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   Chapter 31. Conducting Advocacy Research >
         Section 7. Documenting Complaints >

 


Documenting Complaints

  

Tools & Checklists

Contributed by Phil Rabinowitz

Edited by Jerry Schultz

Checklist

 

Here you will find a checklist to assist you in carrying out the activities discussed in this section.

To document a complaint:

__ Determine whom you're filing the complaint with, and document accordingly.
__ Develop a plan for documentation.
__ Research all necessary background information.
__ Obtain the basic facts.
__ Describe in writing exactly what the complaint is about.
__ Describe in writing, as clearly as possible, exactly what happened for as many incidents as possible.
__ Record conversations, in exact words where possible.
__ Document the consequences of each incident or policy and/or of the overall series of incidents or policies you're complaining about.
__ Provide as much actual proof of the substance and details of your complaint as possible.
__ Present your complaint, with its documentation.

Other considerations:

__ Your documentation establishes you as a credible witness.
__ You established your concern by paying attention to and recording the details of the situation.
__ You have determined whether or not your complaint is taken seriously.
__ You have used the proper documentation so that it might make a difference as to whether or not the complaint can be acted on by a regulator or court.
__ You know how you want the complaint acted on and have the proper documentation to support that action.
__ Your documentation will protect you against libel or slander charges if you make public accusations.
__ You established the moral advantage through the use of your proof.
__ You encouraged anyone who has a complaint to document it, and did so yourself.
__ You asked experts in the field to document the situation.
__ You asked people directly affected by the actions or policies at which the complaint is directed o document the situation.
__ You asked people on the inside of the entity at which the complaint is directed to document the situation.
__ You asked community leaders or other respected individuals to document the situation.

You are documenting a complaint because:

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