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Incident Investigation Form Template for Canada

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Key Requirements PROMPT example:

Incident Investigation Form

"I need an Incident Investigation Form for a large manufacturing facility that complies with Ontario regulations and includes detailed sections for machinery-related incidents, with specific focus on root cause analysis and corrective action tracking."

Document background
The Incident Investigation Form is a crucial document required under Canadian occupational health and safety legislation for documenting and investigating workplace incidents, accidents, and near-misses. This form must be completed whenever a reportable incident occurs in the workplace, as defined by federal and provincial regulations. It captures essential information about the incident, including circumstances, root causes, witness statements, and corrective actions. The document helps organizations maintain compliance with the Canada Labour Code and provincial OHS requirements while providing a systematic approach to preventing future incidents. The form serves multiple purposes: legal documentation, risk management tool, and continuous improvement mechanism.
Suggested Sections

1. Incident Identification: Basic information including date, time, location, and type of incident

2. Incident Description: Detailed narrative of what occurred, including sequence of events

3. Affected Parties: Information about individuals involved, injured, or affected by the incident

4. Immediate Actions Taken: Description of emergency response and immediate measures taken after the incident

5. Investigation Details: Investigation methodology, evidence collected, interviews conducted

6. Root Cause Analysis: Identification and analysis of direct and underlying causes

7. Contributing Factors: Environmental, human, organizational, and equipment factors that contributed to the incident

8. Corrective Actions: Recommended and implemented measures to prevent recurrence

9. Investigation Team: Names and roles of individuals conducting the investigation

10. Sign-off Section: Approval signatures from relevant authorities and investigation team members

Optional Sections

1. Environmental Impact Assessment: For incidents involving environmental releases or impacts

2. Equipment/Property Damage Assessment: Detailed evaluation of damage to equipment or property when applicable

3. Regulatory Reporting Requirements: Documentation of notifications to relevant authorities when required

4. Cost Analysis: Assessment of financial impact when relevant to investigation scope

5. Worker's Compensation Details: For incidents involving worker injury requiring WCB reporting

6. Union Representative Statement: For unionized workplaces where union involvement is required

7. Third-Party Involvement: When contractors, visitors, or public are involved in the incident

Suggested Schedules

1. Witness Statements: Collected testimonies and interviews from witnesses

2. Photo Documentation: Photographs, diagrams, or sketches of the incident scene

3. Risk Assessment Matrix: Tool for evaluating the risk level of similar future incidents

4. Investigation Timeline: Detailed chronological breakdown of events

5. Equipment Inspection Reports: Technical reports related to equipment involved in the incident

6. Training Records: Relevant training documentation for involved parties

7. Incident Scene Diagram: Detailed layout and marking of the incident location

8. Follow-up Action Log: Tracking sheet for implementing corrective actions

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok³ÉÈ˰æ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Relevant legal definitions






































Clauses
























Relevant Industries

Manufacturing

Construction

Healthcare

Mining

Transportation

Oil and Gas

Retail

Warehousing and Logistics

Food Processing

Education

Public Services

Utilities

Agriculture

Forestry

Chemical Processing

Pharmaceutical

Relevant Teams

Health and Safety

Operations

Human Resources

Risk Management

Quality Assurance

Maintenance

Production

Compliance

Environmental

Training

Security

Emergency Response

Relevant Roles

Health and Safety Manager

Safety Coordinator

Operations Manager

Site Supervisor

Human Resources Manager

Risk Management Officer

Department Manager

Shift Supervisor

Quality Assurance Manager

Maintenance Supervisor

Environmental Coordinator

Compliance Officer

Production Manager

Facility Manager

Safety Inspector

Training Coordinator

Industries







Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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