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. 1. Case Information
  2. Investigation Plan
  3. Case Notes
  4. Information Interview Summaries
  5. Interview Reports
  6. Exhibit List 
  7. 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 

  1. 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. 

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