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Steps to Take After a Workplace Incident A Comprehensive Guide for Business Owners

Flowchart titled "What to Do After a Workplace Incident" with 5 steps: treat injured, report, investigate, document, and follow-up. Safety Inc logo.
Safety Incident

When a workplace incident happens, it can lead to confusion and fear among employees and management. Understanding how to respond effectively is important for safety, legal compliance, and fostering trust within your team. This guide walks business owners through essential steps to ensure a smooth and effective response after an incident.


Understanding the Importance of Immediate Response


A quick and clear response after an incident is vital. It helps manage the situation and reassures employees that their safety is the top priority. The steps in this guide are structured to provide a methodical approach to handling incidents, promoting confidence and transparency throughout the organization.





Step 1: Ensure Immediate Safety


The first priority after any incident is the safety of all employees. This may involve:


  • Moving individuals away from any danger.

  • Providing first aid to those injured.

  • Calling emergency services if anyone needs urgent medical attention.


For instance, if a chemical spill occurred in the warehouse, workers should be quickly evacuated, and safety gear should be used to handle the spill. It is essential to analyze the situation carefully to prevent similar incidents in the future. This is when being prepared counts.





Step 2: Report the Incident


Once safety of the employees and the area is assured, the next step is to report the incident appropriately. Here’s a straightforward process:


Incident Reporting Process Flowchart
Flowchart illustrating the incident reporting process, showing clear steps from reporting to follow-up.

  • Document All Details: Record important information such as the time of the incident, location, individuals involved, and a detailed description of what happened. For example, note that a pallet fell at 10:30 AM in the shipping area, involving three employees.


  • Inform the Family / Loved ones: Ensure everyone involved to contacts their families / loved ones - offer support as appropriate.


  • Inform Relevant Authorities: Depending on the situation, you may need to notify Management, Safety Committee Members, and Union representatives and/or external entities like OSHA (Occupational Safety and Health Administration) or the Ministry of Labour (MOL) within a specific timeframe, in some situations it is forthwith, often 24 hours for serious incidents. - Again this is where planning counts - who will you contact and how.


  • Complete an Incident Report: Begin to fill out a formal incident report to create a permanent record. This will be important for future evaluations.





Step 3: Gather Evidence


After everyone has been taken care of and the area has been made safe and the incident is reported, gathering evidence is critical to understanding what happened and how you can avoid any reoccurrence. This may include:


  • Photographing the scene to document conditions.

  • Collecting eyewitness statements to capture different perspectives.

  • Reviewing surveillance footage that may provide additional insight.


Ensure all evidence is time-stamped and well-documented. For instance, if a slip and fall occurred, images showing wet floors and witness accounts will be essential during the investigation and review.




Step 4: Conduct an Investigation


Conduct a thorough investigation to determine the apparent and root cause(s) of the incident. The investigation team should be formed based on the actual / potential severity of the incident.


Most incidents are investigated by the department supervisor however, more complex high potential incident would require a investigation team of experts from across the organization and may include external experts. This involves:


  1. Reviewing Documentation: Analyze the incident report and all collected evidence.

  2. Interviewing Witnesses: Discuss the event with those present to gather a complete picture and different perspectives.


  3. Analyzing Safety Protocols: Check if current safety protocols were followed and evaluate whether they are sufficient.



Step 5: Implement Corrective Actions


Based on the investigation findings, take corrective actions to address identified issues. This may include:


  • Updating safety protocols, such as implementing a mandatory training session for using safety equipment.

  • Providing additional training for staff, focusing on areas where knowledge gaps were identified during the investigation.

  • Making changes to the work environment, like improving lighting in areas where accidents occurred.


Communicate these changes to all employees, explaining why they are necessary for safety.





Step 6: Follow-Up with Employees


Information on the incident should be shared when possible with all employees throughout the entire process. The final follow up will be held after implementing corrective actions, following up with employees is essential. Open communication will foster trust. Consider:


  • Holding a meeting to discuss the incident and the changes made, ensuring employees understand the reasons behind them.

  • Offering support services, such as counseling or stress management, to help employees deal with any residual anxiety. *** This support must be offered at the time of the incident and the period following the incident.





Step 7: Review and Revise Policies


Lastly, it's crucial to review and update your workplace safety policies. Reflect on the incident:


  • Identify gaps in current safety measures and make necessary adjustments. Data shows that 70% of workplace injuries could be prevented with better safety training and policy revisions.

  • Regularly updating your policies ensures they remain relevant and effective.




Taking Smart Steps for Safety


By being prepared and knowing what to do after an incident, you can reduce losses, risks and enhance workplace safety. This systematic approach not only safeguards employees but also builds confidence in management. Following these steps—ensuring safety, reporting, gathering evidence, investigating, implementing changes, following up, and revising policies—can create a more transparent and proactive work environment.


Preparedness is crucial for effective incident management. When business owners put these steps into action, they help foster a culture where safety is prioritized and employees feel supported.


Q: What would you change to this list in your workplace?


Q: Would you use a Learning Teams approach in place of the Investigation Team?


Q: Do you believe that Blame Fixes Nothing?



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