PIT Incident Investigation Template

Structured template for investigating powered industrial truck incidents and near misses.

Updated February 28, 2026 · 1 min read

Reviewed by: SafetyRegulatory Editorial Team

Regulation check: February 28, 2026

Next scheduled review: August 28, 2026

Capture scene facts, root causes, and corrective actions quickly after PIT incidents.

How to Use

  1. Copy this structure into your site program docs.
  2. Fill fields with site-specific details.
  3. Keep signed/dated versions for audits.
  4. Review at least quarterly or after incidents.

Minimum Records to Keep

  • Version number and revision date.
  • Responsible owner and approval signature.
  • Completion evidence (photos, logs, attendance, or receipts).
  • Corrective action tracker with closeout dates.

Sources

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Related Guides

OSHA Inspection: What to Expect and How to Prepare OSHA Penalty Reduction: Informal Conference, Good Faith Credit, and Contesting Citations