Incident investigation form 2026

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  1. Click ‘Get Form’ to open the incident investigation form in the editor.
  2. Begin by filling out the 'Incident Information' section. Enter the date, time, day of the week, shift, and department where the incident occurred.
  3. Next, move to the 'Injured Person' section. Provide details such as name, address, age, phone number, job title, supervisor's name, and employment duration. Select the employee classification and specify the nature of injury from the provided options.
  4. In the 'Damaged Property' section, describe any property or equipment that was damaged during the incident.
  5. For 'Incident Description', detail what happened during the incident. You can attach photographs or diagrams if necessary for clarity.
  6. Complete the 'Root Cause Analysis' by checking all applicable unsafe acts, conditions, and management deficiencies that contributed to the incident.
  7. In 'Incident Analysis', explain in detail what caused the incident and assess its severity and recurrence likelihood.
  8. Finally, outline preventive actions in their respective fields along with deadlines and responsible individuals before signing off in the 'Investigation Team' section.

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The purpose of the incident report is to document the exact details of the occurrence while they are fresh in the minds of those who witnessed the event. This information may be useful in the future when dealing with liability issues stemming from the incident.
A thorough incident investigation not only determines what happened, but also how and why the incident occurred. Proper investigations should prevent similar or more disastrous incidents from occurring through recommendations to policies, procedures, personnel or equipment.
How to Write an Incident Report: A Step-by-Step Guide (with Examples) Step 1: Provide Fundamental Information. Step 2: Take Note of Any Damages and Injuries. Step 3: Identify Affected Individual(s) Step 4: Identify Witnesses and Take Their Statements. Step 5: Take Action. Step 6: Close Your Report.
A WHS incident report is an official document, generally developed as a form, to record the key details of an incident in the workplace. Incidents can take many shapes from property damage, theft or security-related issues, accidents, injuries as well as near misses.
Investigating a Worksite Incident Most importantly, it enables employers and workers to identify and implement the corrective actions necessary to prevent future incidents.

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An Incident Investigation Report documents the details of workplace accidents or near-misses, identifying the root causes to prevent future incidents. This process focuses on understanding contributing factors, not assigning blame.
In any case, a thorough, effective investigation should include the following seven points. Respond immediately. The most immediate task is to coordinate the companys emergency response. Gather information. Release the scene. Perform the analysis. Develop a report. Share the findings. Make changes.

incident investigation form template