Investigation Checklist
Table of Contents
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
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Views: 44
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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.