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Investigation report form

£7
Word count
Template words
451
Reading time
Reading time
5 mins

A structured investigation report form template to record findings, evidence, and outcomes from workplace investigations consistently.

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What is an Investigation report form?

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.

Applicable legal jurisdictions
In which jurisdictions can this form be used?
Great Britain & NI (United Kingdom), Worldwide

Sequence

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Investigation report form template
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Timings

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

Investigation report

Introduction

Investigation authorised by:

(name and role)

  

Investigator:

(name and role)

  
Date investigation began:  

Terms of reference:

(include if they were amended and how)

  

Background to the investigation:

(Brief overview of the matter)

  

Process of investigation

The investigation process:

(List all evidence collected)

  

Evidence collected:

(name and role)

  

Evidence not collected:

(List all evidence that could not be collected and why)

  

Persons interviewed:

(List all people interviewed)

  

Persons not interviewed:

(List any witnesses that could not be interviewed and why)

  

Anonymised statements:

(If any, explain why and provide details of any enquiries into witness)

  

The investigation findings

Summary of written and physical evidence:

(name and summarise each document contained, set out how the evidence supported or did not support your findings and why)

  

Summary of witness evidence:

(name and summarise each witness statement, quote from statement where relevant, set out how the witness statement supported or did not support your findings and why)

  

Facts established:

(detail what the investigation has established)

  

Facts that could not be established:

(detail any part of the investigation that was inconclusive)

  

Mitigating factors:

(detail if there were any mitigating factors uncovered that are relevant to the investigation)

  

Other relevant information:

(detail any other information that is relevant to the matter)

  

Conclusion (if required)

Recommendation: Formal action | Informal action | No action required

Further details on recommendation:

(such as the type of action suggested for example, formal disciplinary meeting, and if there are any other recommendations related to the matter. In disciplinary matters, the investigator should not recommend a possible sanction. This should only be considered at a disciplinary hearing)

  

Supporting documents

List all documents collected as part of investigation and included in report:  
Date:  

 

Investigator's signature:  
Date:  

Version: [1.0]

Issue date: [date]

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investigation report form