318 Private Security and the Investigative Process, Third Edition
At the conference or personal visitation level, some formal notation should be made regarding
results. The security ofcer should be allowed to write out impressions and obligations resulting
from those discussions on a conference note form. As the investigation progresses, the security of-
cer may wish to use the same form for jotting down specic factual or legal issues as well as mental
impressions that may become a part of the greater picture.
Aside from documenting facts, circumstances, and conditions in the investigation, these forms
and documents serve another critical purpose: protecting the security rm and operative from the
accusations of professional malpractice ...