Summary
In short
- An incident investigation review is a review used in KnowSafe that checks the quality of a completed investigation, separately from the investigation itself. It is built against ISO 19011 and forms part of the Incident and Investigation programme.
- Done on a sample of closed cases each quarter. Carried out by someone who was not on the investigation team.
- The template holds 31 fields across 4 sections.
- Scoring is quality percent, where high is good.
- ISO 19011 is auditing management systems. How to plan, run and report an audit, and how to judge auditor competence. Not certifiable, it is the method.
- It connects to the rest of the library: links to RCA.
What it is
What it is
What is an incident investigation review?
An incident investigation review is a review used in KnowSafe that checks the quality of a completed investigation, separately from the investigation itself. It is built against ISO 19011 and forms part of the Incident and Investigation programme.
When is an incident investigation review completed?
An incident investigation review is completed at the review interval, and after any trigger event. Done on a sample of closed cases each quarter.
When to use it
When to use it, and when not to
This review is one step in a larger programme. Using it for work that belongs to a neighbouring template produces records that are hard to report on later.
Use it for
- The event or activity this review covers has occurred, or is about to
- A new record is needed; each one gets its own ID in the form IQR-2026-000
- You are running the Incident and Investigation programme and this is one of its steps
- A linked record needs this one to exist: links to rca
Not for
- Incident Report, which records any unplanned event that caused harm, damage or loss.
- Near Miss Report, which records something that could have caused harm but did not.
- First Aid Report, which records a minor injury treated on site with no further medical care needed.
- Anything outside KnowSafe, which belongs in the workspace that owns that process
Standards
What it is built against
ISO 19011Auditing management systems
How to plan, run and report an audit, and how to judge auditor competence. Not certifiable, it is the method.
ISOInternational Organization for Standardization
A voluntary international standard. Widely adopted, often required by customers, and certifiable where a management system standard.
FAQ
Frequently asked questions
What is the incident investigation review template based on?+
It is built against ISO 19011. ISO 19011 is auditing management systems. How to plan, run and report an audit, and how to judge auditor competence. Not certifiable, it is the method. ISO is international Organization for Standardization. A voluntary international standard. Widely adopted, often required by customers, and certifiable where a management system standard.
What sections does the incident investigation review contain?+
There are 4 sections: header, quality criteria, related records, outcome. Together they hold 31 fields, 25 of which are required.
How often is an incident investigation review raised?+
A new record is raised at the review interval, and after any trigger event. Each one is given an ID in the form IQR-2026-000, so it can be traced and referenced from other records.
Which programme does the incident investigation review belong to?+
It is part of Incident and Investigation. A single case thread from the event to a verified corrective action, with regulatory reporting handled.
How is an incident investigation review scored?+
Scoring is quality percent. High is good. Scores exist to make the form tell you something, not to produce a percentage for its own sake.
Can the incident investigation review template be changed?+
Yes. Every field, option, score and conditional rule is editable, and the links to other templates come with it. Most teams install it as it is, run it for a cycle, then adjust.
The agents
What the agents do with it
The form is the easy part. Keeping it current, routing it to the right owner and holding the evidence together is the work that actually slips.
Holds the incident investigation review library against your registers, routes each record to its owner, and keeps the evidence trail together.
Coordinates the crew, rolls completion and exceptions into one view, and holds every write for your approval before it touches a record.
This template lives in KnowSafe — safety and compliance. Incidents, hazards, permits, inspections and the critical controls behind them.
Meet KnowSafe→Sources
Sources
- ISO 19011 — Auditing management systems
- ISO — International Organization for Standardization