Incident Investigation Draft

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Organise recorded facts, evidence, chronology, hypotheses, actions and approvals without determining final cause.

This Word template contains prepared headings, tables, project fields and completion notes. Add your information, review the completed document and remove the notes before issue.

Prepare project brief

The form prepares a separate brief; it does not fill the Word or Excel file.

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Incident Investigation Draft · Document preview — Selected page preview · DOCX

Learning

How to use this template

When you need it

Use this draft after an incident has been reported and the authorized investigation process is established. Build it from preserved records and attributable accounts while evidence is collected, reviewed and distinguished from early hypotheses.

What it helps you decide

It organizes a defensible chronology and makes uncertainty visible. Investigators can test explanations and plan further enquiries without prematurely settling on a cause or confusing an action proposal with an approved finding.

How to complete it

Confirm the investigation scope and confidentiality requirements, then assemble dated notifications, preserved records and witness accounts with their source and time information clearly identified.
Separate established facts from uncertainty or hypotheses, build the chronology and record further enquiries needed to test causal explanations against the available evidence.
Develop proposed actions for review, retain limitations and conflicting evidence, and submit findings through the appointed investigation authority before representing any cause as finally determined.

Who prepares and reviews it

The appointed investigation lead coordinates evidence holders, witnesses and relevant technical or HSE specialists. Authorized reviewers assess conclusions; confidentiality, notification and approval responsibilities follow the actual investigation mandate and applicable arrangements.

A mistake to avoid

Do not rewrite witness accounts into a single certain narrative when evidence conflicts; preserve provenance and uncertainty so the investigation can test competing explanations.

Illustrative example

Illustrative example: equipment stops unexpectedly during a lifting operation. The draft records the event sequence, operator account and available equipment information without assigning blame. Investigators identify missing technical evidence and commission its review before determining causes and recommending approved corrective actions.

Explore the wider topic

Document contents

Incident facts
Evidence review
Causal analysis
Actions and review
Project records
Preparation, review and approval

Required inputs

Actual incident notifications and preserved records
Witness accounts with provenance
Investigation authority and confidentiality requirements

Practical tools.
Professional judgment.

Confirm the adopted edition, local amendments, National Annex where relevant, and contract requirements.