Open a case and navigate to the Investigation tab on the right side of the workspace. From here, you can either start a new investigation or continue an existing one.
Click Start Investigation.
A window will open with two fields to fill in:
- Investigators: Assign one or more investigators. They will receive an email notification once the investigation is created.
- Case summary: Provide any context the investigators need before taking over, such as a handover summary, relevant background, or preliminary findings.
Once you're ready, click Start investigation to confirm.
💡 One case = one investigation. Every investigation must be initiated from a case.
What happens next:
- You are redirected back to the case detail.
- The investigation is now visible in the case, with a direct link to it.
- The action is recorded in the activity log.
