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Investigation Checklist
Updated On: Mar 69, 2007
Nothing substitutes for a thorough and proper investigation of the facts. This checklist will assist you in completing a good grievance investigation.
Interview grievant. Listen Carefully to his/her story.
Have grievant write his/her rebuttal to discipline (if appropriate).
Interview grievant's co-workers.
Interview witnesses and management. Get the 6 W's. Get a written, signed statement from witnesses.
Keep written records of all interviews.
Request copy of personnel file (if a disciplinary grievance).
Request any other management records needed (personnel policies, payroll records, seniority list, attendance records, etc).
Determine if the problem affects others in the workplace.
Determine if filing a grievance is the best strategy for solving the problem.
Check previous grievance settlements for precedents.
Check the experience of other stewards in similar cases.
Seek advice, if needed, from Chief Steward or Business Agent.
Review the case with the grievant.
Anticipate and prepare for management's arguments.
Outline your presentation in writing.
Inform other workers about the issue and organize support activities for the grievance, if appropriate or if it's a group grievance.
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