The Investigation workflow helps you manage investigations step-by-step, from assigning an investigator to documenting findings and outcomes.
Steps in the workflow
- Select Investigator
Assign the investigator responsible for the case - Investigation Plan
Define the issue, involved parties, and key details - Evidence
Upload relevant documents and files - Interviews
Conduct interviews and complete credibility assessments - Findings
Document findings and analyze policies - Summary Report
Generate or complete the investigation report - Recommendations
Add recommended actions - Take Action
Record final actions and complete the workflow
Notes
- Vera can assist with summarizing evidence and generating reports
- Templates and steps can be customized in workflow settings