Incident Investigation & Root Cause Checklist [FREE PDF]

Safety investigators use this checklist per OSHA 29 CFR 1904 recordkeeping requirements and ANSI/ASSP Z10 incident investigation best practices for workplace incident root cause analysis.

  • Industry: General / All Industries
  • Frequency: Per Incident
  • Estimated Time: 20-25 minutes
  • Role: Safety Investigator
  • Total Items: 8
  • Compliance: OSHA 29 CFR 1904, ANSI/ASSP Z10

Scene Documentation & Interviews

Secure and document the incident scene.

  • Has the incident scene been secured and preserved for investigation?
  • Are photographs and measurements of the scene documented?
  • Have witnesses been identified and interviewed separately within 24 hours?
  • Scene documentation notes

Root Cause & Corrective Actions

Determine root cause and implement corrective actions.

  • Has the root cause (not just immediate cause) been determined using systematic analysis?
  • Are corrective actions identified addressing root cause using hierarchy of controls?
  • Has the incident been evaluated for OSHA recordability and reported if required?
  • Root cause notes

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Why Use This Incident Investigation & Root Cause Checklist [FREE PDF]?

This incident investigation & root cause checklist [free pdf] helps general / all industries teams maintain compliance and operational excellence. Designed for safety investigator professionals, this checklist covers 8 critical inspection points across 2 sections. Recommended frequency: per incident.

Ensures compliance with OSHA 29 CFR 1904, ANSI/ASSP Z10. Regulatory-aligned for audit readiness and inspection documentation.

Frequently Asked Questions

What does the Incident Investigation & Root Cause Checklist [FREE PDF] cover?

This checklist covers 8 inspection items across 2 sections: Scene Documentation & Interviews, Root Cause & Corrective Actions. It is designed for general / all industries operations and compliance.

How often should this checklist be completed?

This checklist should be completed per incident. Each completion takes approximately 20-25 minutes.

Who should use this Incident Investigation & Root Cause Checklist [FREE PDF]?

This checklist is designed for Safety Investigator professionals in the general / all industries industry. It can be used for self-assessments, team audits, and regulatory compliance documentation.

Can I download this checklist as a PDF?

Yes, this checklist is available as a free PDF download. You can also use it digitally in the POPProbe mobile app for real-time data capture, photo documentation, and automatic reporting.

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