Navigate the investigation workspace
Identify where key investigation tasks belong.
This guide explains how to identify where key investigation tasks belong. It outlines the preparation, practical steps and checks that help keep your work accurate and traceable within ICAM Plus.
The exact controls available can depend on your active Personal or Organization workspace, subscription, investigation status and assigned permissions. Follow the current application labels where they differ from the descriptions below.
Before you begin
Sign in using an authorized ICAM Plus account. Confirm the correct workspace and, where applicable, the investigation and organizational role. Keep the relevant incident facts or account details available without exposing passwords, tokens or unnecessary sensitive information.
Step-by-step instructions
Step 1 — Open the selected investigation.
Complete this action using the controls available to your role and current application version. Check the resulting record before continuing, and document anything incomplete or inconsistent for follow-up.
Step 2 — Locate Evidence & Attachments, PEEPO Analysis, Timeline and ICAM Analysis where offered.
Keep the material attributable to its source and relevant to the incident. Use factual descriptions, avoid unnecessary personal data and confirm that the item is visible in the intended investigation.
Step 3 — Locate Corrective Actions, Recommendations and Key Learnings.
Complete this action using the controls available to your role and current application version. Check the resulting record before continuing, and document anything incomplete or inconsistent for follow-up.
Step 4 — Use the dedicated area for each record instead of storing everything in notes.
Complete this action using the controls available to your role and current application version. Check the resulting record before continuing, and document anything incomplete or inconsistent for follow-up.
Step 5 — Recheck the investigation status before approval work.
Check both the investigation stage and the assigned role. Review and approval actions are permission-dependent, and an unavailable action should be treated as a workflow or assignment issue rather than bypassed.
Confirm the expected outcome in the application before leaving the screen. Keep a record of any missing information or blocked action rather than treating the task as completed.
Important considerations
Some releases and templates present tabs differently.
Avoid: Confusing PEEPO observations with confirmed ICAM causal factors.
Troubleshooting
The option is missing or unavailable
Verify your workspace, role, current investigation stage and subscription availability. A hidden or disabled control is not permission to bypass the intended workflow.
The expected change is not visible
Check the relevant record and selected filters. Confirm whether the operation was saved or submitted. Avoid repeating changes that may create a duplicate; if the problem persists, document what you can observe.
You still cannot complete the task
Use the official Contact Support route. Include the app platform and version, affected workflow, expected result, actual result and a sanitized error message when available. Never include passwords, API tokens or unnecessary personal data.
Expected outcome
Evidence, observations, findings and actions are entered in their intended areas.
Related guides
Related — Collect evidence
G09 — Record PEEPO observations
Further assistance
If the task remains blocked, navigate to Contact Support through the approved ICAM Plus help route. Describe what you attempted, what happened and which investigation or account area is affected, using only the minimum information needed.
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