Need a free investigation timeline template you can actually fill in? CaseWorks Digital offers a printable, fillable PDF worksheet that records when an event occurred, what happened, where the information came from, its verification status and any follow-up needed. No account or purchase required.
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What belongs in an investigation timeline?
A useful timeline separates the date an event happened from the date someone reported it. Each material entry should have a concise description, the source supporting it, a verification status and an unresolved follow-up if needed.
How to complete the free worksheet
- Identify the matter: add a case reference and the person maintaining the timeline.
- Enter events in occurrence order: use the actual event date and time if known. If uncertain, say so.
- Record the source: note which document, record or interview supports each entry.
- Keep verification visible: distinguish reported, unverified and verified information.
- Document next steps: preserve conflicting dates and assign a follow-up outside the worksheet when needed.
Example: conflicting event times
In a fictional workplace incident, a witness reports an event at 2:00 p.m. while an access log records 2:18 p.m. Preserve both claims with their sources and mark the conflict for review. Do not change an event's date or time simply to make the timeline look orderly.
When a free timeline isn't enough
The free PDF is useful for a small matter or initial review. For a reusable workflow that tracks lead ownership, status, next action and outcomes, the $15 Investigation Timeline & Lead Tracker adds a structured follow-up layer. For intake, chronology, sources, interviews, actions and review together, explore the $79 Investigation Case Management System.
Also available: the free investigation case-file checklist and the Investigation Resource Library.
Frequently asked questions
Can I type into the PDF?
Yes, the download contains fillable fields. PDF form support varies by browser and app; use a PDF viewer with form support for best results.
Does it require an email address?
No. The worksheet is available directly without registration.
Is it an official investigative form?
No. It is a general-purpose organizational resource, not legal advice or an official government form. Follow applicable organizational, legal and privacy requirements.