What to Document

Gather essential facts: date, time, location, parties involved, a description of conduct, impact, and any witnesses or evidence.

Quality of Evidence

Preserve originals of emails, messages, recordings, and physical items. Note how and when evidence was obtained. Avoid edits that alter the original content.

Privacy and Anonymity

Limit disclosure to those who need to know. Follow data protection laws and vendor-specific privacy requirements. Use de-identified data when appropriate.

Sample Incident Report Template

Use a consistent form with fields for involved parties, dates, locations, events, and actions taken to date.