# Save an investigation and review a case

Keep the investigation, source gaps and local review together.

Source: https://help.smartfact.ai/batchtrail/guides/batchtrail-office-case-review

Audience: Supervisor

Practise with fictional workshop records. For real work, use only sources you are allowed to read.

## Save an investigation and review a case

1. **Start an investigation**

   Start an investigation.

   Choose the source records you are allowed to use, then identify the lot or unit exactly.

2. **Choose the workshop records**

   Choose the workshop records.

   Select Synthetic workshop. Your product role alone does not give you access to every dataset.

3. **Select the scan box**

   Select the scan box.

   Select the scan box before using the scanner. Keep the source and identity type you have checked.

4. **Scan MAT-0001**

   Scan MAT-0001.

   Scan the lot code, keeping its leading zeroes. The chosen source, type and namespace are part of its identity.

5. **Save this investigation**

   Save this investigation.

   Save the search once and wait for confirmation. This searches the available records; it does not change factory stock or place a hold.

6. **Open saved investigations**

   Open saved investigations.

   Open the saved result. Your current access is checked again each time you open it.

7. **Read the saved result**

   Read the saved result.

   Read the coverage notice before using the result. The newest investigation is listed first.

8. **Read the coverage limits**

   Read the coverage limits.

   Read every missing-information notice. A partial result or an empty list does not prove that a unit is unaffected.

9. **Understand the grouped operation**

   Understand the grouped operation.

   These four units share a recorded operation. This does not show how much of the material went into each unit.

10. **Investigation cases**

   Investigation cases.

   Open investigation cases.

11. **Name the follow-up case**

   Name the follow-up case.

   Give the local investigation a clear title.

12. **Explain why review is needed**

   Explain why review is needed.

   Keep the reason factual. Request missing source evidence instead of treating an incomplete result as proof of safety.

13. **Open the investigation case**

   Open the investigation case.

   This adds the selected saved investigation to a local case. Assigning a reviewer does not grant that person dataset access.

14. **Open the new case**

   Open the new case.

   Read the retained investigation and its coverage before writing a conclusion.

15. **Mark the case in review**

   Mark the case in review.

   This is the local investigation status. It does not change production holds or stock.

16. **Explain the review change**

   Explain the review change.

   Record what has been checked and what still needs evidence.

17. **Record the case review**

   Record the case review.

   Save once and wait for confirmation. Earlier saved investigations keep their original result and access boundary.

[Watch or practise this chapter](https://help.smartfact.ai/batchtrail/demo?guide=batchtrail-office-case-review&chapter=practice&audience=office)

Check the current records and any missing-information notices before using a result at work.