Using the Investigator › Start a Custom Investigation

Start a Custom Investigation

Essentially, instead of reviewing data in the full Investigator, the Custom Investigation module lets you select a subset of data to view in this module. Doing so lets you narrow the data you are doing to simplify your view, which can lead to efficiencies. The module requires only one-time configuration, following which you can frequently monitor and perform actions on these subsets in the subsequent sessions.

Custom Investigation supports multiple module configurations on the same dashboard, enabling convenient comparison of objects. The module saves current status of the page with the most recent search and action. A new session restores the saved data for you to resume your task from the same point.

Follow these steps:

1. Add Custom Investigation to the dashboard from the Module Library.

   The home page populates the available disciplines for the logged in user.

2. Enter a name for the window, select appropriate discipline and object node.
3. (Optional) Enter a search keyword for the object node.
4. Click Save.

   A new window opens in your dashboard with the name you entered. This window displays the selected object node and corresponding object rows.

5. (Optional) Click the View In Investigator link in the Actions pane.

   The Investigator window opens with details about the selected object node.

Every time you perform an action, the Custom Investigation module saves it as your latest state. Therefore, your last state before a logout is always saved for the new session.