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Manage custom investigation sections

Learn how to create and manage custom description sections by editing, reordering, and deleting sections in investigations via the web app.

What are investigation sections?

Sections in investigations allow you to structure how incident details are captured. You can customize these sections 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 sections in an investigation's Overview tab.

What you'll need

You can create up to 25 custom sections to use in your investigations. Each title field is limited to 255 characters, and each default text field can contain up to 30,000 characters.

Create a custom investigation section

  1. Log in to the web app.

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

  3. Click Settings at the top of the page.

  4. Select an investigation category or create a new one.

  5. In the "Sections", click Pencil iconEdit.

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

  7. Click Save on the upper-right corner of the page.

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

Edit a custom investigation section

  1. Log in to the web app.

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

  3. Click Settings at the top of the page.

  4. Select an investigation category.

  5. In the "Sections," click Pencil iconEdit. Edit a custom investigation section via the web app.

  6. Select a section and edit the title and default description accordingly.

  7. Click Save on the upper-right corner of the page.

Reorder a custom investigation section

  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. Select an investigation category.

  5. In the "Sections", click Pencil iconEdit.

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

  7. Click Save on the upper-right corner of the page.

Delete a custom investigation section

  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. Select an investigation category.

  5. In the "Sections", click Pencil iconEdit.

  6. Click More horizontal icon on the right-hand side of the field and select Delete iconDelete. Remove a custom investigation section via the web app.

  7. Click Save on the upper-right corner of the page.

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