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Describe the sources used (e.g., database entries, handwritten logs, interviews). 4. Findings and Analysis

Context regarding the record (e.g., date range, department). Scope: What does this report cover and what is excluded? 3. Data Collection / Methodology RECORD

Briefly explain what record was reviewed, the purpose (e.g., auditing, summarizing), key findings, and main recommendations. 2. Introduction Why is this report being written? Describe the sources used (e

Cites sources and includes supporting documents. Sample Report Template: Record Review Describe the sources used (e.g.

Sets the background, purpose, and scope of the report. Methodology: Describes how the information was gathered. Body/Findings: Presents the core data, facts, and analysis. Conclusion: Summarizes the findings and their implications. Recommendations: Actionable steps based on the findings.