Template

Site Review and Investigation Report

by Mark Stebbings, from the Community

Use this site review and investigation report template to document installations, incidents, or complaints in a structured, defensible way. Record client and location details, equipment information (models and serial numbers), incident or accident summaries, observations and notes, and attach relevant photographs. Define follow up works, assign responsibilities, and summarise findings to reach a clear conclusion. Ideal for audits, field service visits, and safety investigations across industries.

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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
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
Downloads: 10+
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Template
Investigation Report Template
An investigation report template aims to help investigators ensure a timely, complete and accurate investigation of an allegation or complaint. Streamline evidence collection and investigation reporting with the use of this template. Begin by providing general information on the subject, record the complaint summary and document physical evidence and investigative interviews. Reach a conclusion and complete the investigation report with digital signatures.
by SafetyCulture
Downloads: 5,000+
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Template
Accident and Incident Investigation Report
This accident and incident investigation report template helps teams document workplace incidents thoroughly and consistently. Capture site details, principal contractor and employer information, timelines, supervision details, and whether a risk assessment was completed. Record the nature of the incident, causes and contributing factors, severity, notifications to HSE or client, and the injured party’s status. Include statements from the injured party and witnesses, medical treatment information, and both short- and long-term corrective actions. Attach photos, drawings, and training records, and finalize with investigation conclusions and required sign-offs.
by Graham Plumbe, from the Community
Downloads: 0
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Template
Accident Investigation
This accident investigation template guides teams through documenting an incident from start to finish. Capture site details, date and time, background and sequence of events, injuries and affected body areas, and any property damage with supporting photographs. Record witness statements and note observations such as training gaps, inadequate guarding, lack of PPE, or faulty equipment. Identify root causes, define conclusions, and assign corrective and preventive actions, including follow up verification or safety alerts. Use this structured checklist to improve workplace safety and prevent recurrence.
by Chris Newton, from the Community
Downloads: 1,000+
Get

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+

Get

Template

Investigation Report Template

An investigation report template aims to help investigators ensure a timely, complete and accurate investigation of an allegation or complaint. Streamline evidence collection and investigation reporting with the use of this template. Begin by providing general information on the subject, record the complaint summary and document physical evidence and investigative interviews. Reach a conclusion and complete the investigation report with digital signatures.

by SafetyCulture

5,000+

Get

Template

Accident and Incident Investigation Report

This accident and incident investigation report template helps teams document workplace incidents thoroughly and consistently. Capture site details, principal contractor and employer information, timelines, supervision details, and whether a risk assessment was completed. Record the nature of the incident, causes and contributing factors, severity, notifications to HSE or client, and the injured party’s status. Include statements from the injured party and witnesses, medical treatment information, and both short- and long-term corrective actions. Attach photos, drawings, and training records, and finalize with investigation conclusions and required sign-offs.

by Graham Plumbe, from the Community

Get

Template

Accident Investigation

This accident investigation template guides teams through documenting an incident from start to finish. Capture site details, date and time, background and sequence of events, injuries and affected body areas, and any property damage with supporting photographs. Record witness statements and note observations such as training gaps, inadequate guarding, lack of PPE, or faulty equipment. Identify root causes, define conclusions, and assign corrective and preventive actions, including follow up verification or safety alerts. Use this structured checklist to improve workplace safety and prevent recurrence.

by Chris Newton, from the Community

1,000+

Get

Site Review and Investigation Report

About author

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