Error in completing investigation steps..

[dhinsap]

Dear experts,

I am using EHSM 3.0. In the investigation step, there are a list of 8 standard steps. How do i complete each step. I able to start and close steps but do not know how to perform the investigation. For example in step 2 interview witness, where do we capture the details of the interview or how do i take photos of incident scene. I'm vague at this juncture. Also, just to try, i completed all the steps and not able to close the investigation. When I press check, I get the error: You cannot close the incident, Inquiry tasks are still open.....How do i correct this error. and where to correct it..Please guide

Regards

Dhinesh..

[ingo_sigmund4 · Accepted solution]

Dinesh,

starting the investigation flow does create workflow entries for the different persons assigned to the investigation tasks. In their workflow inbox they should find a task where they can note their statement or add documents and photos. After the WF is closed the investigation step gets closed as well.

An only the you can close the incident.

I hope this helped.

Take care

  Ingo

[dhinsap · Accepted solution]

Dear  Ingo,

When I close all the steps in investigation tab and check for errors, i find that there are 2 errors stating that Incident cannot be closed as inquiry tasks are still open. I have attached the screenshot. Where should i check to complete the flow.

Regards

Dhinesh.

[Former Member · Accepted solution]

Hi Dhinesh,

Inquiry tasks can be found in the People tab. Have you sent an inquiry to one of the parties (injured, witness, etc) ?

Regards,

Philippe

[Former Member · Accepted solution]

Hi Dhinesh

Pl.Ensure to "Close"  all Investigation Steps.  I Observed one step From your Screen Shot

"Investigation Lessons Learned (Online)".... with Processing Status New .. you Just select the step and press click on Start process and the status will changed to In progress , then you just add your comments of Investigation on Comments and Add you Analysis of action plans taken from your comments. Once completed all these action plans you just select the field and click on Close step.

Similarly for  all 8 steps you have to perform like this. apart from this investigation steps also ensure to close all task whatever you are given to different people ( PM ,QM ,Injured person ,Witness) .

if raised any above tasks(Notifications) to any persons , ensure those tasks are reached to concerned person Inbox , once they are confirmed  the completion of your notifications , then again you have to accept those notifications from your inbox and those will be automatically updated in the tasks and change the status in to closed.

Balajee

[naveen_chepuri · Accepted solution]

Hi Dhinesh,

Just make sure before closing all the open Workflows are closed like Investigation workflows and Action items workflows etc.

In your case as Philippe said there is an inquiry workflow task is open so system is not allowing you to close the incident.

Thanks,

Quantum.