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Manage custom description fields

Learn how to manage custom description fields in investigations via the web app.

What are investigation description fields?

Description fields in investigations allow you to structure how incident details are captured. You can customize these fields to guide your team on what to include during a workplace incident investigation, such as the incident description, timeline of events, people involved, and potential impact. This helps ensure consistent reporting and standardizes the investigation process across your team.

An example of custom description fields in an investigation's Overview tab.

If you're on SafetyCulture Free Plan, your investigations include 9 default description fields, which can’t be edited. To edit your description fields, you need to be on SafetyCulture Premium Plan or Enterprise Plan.

What you'll need

You can create up to 25 custom description fields to use in your investigations.

Create a custom description field

  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 "Investigation fields" section, click Pencil iconEdit.

  5. Click Plus iconAdd field at the bottom of the page. Enter a title and default description accordingly.

  6. Click Save.

Any custom description fields you’ve set up will automatically appear when you create a new investigation.

Edit a custom description field

  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 "Investigation fields" section, click Pencil iconEdit. Edit a custom description field via the web app.

  5. Edit the title and default description accordingly.

  6. Click Save.

Reorder a custom description field

  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 "Investigation fields" section, click Pencil iconEdit.

  5. Click More horizontal icon on the right-hand side of the field, then select Arrow down iconMove down or Arrow down iconMove down. Alternatively, click and hold Drag icon on the left-hand side of the field to reorder fields as needed.

  6. Click Save.

Delete a custom description field

  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 "Investigation fields" section, click Pencil iconEdit.

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

  6. Click Save.

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