Checklist

For-Cause Testing Checklist for Managers

Use this practical checklist when behaviour, performance, or safety indicators suggest immediate risk.

Observe and document

Record clear, factual observations with time and location. Avoid assumptions and speculative language.

Escalate through policy route

Notify the authorised manager/HR contact and follow your documented response pathway.

Protect workplace safety

Reassign or remove from safety-critical tasks if risk indicators require immediate controls.

Arrange testing promptly

Use approved collection channels and chain-of-custody controls to preserve evidence quality.

Maintain confidentiality

Limit communications to those who need to know and avoid broad team discussion of individual cases.

Complete post-case review

Log decisions, outcomes, and process improvements for future manager training and governance.

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