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.
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.