Title Page

  • Site

  • Date of investigation

  • Investigation carried out by

  • HBP Accident / Near Miss reference number

This form should be used to assist in investigating incidents. Please provide as much detail as possible.

1.0 PROJECT DETAILS

  • Client

  • Specify Client

  • Project name

  • Project number

  • Site Manager(s)

  • Contracts Manager

2.0 DETAILS OF INCIDENT

  • What type of incident occurred?

  • Date and time of occurrence:

  • Brief Summary (What, where, when, who & emergency measures taken)

  • Has anybody been injured?

  • Name of Injured Person(s):

  • Address:

  • DOB:

  • Employment category

  • undefined

  • Role:

  • Agency:

  • Role

  • Company

  • Trade

  • Type of Injury:

  • Part(s) affected

  • State which

  • Side of body

  • Did they require:

  • Did the injured person return to work straight after reporting the injury/receiving first aid treatment?

  • Please state amount of time lost to date

3.0 REPORTING

  • Have Client escalation procedures been followed? Date and method reported

  • Was the incident RIDDOR reportable?

  • Date reported

  • Reporting Reference Number

  • Type of RIDDOR?

  • (*H&S Lead to complete) Date reported to insurers

  • Claim Ref: (if relevant)

4.0 INVESTIGATION

  • Exact Location of occurrence, please use diagram/drawing and include photos where appropriate:

  • Please give a detailed description of what happened, attaching any relevant documents or photos

  • What task was being performed at the time? What other works were in the vicinity?

  • Did anyone else on site affect/influence the accident? If so, please give details

  • What equipment was in use, was it in good condition & appropriate for the task?

  • Was the incident related to COSHH substances? If so, please provide details

  • What PPE was being worn, was it in good condition & appropriate for the task?

  • Were there adequate safe working procedures & documentation in place and were they followed?

  • Were the people involved competent and suitable?

  • 5.0 WITNESSES
  • Were there any witnesses?

  • Name, Company

  • Statement taken? If yes, please attach notes/photos/documents

6.0 CONCLUSIONS

  • Please describe what contributed to the incident, consider the context and both immediate and underlying causes.

  • 7.0 RISK CONTROL ACTION PLAN
  • What immediate actions were taken following the incident?

  • Add additional follow up actions in this section

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.