Separate an observation from what a source says

How can one short note distinguish what I observed from what a message said?
This article provides guidance on distinguishing your direct observations from what a source says, using a structured worksheet format. This approach is particularly helpful when documenting events for custody and visitation arrangements, ensuring clarity and accuracy of records. Each field in the worksheet helps you compartmentalize the information, making it easier to review and use later.
Worksheet
To create a clear and organized note, use the following fields:
| Direct observation | Source statement | Original source reference | Uncertainty |
|---|---|---|---|
- Direct observation: Record only what you directly saw, heard, or did. This field should be factual and specific, avoiding any personal interpretations or assumptions.
- Source statement: Note what a source says, including who or what the source is. This could be a message, email, or any other communication.
- Original source reference: Reference the original document or message that contains the source statement, using precise identifiers without revealing sensitive details.
- Uncertainty: Clearly state any uncertainties or interpretations related to your observations or the source statement. This helps in acknowledging any gaps or ambiguities.
Fictional worked example
Here is a fictional example illustrating how to fill out the worksheet:
| Direct observation | Source statement | Original source reference | Uncertainty |
|---|---|---|---|
| I picked up my child from school at 3:30 p.m. | My ex-partner said the child had a doctor's appointment. | Text message from October 15 | I do not know the time of the appointment. |
Explanation
- Direct observation: In the example, the observation is the act of picking up the child at a specific time, which is a factual event.
- Source statement: This includes the information shared by another person, in this case, the ex-partner.
- Original source reference: This refers to the specific text message that communicated the source information.
- Uncertainty: Here, the uncertainty is about the timing of the appointment, which was not directly observed.
By keeping these fields distinct, you ensure that your notes are precise and informative without mixing facts with assumptions. This structured approach helps in maintaining clear records for any future reference.
For more detailed guidance and to access the free worksheet, visit Custody Companion's factual record template.