Incident Investigations
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state and federal standards for regulatory compliance.
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Investigation Types
Near miss
Injury / Illness
Property damage
Vehicle damage
Spill or release
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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
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Start Investigation
Delegate one person to lead the
investigation
 Establish a strategy before
beginning
 Keep information confidential
Gather evidence
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Start Investigation
List ambient conditions
Identify and interview employees
as soon as possible
 Get facts, not opinions
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Investigation Kit
Incident forms
Witness cards
Instruction sheet
Disposable camera
Half-page clip board
Pen
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Analyze and Process Data
Determine root causes
Reference applicable Job Safety
Analysis (JSA)
Make recommendations
Assign corrective / preventive actions
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Analyze and Process Data
Prepare report
Communicate results and follow-up
Establish management accountability
for the investigation process
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Quiz
All Questions True or False
Q: Investigation types can include
injury / illness, near miss and property
damage.
A: True
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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
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Quiz
All Questions True or False
Q: An investigation kit will include, among
other items, incident forms.
A: True
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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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