Incident Investigation
Incident investigation with barrier-analysis root cause, corrective actions and a formal report that supports the CAT and eSocial SST. Built for operations teams, structured execution with approval gates and an audit trail.
For: Area Supervisor, Safety Technician, Safety Engineer, Safety Manager, and Area Manager teams running incident investigation
What this template includes
Process steps
- 1Report the incident and secure the area
- 2Give first aid and record those involved
- 3Collect evidence, photos and witness statements
- 4Decide whether a CAT must be issued
- 5Root cause analysis (barrier analysis)
- 6Checkpoint 1, Review of the investigation
- 7Corrective and preventive actions with owner and deadline
- 8Issue the investigation report
- 9Verify the effectiveness of the actions
Why teams use this template
Incident investigation with barrier-analysis root cause, corrective actions and a formal report that supports the CAT and eSocial SST. When this work runs through inboxes and ad-hoc spreadsheets, ownership gets fuzzy and evidence gets lost. Incident Investigation gives you a 9-step process with 1 checkpoint so nothing slips between handoffs.
Built for teams led by Area Supervisor, Safety Technician, Safety Engineer, Safety Manager, and Area Manager: every task has a named owner, every approval routes to a real role, and the run history is the audit trail your auditors actually want.
The checkpoint tasks ("Checkpoint 1, Review of the investigation") cannot be skipped, they're where the run produces evidence the next stage depends on. You start with structure instead of building it from scratch every time.
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