Investigation Checklist
4.8/5 with 144 votes
Table of Contents
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- Incident Fact Finding
- Check who was involved in the incident.
- Determine who saw the incident.
- Determine who was working with the involved person.
- Analyse who instructed and/or assigned the job to the person.
- Determine who else was involved.
- Research who has information on events prior to the incident.
- Check who assessed the risks involved in the job.
- Determine who was responsible for implementing risk controls.
- Check who checked safety of equipment prior to work commencing.
- Determine where the incident occured.
- Analyse where the damage occured.
- Determine where the supervisor was at the time.
- Research where the witnesses were at the time.
- Incident Process Description
- Analyse how the incident occurred.
- Analyse how the injury occurred.
- Analyse the Risks
- Research how could the incident have been avoided.
- Research how could the injury have been avoided.
- Analyse how could better job design be achieved.
- Analyse how the supervisor could have prevented the incident.
- Analyse how better equipment design could help.
- Analyse if it's possible to detect systems failure before it occurs.
- Identify Corrective Actions
- Identify what could have been done instead.
- Identify how else actions could have been done instead.
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Presented by:
John F. Smith
Stats
Views
96
Views: 96
Uses
3
Uses: 3
Tasks
27
Tasks: 27
Who it's for
This Investigation Checklist is for teams that want consistent execution, less rework, and clear ownership.
- Standardize quality - run the same Investigation steps every time, regardless of who executes
- Save time - reuse a proven Investigation workflow instead of rebuilding processes from scratch
- Improve accountability - assign owners and see what's done vs. what's pending
- Onboard faster - use the Investigation checklist as the SOP and training guide
- Coordinate across roles - handoffs are clear and everyone works from the same source of truth
How to use it
How to use this Investigation Checklist:
- Start by saving it - save as a Template if you'll reuse it, or as a Checklist if it's a one-off project.
- Customize it once for your workflow - remove what doesn't apply and add your team-specific steps.
- Assign ownership and execute - set owners/due dates where needed and track completion as work happens.
- Reuse without rebuilding - when Investigation comes up again, start from your saved version and run it with clear ownership.
Rate this Checklist
5 stars
Scores 4.80 with 144 votes