An investigation interview tracker provides a case-level view of interviews without replacing the detailed interview record. It can show who needs to be contacted, what has been scheduled, what is complete and where follow-up remains.
Useful fields
Consider person or role, relevance, contact status, scheduled date, completion date, interviewer, interview status, related issues and follow-up.
Separate scheduling from interview notes
The tracker manages workflow. Detailed questions, responses and notes belong in the appropriate interview documentation.
Make follow-up visible
If an interview identifies another contact, record or unresolved question, move that work into the relevant lead or action tracker.
Keep contact attempts
Recording unsuccessful attempts can prevent duplicate effort and clarify why an interview remains pending.
See the CaseWorks Interview Planning & Contact Log for dedicated interview organization.
General organizational tools only; not official forms or legal advice.