Template

SHEQ Incident and Accident Investigation

by David Johnston, from the Community

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.

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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
SHEQ Incident and Accident Investigation Template
This SHEQ incident and accident investigation template helps teams document who, what, when, where, why, and how; build a timeline; and capture key evidence, including photos, induction and training records, permits, LOLER and PUWER checks, COSHH documents, equipment inspections, and witness statements. Guide root cause analysis across human, job, organisational, and equipment factors. Record RIDDOR reporting, define short- and long-term corrective actions, and close with a summary and signatures.
by Donna McCullagh, from the Community
Downloads: 0
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Template
WellMax Accident and Incident Investigation Report
This WellMax accident and incident investigation report template helps teams capture complete incident details and manage a thorough investigation. Record incident date and location, conditions, injured parties, witnesses, photographs, and evidence. Classify the event including RIDDOR categories, build a clear timeline of actions, and assess root and underlying causes using basic risk factors such as design, procedures, training, tools and equipment, housekeeping, and communication. Track post incident management, corrective actions, and learnings to strengthen safety performance and compliance across worksites.
by Graham Clement, from the Community
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Template
Incident Investigation Pack
This Incident Investigation Pack helps teams capture key details after a workplace event and guide a thorough investigation. Record when and where the incident happened, who was involved, and the work being performed. Review equipment in use, site conditions, and whether activities were covered by a Safe System of Work and relevant risk assessments. Identify immediate, underlying, and root causes, then define risk controls and assign owners to prevent recurrence. The pack supports SHEQ escalation, competency checks, and document reviews, concluding with investigator sign-off.
by Jamie Kerrigan, from the Community
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Template
Accident and Incident Investigation Audit Checklist
This internal audit template guides a thorough review of your accident and incident investigation process. Confirm the presence of a formal policy and gather evidence from recent investigations, including accident records, defined responsibilities, RIDDOR reporting, witness statements, and interviews. Evaluate root cause analysis quality, risk assessment reviews, corrective and preventive actions, and investigation time frames. Assess change management effectiveness, workforce consultation, action closure, and how investigation documents are stored and controlled. Sections include additional findings and sign-off for auditor and auditee.
by Patrick O'Donnell, from the Community
Downloads: 10+
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SHEQ Incident and Accident Investigation Template

This SHEQ incident and accident investigation template helps teams document who, what, when, where, why, and how; build a timeline; and capture key evidence, including photos, induction and training records, permits, LOLER and PUWER checks, COSHH documents, equipment inspections, and witness statements. Guide root cause analysis across human, job, organisational, and equipment factors. Record RIDDOR reporting, define short- and long-term corrective actions, and close with a summary and signatures.

by Donna McCullagh, from the Community

Get

Template

WellMax Accident and Incident Investigation Report

This WellMax accident and incident investigation report template helps teams capture complete incident details and manage a thorough investigation. Record incident date and location, conditions, injured parties, witnesses, photographs, and evidence. Classify the event including RIDDOR categories, build a clear timeline of actions, and assess root and underlying causes using basic risk factors such as design, procedures, training, tools and equipment, housekeeping, and communication. Track post incident management, corrective actions, and learnings to strengthen safety performance and compliance across worksites.

by Graham Clement, from the Community

Get

Template

Incident Investigation Pack

This Incident Investigation Pack helps teams capture key details after a workplace event and guide a thorough investigation. Record when and where the incident happened, who was involved, and the work being performed. Review equipment in use, site conditions, and whether activities were covered by a Safe System of Work and relevant risk assessments. Identify immediate, underlying, and root causes, then define risk controls and assign owners to prevent recurrence. The pack supports SHEQ escalation, competency checks, and document reviews, concluding with investigator sign-off.

by Jamie Kerrigan, from the Community

Get

Template

Accident and Incident Investigation Audit Checklist

This internal audit template guides a thorough review of your accident and incident investigation process. Confirm the presence of a formal policy and gather evidence from recent investigations, including accident records, defined responsibilities, RIDDOR reporting, witness statements, and interviews. Evaluate root cause analysis quality, risk assessment reviews, corrective and preventive actions, and investigation time frames. Assess change management effectiveness, workforce consultation, action closure, and how investigation documents are stored and controlled. Sections include additional findings and sign-off for auditor and auditee.

by Patrick O'Donnell, from the Community

10+

Get

SHEQ Incident and Accident Investigation

About author

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SHEQ Incident and Accident Investigation Template

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SHEQ Incident and Accident Investigation Template

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