How do investigations and tasks work?
The Investigation & Tasks section helps you manage actions within a case, ensuring all compliance activities are tracked and completed.
Where to find it:
Open a case → Go to Investigation & Tasks tab
What you can do:
- Create investigations → Document findings and analysis
- Add tasks → Assign actions to team members
- Track progress → Monitor status and completion
- Set priorities and deadlines → Ensure timely resolution

How it works:
- Open the case
- Go to Investigation & Tasks
- Click New Investigation or Add Task
- Enter details (title, description, priority, due date)
- Save to track progress

What to do:
👉 Regularly update tasks and investigations to keep cases moving
💡 Tip: Assign priorities to focus on high-risk cases first
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