Lumiform
Features Solutions Resources Templates Enterprise Pricing
Select a language
Englishen
Deutschde
Françaisfr
Españoles
Português (BR)pt-BR
en
Contact salesLog in
Sign up
Back
Englishen
Deutschde
Françaisfr
Españoles
Português (BR)pt-BR
Features Solutions Resources Templates Enterprise Pricing
Free demo
Log in
en
Book a personal demoView video demoContact sales
Explore
Resource hubCentral repository for all Lumiform resourcesCustomer storiesReal-world successes and experiences with Lumiform.
Learn
Template collectionsComprehensive collections of best practice templates.Topic guidesComprehensive safety, quality, and excellence insights.LexiconDefinitions key to quality, safety, and compliance.
Support
Developer's guideTechnical documentation for developers.Help centerAssistance with onboarding and platform mastery.
Featured reads
Explore our collection of 38 free preventive maintenance checklists

Template collection

Explore our collection of 38 free preventive maintenance checklists

Start reading
Your guide to performing and documenting efficient child care observation

Topic guide

Your guide to performing and documenting efficient child care observation

Start reading
Lumiform as customer journey mapping tool in gastronomy

Success story

Lumiform as customer journey mapping tool in gastronomy

Start reading
Book a personal demoView video demoContact sales
By industry
Food and hospitalityManufacturingConstructionRetailTransport and logisticsFacility managementView all industries
By business needs
Health and safety managementQuality managementOperational excellenceRisk management and complianceView all business needs
By use case
Safety management softwareEnergy audit appForklift inspection appBuilding management softwareVehicle inspection appQMS appKaizen method appProperty inspection appRestaurant inspection appElevator management appProject management softwareFire inspection app
View all app uses
Book a personal demoView video demoContact sales
Overview
Template libraryDiscover over 12,000 free, ready-made and expert proofed templates.
Use cases
CleaningMaintenanceRisk assessmentSupply chainIncident management
Business needs
Health and safety managementQuality managementOperational excellenceRisk management and compliance
Industries
Food and hospitalityManufacturingRetailTransport and logisticsConstructionFacility management
Book a personal demoView video demoContact sales
Overview
Product overviewAll features
Capabilities
Digitize
Form builderMobile AppActions
Automate
Workflow automationApprovalsIntegrations
Transparency and accountability
ReportsAnalytics
Orchestrate
Administration
Book a personal demoView video demoContact sales
Templates
Incident root cause analysis template

Incident root cause analysis template

Implement our incident root cause analysis template to thoroughly investigate incidents and uncover the underlying causes. This template guides you through a detailed analysis, helping to prevent future occurrences and improve safety and efficiency.

Use this template
or download pdf
Incident root cause analysis template

Implement our incident root cause analysis template to thoroughly investigate incidents and uncover the underlying causes. This template guides you through a detailed analysis, helping to prevent future occurrences and improve safety and efficiency.

Use this template
or download pdf

About the Incident root cause analysis template

Using an incident root cause analysis template offers numerous advantages for anyone involved in problem-solving and process improvement. This template provides a structured approach to identifying and analyzing the underlying causes of incidents, ensuring a thorough investigation. 

By organizing information systematically, you can focus on critical areas without missing key details. The primary purpose of this template is to streamline the analysis process, making it easier to uncover root causes and develop effective solutions. 

It enhances collaboration among team members by offering a clear framework for discussion and analysis. This ensures that all perspectives are considered, leading to more comprehensive and accurate conclusions.

Moreover, using a template like this saves time and reduces errors, as it guides you through each step of the analysis. By adopting incident root cause analysis, you improve your ability to address issues promptly and effectively, ultimately enhancing operational efficiency and safety.

Key elements of an incident root cause analysis template

This root cause analysis template is a checklist designed to enhance your documentation and problem-solving processes. It provides a structured approach to identifying and addressing the underlying causes of incidents, ensuring a comprehensive analysis. Here are the key elements that make this template effective:

  • Incident description: Captures the details of the event, ensuring everyone understands the context and scope of the issue.
  • Categories of potential causes: Organizes potential causes into areas such as human factors, equipment, and environmental conditions, helping you explore different contributing factors systematically.
  • Specific potential causes: Breaks down categories into detailed factors, ensuring no possible cause is overlooked during analysis.
  • Action plan and follow-up: Outlines steps to address identified root causes, assigns responsibilities, and sets timelines, ensuring accountability and effective resolution.

When to use an incident root cause analysis template

An incident root cause analysis template is most beneficial in situations where you need to thoroughly investigate the causes of an unexpected event. Use this template when an incident occurs that disrupts operations, compromises safety, or affects quality.

It is particularly useful in industries like manufacturing, healthcare, and logistics where understanding the root cause is crucial for preventing recurrence. You should also apply this template when you need to improve processes or implement corrective actions.

By systematically identifying contributing factors, you can develop effective solutions and enhance overall workflow. Additionally, use it during audits or compliance checks to ensure all potential issues are addressed comprehensively.

In any scenario where detailed analysis and accountability are required, this root cause analysis template serves as a valuable tool to guide your team through a structured problem-solving process, ensuring effective resolution and continuous improvement.

Related categories

  • Operational excellence templates
  • General templates
  • Templates for business processes
Preview of the template
Incident Details
Incident Date
Incident Location
Incident Description
Root Cause Analysis
What happened?
When did it happen?
Where did it happen?
Who was involved?
Why did it happen?
How can it be prevented?
Corrective Actions
Corrective Action
Responsible Person
Completion Date

More templates like this

RCA root cause analysis template
RCA root cause analysis template
This comprehensive RCA template offers a detailed approach to identifying and resolving root causes.
Templates for business processes
Analyze the causes of an accident with a root cause analysis template
Analyze the causes of an accident with a root cause analysis template
Use this root cause analysis template to determine the root cause of a problem.
Templates for business processes
Safety root cause analysis template
Safety root cause analysis template
Focused on safety, this template helps identify hazards and their root causes.
Templates for business processes
Human Error Root Cause Analysis
Human Error Root Cause Analysis
This template focuses on human error, helping you analyze and mitigate mistakes in the workplace.
Templates for business processes
8D Root Cause Analysis Template
8D Root Cause Analysis Template
The 8D template is designed for complex problem-solving, guiding you through eight disciplined steps.
Templates for business processes
Six Sigma root cause analysis template
Six Sigma root cause analysis template
Template for conducting a detailed root cause analysis using Six Sigma methodologies
Quality assurance templates

Related resources

Access a complete set of resources aimed at maximizing safety, quality, and operational excellence, including detailed guides, related templates, and real-world use cases.

Topic guides

Read in-depth guides covering key topics related to this article.

Root cause analysis: A comprehensive guide5 whys method: A practical guide for root cause analysisA3 lean explained: A guide to efficient problem-solving How to write an incident report: Your complete guideIncident management: A deep dive
See all topic guides

Template collections

See comprehensive collections of best practice templates related to this topic.

14 free root cause analysis templates for effectiveness13 free quality audit checklists8 free Kaizen templates for continuous improvement3 free A3 report templates for project managementTop 23 internal audit checklist to improve your process
See all template collections

Use cases

Check out how the Lumiform software can be utilized for related use cases.

Apply Lumiform's workflow automation platform to all use casesKaizen softwareRisk management software for anticipating and adressing safety risksIntuitive internal control software for your businesssLayered process audit software
See all use cases

Other resources

Explore all the additional resources we offer to assist you in mastering this topic.

3 elements of sustainability in business5 why analysis templateHow to implement operational excellenceHow to measure operational excellence4 ways process improvement increases profits

Frequently asked questions

What is an incident root cause analysis template?

An incident root cause analysis template is a structured tool that helps identify and analyze the underlying causes of incidents. It organizes information systematically, enabling teams to uncover contributing factors and develop effective solutions to prevent recurrence.

How does an incident root cause analysis improve workflow?

Using this analysis enhances workflow by providing a clear framework for problem-solving. It ensures thorough investigation, promotes collaboration among team members, and helps implement corrective actions efficiently. This structured approach leads to more accurate and effective resolutions.

Who should use an incident root cause analysis template?

Managers, team leaders, and frontline staff in industries like manufacturing, healthcare, and logistics should use this template. It benefits anyone involved in incident investigation and process improvement by providing a systematic method to identify and address root causes.

What are common challenges in root cause analysis and how can they be overcome?

Common challenges include incomplete data collection and biased analysis. Overcome these by ensuring thorough data gathering and encouraging diverse team input. Use the template to guide discussions and verify findings with evidence, promoting a balanced and accurate approach to problem-solving.


This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.
Lumiform logo
Platform
HomeSign upProductAll featuresPricingEnterpriseTrust and securityCustomer success offeringsDownload the app
Solutions
IndustriesFood and hospitalityManufacturingConstructionRetailTransport and logisticsFacility management
Business needsHealth and safety managementQuality managementOperational excellenceCompliance and risk management
Uses cases
Learn
Template collectionsTopic guidesLexiconHelp centerJournalInfographicsVideos
Resources
Lumiform templatesby industryby use caseby business needAll categories
Customer storiesDeveloper APIResource hubIntegrations
Company
AboutJobsLegalBook a demoContact sales
© 2025 LumiformTerms and conditionsPrivacyData processingSitemap
App StoreGoogle play