Understand when to involve others and how to document incidents effectively to support resolution and accountability.
Delegate and Document: Involving Others and Recording Details
Understand when to involve others and how to document incidents effectively to support resolution and accountability.
What you learn:
- Apply the 5 Ds of bystander intervention
- Assess risk and choose appropriate actions
- Escalate to the right channels while maintaining safety
- Support witnesses and recipients of harassment
Description:
Bystander intervention strengthens a respectful culture. This module teaches the 5 Ds framework and safe escalation practices to support colleagues who experience or witness harassment. You will practice reporting, redirecting, and de-escalation techniques in realistic settings.
By the end, you will feel prepared to act with courage and care in diverse environments, including remote and shift-based teams.
Delegation and Documentation
When safety is a concern or escalation is needed, delegate to a trusted colleague, supervisor, or HR. Document observations objectively to support follow-up while protecting confidentiality.
Steps
- Identify who is appropriate to involve (e.g., manager, HR, security).
- Record time, location, people involved, and exact statements.
- Share only necessary details with the right people.
- Follow up to ensure action is taken and tracked.
Documentation should be factual, timely, and aligned with policy.