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Internal investigation report template

Internal investigation report template

Discover how our internal investigation report template can simplify your documentation process, ensuring thorough, consistent, and professional reports. Perfect for HR managers and compliance officers, this template helps you capture all necessary details, streamline your workflow, and maintain accountability.

Use this template
or download pdf
Internal investigation report template

Discover how our internal investigation report template can simplify your documentation process, ensuring thorough, consistent, and professional reports. Perfect for HR managers and compliance officers, this template helps you capture all necessary details, streamline your workflow, and maintain accountability.

Use this template
or download pdf

About the Internal investigation report template

Internal investigations with Lumiform

Handling internal investigations can be daunting, whether you're addressing employee misconduct, compliance breaches, or workplace incidents. As an HR manager or compliance officer, you need a reliable tool to document findings accurately and consistently.    Our internal investigation report template is designed to streamline your process, ensuring all critical details are captured. This template helps you maintain thorough and professional documentation, making it easier to analyze and present your findings. Use it to standardize your reports, improve transparency, and ensure accountability within your organization.  

Why should I use a template to document internal investigations?

  Documenting internal investigations can be overwhelming, especially when dealing with sensitive issues like employee misconduct or compliance breaches. Without a structured format, it's easy to miss critical details, leading to incomplete reports and potential legal risks. Using our internal investigation report template ensures you capture all necessary information, maintain consistency, and save time.    Imagine investigating a workplace harassment claim—our template guides you through each step, from recording incident details to summarizing findings and recommendations. This not only streamlines your process but also ensures thorough and professional documentation, giving you peace of mind and helping you manage investigations more effectively.

How and when to use the template

  Using our internal investigation report template can significantly ease the burden of documenting sensitive issues like employee misconduct or compliance breaches. Here's how you can make the most of it:  
  • Fill in incident details: Start by documenting the basic details of the incident, such as date, time, and location.
  • List involved parties: Include all individuals involved and their roles to ensure clarity.
  • Attach evidence: Add any relevant evidence, such as photos, documents, or witness statements.
  • Summarize findings: Clearly outline the findings of your investigation to provide a comprehensive overview.
  • Provide recommendations: Offer actionable recommendations based on your findings to guide future actions.
  Our template is versatile and can be used in various scenarios. For instance, if you're investigating an employee misconduct case, the template helps you systematically record all relevant details, ensuring nothing is overlooked. Similarly, for compliance breaches, it aids in documenting regulatory issues thoroughly, reducing the risk of legal complications.    Additionally, in the case of workplace incidents, such as accidents or safety violations, the template ensures that every aspect is meticulously documented, helping you maintain a safe and compliant work environment. By using a template for reporting, you can streamline your process, save time, and ensure thorough and professional documentation, making your job easier and more efficient.  

Streamline your investigations now

  Ready to streamline your internal investigations? Download our internal investigation report template from Lumiform now and ensure thorough, consistent, and professional documentation every time. Simplify your process and save time with our user-friendly template. Start improving your investigation workflow today!
Preview of the template
Page 1
Case Details
Case Number
Reported By
Date Reported
geolocation!!!
Incident Details
Date of Incident
Summary of Incident
Description of Incident
Witnesses
Investigation Details
Investigating Officer
Findings
Recommendations
Corrective Actions
Approvals
Approved By
Approval Date

This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.
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