Investigation report form template
A structured investigation report form template to record findings, evidence, and outcomes from workplace investigations consistently.
- Includes Investigation report form template, plus 12 months’ access with all updates provided free of charge and notified to you.
- UK-specific accuracy.
- 451 words over 2 pages.
- Last updated 17/11/2025.
- Format: Word / XLS / plain text / email.
- Delivery: Instant download after purchase (no physical item).
- Access: Download link shown here after checkout.
- This Investigation report form template will SAVE you up to 1 hour 30 mins drafting & research. Save cost. Reduce risk.
Investigation report
Introduction
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Investigation authorised by: (name and role) |
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Investigator: (name and role) |
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| Date investigation began: | |
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Terms of reference: (include if they were amended and how) |
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Background to the investigation: (Brief overview of the matter) |
Process of investigation
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The investigation process: (List all evidence collected) |
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Evidence collected: (name and role) |
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Evidence not collected: (List all evidence that could not be collected and why) |
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Persons interviewed: (List all people interviewed) |
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Persons |
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Investigation report form template purpose
This Investigation Report Form template provides a clear structure for documenting workplace investigations.
It ensures evidence, witness statements, and conclusions are recorded thoroughly.
Using this form supports fairness, compliance, and transparency, helping organisations resolve issues effectively and consistently.
Practical application of a Investigation report form template
- The Investigation report form template should be actioned / delivered as soon as reasonably practical.
Investigation report workflow
Investigation report workflow
Check which resources should be implemeted before and/or after the Investigation report form template, to understand the workflow.
Investigation meeting script
Efficiently conduct investigations with our structured meeting script, promoting fairness, consistency, and thoroughness in gathering evidence
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Grievance hearing invitation letter
If an employee raises a formal grievance, use this model letter template as an invitation to a grievance hearing to discuss their issues or complaints in detail.
Timings
Timings
Follow these best practice actions to get the most from the Investigation report form template, guiding you before, during, and after implementation:
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| Step | Description | Responsibility | Timing |
| 1 | Gather relevant evidence, including interview notes, witness statements, and documentation relating to the allegation or concern. | Investigating Manager / HR | Within 1–2 weeks of initiating the investigation |
| 2 | Review the evidence objectively and begin drafting the investigation report, ensuring it covers all relevant facts and findings. | Investigating Manager | Within 3–5 working days of concluding evidence gathering |
| 3 | Complete the Investigation Report Form, summarising key issues, timelines, evidence reviewed, and the investigator’s conclusions (not recommendations). | Investigating Manager | Same week as evidence review |
| 4 | Submit the completed report to HR for review and secure storage, ensuring it is appropriately documented and filed. | Investigating Manager / HR | Immediately after finalising report |
| 5 | HR reviews and decides next steps (e.g. no further action, formal hearing), notifies relevant parties, and retains the report for future reference. | HR | Within 3–5 working days of receiving report |
Frequently Asked Questions about a Investigation report form template
Frequently Asked Questions about a Investigation report form template
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Can I use the Investigation report form template in my small business?
Yes. The Investigation report form template is designed to be flexible and suitable for organisations of all sizes, including small businesses and charities. It follows UK employment law best practice, so even if you don't have an in-house HR team, you can confidently apply it.
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Is the Investigation report form template compliant with 2026 UK employment law?
Absolutely. Like the Investigation report form template, all of our templates are drafted with the latest ACAS guidance and UK employment legislation in mind. We review and update them regularly, so you can be confident they remain compliant.
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Can I customise the Investigation report form template for my organisation?
Yes, we highlight the areas of the Investigation report form template that you need to update with your own details, and where you need to make decisions to suit your situation. This saves you time and ensures that you meet best practice.
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Do I get instant access to the Investigation report form template?
Yes. Once purchased, you'll be able to download the Investigation report form template instantly. Templates are provided in editable Word or Excel format so you can customise them easily, and in PDF format for easy sharing.
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What if I need more help, not just a Investigation report form template?
If you're looking for broader support, we also offer toolkits and library bundles that include the Investigation report form template, along with other HR templates and policies for fully managing your situation. These may be more cost-effective if you need deeper advice.
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Why should I use this Investigation report form template, and not AI to generate it?
The risk of using a free AI-generated template 'without review' includes your legal exposure, missing context, and no awareness of the wider process, whereas purchasing the Investigation report form template from us mitigates that risk.
