Course Details

Course Description

It can be a tough balancing act to document enough to meet funding requirements, yet to not keep information that could be used against a survivor who has accessed services. In this two part webinar, we will provide guidance and tools for safe ways to keep case notes and required information for reporting purposes while also minimizing potential risk for harm to survivors. Part one of the webinar will focus on record-keeping philosophies, statistics and funding requirements. Part two will break down the nuts and bolts of writing good case notes and best practices for maintaining and destroying survivors’ files.

Continuing Education Hours: 1

This training has been approved by the Criminal Justice Coordinating Council for continuing education hours for state-certified domestic violence shelters.



  1. Review the “less is best” approach to documentation.
  2. Learn trauma-informed approaches to data collection and intake.
  3. Develop best practices for case notes and documentation of services.
  4. Understand best practices and funder requirements for data retention and access.


Indended Audience

Advocates and administrative staff from domestic violence programs, as well as community partners such as FVIPs, victim assistance programs, and law enforcement.

Course Documents and Links