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transport-investigation-acas-aligned-pack

transport-investigation-acas-aligned-pack

Generates ACAS-aligned investigation invite wording, neutral question sets, and evidence logs. USE WHEN starting a driver incident investigation/interview.

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name: transport-investigation-acas-aligned-pack description: Generates ACAS-aligned investigation invite wording, neutral question sets, and evidence logs. USE WHEN starting a driver incident investigation/interview.

Investigation Pack (ACAS-aligned)

PURPOSE

Create an ACAS-aligned investigation starter pack: invite wording, neutral question plan, and evidence log structure for transport incidents and potential misconduct.

WHEN TO USE

  • “Draft an investigation invite letter for this incident and evidence list.”
  • “Create investigation questions for this driver interview, ACAS aligned.”
  • “Summarise these incident notes into a clean manager brief.” (when it feeds an investigation)

DO NOT USE WHEN…

  • Generic HR queries like “What is a fair disciplinary process?” with no case artefact needed.
  • You’re drafting outcomes/sanctions without an investigation stage.

INPUTS

  • REQUIRED:
    • Incident summary (what/when/where), parties involved, and what’s alleged/being reviewed
    • Evidence available so far (CCTV, telematics, tacho extracts, witness notes, PCN, photos)
    • Proposed meeting date window and who will chair/note-take
  • OPTIONAL:
    • Relevant internal policies (paste text), previous similar cases, union/companion info
  • EXAMPLES:
    • “Allegation: falsified manual entry on [date]. Evidence: tacho report + supervisor note.”

OUTPUTS

  • investigation-invite.md (Word-ready)
  • question-plan.md
  • evidence-log.md (Excel-ready table)
  • Success criteria:
    • Neutral tone, no assumptions of guilt
    • Includes right-to-be-accompanied wording
    • Clear evidence handling and logging

WORKFLOW

  1. Confirm this is an investigation (fact-finding), not a disciplinary hearing.
    • IF unclear → STOP AND ASK THE USER what stage they are at.
  2. Draft invite using assets/invite-letter-template.docx-ready.md.
    • Include: purpose, date/time, attendees, right-to-be-accompanied, evidence access, and contact route.
  3. Build a neutral question plan using assets/neutral-question-plan-template.md.
    • Start broad → then specifics → then mitigation/context → then closing.
  4. Create an evidence log using assets/evidence-log-template.md.
    • Include chain-of-custody fields if needed.
  5. Add ACAS alignment checks from references/acas-alignment-checklist.md.
  6. If asked to edit existing documents → ASK FIRST.

OUTPUT FORMAT

# evidence-log.md
| Ref | Evidence item | Source | Date/time captured | Who captured | Storage location | Integrity notes | Relevance | Shared with employee (Y/N, date) |
|-----|---------------|--------|-------------------|-------------|------------------|-----------------|----------|----------------------------------|

SAFETY & EDGE CASES

  • Don’t provide legal advice; keep to process and neutrality.
  • If the allegation is serious and outcomes could be dismissal, flag that HR/legal review may be required per internal governance (ask for your policy text).

EXAMPLES

  • Input: “Invite letter + questions for driver interview”
    • Output: invite + question plan + evidence log template populated with known items
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