Lumiform
Features Solutions Resources Templates Enterprise Pricing
Select a language
Englishen
Deutschde
Françaisfr
Españoles
Português (BR)pt-BR
en
Contact salesLog in
Sign up
Back
Englishen
Deutschde
Françaisfr
Españoles
Português (BR)pt-BR
Features Solutions Resources Templates Enterprise Pricing
Free demo
Log in
en
Book a personal demoView video demoContact sales
Explore
Resource hubCentral repository for all Lumiform resourcesCustomer storiesReal-world successes and experiences with Lumiform.
Learn
Template collectionsComprehensive collections of best practice templates.Topic guidesComprehensive safety, quality, and excellence insights.LexiconDefinitions key to quality, safety, and compliance.
Support
Developer's guideTechnical documentation for developers.Help centerAssistance with onboarding and platform mastery.
Featured reads
Explore our collection of 38 free preventive maintenance checklists

Template collection

Explore our collection of 38 free preventive maintenance checklists

Start reading
Your guide to performing and documenting efficient child care observation

Topic guide

Your guide to performing and documenting efficient child care observation

Start reading
Lumiform as customer journey mapping tool in gastronomy

Success story

Lumiform as customer journey mapping tool in gastronomy

Start reading
Book a personal demoView video demoContact sales
By industry
Food and hospitalityManufacturingConstructionRetailTransport and logisticsFacility managementView all industries
By business needs
Health and safety managementQuality managementOperational excellenceRisk management and complianceView all business needs
By use case
Safety management softwareEnergy audit appForklift inspection appBuilding management softwareVehicle inspection appQMS appKaizen method appProperty inspection appRestaurant inspection appElevator management appProject management softwareFire inspection app
View all app uses
Book a personal demoView video demoContact sales
Overview
Template libraryDiscover over 12,000 free, ready-made and expert proofed templates.
Use cases
CleaningMaintenanceRisk assessmentSupply chainIncident management
Business needs
Health and safety managementQuality managementOperational excellenceRisk management and compliance
Industries
Food and hospitalityManufacturingRetailTransport and logisticsConstructionFacility management
Book a personal demoView video demoContact sales
Overview
Product overviewAll features
Capabilities
Digitize
Form builderMobile AppActions
Automate
Workflow automationApprovalsIntegrations
Transparency and accountability
ReportsAnalytics
Orchestrate
Administration
Book a personal demoView video demoContact sales
Templates
Investigation report template

Investigation report template

Discover the essential elements of an investigation report template and learn when to use it for effective incident documentation and compliance.

Use this template
or download pdf
Investigation report template

Discover the essential elements of an investigation report template and learn when to use it for effective incident documentation and compliance.

Use this template
or download pdf

About the Investigation report template

Simplify investigation reporting

  An unexpected incident can disrupt operations and pose significant risks. Our investigation report template is designed for professionals in industries like manufacturing, construction, and more, who need to document incidents thoroughly and accurately. This template helps you capture every detail systematically, ensuring comprehensive and precise reporting. Enhance your investigation process, maintain compliance, and improve safety and accountability in your operations with this essential tool.  

What to include in an investigation report template

  When an incident disrupts your operations, a well-structured investigation report is essential for uncovering the truth and preventing future issues. Capturing incident details ensures all relevant information is recorded. A thorough description provides clarity and context. Collecting evidence helps piece together the incident accurately.    Conducting a root cause analysis uncovers underlying issues. Outlining corrective actions ensures accountability and fosters continuous improvement, enhancing safety and accountability in your organization.  
  • Incident Details: Capture the essentials—date, time, location, and individuals involved. This foundational information sets the stage for a thorough investigation and ensures nothing is overlooked.
  • Incident Description: Paint a vivid picture of what transpired. Include observations, witness statements, and relevant details. A detailed description provides clarity and context, making it easier to understand the incident's nuances.
  • Evidence Collection: Gather and document all physical evidence, photos, and supporting materials. Proper evidence collection is the backbone of a solid investigation, helping you piece together the incident accurately.
  • Root Cause Analysis: Dig deep to uncover the underlying reasons for the incident. This section is crucial for understanding the "why" behind the incident and is key to preventing future occurrences. Effective root cause analysis leads to meaningful corrective actions.
  • Corrective Actions: Detail the steps taken to address and prevent recurrence of the incident. This includes both immediate responses and long-term strategies. Documenting these actions ensures accountability and fosters continuous improvement.
 

When to use an investigation report template

  Using an investigation report template is essential in various scenarios to ensure thorough and systematic documentation. When an unexpected incident occurs, such as a workplace accident, equipment malfunction, or security breach, this template helps capture all critical details efficiently.   It's particularly useful during internal audits, compliance checks, and safety inspections, where detailed and consistent reporting is crucial. You can use a template to document near-misses, quality control issues, and customer complaints. This approach enhances safety, ensures compliance, and improves accountability within your operations.  

Legal and compliance considerations

  Adhering to legal and regulatory requirements is crucial in incident reporting across various industries. Failure to comply can result in hefty fines, legal actions, and damage to your organization's reputation. Using an investigation report template helps ensure that all necessary information is captured accurately and systematically, meeting industry-specific standards and regulations.   For example, in the construction industry, documenting workplace accidents is essential for compliance with OSHA regulations. In the manufacturing sector, reporting equipment malfunctions and safety incidents is critical for maintaining ISO certification. Similarly, in healthcare, accurate incident reporting is vital for adhering to HIPAA guidelines.   A template provides a structured format that prompts you to include all required details, such as incident descriptions, evidence, witness statements, and corrective actions. This not only ensures thorough documentation but also helps in maintaining transparency and accountability. By using a template, you can streamline your reporting process, reduce the risk of non-compliance, and protect your organization from potential legal repercussions.  

Common mistakes to avoid

  Avoiding common mistakes in incident reporting can significantly enhance the effectiveness of your investigations. One major error is failing to capture all relevant details. Omitting crucial information can lead to incomplete reports and hinder the investigation process. Always ensure that every aspect of the incident is thoroughly documented.   Furthermore, you must never neglect to gather and preserve evidence. Without proper evidence, it becomes challenging to understand the incident's root cause and implement corrective actions. Ensure all physical evidence, photos, and witness statements are collected promptly.   Inconsistent reporting is also a frequent issue. Using different formats or missing sections can create confusion and reduce the report's reliability. Stick to a structured template to maintain consistency and clarity.   Lastly, overlooking follow-up actions can undermine the entire investigation. Document and track all corrective measures to ensure they are implemented effectively and prevent future incidents. By avoiding these pitfalls, you can improve your incident reporting process and enhance overall safety and accountability.

Related categories

  • Incident management templates
  • Templates for business processes
Preview of the template
Background on the Subject
What is the subject's name?
What is the subject's telephone number?
What is the subject's e-mail address?
What is the subject's job title?
Details on the Case
What type of case?
Name all involved individuals
Can you briefly explain what happened?
Where did it happen?
At what time did the incident happen?
Did you capture views and opinions from the different people involved?
Please capture any available evidence
Where there any contributing factors?
Are there any legal implications for the company?
Do you want to conduct a 5 Why analysis?
Conclusion & Further Actions
Did you gather enough information and evidence to come to a substantiated conclusion?
The investigation was...
Please list or propose further measures and actions based on the conclusion
Please name all investigators
Please sign
This template was downloaded 9 times

More templates like this

Patch Management Checklist Template
Patch Management Checklist Template
This checklist allows you to successfully test patches and install them on existing software on your company's computers.
Maintenance templates
Bed Bug Report Template
Bed Bug Report Template
Use this template to conduct bed bug inspections and to document any evidence of a bed bug infestation. The report can be used to plan containment measures.
Cleaning templates
BSCI Audit Checklist
BSCI Audit Checklist
Provide wit this BSCI audit checklist a complete assessment of your company's social compliance within the global supply chain.
Templates for business processes

This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.
Lumiform logo
Platform
HomeSign upProductAll featuresPricingEnterpriseTrust and securityCustomer success offeringsDownload the app
Solutions
IndustriesFood and hospitalityManufacturingConstructionRetailTransport and logisticsFacility management
Business needsHealth and safety managementQuality managementOperational excellenceCompliance and risk management
Uses cases
Learn
Template collectionsTopic guidesLexiconHelp centerJournalInfographicsVideos
Resources
Lumiform templatesby industryby use caseby business needAll categories
Customer storiesDeveloper APIResource hubIntegrations
Company
AboutJobsLegalBook a demoContact sales
© 2025 LumiformTerms and conditionsPrivacyData processingSitemap
App StoreGoogle play