Primarius Blog - Making a contemporaneous note

Muriel Oliver
Case Study | 27 Feb 2021

Last updated: 15 April 2021

Making a contemporaneous note simply means documenting the situation or discussion at the time.  It can be invaluable, read more about our case study about the scribbled note here and why we say if it is not in writing, it did not happen.

Important elements of a contemporaneous note:

  1. Information: document the information as quickly and succinctly as possible, either electronically or on paper.
  2. Facts: ensure you have included all the important facts we call this capturing the WWWWWH&HM
  3. The gist: ensure you have covered the gist, "vibe" and context of the discussion
  4. Date: sounds obvious but it is important to date it
  5. Sign: It is important to initial or sign it, especially if it is documented in pen & paper.

Disclaimer: This information is general in nature. So, before acting on this or any other information, it is important to seek professional advice related directly to you and your circumstances.  Should you require our assistance, contact your Primarius Team leader, or email us at


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