Reassign Investigator

CASE FILE: RE Assign Investigator

Use this form to identify and assign a case CHANGE investigator assigned to a case.

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Workflow Step (from New Case)

Workflow Step pulled from New Case form.

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Entry ID

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Entry ID (From New Case)

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Form 83 entry id

Candidate Information

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Entry URL

Case ID #

Case #(Required)

Name

First Last

Agency

Position

Investigator Assignment

Initial Investigator (Step 1) does the initial screening after the Workup is completed to identify any potential ADQ or DQ's. If any are found, Investigator should report to Ops Manager and discuss the situation before moving to active Investigation.

Current Assigned Investigator (Step 2 - Primary)

First Last

Select Initial Investigator from list(Required)

Assigned Investigators Name (Step 1 - Initial)

Investigator Name - Step 1 Primary (Auto Populate)

First Last

Initial Investigator Email - Step 1 (Auto Populate)

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ID (Step 1 Investigator)

Assign to Step 2 (Investigation)(Required)

If a different investigator is going to conduct Step 2, the active Investigation mark "No" and complete the information for the Step 2 Investigator.

Assign to Step 3 (Field Work)(Required)

If a different investigator is going to conduct Step 3, the Field Work mark "No" and complete the information for the Step 2 Investigator.

Assign Step 3?(Required)

Do you want to assign a Field Investigator (Step 3) now?

Investigating Investigator (Step 2) conducts the active background investigations and components thereof.

Select SECONDARY Investigator from list(Required)

Assigned Investigators Email (Step 2 - Investigation)

Investigator Name - Step 2 Secondary (Auto Populate)

First Last

Investigator Email - Secondary Step 2 (Auto Populate)

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ID (Secondary Investigator)

Field Investigator (Step 3) conducts any fieldwork required to include file review, neighborhood checks, employer visit, etc.

Select FIELD Investigator from list(Required)

Assigned Investigators Name (Step 3 - Field Word)

Investigator Name - Step 3 FIELD WORK (Auto Populate)

First Last

Investigator Email - FIELD WORK Step 3 (Auto Populate)

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ID (Field Investigator)

Other tasks

Before or immediatly after assigning an investigator to the client agencies platform, case tracking system, and updating the google drive folder giving access.

Platform Updated?(Required)

Google Drive Updated?(Required)

Case Tracking Updated?(Required)