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OSHA incident investigation form

OSHA incident investigation form

Ensure compliance with OSHA standards using this detailed incident investigation form. It guides you through documenting incidents and identifying root causes. Use this form to improve safety practices and regulatory compliance.

Use this template
or download pdf
OSHA incident investigation form

Ensure compliance with OSHA standards using this detailed incident investigation form. It guides you through documenting incidents and identifying root causes. Use this form to improve safety practices and regulatory compliance.

Use this template
or download pdf

About the OSHA incident investigation form

The OSHA incident investigation form template is designed to help you systematically document and analyze workplace incidents. This template serves you by organizing key information into structured sections, such as incident details, contributing factors, and corrective actions. 

The template includes sections for capturing essential details like date, time, location, and individuals involved, providing a clear context for the incident. It also prompts you to analyze contributing factors, helping you uncover underlying issues that may have led to the incident. Additionally, the form guides you in developing corrective actions, ensuring that all necessary steps are documented and tracked.

Using this incident investigation form template helps you maintain compliance with safety regulations, improve workplace safety, and prevent future incidents. By integrating this template into your safety management processes, you can also enhance documentation accuracy and support continuous improvement efforts.

Key elements of an OSHA incident investigation form template

Understanding the key elements of an OSHA incident investigation form template is crucial for conducting thorough and effective investigations. Here are the essential components you should include:

  • Incident description: This section captures detailed information about the incident, including the date, time, location, and individuals involved. By documenting these details, you create a comprehensive record that helps establish the context and scope of the incident, which is vital for OSHA compliance.
  • Sequence of events: Provide a chronological account of what happened before, during, and after the incident. This narrative helps identify contributing factors and potential causes, laying the groundwork for a thorough OSHA-compliant analysis.
  • Root cause analysis: This component focuses on identifying the underlying reasons for the incident. By determining root causes, you can develop targeted corrective actions to prevent recurrence and enhance overall workplace safety, aligning with OSHA standards.
  • Corrective actions and follow-up: Detail the steps taken to address the incident and prevent future occurrences. This section ensures that all necessary actions are documented and tracked, promoting accountability and continuous improvement in line with OSHA requirements.

By incorporating these elements into your OSHA incident investigation form template, you can create a comprehensive tool that enhances safety, ensures compliance, and optimizes your incident management processes.

Best practices for using an OSHA incident investigation form template

To maximize the effectiveness of your OSHA incident investigation form template, consider these best practices. Ensure thorough and accurate documentation while capturing all relevant details promptly after an incident occurs. This helps preserve crucial information and provides a clear basis for analysis.

Regularly update the template to reflect any changes in OSHA regulations or your organizational requirements, ensuring it remains relevant and comprehensive. Encourage open communication and collaboration among your team members during the investigation process to gain diverse perspectives and insights.

Train your staff on the importance of using the template consistently and accurately. Regular training sessions can reinforce best practices and address any challenges your team might face. Finally, review completed forms periodically to identify patterns or recurring issues, allowing you to address them proactively and enhance overall safety and compliance.

Improve incident reporting with Lumiform 

Streamline your incident investigation process with the OSHA incident investigation form on Lumiform. Download the form or start using it in the Lumiform app to ensure compliance, improve safety, and reduce risks in your workplace. Get started today! 

Related categories

  • Health and safety management templates
  • General templates
  • Incident management templates
Preview of the template
Page 1
Incident Details
Date of Incident
Location of Incident
Section
Incident Description
Injured/Affected Persons
Name of Injured/Affected Person
Job Title
Nature of Injury/Illness
Body Part Affected
Treatment Provided
Incident Investigation
Immediate Cause
Root Cause
Corrective Actions Taken
Preventive Measures
Reporting Information
Reported To
Report Date
Signature

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Related resources

Access a complete set of resources aimed at maximizing safety, quality, and operational excellence, including detailed guides, related templates, and real-world use cases.

Topic guides

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Frequently asked questions

How does an OSHA incident investigation form help improve workplace safety?

An OSHA incident investigation form helps improve workplace safety by providing a structured framework to document and analyze incidents. It identifies root causes and contributing factors, enabling you to implement corrective actions that prevent future occurrences and enhance overall safety.

What should I do if an incident occurs at my workplace?

If an incident occurs, ensure the immediate safety of everyone involved, then document the incident using an OSHA incident investigation form. Gather all relevant details and collaborate with your team to analyze the causes and develop corrective actions to prevent similar incidents in the future.

Why is it important to regularly review incident investigation forms?

Regularly reviewing incident investigation forms is important because it helps identify patterns or recurring issues. This proactive approach allows you to address underlying problems, improve safety protocols, and enhance compliance with OSHA regulations, ultimately reducing the risk of future incidents.

How can I ensure my team effectively uses the OSHA incident investigation form?

To ensure effective use, provide comprehensive training on the form and its importance. Encourage open communication and feedback to address any challenges, and regularly review the process to reinforce best practices and maintain high safety standards.


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.
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