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Incident Investigation Form

This guide helps supervisors and managers capture the information that matters most after an incident, near miss, or property damage event. Keep the focus on facts, causes, and corrective actions instead of blame.

Capture the facts first

  • Who was involved
  • Date, time, and location
  • Task being performed
  • Injury type or event outcome
  • Witnesses and immediate response actions

Then identify the causes

  • Unsafe conditions
  • Unsafe acts or decision points
  • Training or procedure gaps
  • Equipment or maintenance issues
  • Supervision or communication breakdowns

Corrective action fields

  • Immediate containment actions
  • Longer-term corrective actions
  • Responsible person
  • Due date
  • Verification of completion

Need help applying this at your site?

SAFEPATH can help turn this resource into a real process, form, or training tool for your operation.