Investigation Reports
Document every investigation — thoroughly, fairly, and defensibly.
Build structured investigation reports with allegation details, collect sworn witness statements via secure links, and finalize with employee acknowledgement and e-signature. Witnesses certify their statements independently — no one can alter another's account. The complete investigation, including all witness statements with audit trails, is compiled into a single professional PDF.
Use Cases
Structured investigation workflow
Capture investigation type, priority level, how the matter was reported, allegation details, evidence reviewed, findings, policy violation checkboxes, and corrective actions — all in a standardized, professional format.
Witness statement collection
Send secure links to as many witnesses as needed. Each witness sees only the allegation details and a form to write their statement — they cannot see or modify any other part of the investigation.
Immutable witness records
Once a witness submits their statement with certification and e-signature, it is permanently locked. No one — not the witness, not the investigator — can alter it. The email warns: "cannot be edited once submitted."
Employee acknowledgement & rebuttal
The finalized report is sent to the subject employee for e-signature acknowledgement. They can add a written rebuttal before signing — giving them a voice in the process.
Draft mode for ongoing investigations
Save investigations as drafts while you gather facts. Return to add details, request more witness statements, and finalize only when the investigation is complete.
Complete audit trail
Every witness statement includes IP address, user agent, and certification timestamp. The final PDF compiles the entire investigation with all statements into one defensible document.
Why This Beats Paper / Email
- Save as draft — return to add details as the investigation unfolds
- Request witness statements via secure email links — no login required
- Witnesses see allegation context but cannot access or modify the investigation
- Statements are permanently locked once submitted — cannot be edited or retracted
- Witnesses certify truthfulness with e-signature before submitting
- 11 investigation types: Misconduct, Harassment, Theft, Confidentiality Breach, and more
- 11 policy violation checkboxes for detailed findings
- 9 corrective action options from Verbal Counseling to Termination
- Supports up to 5 file uploads for supporting documentation
- Employee acknowledgement with optional rebuttal before signing
- Full audit trail — IP, timestamp, user agent for every statement and signature
- Professional PDF with all witness statements embedded in the final document
Where To Deploy
- Use for harassment complaints, theft investigations, policy violations, and confidentiality breaches
- HR initiates the investigation, requests statements from managers and witnesses independently
- Pair with the Verbal/Written Warning form for progressive discipline after findings
- Use the Termination form if investigation results warrant separation
- Maintain consistent, defensible documentation for legal compliance
Ready to add Investigation Reports?
Investigation Reports are included with Professional and Premium plans, or available as an à la carte add-on. See what works for your operation.