Users who have access to the Manager Dashboard will be able to build their own investigation packages.
How to access investigation packages
Navigate to Incident Reports > Investigations from the side navigation.
The table on this page lists all current packages created for your property.
What can be added to an investigation package?
Investigation packages can include one or more of the following items. Access depends on your user permissions and the modules enabled at your resort.
Incident Reports
From the side navigation click on Incident Reports > View All Incidents.
Click any hyperlinked report number.
From the report view, select Investigation Packages at the top to create or manage packages linked to that specific incident report.
Other Reports
From the side navigation click on Reports > View All & Manage.
Locate the report submission you want to attach to an investigation package.
On the submission view page for the report, use the Build Investigation Package or Manage Investigation Package buttons.
Dispatch Events
From the side navigation click on Dispatch > Event History.
Click any hyperlinked dispatch event title.
On the panel that opens for your chosen event, select Investigation Packages to create or manage linked packages.
Terrain Park Builds
From the side navigation click on Freestyle Terrain > Terrain Park Builds.
Choose Review Most Recent or Review Past Builds.
On the build view page, click Build Investigation Package or Manage Investigation Package.
Waivers
From the side navigation click on Waivers > View Customers.
Locate the customer record you want to attach an investigation package to and click View to see a list of all their completed waivers.
Click any waiver listed to access Build Investigation Package or Manage Investigation Package.
Staff Training Summary
From the side navigation click on Health & Safety > Staff Summary.
Locate the staff member and click the View (eye icon) button.
On the training history page, use Build Investigation Package or Manage Investigation Package.
External Files (available regardless of the modules enabled at your property)
You can upload external documents, images, videos and other files from your computer.
There is no file size limit, but upload time may vary depending on your internet speed.
Supported file formats:
Images >
jpg,jpeg,gif,pngDocuments >
pdf,txt,doc,docx,xls,xlsx,ppt,pptx,pub,pubx,emlVideos >
mp4,mpeg,mpg,avi,mov,wmvAudio >
mp3,wav,wave,flac,pcm,m4a,m4r,wma
Investigation Package Statuses
Each investigation package you create can be assigned a specific status, allowing you to keep better track of the status of all current investigations.
How to manage statuses:
From the side navigation click on Incident Reports > Investigations
By default, you will land on the Packages section; select the Statuses section that is directly to the right of it.
To add a new status, click on the New Status button in the top right-hand corner.
To modify or delete an existing status, click the hyperlinked status name from the table.
Investigation Package Categories
Each investigation package you create can be assigned to a specific category, allowing you to keep better track of the types of investigations that occur at your property and the frequency at which they occur.
How to manage categories:
From the side navigation click on Incident Reports > Investigations
By default, you will land on the Packages section; select the Categories section that is next to Statuses.
To add a new category, click on the New Category button in the top right-hand corner.
To modify or delete an existing category, click the hyperlinked category name from the table.
Building Investigation Packages
To build an investigation package from scratch, start by selecting one of the following items:
Incident Report
Other Report
Dispatch Event
Terrain Park Build
Waiver
Staff Training Summary
When viewing any of these items, you’ll see an Investigation Packages button at the top of the page:
⚠️ Important Notes:
If you're starting a package from an incident report, the incident #, patient name, and incident date fields will be automatically populated based on the selected report.
If you begin from any other area, these three fields will remain blank until you attach an incident report.
How to create a new investigation package:
Click the Investigation Packages button at the top of the page to open the dropdown menu.
Select the option for Build Investigation Package.
A panel will open - fill in the applicable fields. Only Package Name is required to create a package.
When finished, click Create Package to save your investigation package.
How to add to an existing investigation package:
Click the Investigation Packages button at the top of the page to open the dropdown menu.
Select Add to Investigation Package.
In the panel that opens, use the search field to locate the package by name.
Select the checkbox next to the desired package to add the item.
You can also manage existing linked investigation packages here. To remove the item from a package, simply uncheck the corresponding box.
Click the Submit button to save your changes.
Managing Investigation Packages
After an investigation package has been created, you may need to make changes, upload external documents, add notes or download a full copy of the package contents.
How to manage existing investigation packages:
From the side navigation, go to Incident Reports > Investigation Packages.
Select the Filters button above the table to assist with locating a specific package.
Click any hyperlinked package name in the table. A side panel will open, allowing you to manage all elements of the selected package.
⚠️ Important: If multiple incident reports are attached to a single package, only the patient name from the first incident report will be shown in the Patient Name column.
How to download an investigation package
With your chosen investigation package open, click the Download button. You will know the download has started because the button text will change to ‘Downloading…’
The time it takes to download a package depends on the total file size and your internet speed.
⚠️ Do not close the open panel while the download is in progress – doing so will cancel the download.
To continue working elsewhere on the Manager Dashboard or on a new website, open a new browser tab and navigate as needed.