Investigations User Guide

Investigations is a feature that allows AllVoices users to conduct and manage workplace investigations tied to specific reports or cases. 

Creating an Investigation

To Create a New Investigation:

1. Sign into your AllVoices dashboard 

2. Select the case for which you’d like to create an investigation

3. Scroll down to the Investigation section and click the + New button 

4. Input the the following information

• Investigation Name
• Description
• Date of Original Complaint
• Date Investigation Started
• Assign an investigator

5. Input the the following information

6. When ready, click Create to continue

What Does an Investigator Do?

An investigator is the user assigned to and responsible for progressing the investigation. Once assigned, an investigator will be able to:

• Upload investigation-related evidence 
• Log any investigation-related findings
• Log their investigation-related activities 
• Progress the status of the investigation

When the investigation is created, the assigned investigator will receive a notification via Slack or email informing them of the activity. For ease of access, assigned investigators will be able to access the Investigation Management page directly from within the notification.

Investigation Management

Each investigation has a page where the investigation can be managed. It is accessed from the Report/Case overview page by clicking View next to the investigation. Once clicked, you will be directed to the Investigation Management page (see example below).

This page displays the high-level information regarding the investigation such as:

• Investigation name
• Investigation description
• Investigation #
• Investigator name

and also allows you to:

• Set the investigation status
• Set whether the investigation is undergoing litigation
• Edit the high-level details of the investigation (pencil icon)
  

Documentation

AllVoices provides pre-made templates for use with investigations, which includes:

• Investigation Summary Report
• Complainant Interview
• Witness Interview
• Respondent Interview

Admin users can use the templates above to create documents tied to the specific investigation, or they can create a new document instead.

Using templates to create a document

1. While on the Investigation Management page, click the Documentation tab.

2. Click the + button on any template on the Investigation Management page. This will automatically create a ready-made document for the investigation and will be listed under Documentation.

3. Click the Edit button (pencil icon) next to the newly created document.

4. You can then rename the document or edit its contents as desired.

Creating a new document without a template

• While on the same Documentation tab described above, click the + button above Blank Document. This will create a new document for the investigation.

Notes: 

• Only the user that created the document can edit the document, but any user with access to the investigation will be able to view it.
• Despite having access, users with viewer access cannot interact with any documentation. They can only view.
• Any changes made to documents will be autosaved.
• Deleting a document is possible using the edit function described above.

Evidence

Users are able to add evidence to an investigation by uploading media such as document, image and video files. As evidence is uploaded, a detailed record will be kept in the bottom portion of the Investigations Management page where it can be referenced later.

Adding Evidence

To upload Evidence, click the + Add Evidence button underneath Blank Document.

Editing evidence:

While on the Investigation Management page click the Edit button (pencil icon) displayed next to the evidence item.

Notes:

• Only the user that created the evidence is able to edit it, but any user with access to the investigation will be able to view it.
• Deleting evidence is possible using the edit function described above. 

Findings

Findings are discoveries made by the investigator as they are working through an investigation. Findings can be added on the Investigations Management page when viewing the Findings tab, where they can be linked to evidence that has previously been added to the investigation.

Adding Findings:

1. While on the Investigations Management page, click the Findings tab.

2. Click the + Add Findings button.

3. Input the finding name, description and link any evidence using the lookup field in the form.

4. Once a finding is added, a detailed record will be kept in the bottom portion of the Investigations Management page where it can be further managed by the investigator (see example above).

Editing Findings:

• While on the Investigation Management page, click the Edit button (pencil icon) displayed next to the finding item.
• Deleting a finding is possible using the edit function.

Activity Log

To ensure proper record keeping, user activity is automatically logged at the bottom of the Investigation Management page when viewing the Activity Log tab. Users are also able to manually add external activities that may be relevant or important to the investigation.

Adding Activity:

1. While on the Investigations Management page, click the Activity Log tab.

2. Click the + Add Activity button.

3. Fill out the activity form with any information you feel is relevant to the investigation.

4. Click Create

Editing activities

1. While on the Investigations Management page, click the Activity Log tab.

2. Click the on Edit button (pencil icon) next to the evidence item

3. Edit your selections in the activity form

4. Click Save

Notes:

• Automatically added activity cannot be edited, but manually added activity can be edited.
• Deleting a finding is possible using the edit function.

If you have any additional questions, please reach out to support@allvoices.co.