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Investigation report template

The results of an examination are described in detail in an examination report. As soon as a formal complaint is filed or an incident occurs, an investigation is started. The investigators record the facts, analyse the evidence and formulate a conclusion. The investigation should be impartial and based on objective evidence.

Investigation reports aim to provide decision-makers with facts that are necessary to determine how to proceed. They can also be used to ensure that a case is investigated timely, thoroughly and accurately.

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Background on the Subject
What is the subject's name?
What is the subject's telephone number?
What is the subject's e-mail address?
What is the subject's job title?
Details on the Case
What type of case?
Name all involved individuals
Can you briefly explain what happened?
Where did it happen?
At what time did the incident happen?
Did you capture views and opinions from the different people involved?
Please capture any available evidence
Where there any contributing factors?
Are there any legal implications for the company?
Do you want to conduct a 5 Why analysis?
Conclusion & Further Actions
Did you gather enough information and evidence to come to a substantiated conclusion?
The investigation was...
Please list or propose further measures and actions based on the conclusion
Please name all investigators
Please sign
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Please note that this checklist template is a hypothetical appuses-hero example and provides only standard information. The template does not aim to replace, among other things, workplace, health and safety advice, medical advice, diagnosis or treatment, or any other applicable law. You should seek your professional advice to determine whether the use of such a checklist is appropriate in your workplace or jurisdiction.
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