When issues arise or incidents occur, it is a standard protocol to conduct an investigation to obtain reasons why the incident occurred and how they can prevent it from occurring again in the future. Investigation reports are then used to record data and to provide with conclusions and recommendations of these types of problems. We offer various Formal Report Samples here on our website that you can use (pro tip: check them out).
After making an investigation report, the person being investigated will then be monitored closely for their actions. The findings of this monitoring are written on a Progress Report, and the outcome will then be compared to the recommendations written on the investigation report.
Employer Incident Report Template
Report Template for Internal Investigation
Report Template for Incident Investigation
Report Template for Disciplinary Investigation
How to Write an Investigation Report Template?
- Data Gathering. Before you can even start to make a report, you would need to gather all the necessary data.
- Writing your report.
- Cover all the facts based on the data gathered.
- Outline any missing information.
- Don’t neglect less serious issues.
- Stick to the facts.
- Keep the report simple and direct.
- Reach a conclusion. The investigator should be able to reach a conclusion about what did and did not happen. Some may make conclusions based exclusively on the facts gathered, while some would also reach one even if the facts are contradictory.
- Make recommendations. The investigator should recommend what appropriate sanctions or disciplinary actions to take, only if needed.
For more report templates, check out our collection of Incident Report Templates and Investigation Report Templates.
What Is the Format for Writing an Investigation Report?
- Information about the case. This is where you should identify all information related to the case.
- Referral source. This section contains the information from the complainant.
- Details of the allegation. Information on what happened, where, when, and who were involved.
- Information about the subject. This section contains the information of the accused.
- Purpose of investigation. The purpose why the investigation is done.
- Interview reports. Recorded statements from people who have knowledge about the case.
- Recommendations. This section contains the plans of action that should be taken.
For even more report templates, also check out our collection of Workplace Investigation Report and Accident Report Forms.
Report for Site Investigation
Investigation Status Report Template
What Are the Types of Investigation Reports?
There are four main types of investigative reports: Preliminary, Progress, Final, and Supplemental.
- Preliminary report. A report that describes the purpose of the investigation, including the initial data that was gathered from the client and other sources.
- Progress report. A report that serves as a follow up to the preliminary report. This report mentions on the new data gathered and actions that have been taken since the last report.
- Final report. A report that states the outcome of the investigation.
- Supplemental report. A report that is written after the case has been closed. This is used when new information are obtained after the closing of the case.
If you are still looking for even more report templates, go ahead and check out our sets of Daily Report Templates and Police Report Templates.