Template

Accident Investigation Guidance

by Werner De Klerk, from the Community

This accident investigation guidance helps teams document workplace incidents accurately, analyze root causes, and implement corrective actions to prevent recurrence. It outlines when and how to investigate, roles and responsibilities for QSHE and site leaders, and the documents to collect, including permits to work, risk assessments, method statements, training records, maintenance certificates, photos, and meeting minutes. It covers building a timeline, identifying immediate and underlying causes, evidence handling, report sign-off, RIDDOR considerations, and record retention. It also highlights legal privilege considerations for internal reports.

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Confirm accountability and compliance with a digital log

With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

About author

Community

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions .

Template

Accident and Incident Investigation Report Form

Use this investigation report form to document accidents and incidents thoroughly. Record event details, witnesses and evidence, injuries and first aid, authorization and training, risk assessments, environmental conditions, equipment and PPE, root causes, and corrective actions. Includes prompts for RIDDOR reporting and follow-up verification to help prevent recurrence.

by Chris Blair, from the Community

10+

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Template

SHEQ Incident and Accident Investigation

Use this SHEQ incident and accident investigation checklist to conduct thorough post-incident reviews on site. Record who, what, when, where, why, and how; build a timeline; gather evidence (photos, inductions, training, permits to work, LOLER/PUWER, RIDDOR); and assess immediate, underlying, and root causes including human, job, organizational, and equipment factors. Define short- and long-term risk controls, assign corrective actions and follow-ups, and document sign-off to support safety and regulatory compliance.

by David Johnston, from the Community

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Template

Health and Safety Investigation Report

Document workplace incidents thoroughly with this health and safety investigation report. Capture the date, investigator, location, and any relevant RIDDOR reference. Record site activity, a clear narrative of events, and the procedures in place, including training and safe systems of work. Analyze outcomes by noting immediate, underlying, and root causes. Assign remedial actions to prevent recurrence and attach photos and other evidence. This template supports structured investigations across construction and field operations and helps standardize reporting for compliance and continuous improvement.

by Dean Crowe, from the Community

10+

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Template

Accident Report Investigation Checklist

This accident investigation report checklist helps teams document workplace incidents from severity classification through root cause analysis and corrective actions. Sections cover injured person details, RIDDOR references, activity and substance involvement, and depot-specific context. It guides managers to identify underlying causes, define preventive actions, and capture evidence such as CCTV, photos, statements, training records, PPE and COSHH documentation. Includes management response and agreed actions with sign-off.

by Andy Bryant, from the Community

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Template

Accident Investigation Checklist

This accident investigation checklist helps teams document incidents thoroughly and consistently. Capture key details such as the investigation number, investigator, date, injured person, and immediate actions taken. Record site conditions with photos, precise location, equipment or vehicles involved, and CCTV availability. List documents to collect including risk assessments, training records, maintenance logs, COSHH assessments, manual handling assessments, and previous incident reports. Gather physical evidence like damaged parts, PPE, and relevant articles or substances. Use the checklist to build a clear picture of what happened, analyze root causes, and assign corrective actions to improve workplace safety and compliance.

by Mark Smith, from the Community

20+

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Template

School Accident Investigation Report Template

This school accident investigation report template helps education providers capture comprehensive incident details and support compliance. Document injured person information, location, immediate and follow-up treatment, and a clear narrative of how the accident occurred. Record evidence with photos, analyze immediate and underlying causes, and assign corrective and preventive actions. Includes RIDDOR reporting prompts and investigator sign-off to support accountability and continuous improvement in school safety.

by Adam McDowell, from the Community

20+

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Accident Investigation Guidance

About author

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