Purpose
States policy goals, scope, and covered personnel so everyone understands applicability and intent.
A written policy reduces legal risk, clarifies expectations, and supports consistent incident handling across locations while promoting employee safety and organizational resilience.
Supervisors and employees rely on the policy for reporting incidents and understanding protections, while executives approve budgets and risk tolerances.
States policy goals, scope, and covered personnel so everyone understands applicability and intent.
Clear definitions for 'workplace violence', 'threat', 'harassment', and related terms to reduce ambiguity during enforcement.
Multiple reporting channels, required timelines, and protections against retaliation for reporters.
Steps for initial response, evidence preservation, interview procedures, and confidentiality safeguards.
Physical security, visitor protocols, workplace design, and behavioral training to reduce incident likelihood.
Support services, disciplinary actions, documentation, and plan revisions following an event.
| Field | Configuration |
|---|---|
| Signer Order | Sequential routing: Author > HR > Executive approver |
| Authentication | Email + optional SMS code for higher assurance |
| Audit Trail | Enable time, IP, and action logging for every signer |
| Retention | Set automatic archival and export to legal vault |
Ensure the chosen system can produce tamper-evident signed copies and supports jurisdictional compliance needs such as HIPAA or 21 CFR Part 11 when required.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day trial | Paid only | Paid only | Paid only | Paid only |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
Require immediate reporting or within 24–72 hours of incident discovery
Conduct initial safety assessment within 24 hours
Complete formal investigation within 7–30 days depending on complexity
Communicate outcomes within 14 days of investigation completion
Preserve incident files per retention policy and legal requirements
Assemble stakeholders, draft text, and map reporting channels.
Have counsel review and adjust for federal and state obligations.
Deliver employee training and manager-specific instruction.
Evaluate and update policy annually or after major incidents.
A hospital implemented a zero-tolerance policy and panic-button protocol
A retail chain required nightly cash handling controls and staff training
As the ultimate authority, the CEO or equivalent executive typically approves the final policy language and budget for implementation and enforcement.
HR usually completes and signs operational acknowledgments, oversees distribution, manages training records, and enforces reporting and disciplinary provisions.