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Summarize an Incident’s or a Case’s Investigation

 
1.       Select the Investigation tab
 
2.       Select the Summaries sub-tab.
 
3.       Click the appropriate Add link. The Summary Editor window will open.
 
4.       In the window, choose the applicable description from the Summary Type lookup list (e.g., Investigation Summary, Follow-up). By default, your name will appear in the Author field.
 
4.       Type your summary in the text box. For details on operating the Summary Editor, consult Appendix B: Text Editor Navigation at the end of this guide.
 
5.       When finished with your summary, click Accept & Return. The Summary Editor window will close, and the Summary’s grid will populate with the new investigation summary.