SOP Templates > Carpentry > Safety > Incident Reporting & Investigation

Incident Reporting & Investigation for Carpentry

The Incident Reporting & Investigation workflow helps carpentry contractors respond quickly to accidents and near misses with professionalism. It covers documenting the event, interviewing crew members, analyzing equipment or environmental conditions, and creating corrective actions. Supervisors ensure compliance with OSHA reporting standards and archive findings for audits. Teams review results during toolbox talks to prevent recurrence. By standardizing this workflow, carpentry companies reduce liability, protect profitability, and build a proactive safety culture. Clients benefit from confidence in transparent, responsible project management. With this workflow, carpentry contractors can strengthen professionalism, improve efficiency, and deliver projects more reliably.

Ensure the site is safe and provide first aid or emergency response if needed

Notify supervisor or safety manager immediately

Secure the incident area and preserve conditions for review

Document the incident details (who, what, when, where, how)

Take photos and gather physical evidence if applicable

Collect witness statements and contact information

Complete an incident report form as soon as possible

Report incident to client or GC if required by contract

Submit documentation to internal safety or HR team

Conduct root cause investigation with supervisor or safety lead

Identify contributing factors (training, tools, conditions, procedures)

Recommend and implement corrective actions

Review findings with crew in safety meeting or debrief

Update safety procedures or training if needed

File all reports and follow-up documentation for recordkeeping and compliance