Managing Investigation Configuration

To configure investigations in SAP Environment, Health, and Safety Management, you define the following settings:

• Investigation Types: Categorize investigations by the matter involved, legal guidelines, or responsible functional area. This is a mandatory field required to save an investigation record.
• Investigation Activity Types: Define specific types of activities to structure and manage the individual tasks within the investigation workflow.
• Evidence Types: Categorize information collected during an investigation, such as physical evidence, documentary evidence, and witness statements.
• Root Cause Categories: Classify the underlying causes identified during analysis. These can be organized into logical groups and multi-level hierarchies to meet specific organizational standards.

You can categorize investigations by factors such as the subject matter, applicable guidelines, responsible functional area, or whether the investigation is internal or external. To do this, you must define an investigation type. An investigation type is mandatory; a record cannot be saved without one.

The following example demonstrates how to add a new type, such as Authority Investigation.

1. Open the "Implementation Activities" app
2. Navigate to Compliance and Trade, Environmental, Health, and Safety, and select "Specify Investigation Types"
3. Select "Edit", then "New Entries", Use the F4 help, choose "External Investigation".
4. Use the F4 help, choose "External Investigation" and name "Type" and "Investigation Types"
5. Create a customizing request, add a description, Accept and "Save"

You can define types of activities that you can use to structure and manage investigation processes.

You can define different types to categorize evidence that is collected during an investigation, for example, physical evidence, documentary evidence, witness statements, and so on.

You can define root cause categories to classify root causes that are identified during an investigation. You can also organize related root cause categories into logical groups and create a multilevel hierarchy to meet industry or organization-specific standards.

• Configure Investigation Settings: Define mandatory settings to ensure investigations are correctly categorized and records can be saved within the system.
• Specify Investigation Types: Establish categories based on legal guidelines, functional areas, or external delegations to structure how investigation records are initialized.
• Define Investigation Activity Types: Set up specific task types to organize and manage the workflow of individual activities throughout the investigation process.
• Categorize Evidence Types: Create classifications for information gathered, such as physical evidence and witness statements, to streamline evidence management.
• Organize Root Cause Categories: Classify and group underlying causes into logical hierarchies that align with industry standards and organizational requirements.