RESPECTFUL WORKSPACE POLICY
APPENDIX B: GUIDELINES FOR WORKSPACE NOTES
The following are guidelines for complainant notes and forms.
The notes taken are intended to provide a clear and durable record of workspace occurrences that contravene workspace policies.
Since any response process will necessarily involve people who were not present “in the room” when the situation occurred, being able to bring those people up to speed is important.
HR Committee members can provide guidance during the documentation process, as some people may find it difficult to create a detailed account of their experience.
The more that is known, the better positioned SBTS will be to take appropriate action.
Notes should include:
The notes taken are intended to provide a clear and durable record of workspace occurrences that contravene workspace policies.
Since any response process will necessarily involve people who were not present “in the room” when the situation occurred, being able to bring those people up to speed is important.
HR Committee members can provide guidance during the documentation process, as some people may find it difficult to create a detailed account of their experience.
The more that is known, the better positioned SBTS will be to take appropriate action.
Notes should include:
- name of the respondent (person about whom the complaint is being made)
- details on the occurrence(s) in narrative or point form format explaining the incident and impact it had
- location, time and date of the occurrence(s)
- names of any witnesses to the occurrence(s)
- section of policy that the complainant feels has been contravened by the respondent
- form of harassment that has taken place
- preferred (if any) solution to resolving the issue
- any relevant documentation (either that the complainant has or believes to exist)