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Investigation Quick Tips: Investigation Reports

With all the effort that goes into putting together investigation reports, you might as well get the most out of them.

Posted by Joe Gerard on January 21st, 2011

Investigation reports contain a lot more information than most might think. But in order to reap the benefits of the information, reports must be properly prepared and offer valuable conclusions to correct any wrongdoing. Want to find out more? Here are three quick tips to help you get the most out of your investigation reports:

Develop a Template:

We’ve made this tip even easier for you by including a free template download below. When each investigator has their own way of writing an investigation report, it can sometimes be difficult for the recipient to follow. Report templates help investigators prepare consistent reports. When each investigator follows the same report writing format, it’s easier for the recipient to locate the information they need. This results in better – and faster, decision making. Templates help investigators prepare complete reports, as the different sections of the report are clearly laid out for them. Carefully design a template that will provide investigators with the guidance they need to write reports that would hold up in court – because you never know what could happen.

FREE Investigation Report Template

Prepare thorough, consistent investigation reports with our free report template.

Download Template

Follow Up:

Make sure corrective action is taken when someone is found guilty of misconduct. Your conclusions should take into consideration the findings from the investigation, as well as whether or not the employee is a repeat offender. If your organization works on a “three strikes” type of system, make sure it’s reflected in the corrective action suggested. If you are the one administering the discipline yourself,  document the action you took. If you are handing your report over to someone else to make the final decision, make sure you follow up with them to find out the outcome.

Organization-wide Trends:

Investigation reports offer insight into the entire organization. Information such as type of misconduct and location where the incident took place can help you track workplace trends. The ability to understand where problems are arising makes it easier for compliance and HR groups to plan effective employee training sessions. It may also signal that a policy review is in order. Some organizations have already started taking advantage of their investigation reports to improve processes and performance in the workplace.

Joe Gerard
Joe Gerard

CEO, i-Sight

Spend my days showing off the i-Sight investigative case management software and finding ways to help clients improve their investigations. Usually working with corporate security, HR & employee relations, compliance and legal teams.

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