A fact-first guide

How to Document & Report

A calm, practical structure for preserving what happened and preparing a useful record for the people who may need to review it.

When an incident matters, a clear record can make the next conversation more useful. Start with what you know, preserve original material, and keep later follow-up connected to the same timeline.

This guide is an organizational aid. It is not an emergency service or a substitute for an official school, district, union, law-enforcement, or legal process.

Step 01

Act while details are fresh

Record the date, time, location, participants, and what happened as soon as practical.

Step 02

Separate fact from interpretation

Label what you directly saw or heard, what someone else reported, and what you believe it may mean.

Step 03

Use exact language

When wording matters, quote it accurately. Do not improve, summarize, or intensify a statement after the fact.

Step 04

Preserve original material

Keep emails, messages, screenshots, photographs, links, assignments, and handouts in their original form when possible.

Step 05

Identify people and roles

Note the names and titles of participants, witnesses, administrators, and anyone contacted afterward.

Step 06

Build one dated timeline

Keep the incident, follow-up conversations, responses, and later developments in chronological order.

Step 07

Record requested action

Write down what you asked the institution or individual to do and the date by which a response was promised.

Step 08

Protect private information

Store sensitive student, personnel, and contact information securely and share it only with people who need it.

Step 09

Choose the right channel

Decide whether the record belongs with school leadership, an official complaint process, professional counsel, law enforcement, or JewTLA’s advocacy intake.

Ready to share the record?

Use the private JewTLA incident intake for advocacy and appropriate follow-up.

Open the incident report →