Overview of Intake and Case Initiation

In a harassment investigation, intake is the first step. It should be objective, confidential, and timely. Record only essential information to triage the case, determine jurisdiction, and decide if an investigation is warranted. Obtain consent where appropriate and explain the process to the complainant and respondents.

Key actions include recording the initial report, identifying involved parties, and setting expectations for next steps. Ensure secure handling of information and limit access to authorized personnel. Document the date, time, and channel of the report for auditability.

Roles and Confidentiality

Clarify roles of HR, investigators, and leadership. Maintain confidentiality to protect all parties and witnesses. Share information only on a need-to-know basis and document any disclosures.