Legacy IRIS 1.0 - Opening an Investigation

Note: This article only pertains to customers utilizing the legacy version of ControlCheck where IRIS Worklist has not been enabled.

How to Open a New Investigation

If you have flagged a user as suspicious and want to take a deeper dive into their event data and patterns, you can open an Investigation in two ways: 

1. From the IRIS Dashboard
2. From the Investigation Portfolio page 

Open an Investigation from the IRIS Dashboard

To navigate to the IRIS Dashboard and open a new investigation:

1. Select Analyze in the main navigation bar and select the IRIS Analytics tab.
2. From the IRIS Dashboard, select the provider card for the user you want to open an investigation for. 
3. Under the Detailed Risk Score Analysis panel, select the Open Investigation link. 
4. In the pop-up window, select one of the reasons below as a justification for initiating a new investigation.
   • Open Reasons
     • Bluesight Data
     • Colleague Reported
     • Patient Reported
     • Routine Surveillance
     • Self Reported
5.  Select the Open Investigation button to launch the investigation. 

Open an Investigation from an Investigation Portfolio

You can also open an investigation for a user if they already have an open investigation, so long as it is created by a different user. 

To navigate to a provider's user portfolio and open a new investigation follow the steps below. 

1. Select Investigate in the main navigation bar. 
2. On the Investigations page, select the name of the provider you want to open an additional portfolio for. 
3. Select the Open a New Investigation button and select the reason for opening the investigation. 
4. Select the Open Investigation button to launch the investigation.