Incident Investigations
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company's health and safety policies or to substitute for specific state and federal standards. We do not
guarantee the absolute accuracy of the material contained within these resources. Please refer to applicable
state and federal standards for regulatory compliance.
1
Investigation Types
Near miss
Injury / Illness
Property damage
Vehicle damage
Spill or release
2
Basic Steps
Get care for injured worker
Control media access
Secure and isolate the scene
Preserve the scene
Control hazardous conditions
Make drawings, and take many pictures
3
Basic Steps
Call EMS
Call regulatory entities as
appropriate
Call insurance carrier
Call additional contacts on your
company notification list
4
Start Investigation
Delegate one person to lead the
investigation
 Establish a strategy before
beginning
 Keep information confidential
Gather evidence
5
Start Investigation
List ambient conditions
Identify and interview employees
as soon as possible
 Get facts, not opinions
6
Investigation Kit
Incident forms
Witness cards
Instruction sheet
Disposable camera
Half-page clip board
Pen
7
Analyze and Process Data
Determine root causes
Reference applicable Job Safety
Analysis (JSA)
Make recommendations
Assign corrective / preventive actions
8
Analyze and Process Data
Prepare report
Communicate results and follow-up
Establish management accountability
for the investigation process
9
Quiz
All Questions True or False
Q: Investigation types can include
injury / illness, near miss and property
damage.
A: True
10
Quiz
All Questions True or False
Q: Basic steps for incident investigation
can include securing and isolating the
scene, preserving the scene and
controlling hazardous conditions.
A: True
11
Quiz
All Questions True or False
Q: An investigation kit will include, among
other items, incident forms.
A: True
12
Quiz
All Questions True or False
Q: Referencing an applicable Job Safety
Analysis (JSA) is not important to analyzing
and processing data for the incident
investigation.
.
A: False
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Incident Investigation- Resources
 Conducting an Accident Investigation –
online course module
 www.orosha.org/subjects/accident_investigati
on.html
 Preserving an accident scene
 AccidentScene.ppt
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LOWER INCIDENTS
No one gets hurt at work
through LOWER* incidents.
*(Limiting Oilfield Workers'
Exposures and Risks)
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Incident Investigation Guide - Texas Mutual Insurance Company