Workplace Investigations: The Importance of Structured and Effective Triage Processes

Workplace investigations begin with triage—the process of assessing and categorising disclosures to determine their nature and appropriate action. When done effectively, triage builds trust, ensures compliance, and sets the foundation for a successful investigation. Mishandling this step, however, can result in significant financial penalties and damage to your organisation’s reputation.

Our recent webinar explores how structured and effective triage processes can elevate workplace investigations, safeguard whistleblowers, and protect your organisation from legal and reputational risks. Offering practical insights to help organisations build robust triage systems, mitigate risks, and cultivate a culture of transparency.

Key points that we covered:

  • Whistleblowing Triage: Assessing disclosures under the Public Interest Disclosure Act of 1998.
  • Structured Triage Processes: Building confidence in your reporting system with immediate feedback.
  • Legal and Financial Repercussions: The risks of mishandling whistleblowing reports.
  • Early Triage Benefits: Building trust, identifying patterns, and involving the right stakeholders.
  • Legal Privilege in Investigations: Best practices for applying legal privilege and seeking advice.
  • Internal vs. External Investigations: Deciding the most suitable approach to maintain impartiality.

Key takeaways:

  • Structured Processes: Establish a triage system that ensures disclosures are handled effectively.
  • Immediate Feedback: Build trust with whistleblowers through prompt responses.
  • Legal Compliance: Understand your obligations to avoid penalties and protect whistleblowers.
  • Impartiality and Independence: Determine when to engage external investigators for complex cases.
  • Ongoing Communication: Maintain transparency with whistleblowers to foster trust and manage expectations.

This webinar is a must-watch for organisations seeking to strengthen their workplace investigations and whistleblowing processes. Gain practical strategies and expert advice to ensure your investigations are effective, compliant, and build trust within your organisation.

For more information see…

FREE resource: Workplace and Whistleblowing Investigations Triage Flowchart

Expert insights: From Report to Resolution Panel Discussion

Training: workplace investigation training

Training: Workplace Investigation Interviewer Techniques training

Outsourced workplace Investigations

Investigation Case Management Software