I would document in the individuals notes, that a discussion had taken place
with the manager, and that an email regarding the situation during the
discussion had been sent to your manager/HR, and put a copy of your details
of the event, on an email to your manager and HR, to record the events for
future referrence if required.
Cath Farrimond
----- Original Message -----
From: "Sharon Naylor" <[log in to unmask]>
To: <[log in to unmask]>
Sent: Wednesday, July 23, 2014 7:16 AM
Subject: [OCC-HEALTH] Where to document?
> Interesting discussion on phone last night.
>
> Individual gets referred by managers manager, citing work related stress,
> duly seen by oha and man cites problem to be working relationship with
> manager. All normal recommendations made.
>
> The man's manager then asks for meeting with oh to "clarify process".
> During that meeting he talks about the individual and his behaviour at
> work but also gets fairly stroppy and aggressive with oha to the point
> that it needs documenting but formal complaint has been decided against.
>
> So what gets documented in whose notes?
>
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