Investigation requests

Creating an investigative request can be done through the Investigation folder view by clicking the Investigation dropdown arrow and then Add Investigation Request:

Click the Request Details text box and add details:

Click the date icon and choose the date.

In the Task pane, select the type of task from the drop down arrow.

In the Task pane, add a note.

When an investigation request (caseResearchRecord) is added to the case:

Click the work queue to view the list of unassigned investigation requests:

Assigns the Investigation request by clicking the red Unassigned under the Assigned column:

Click + to navigate into a directory search where you can choose the request assignee:

The chosen assignee is listed in red under the Assigned column. The action of assigning the request closes out the workflow. This work queue drops off the queue on screen refresh:

You can cancel the investigation request by clicking the results and choosing Cancel from the drop down:

This action also closes out the workflow and the work queue drops off the queue on refresh:

Once an assignee is set on an Investigation Request, a work queue called Investigation Requests is assigned to the request assignee:

Clicks the work queue to view the list of unassigned investigation requests.

When the request is complete, click the results and select Complete in the dropdown:

You can reassign the request by clicking your username in the Assigned column.

Click + to navigate into a directory search where you can choose the new request assignee:

You can cancel the investigation request by clicking in the results: