Closing an investigation formalizes the outcome and generates the final report. To close an investigation, navigate to the Conclusion tab.
💡 Note that closing an investigation is irreversible. Once closed, the investigation becomes read-only and cannot be reopened.
Before closing, the investigator will:
- Add a summary of findings.
- Provide recommendations, define remediation steps, and outline an action plan.
- Preview the final report.
- Select:
- Closing date (required)
- Closing reason (required)
Closing reasons include:
- Substantiated
- Partially substantiated
- Unsubstantiated
- Unfounded / Exonerated
- Out of scope
The final report
Once the investigation is closed, a structured PDF report is generated and available for download at any time.
- The investigation is locked from further edits.
- The action is recorded in both the investigation activity log and the case activity log.
The downloadable PDF report is fully structured and audit-ready. It includes the investigation plan, evidence, involved people, findings, and final recommendations, as well as the name of the investigator who closed the case.
