review Date field.
6. When the investigation is complete, enter this date in the Investigation Closed Date field.
7. Input general notes in the Investigation Comments box.
