TAM Documentation & Incident Reporting 3 — Questions and Answers
Question 1: A customer is asked to leave and later files a complaint claiming discrimination. What document BEST protects the establishment?
- A social media screenshot of the customer
- A contemporaneous incident report detailing behavior-based reasons for removal (Correct answer)
- A signed statement from the owner
- The customer's credit card receipt
Correct answer: A contemporaneous incident report detailing behavior-based reasons for removal
A contemporaneous incident report documenting observable behavior provides an objective, legal defense against discrimination claims.
Question 2: Which information should be excluded from a standard TAM incident report to protect privacy?
- Description of the patron's behavior
- Time of the incident
- Patron's Social Security number (Correct answer)
- Names of employees involved
Correct answer: Patron's Social Security number
Social Security numbers are not operationally necessary and collecting them creates unnecessary privacy and security risks.
Question 3: A TAM server calls 911 for a patron experiencing a medical emergency. What documentation step follows the call?
- No documentation is needed because it was a medical issue, not an alcohol issue
- Record the time of the call, the patron's condition observed, and the responding agency (Correct answer)
- Wait for police to file all paperwork
- Ask the patron to sign a waiver before EMS arrives
Correct answer: Record the time of the call, the patron's condition observed, and the responding agency
Documenting the timeline and observations creates a complete record that may be relevant for liability and compliance reviews.
Question 4: Staff discover a patron passed out in the restroom. After calling for assistance, the NEXT step is to:
- Leave the patron alone to avoid confrontation
- Begin documenting observations immediately while details are fresh (Correct answer)
- Delete any surveillance footage to protect privacy
- Ask the patron to sign an incident report when they wake up
Correct answer: Begin documenting observations immediately while details are fresh
Documenting while observations are fresh ensures accuracy and protects the establishment's legal standing.
Question 5: Which individual in an establishment is ultimately responsible for ensuring incident reports are completed and filed?
- The patron involved in the incident
- The newest server on duty
- The licensee or designated manager on duty (Correct answer)
- The local police department
Correct answer: The licensee or designated manager on duty
The licensee or manager on duty bears legal responsibility for compliance, including complete and accurate incident documentation.
Question 6: When multiple staff members witness the same incident, the BEST documentation practice is:
- Only the highest-ranking employee files a report
- Each witness writes a separate account to capture independent observations (Correct answer)
- Staff compare stories first and submit one unified version
- No report is needed if everyone agrees on what happened
Correct answer: Each witness writes a separate account to capture independent observations
Separate reports from each witness preserve independent observations, which are more credible and harder to challenge legally.
Question 7: A fight occurs and police arrive. A staff member's incident report should be completed:
- Only after the police report is available so it matches
- As soon as safely possible after the incident, independent of police documentation (Correct answer)
- Within 30 days if no lawsuit is filed
- Verbally communicated to the manager only
Correct answer: As soon as safely possible after the incident, independent of police documentation
Internal incident reports should be completed promptly and independently; they serve a separate purpose from police documentation.
TAM Documentation & Incident Reporting 3
A customer is asked to leave and later files a complaint claiming discrimination.
What document BEST protects the establishment?