CaSe NOteS
Record actions taken and
dates completed to create
a chronological record of
everything that happened in
the investigation.
SeCtiON 3
iNteRVieW RepORtS
Interview reports are
brief records of each
interview that took place,
including the names of the
participants, location, time,
date and outcome.
SeCtiON 5
ReCOmmeNDatiONS
Draw a conclusion, make
final recommendations and
recommend an action plan
for follow-up.
SeCtiON 7
1. Case Information
2. Investigation Plan
3. Case Notes
4. Information Interview Summaries
5. Interview Reports
6. Exhibit List
7. Recommendations
iNVeStigatiON RepORt template
A well-written workplace investigation report is the most
effective way to demonstrate that a fair, thorough and
timely workplace investigation was conducted. Use this
template to organize your investigation information in a
logical, organized and comprehensive investigation report.
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