Template

Incident and Accident Investigation Checklist

by Peter Stewart, from the Community

10+

This free incident and accident investigation checklist helps health and safety leads capture essential details after an event. Record incident type, time and reference, injured person details, body part affected, tasks being performed, training and risk assessment status, and a narrative of what happened. Gather photos and witness statements with signatures. Document on-site first aid and follow-up treatment. Identify root causes and contributing factors such as PPE, training, behavior, or housekeeping. Plan corrective and preventive actions, assign owners, and set timelines. Support RIDDOR reporting with fields for report number and outcomes, then finalize with authorization signatures.

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

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
Incident and Accident Investigation Template
This incident and accident investigation template helps teams document workplace incidents thoroughly. Capture investigation details, incident type, injured person information, date and time, and affected body parts. Record tasks being performed, training status, a detailed narrative of events, images, and all witnesses. Track medical treatment and outcomes, including first aid provided and follow-up care. Gather signed witness statements. Identify causes and contributing factors such as machine or electrical faults, PPE use, training, and housekeeping. Plan immediate corrective actions and longer term preventive measures, assign ownership and timelines, and note reportability and time off. Conclude with results, damaged equipment, and authorizations.
by Ed Coleman, from the Community
Downloads: 10+
Get
Template
FSG Incident/Accident Investigation Template
This FSG Incident/Accident Investigation template helps safety leads document workplace events thoroughly. Capture investigation leadership, incident details, injury types and severity, tasks being performed, and Worksafe notification. Record medical treatment, witness statements with confirmations, and timelines. Identify causes and contributing factors such as PPE failure, training gaps, or poor housekeeping. Plan immediate corrective steps and preventive actions, then complete reporting, results, and authorisations. Designed to support compliant, consistent investigations and safer worksites.
by Daniel Gray, from the Community
Downloads: 0
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
Downloads: 0
Get
Template
Incident Investigation Template
This incident investigation template helps teams document what happened after a workplace incident or near miss. Record key details about the person involved, tasks being performed, and immediate events. Capture photo evidence of the scene, damaged equipment, and surroundings. Identify immediate and root causes, note contributing factors such as weather, lighting, uneven ground, or security breaches, and attach statements. Create and assign corrective actions with due dates and owners, and finalize with supervisor and site sign-off. Ideal for construction sites and other high-risk operations to improve safety, security, and compliance.
by Summer Jenkins, from the Community
Downloads: 10+
Get

Incident and Accident Investigation Checklist

About author

You might also like

Incident and Accident Investigation Template

FSG Incident/Accident Investigation Template

Accident and Incident Investigation Report

Incident Investigation Template

You might also like

Incident and Accident Investigation Template

FSG Incident/Accident Investigation Template

Accident and Incident Investigation Report

Incident Investigation Template