Key records include anti-harassment policies, training logs, incident reports, and decision letters. These documents demonstrate that steps have been taken to prevent harassment and address complaints.

Investigation materials cover intake records, witness statements, interview notes, evidence timelines, actions taken, and outcomes. Maintain confidentiality and proper chain of custody to support defensibility.

Training records should capture dates, attendees, and content delivered. Retention should align with regulatory expectations and internal policy requirements.

Retention, access control, and privacy considerations require data minimization and secure storage. Consider cross-border transfer rules where applicable.