Template

STM Investigation Template

10+

Use this STM investigation template to conduct fair, fact-finding meetings after workplace incidents. Document issues such as reporting failures or noncompliance, capture employee statements, identify root causes, and record signatures and investigator details. Designed for transport and logistics settings, it helps standardize investigations and support consistent outcomes.

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Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

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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

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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 Fact Finding Form

Use this incident fact finding form to standardize workplace investigations. Capture incident date, location, injured person details, injury type, damaged property, what happened, likely causes, potential severity and likelihood, and immediate and corrective actions. Record treatment provided, first aider details, and investigator sign-off to support compliance, root cause analysis, and prevention across construction sites and other operations.

by Mitch Paris, 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

Moran Pipelines Investigation Report

This pipeline investigation report template helps utility teams document incidents comprehensively and meet compliance requirements. Capture team and EUSR details, site information, investigation reasons, immediate reactions, and full evidence. Record final outcomes, corrective actions, and next steps, with acknowledgments from team members and investigator signatures. Use it to standardize investigations and improve safety performance across pipeline operations.

by sunil bagla, from the Community

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Template

Incident and Investigation Form

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.

by Tiffany Argent, from the Community

10+

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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

10+

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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

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