Template

Incident and Investigation Form

by Tiffany Argent, from the Community

10+

This comprehensive incident and investigation form standardizes workplace reporting from initial incident capture to closure. It guides teams to record time and location, people involved, injury type and body part, PPE requirements and compliance, immediate response, first aid, witness statements, and any available CCTV. It covers environmental and utility incidents, references RIDDOR reporting, and supports structured investigations using 5 Whys or Ishikawa to identify direct and root causes. The template prompts corrective and preventive actions, assigns responsibilities, tracks completion evidence, and requires sign-offs. Designed for warehouse, yard, office, and offsite logistics operations.

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
Culligan Incident and Investigation Form
Use this combined accident and investigation form to log incidents across warehouses, manufacturing and logistics. Record incident details, persons involved, injuries and body part, PPE, first aid, witnesses, environmental conditions, and RIDDOR. Guide root cause analysis with 5 Whys or Ishikawa and assign corrective actions, sign offs and follow up to prevent recurrence.
by Tiffany Argent, from the Community
Downloads: 10+
Get
Template
Incident Investigation Report Template
This comprehensive incident investigation report template helps teams capture the facts, evidence, and outcomes of workplace incidents from start to finish. Record incident details and timelines, document weather conditions, log evidence with photos, and track vehicles, equipment, damages, and other items. Capture people involved, witness statements and signatures, and detailed injury information including type and affected body parts. Conduct a structured root cause analysis using contributing factors and five whys to identify underlying causes and likelihood of recurrence. Plan and verify corrective actions and recommendations, then finalize with investigator and reviewer sign-offs and follow-up assignments. Ideal for construction and field operations seeking a thorough, repeatable approach to incident documentation and prevention.
by Mark Baylis, from the Community
Downloads: 10+
Get
Template
Incident Report: First Response and Investigation
Use this incident report template to capture first response details and conduct thorough investigations. Document incident type, date and time, location, supervisors, and environmental conditions. Attach and log evidence, vehicles, equipment, damages, and other items. Record people involved, statements, injuries, affected body parts, and causes. Add corrective actions and follow-up tasks, then sign off to close the report. Ideal for fast, accurate incident documentation and compliance across worksites.
by Maria Nilsen, from the Community
Downloads: 10+
Get
Template
Incident Investigation Form
This incident investigation form helps supervisors and managers document workplace incidents the same day they occur. Capture incident type, department, location, date and time, witness details, and photos. Assess injury details including body part affected and nature of injury or illness. Identify causal and basic causes, perform a 5 Why root cause analysis, and note immediate corrective actions. Record OSHA classification, property damage, near misses, and high-potential events to support compliance and continuous improvement.
by Tyler Bonzo, from the Community
Downloads: 0
Get

Incident and Investigation Form

About author

You might also like

Culligan Incident and Investigation Form

Incident Investigation Report Template

Incident Report: First Response and Investigation

Incident Investigation Form

You might also like

Culligan Incident and Investigation Form

Incident Investigation Report Template

Incident Report: First Response and Investigation

Incident Investigation Form