Workplace investigation workflow

Keep a workplace investigation from becoming a folder full of disconnected records.

WorkplaceFindings brings cases, people, allegations, interviews, evidence, tasks, findings, audit history, and reporting together in one secured Windows workflow.

Separate secured accounts · Encrypted local storage · Signed Windows installer

WorkplaceFindings Professional guided case overview using demonstration data
Actual WorkplaceFindings Professional case overview using demonstration data.
Product overview

See a guided workplace investigation take shape.

Video description

The overview demonstrates the guided case workspace and shows how people, allegations, evidence, findings, audit history, and reporting fit together in an investigation.

Case and people records

Manage cases, parties, representatives, witnesses, and relevant roles.

Allegations and interviews

Structure allegations, prepare interviews, and retain investigation notes.

Evidence intake

Import files and scanner output while retaining source and integrity information.

Tasks and findings

Track work, assess allegations, document findings, and retain correction history.

Word and PDF reporting

Generate professional reports for review and distribution.

Search and audit history

Find selected-case information and review significant activity.

One selected-case workflow

Keep the investigation record connected as the case develops.

Workplace investigations can generate allegations, interview notes, evidence, tasks, findings, and reporting material at different times. WorkplaceFindings keeps those records organized around the investigation rather than scattering them across unrelated files.

Fragmented case work

Reconcile separate records as the investigation grows

  • People, allegations, and interviews are tracked in separate documents.
  • Evidence and task status must be cross-referenced manually.
  • Finding history can become difficult to reconstruct.
  • Reporting requires assembling material from multiple locations.
WorkplaceFindings workflow

Keep the case structure and history together

  • People and allegations remain connected to the selected case.
  • Interviews, evidence, tasks, and findings stay in the same workflow.
  • Audit history preserves significant case activity.
  • Reporting works from the organized investigation record.
Application screens

Actual WorkplaceFindings screens using demonstration data.

WorkplaceFindings guided case overview
Guided case overview
WorkplaceFindings people screen
Parties and witnesses
WorkplaceFindings allegations screen
Structured allegations
WorkplaceFindings evidence screen
Evidence collection
WorkplaceFindings findings screen
Documented findings
WorkplaceFindings audit history screen
Chronological audit history

Guidance when you need it.

Guided mode explains what belongs in each stage and what may need attention next. It does not replace professional or legal judgment.

Open and scope

Record the concern, mandate, dates, confidentiality requirements, and plan.

Identify allegations and people

Separate issues and connect the relevant parties and witnesses.

Interview and collect evidence

Prepare interview topics, preserve notes, and intake relevant material.

Assess and report

Document findings, review history, and produce the report.

Free professional resources

Practical tools for workplace investigation work.

Use these resources independently or alongside WorkplaceFindings Professional. Enter your email once to unlock all Tervalum downloadable professional resources on this browser for 12 months.

First 24 Hours of a Workplace Investigation

A practical opening-stage checklist for preserving information, confirming responsibility, and creating an initial plan.

View and download

Blank Witness Statement Form

A printable two-page form for collecting a clear written account and retaining statement details.

View and download
Is WorkplaceFindings the right fit?

Built for disciplined workplace-investigation case work.

Good fit if you need

  • A guided Windows workspace for external investigators or internal investigation teams.
  • Cases, people, allegations, interviews, evidence, tasks, findings, audit history, and reporting in one selected-case workflow.
  • Encrypted local storage with separate secured application accounts on the licensed computer.

Not designed for

  • Payroll, benefits, recruiting, or broader HRIS functions.
  • An anonymous reporting hotline or intake call center.
  • Browser-based real-time cloud collaboration across multiple computers.
  • Automated legal, credibility, or allegation determinations.
Before you buy

Know how WorkplaceFindings is licensed and used.

Windows desktop software

WorkplaceFindings Professional is a Windows application for one licensed computer. Review the installation information before purchase.

One-time perpetual licence

$795 one-time for one licensed computer. Authorized users may create separate secured application accounts on that computer.

Local case storage

Working investigation records are kept in encrypted local storage. Guided Mode supports workflow but does not replace professional or legal judgment.

Buyer questions

Understand the operating model before you purchase.

Is WorkplaceFindings cloud software?

No. It is a Windows desktop application with encrypted local case storage on the licensed computer.

Can more than one investigator have an account?

Authorized users may create separate secured application accounts on the licensed computer.

Is there a subscription?

No. The licence is $795 one-time for one licensed computer.

Does Guided Mode make legal or credibility decisions?

No. Guided Mode supports workflow and prompts the investigator about case stages; it does not replace professional or legal judgment.

Can I review the software before checkout?

Yes. The product overview video and demonstration screenshots on this page show the actual guided workflow and major case screens before purchase.

Commercial licence

WorkplaceFindings Professional

$795

One-time perpetual licence for one licensed computer. Authorized users may create separate secured application accounts on that computer.

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