Workplace Incident Documentation Checklist

Protect yourself by keeping clear, detailed records of what happens at work.

When issues arise in the workplace, whether it’s harassment, discrimination, safety concerns, or other problems, keeping proper records can make all the difference.

Accurate documentation can strengthen your position if you need to raise concerns internally, file a complaint, or pursue legal action in the future.

Why Documentation Matters

In moments of stress or conflict, it’s easy to overlook important details. But what you record, when you record it, and how you keep those records can have a significant impact on your rights and outcomes.

Our simple checklist guides you through what to note, how to keep it organized, and why it matters.

What’s Inside

This free checklist covers:

  • What details should be included when documenting incidents or ongoing issues
  • How to record dates, times, people involved, and specific events
  • Tips for keeping your records secure and accurate over time
Workplace Incident Documentation Checklist

Note: The reference is not meant to replace the guidance of a legal representative and should not be relied upon without consulting a lawyer.