Free Investigation Report Template: You Asked, We Answered
A lot of HR and investigation units struggle with the ability to create consistent investigation reports. Investigators are usually on the road or are located in various parts of the world, which means that streamlining the reporting process is increasingly difficult. Consistent reports help investigators reduce the amount of time spent preparing reports and increases the accuracy of the information included in the report.
As a case management software provider, we are often asked about how to write high level investigation reports. We've developed a free investigation report template for you to download. The template is in a MS Word document, which means that you can manipulate the template to fit your needs.
Investigation Report Template Overview
Here is a brief overview of the different categories and information included in the investigation report template. When using i-Sight Investigation Software, customized investigation reports are generated in minutes, as investigation information is pulled from the case file. If choosing to use the template as a resource and enter information manually, here's a complete resource to ensure each report is completed in a consistent manner.
Case Information
Case information- case number, referral source, subject details and allegation description, are pulled from the case file stored in i-Sight and into the investigation report template.
Investigation Plan
Includes a brief statement regarding the scope of the investigation. This statement usually involves the medium through which the complaint or issue was raised and the objective of the investigation.
Case Notes
By recording notes in an organized way throughout the investigative process, preparation of the final investigation report is easier and faster than ever before. This section contains a chronological list of the actions taken by an investigator throughout the investigation.
Interview Summaries
Pulls interview date, location, and names of the interviewer and interviewee from the case file for each investigation. The information is compiled into a list, where each interview is placed in a category, such as complainant, subject, witness and referral source.
Interview Reports
This section includes the information from the interview summaries, as well as a credibility assessment of the individual interviewed and an overview of the investigation interview.
Exhibit List
Pulls the type and description of evidence/exhibits from the case file and lists them in the "Exhibit List" section of the investigation report. This section provides those reviewing the report to see the various types of evidence collected throughout the investigation- e-mails, video, audio recordings, investigation interviews, employee performance reports and other evidence relevant to each case.
Recommendations
This section communicates the credibility of the allegation as well as suggestions for reprimand if required. If reprimanding the subject is suggested, investigators can include reasoning for their decision based on information presented in the case.
Investigation Report Template - Free Download
The Investigation Report Template helps investigators prepare consistent reports in less time. This template will guide you through the report writing process and ensure that no piece of information is left out.
Register to Download the Investigation Report Template.
About the Author
i-Sight is a case management software platform designed to simplify your process and provide outstanding reports. It's primarily configured to manage customer complaints and corrective actions, or employee relations, HR & ethics investigations. It's also used for a variety of other customized case management solutions. We blog at i-Sight.com, providing advice and tips to HR managers and investigators in regards to managing internal investigations.
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free report writing template
free report writing template
free report writing template
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