1.Expand compliance from sidebar and then click on Investigations.
2.On the page, click the New Investigation button.
3.A pop up will appear with compliance types with a type of investigation, choose a type and
click next.
4.Fill in the Investigation Details and ensure mandatory fields are filled. Click next.
5.If dynamic fields are configured to the the compliance type of investigation, an Additional Details
tab will be shown and can be configured.
6. A complainant is mandatory so that must be added to the complaint, if not a message will
indicate it is mandatory for the user.
7.If a mandatory role has been configured a message will alert the user that the role is mandatory
and must be added, if the role is optional is can be added or it can be skipped.
8.If the complaint type has relationships configured, the tab will be displayed and a relationship can
be linked between compliance objects eg; Case, Investigation, etc. Click next.
9. A places tab will be displayed if the compliance type of investigation has places configured, if it is
mandatory it will indicate that it is. If the place is optional it can be added to the investigation or can be skipped.
10.Click Submit.