An investigation contact attempt log keeps unsuccessful and successful outreach visible in one chronological record.
Useful contact-attempt fields
Consider date and time, person or organization, contact method, contact information reference, purpose, outcome, response received, next attempt date and resulting action.
Record unsuccessful attempts
No-answer, returned-message and other unsuccessful attempts can matter to the case history and prevent duplicated outreach.
Separate contact attempts from interview records
The log tracks outreach. Once an interview occurs, detailed interview information belongs in the appropriate interview record.
Capture follow-up
Schedule the next attempt or move resulting work into the action tracker so it remains visible.
See the CaseWorks Interview Planning & Contact Log.
General organizational tools only; not official forms or legal advice. Follow applicable communication, privacy and contact requirements.