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Top 7 free incident investigation form templates for compliance

Top 7 free incident investigation form templates for compliance

Hero author imageBy Inioluwa Ademuwagun
•
March 18th, 2025
•
6 min read
Hero image

Table of contents

  • Incident investigation forms
    • 1. Incident investigation form
    • 2. OSHA incident investigation form
    • 3. Health and safety incident investigation report template
    • 4. Workplace incident investigation checklist
    • 5. 5 why incident investigation template
    • 6. Incident investigation form (WorkSafe QLD)
    • 7. Incident or near miss investigation form (SafeWork NSW)
  • How to create an incident investigation form template in Lumiform

Investigating incidents effectively is crucial for maintaining safety and operational excellence in any industry. An incident investigation form can be instrumental in helping you document occurrences comprehensively, identify root causes, and implement corrective actions. 

Whether you’re in manufacturing, construction, or logistics, having a structured approach to incident reporting ensures that you address issues promptly and prevent future occurrences.

An incident investigation form promotes consistency and thorough documentation, which are vital for compliance and safety audits. Without a systematic process, you risk overlooking critical details, leading to unresolved safety hazards and potential legal liabilities. 

By utilizing a well-designed form, you can streamline the investigation process, ensuring that all necessary information is captured and analyzed efficiently, ultimately enhancing workplace safety and operational reliability.

Incident investigation forms

Get the insights you need with our comprehensive list of incident investigation forms, designed to streamline your response and enhance safety protocols:

  1. Incident investigation form

    Incident investigation form
    Use this templateSee details
    The incident investigation form is designed to help you systematically document and analyze workplace incidents. This template guides you through capturing essential details such as the incident description, involved parties, and immediate actions taken. Key features include sections for root cause analysis and corrective actions, ensuring thorough investigations. Customize this form by adding specific fields relevant to your industry or workflow, while enhancing its utility for unique scenarios.
    Use this templateSee details
  2. OSHA incident investigation form

    OSHA incident investigation form
    Use this templateSee details
    The OSHA incident investigation form ensures compliance with OSHA standards by providing a structured approach to incident documentation. It includes sections for recording incident details, witness statements, and corrective measures. You can also tailor the form by incorporating industry-specific safety protocols or additional fields that align with your organization’s requirements. This customization enhances its effectiveness and relevance.
    Use this templateSee details
  3. Health and safety incident investigation report template

    Health and safety incident investigation report template
    Use this templateSee details
    This health and safety incident investigation report template is essential for maintaining a safe working environment. It facilitates detailed reporting of incidents, while focusing on health and safety compliance. Features include sections for hazard identification, risk assessment, and preventive measures. Furthermore, the template is customizable by adding company-specific safety guidelines or additional reporting criteria to ensure comprehensive coverage.
    Use this templateSee details
  4. Workplace incident investigation checklist

    Workplace incident investigation checklist
    Use this templateSee details
    The workplace incident investigation checklist helps ensure no detail is overlooked during an investigation. This template includes a comprehensive list of steps and considerations for documenting incidents effectively. Key features encompass sections for evidence collection, witness interviews, and follow-up actions. You can also tailor the checklist by adding specific tasks or criteria relevant to your workplace, ensuring a tailored fit.
    Use this templateSee details
  5. 5 why incident investigation template

    5 why incident investigation template
    Use this templateSee details
    The 5 why incident investigation template aids in identifying root causes of incidents through a structured questioning approach. This template features sections for documenting each step of the 5 why analysis, helping you uncover underlying issues. It is also customizable once you incorporating industry-specific examples or additional probing questions to enhance its applicability.
    Use this templateSee details
  6. Incident investigation form (WorkSafe QLD)

    Incident investigation form (WorkSafe QLD)
    See details
    The incident investigation form from WorkSafe QLD, Queensland’s workplace safety authority, aids thorough analysis of incidents. It includes sections for incident details, root cause analysis, and corrective actions. Customize it by adding fields or adjusting the format to suit your workflow. Use this PDF template to maintain accurate records and enhance safety. Visit the page to explore, download, and implement it effectively.
    See details
  7. Incident or near miss investigation form (SafeWork NSW)

    Incident or near miss investigation form (SafeWork NSW)
    See details
    The incident or near miss investigation form from SafeWork NSW helps analyze workplace incidents thoroughly. It includes sections for incident details, root cause analysis, and corrective actions. Customize it by adding fields or adjusting the format to fit your workflow. Use this PDF template to maintain accurate records and enhance safety. Visit the page to explore, download, and implement it effectively.
    See details

How to create an incident investigation form template in Lumiform

Creating an effective incident investigation form template in Lumiform is straightforward and can significantly enhance your team’s ability to handle incidents efficiently. Start by selecting the digital form feature, which allows you to build a customizable template accessible on mobile devices. Also, this ensures your team can report incidents promptly, no matter where they are.

Incorporate logic and action management to guide users through the form, ensuring all necessary information is captured. This feature helps in structuring the investigation process, while making it easier for users to follow and reducing the risk of missing critical details. For example, you can set up conditional fields that appear only when certain conditions are met, streamlining data collection.

Utilize data collection and analytics tools to gather comprehensive insights. By including various response types like text, photos, and QR codes, you can create a robust form while you capture all aspects of an incident. This diversity in input methods enhances the quality of the data collected, leading to more accurate analyzes and effective corrective actions.

Finally, assign roles within the app to ensure that the right people are notified and involved in the investigation process. This improves accountability and speeds up resolution times, making your incident management more efficient.


Frequently asked questions

What is an incident investigation form and why is it important?

An incident investigation form is a structured document used to record details of workplace incidents, such as accidents or near misses. It’s important because it helps identify the root causes of incidents, enabling you to implement corrective actions and prevent future occurrences. Thorough documentation also ensures compliance with safety regulations and standards.

How can I customize an incident investigation form to fit my organization’s needs?

You can customize an incident investigation form by adding or modifying fields to capture specific information relevant to your industry or organization. Consider including sections for detailed descriptions, witness statements, root cause analysis, and corrective actions. Tailoring the form to your workflow also ensures it collects all necessary data for effective incident management.

What features should I look for in a digital incident investigation form?

Look for features that enhance usability and data collection, such as mobile accessibility, logic and action management, and diverse response types (e.g., text, photos, QR codes). These features help ensure that the form is easy to use and that it captures comprehensive information, leading to more accurate analyses and effective interventions.

How does using an incident investigation form improve workplace safety?

Using an incident investigation form improves workplace safety by ensuring consistent and thorough documentation of incidents. This allows for effective analysis of root causes and the implementation of corrective measures. Regular use of such forms can also help identify patterns or recurring issues, leading to proactive safety improvements and a reduction in future incidents.

Author
Inioluwa Ademuwagun
Inioluwa is a freelance content writer with a passion for words and everything marketing. She has worked closely with B2B SaaS and e-commerce brands creating product-led content. She loves to read fiction and would describe herself as an introverted nerd who desires to travel around the world. She currently doing that with her words till she can with her eyes
Lumiform offers innovative software to streamline frontline workflows. With over 12,000 ready-to-use templates or custom digital forms, organizations can increase efficiency and automate key business processes. The platform is particularly user-friendly, offering advanced reporting capabilities and powerful logic functions that enable automated solutions for standardized workflows. Discover the transformative potential of Lumiform to optimize your frontline workflows. Learn more about the product

Related categories

  • Health and safety
  • Risk and compliance
  • General
  • Business processes
  • Incidents

Related resources

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