Accident Investigation Template
An editable investigation record that helps establish what happened, understand underlying causes and confirm that corrective actions work.
Prepared by Morgan Compliance Group · Published 23 October 2026 · Updated 23 October 2026
Who it's for
Employers, managers and investigators reviewing accidents, incidents and near misses.
How to complete it
- Record the incident reference, summary, people involved and links to the original accident report.
- Identify the investigation team and gather statements, photographs, documents and equipment evidence.
- Build a factual timeline of events and distinguish immediate causes from underlying conditions.
- Use the Five whys questions and examine management, design, supervision, training and work systems to identify root causes.
- Assign corrective actions, completion dates and effectiveness checks, then share lessons and obtain manager approval.
Investigate to prevent recurrence, not to blame individuals. Look beyond the immediate cause, establish why it was possible and check that preventive actions have actually worked.
Start with your Accident and Incident Report Form and check potential reporting obligations using the RIDDOR Decision Helper.
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This resource is general guidance. Adapt it to your own business, activities and risks.
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We can complete or tailor this for your business, so it reflects how you actually work and stands up to an assessor.
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