Workplace Investigation Report Template
The best approach to prove that a complete, timely, and impartial workplace inquiry was done is with a well-written corporate investigation report. Utilize this template to arrange your investigation-related data into a logical, systematic, and thorough investigation report.
Investigation Report Template
- 1. Case Information
- Investigation Plan
- Case Notes
- Information Interview Summaries
- Interview Reports
- Exhibit List
- Recommendations
Case Information
Investigator: Case Number:
Date Case Recorded: MM/ DD/ YYYY
Date Case Assigned: MM/ DD/ YYYY
Referral Sources
Reported By:
Email:
Office phone:
Status:
A Job code:
Hire Date: MM/ DD/ YYYY
Location:
Employee ID:
Department ID:
Report Date: MM/ DD/ YYYY
Incident Date: MM/ DD/ YYYY
Allegation Details
Case Type:
Allegation Type:
Alleged Victim:
Supervisor:
Allegation Details:
Subject Of Allegation
Name:
Work Phone:
Email:
Status:
Job Code:
Hire Date: MM/ DD/ YYYY
Location:
Department ID:
Employee ID:
Investigation Plan
- Investigation Scope
Case Notes
Action #1:
Action Type:
Responsible:
Date Completed: MM/ DD/ YYYY
Description:
Action #2:
Action Type:
Responsible:
Date Completed: MM/ DD/ YYYY
Description:
Action #3:
Action Type:
Responsible:
Date Completed: MM/ DD/ YYYY
Description:
Action #4:
Action Type:
Responsible:
Date Completed: MM/ DD/ YYYY
Description:
Action #5:
Action Type:
Responsible:
Date Completed: MM/ DD/ YYYY
Description:
Action #6:
Action Type: Choose a type
Responsible:
Date Completed: MM/ DD/ YYYY
Description:
Action #7:
Action Type: Choose a type
Responsible:
Date Completed: MM/ DD/ YYYY
Description:
Action #8:
Action Type: Choose a type
Responsible:
Date Completed: MM/ DD/ YYYY
Description:
Information Interview Summaries
Interview #1:
Conducted By:
Interview Subject:
Interview Location:
Interview Date: MM/ DD/ YYYY
Interview #2:
Conducted By:
Interview Subject:
Interview Location:
Interview Date: MM/ DD/ YYYY
Interview #3:
Conducted By:
Interview Subject:
Interview Location:
Interview Date: MM/ DD/ YYYY
Interview #4:
Conducted By:
Interview Subject:
Interview Location:
Interview Date: MM/ DD/ YYYY
Interview #5:
Conducted By:
Interview Subject:
Interview Location:
Interview Date: MM/ DD/ YYYY
Interview #6:
Conducted By:
Interview Subject:
Interview Location:
Interview Date: MM/ DD/ YYYY
Interview #7:
Conducted By:
Interview Subject:
Interview Location:
Interview Date: MM/ DD/ YYYY
Interview #8:
Conducted By:
Interview Subject:
Interview Location:
Interview Date: MM/ DD/ YYYY
Interview Reports
Interview #1:
Conducted By:
Interview Subject:
Interview Location:
Interview Date: MM/ DD/ YYYY
Credibility Assessment:
Introduction:
Incident Overview:
Interview Conclusion:
Interview #2:
Conducted By:
Interview Subject:
Interview Location:
Interview Date: MM/ DD/ YYYY
Credibility Assessment:
Introduction:
Incident Overview:
Interview Conclusion:
Interview #3:
Conducted By:
Interview Subject:
Interview Location:
Interview Date: MM/ DD/ YYYY
Credibility Assessment:
Introduction:
Incident Overview:
Interview Conclusion:
Interview #4:
Conducted By:
Interview Subject:
Interview Location:
Interview Date: MM/ DD/ YYYY
Credibility Assessment:
Introduction:
Incident Overview:
Interview Conclusion:
Interview #5:
Conducted By:
Interview Subject:
Interview Location:
Interview Date: MM/ DD/ YYYY
Credibility Assessment:
Introduction:
Incident Overview:
Interview Conclusion:
Interview #6:
Conducted By:
Interview Subject:
Interview Location:
Interview Date: MM/ DD/ YYYY
Credibility Assessment:
Introduction:
Incident Overview:
Interview Conclusion:
Interview #7:
Conducted By:
Interview Subject:
Interview Location:
Interview Date: MM/ DD/ YYYY
Credibility Assessment:
Introduction:
Incident Overview:
Interview Conclusion:
Interview #8:
Conducted By:
Interview Subject:
Interview Location:
Interview Date: MM/ DD/ YYYY
Credibility Assessment:
Introduction:
Incident Overview:
Interview Conclusion:
Exhibit List
# 1
# 2
# 3
# 4
# 5
# 6
Recommendations:
Final Investigative Findings:
Organizational Action Plan:
Final Recommendations:
This is how the business screening report can be prepared with all the necessary information to take a best decision for that particular situation.