A recovery setback may follow a new activity, fall, illness, treatment change, work attempt, missed appointment, or no identified event. The file should preserve the person’s account and the medical response without assigning a cause that the records do not support. A setback entry should identify the prior baseline, date and context of change, exact […]
A workplace harassment concern is better documented through the organization’s reporting channels and dated source records than through a reconstructed account alone.
Preserve what happened
- The date, location, people involved, exact words or conduct observed, and witnesses
- Relevant messages, emails, photos, calendar entries, policies, and prior reports
- A copy of the report submitted and any response received
The EEOC’s employer reporting-system checklist describes reporting and investigation components. It does not determine whether a particular event violated a law or policy.
Source
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