How do I run the investigation stage?

Last reviewed 11 October 2026 · Part of Disciplinary cases

The investigation stage is also full width with case details inline. It focuses on assigning an investigator and recording findings.

Layout

• Case Details: Expanded inline (collapsible card)
• Investigation Panel: Investigator assignment, recommendation, and report

Fields

• Investigator: Select the employee conducting the investigation
• Recommendation: Proceed to Hearing, Informal Resolution, No Further Action, or Refer to Police
• Investigation Report: Free-text area for detailed findings

Actions

• Save Investigation: Saves the investigation details
• Move to Hearing (via CTA strip): Advances to Stage 2