Documentation Summary

Documentation is the foundation of protecting your company from claims to government agencies and court trials. Both are revenue consuming distractions.

Documentation consists of simple notes describing what was done, when it was done and why it was done. They can be electronic or handwritten. Keep your notes in a designated file.

Remember, your notes can be subpoenaed.

Document all employee transactions, especially discipline and terminations, any exceptions to existing practices, and and precedent setting events.

This is basic. For complicated issues, open a Trouble Ticket with Help Desk HR.

Lance