What are investigations in SafetyCulture?

The Investigations feature in SafetyCulture is designed to help teams streamline incident management by capturing key incident details, gathering evidence, and analyzing root causes. It allows you to customize workflows with custom statuses, manage granular access for secure collaboration, and assign corrective actions to ensure timely and effective resolution.

You can also document and share detailed investigation findings with stakeholders for transparency and drive continuous improvement in incident prevention and response.

Easily track and manage investigations from a centralized dashboard, where you can quickly view key details at a glance, organize ongoing investigations, and seamlessly update their status as they progress through each stage of the investigation process.

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Set up custom statuses to match your team’s investigation workflow, making it easier to track progress, enhance visibility at each stage, and provide a more organized approach to incident resolution.

Any user who creates an investigation can access it by default. When you create an investigation, you can grant team members either "View" or "Edit" access. Users with "View" access can only see the investigation, while those with "Edit" access can collaborate and make changes.

Additionally, if you're leaving the team, you can transfer ownership of your investigations to keep them on track and ensure the right people have access.

Each investigation profile is a dedicated space for managing incidents and helps your team work together throughout the investigation process. Within the profile, you can view key incident details and document important findings to provide clear context for better decision-making.

All supporting evidence, like photos, documents, or videos, can be uploaded in one place. You can also add relevant issues and inspections or start new inspections to support your investigation. This makes documentation and root cause analysis easy and collaborative.

Resolve incidents faster by adding existing actions or creating new ones directly from an investigation. This ensures findings are addressed effectively and tasks are assigned to the right people.

Share an investigation report with your team and stakeholders by downloading it as a PDF document to ensure proper documentation and reliable record-keeping.