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Manage custom investigation statuses

Learn how to manage custom investigation statuses via the web app.

What are investigation statuses?

Investigation statuses help you organize and track investigations based on their current stage. They represent the different stages an investigation typically goes through, such as gathering evidence, analyzing the root cause, remediating, and closing the investigation. You can customize these statuses to align with your team’s incident management workflow. From the investigations dashboard, you can also view all active investigations at a glance and update their statuses to reflect their current progress.

An example of custom statuses in investigations on the web app.

If you're on SafetyCulture Free Plan, your investigations have these default statuses: Gathering evidence, Analysing root cause, Remediating, and Closed.

What you'll need

Create a custom investigation status

  1. Log in to the web app.

  2. Select Investigations iconInvestigations from the menu on the left-hand side.

  3. Select Settings at the top of the page.

  4. In the "Statuses" section, click Pencil iconEdit.

  5. Click Plus iconAdd status at the bottom of the page, then enter a name for the new status. You can also select a color for the status.

  6. Click Save.

You can create up to 10 custom statuses to use in your investigations.

Edit a custom investigation status

  1. Log in to the web app.

  2. Select Investigations iconInvestigations from the menu on the left-hand side.

  3. Select Settings at the top of the page.

  4. In the "Statuses" section, click Pencil iconEdit. Edit a custom investigation status via the web app.

  5. Edit the name and color of the status accordingly.

  6. Click Save.

Reorder a custom investigation status

  1. Log in to the web app.

  2. Select Investigations iconInvestigations from the menu on the left-hand side.

  3. Select Settings at the top of the page.

  4. In the "Statuses" section, click Pencil iconEdit.

  5. Click More horizontal icon on the right-hand side of the status and select Arrow down iconMove down or Arrow down iconMove down. You can also click and hold Drag icon on the left-hand side of the status to reorder them accordingly.

  6. Click Save.

If you delete a status with associated investigations, you'll need to reassign those investigations to a different status first.

Delete a custom investigation status

  1. Log in to the web app.

  2. Select Investigations iconInvestigations from the menu on the left-hand side.

  3. Select Settings at the top of the page.

  4. In the "Statuses" section, click Pencil iconEdit.

  5. Click More horizontal icon on the right-hand side of the status and select Delete iconDelete. Delete a custom investigation status via the web app.

  6. Click Save.

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