An investigation interview schedule gives a case-level view of upcoming and completed interviews while keeping detailed interview records separate.
Useful schedule fields
Consider person or role, relevance, contact status, scheduled date and time, interviewer, location or method, completion status and follow-up.
Track contact status separately
A person identified for interview may not yet have been contacted or scheduled. Distinguishing these states makes pending work clearer. The Contact Attempt Log can preserve unsuccessful and successful outreach.
Connect preparation to the case record
Reference relevant chronology entries, records and unresolved questions when preparing interview topics. Use the Interview Question Planner for topic and question preparation.
Capture resulting follow-up
New records, contacts and leads identified during interviews should move into their appropriate trackers. The Interview Summary Template provides a related post-interview structure.
See the CaseWorks Interview Planning & Contact Log.
General organizational tools only; not official forms or legal advice. Follow applicable interview requirements.