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ClearRock resource Digital download

Investigation and ER Pack

  • ✓ Step-by-step 46-page investigation toolkit.
  • ✓ Terms of reference and investigation plan templates.
  • ✓ Evidence log and case chronology templates.
  • ✓ Investigation interview invitation letters.
  • ✓ Interview questions and meeting-note templates.
  • ✓ Witness statement and evidence review templates.
  • ✓ Findings and investigation report templates.
  • ✓ Disciplinary, grievance, capability and whistleblowing policies.
  • ✓ Hearing and appeal process documents.
  • ✓ Safeguarding and DBS referral decision prompts.

Handling disciplinary, grievance or safeguarding-related investigations is one of the hardest parts of running a care service, and one of the easiest to get wrong under pressure.

The Investigation & ER Pack provides a comprehensive, ready-to-adapt system covering the journey from first concern through to outcome and appeal. It includes a 46-page toolkit, 28 editable templates and four supporting policies covering disciplinary, grievance, capability and whistleblowing.

The documents are designed around issues that arise in social care, including medication errors, missed visits, record falsification, safeguarding overlap and DBS referral decisions.

Does your situation need more than a template?

Speak to ClearRock where the matter involves significant risk, formal action, regulatory judgement or wider service improvement.

Discuss your situation