Incident Investigation Report Template
Template for Incident Investigation Report. Customize this template for your specific needs.
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Document: Incident Investigation Report
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Version 1 • Last updated 7/29/2026
Incident Investigation Report
1. Incident Details
Date of Incident: [DD/MM/YYYY] Time of Incident: [HH:MM AM/PM] Date Reported: [DD/MM/YYYY] Time Reported: [HH:MM AM/PM] Location: [Specific site address or area, e.g., Warehouse B, Loading Dock] Weather Conditions: [e.g., Sunny, Raining, Windy]
2. People Involved
Injured Person(s):
- Name: [Full Name]
- Job Title: [Role]
- Injury/Illness Description: [Details of injury or illness]
- Part of Body Affected: [e.g., Lower back, Right hand]
- Treatment Provided: [e.g., First aid, Hospital, Ambulance]
Witnesses:
- [Full Name 1], [Role]
- [Full Name 2], [Role]
Investigator Details:
- Name: [Full Name]
- Position: [Role]
- Date of Investigation: [DD/MM/YYYY]
3. Description of Incident
Immediate Cause: [Brief description of what happened immediately before the incident, e.g., Worker slipped on oil spill]
Sequence of Events: [Describe the events leading up to, during and after the incident. Be factual and chronological.]
4. Investigation Findings
Environmental Factors: [e.g., Poor lighting, noise levels, temperature] Equipment Involved: [List tools or machinery, including serial numbers if known] Procedures in Place: [Was there a Safe Work Method Statement (SWMS) or Standard Operating Procedure (SOP)? Was it followed?] Training: [Was the worker trained for this task? When?] PPE Worn: [List what Personal Protective Equipment was being used]
5. Root Cause Analysis
Why did it happen? [Identify the direct cause, e.g., Floor was slippery] Why was the floor slippery? [Identify the contributing cause, e.g., Machine was leaking oil] Why was the machine leaking? [Identify the system failure, e.g., Maintenance schedule was not followed]
6. Immediate Actions Taken
- [Action 1, e.g., Administered first aid]
- [Action 2, e.g., Isolated the machine]
- [Action 3, e.g., Cleaned the spill]
7. Corrective Actions to Prevent Recurrence
| Action Required | By Whom | Target Date | Status |
|---|---|---|---|
| [e.g., Repair hydraulic leak] | [Name] | [DD/MM/YYYY] | [Pending/Complete] |
| [e.g., Review maintenance logs] | [Name] | [DD/MM/YYYY] | [Pending/Complete] |
| [e.g., Re-train staff on spill reporting] | [Name] | [DD/MM/YYYY] | [Pending/Complete] |
8. Sign-off
Investigator Signature: __________________________ Date: __________
Manager/PCBU Signature: __________________________ Date: __________
About this Template
Part of the Incident Investigation Report document collection
Document Type
Incident Investigation Report
A formal record used to document the details of a workplace accident, near miss or hazardous event to determine the cause and prevent future occurrences.