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Management document package

Investigation document library

3 templates

Investigation explained

The purpose of an investigation is to collect all the relevant information and evidence relating to an alleged misconduct. Making decisions on a workplace disciplinary or grievance without reasonably completing a fact-finding exercise may render any subsequent decisions or actions taken unfair or unlawful, which can expose the organisation to the risk of legal action.

What's included in this library?

Undertaking an investigation will often be required as part of a disciplinary or grievance process. In order to ensure that the investigation was fair and appropriate it is good practice to plan, record and invite correctly.

Here are some templates that can be used for a disciplinary or grievance investigation process. 

Click on a title for full details and a preview, and to purchase the document individually.

Investigation meeting invitation letter template

A model investigation meeting invitation letter template to issue in line with best practice, containing clear and effective wording, which is easy to edit.

Investigation plan form template

Use this form to determine the arragements for the investigation, including the issues to be explored, who is involved and the target date.

Investigation report form template

This is a template investigation report that an investigator may adapt to suit the particular circumstances of their investigation.