Post-training resources for case investigators and case managers

Congratulations on completing our case investigator or case manager workshop!

These resources will build on the knowledge and skills you obtained and are here to advise you but be aware that you are responsible for the content you send out.

If you have any feedback on the documents here, or anything that you think would be beneficial to include that is not here, contact our events team at

The following are templates referred to during the workshop that you can use for your own investigations:

ACAS (Advisory, Conciliation and Arbitration Service) also provide a set of useful templates.


The following are examples of a case investigator’s report based on the fictional scenario used during the workshop:


The following references will support your work:

Support for practitioners

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