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Incident Investigation — Alberta

A serious incident happened. Now what?

Alberta OHS requires a written investigation for every serious workplace incident. We conduct thorough investigations — root cause analysis, corrective actions, and reports that hold up under OHS review.

What Alberta OHS requires

After a serious incident — fatality, critical injury, or dangerous occurrence — Alberta employers must investigate immediately, preserve the scene, report to OHS, and produce a written investigation report identifying causes and corrective actions. The report must be kept on file and available to OHS officers.

Talk to our team about your incident 780-473-4772

Time-sensitive situation?

Call 780-473-4772 directly. We respond to urgent inquiries as fast as we can. Outside office hours? Leave a message — we prioritize urgent callbacks.

What does incident investigation include in Alberta?

  • Scene assessment and documentation

    Immediate on-site or remote assessment to document conditions, preserve evidence, and ensure the scene is properly secured before any disturbance.

  • Root cause analysis

    We go beyond the immediate cause to find the management system failure behind the incident — the gap that allowed it to happen and will allow it to happen again if not addressed.

  • Worker and supervisor interviews

    Structured interviews conducted by an experienced investigator — not a supervisor interviewing their own crew. Objective, thorough, and documented.

  • Written investigation report

    A complete written report meeting Alberta OHS requirements — incident description, findings, causes, and corrective actions. Written to hold up under OHS officer review.

  • Corrective action planning

    Specific, actionable corrective actions tied to each root cause — not generic recommendations. We help you put them in place and track them, not just list them.

  • OHS officer liaison

    If an OHS officer is investigating the same incident, we help you understand the process, prepare for interviews, and respond to any orders that result.

Alberta Infrastructure

Government · Zero medical injuries

Emergency Recovery

“The project required expertise in executing effective safety requirements within a short preplanning period. It was completed with the injury frequency well below industry standard and with zero reported medical injuries.”

Gerry Babish, Project Manager

Read all reference letters

Allan Head — CHSC · NCSO · COR Auditor · 48 years Alberta construction & safety

Safety Ahead is a senior-led team, anchored by founder Allan Head's 48 years in Alberta construction and safety. Our investigators have conducted incident investigations across Alberta's construction and industrial sectors, from near misses through serious incidents and dangerous occurrences. We know what Alberta OHS officers look for, how to conduct root cause analysis that holds up under review, and how to support employers through a process that can feel overwhelming.

The path forward

What it looks like when we investigate together.

After a serious incident, having experienced support alongside you means the investigation is thorough, the report is defensible, and you're not navigating the OHS process alone.

Managing it on your own
  • 1You begin the investigation as quickly as possible, balancing it against ongoing operations.
  • 2Scene documentation and evidence preservation require immediate attention and specific knowledge of what OHS will look for.
  • 3Worker and supervisor interviews need to be structured and objective — which is harder when there are existing relationships.
  • 4Root cause analysis goes deeper than the immediate cause — identifying the management system gap takes experience.
  • 5The written report needs to meet Alberta OHS requirements and be ready for officer review.
  • 6If an OHS officer is also investigating, navigating that process simultaneously adds significant pressure.
With our team beside you
  • 1We're available the same day — advising on scene preservation and immediate obligations while we arrange to attend.
  • 2We document the scene, photograph evidence, and secure conditions before anything is disturbed.
  • 3We conduct structured interviews with workers and supervisors — objective, thorough, and documented.
  • 4We work through the causal chain to the management system failure behind the incident.
  • 5We produce a complete written report — findings, causes, corrective actions — written to hold up under OHS review.
  • 6If an OHS officer is involved, we help you understand the process and prepare your responses.

How it works

  1. 1

    Call us — same day

    Incident investigation is time-sensitive. Call (780) 473-4772 as soon as the immediate emergency is addressed. We will advise on scene preservation and immediate obligations while we arrange to get involved.

  2. 2

    Scene assessment

    We attend the scene (or conduct a remote assessment if on-site is not possible) to document conditions, photograph evidence, and interview witnesses while memories are fresh.

  3. 3

    Root cause analysis

    We work through the causal chain from the immediate cause back to the management system failures — using a structured methodology that OHS officers recognize.

  4. 4

    Written report and corrective actions

    We produce a complete written investigation report with findings, causes, and specific corrective actions. You get a report you can file, share with OHS, and actually use.

Related services

An incident rarely stands alone. These are the next steps employers most often need once the investigation is underway.

OHS orders & compliance

If an OHS officer is investigating too, we help you respond to any orders that result.

WCB claims management

A serious incident usually means a claim — manage it well to control cost and your rating.

Safety system assessment

Find and close the management-system gap the root cause analysis points to.

Safety program development

Turn corrective actions into permanent program changes, not one-off fixes.

Fractional safety manager

Ongoing senior oversight so corrective actions actually get implemented and stay implemented.

Internal investigation vs. Safety Ahead

What you needInternal investigationWith Safety Ahead
ObjectivityConducted by someone with existing relationships to the crew and siteIndependent external investigator with no prior involvement
Root cause methodologyDepends on the investigator's training and experienceStructured methodology recognized by Alberta OHS officers
Report qualityReflects the investigator's writing experience and OHS familiarityWritten to meet Alberta OHS requirements and hold up under review
OHS officer interactionEmployer manages the process directlyGuidance on obligations, process, and how to respond
Corrective actionsBased on the investigator's knowledge of root cause analysisSpecific, tied to each root cause, and implementable
Time to completeCompleted alongside ongoing operationsDedicated focus — typically completed in days

Incident investigation — common questions

Straight answers about how this works.

Alberta OHS requires an investigation for any serious incident — defined as a fatality, critical injury, dangerous occurrence, or an incident that had the potential to cause serious injury. The investigation must be conducted as soon as practicable and a written report must be produced. Employers are also required to investigate near misses and incidents that did not result in injury but could have.

Immediately. Alberta OHS requires the investigation to begin as soon as practicable after the incident. For serious incidents, this means within hours — not days. The scene must be preserved until an OHS officer has investigated and given permission to disturb it. Delay in starting the investigation is one of the most common compliance failures after a serious incident.

Not always. Alberta OHS requires that the investigation be conducted by a competent person — someone with the knowledge, training, and experience to identify hazards and root causes. For minor incidents, a trained supervisor may be sufficient. For serious incidents — fatalities, critical injuries, dangerous occurrences — an external investigator is strongly recommended. An external investigator brings objectivity, experience with OHS officer expectations, and documentation that will hold up under scrutiny.

Alberta OHS requires the investigation report to include: a description of the incident, the findings of the investigation, the causes of the incident (both immediate and underlying), and the corrective actions taken or planned. The report must be kept on file and made available to OHS officers on request. A well-written report also demonstrates to OHS that the employer took the incident seriously and has addressed the root causes — which can affect how the officer proceeds.

The immediate cause is what directly caused the incident — for example, a worker fell because a guardrail was missing. The root cause is why the guardrail was missing — for example, the inspection program did not cover that area, or the supervisor did not know guardrails were required there. OHS investigations that only address the immediate cause tend to see the same incidents recur. Root cause analysis finds the management system failure behind the immediate cause.

A thorough, honest investigation report is generally your best protection — not your liability. OHS officers are looking for evidence that the employer investigated properly, identified the real causes, and implemented corrective actions. An employer who produces a credible investigation report is in a much better position than one who produces a superficial one or none at all. That said, the report can be reviewed by OHS, WCB, and potentially in legal proceedings — which is another reason to have it done properly.

A thorough incident investigation that identifies root causes and implements corrective actions can reduce the frequency and severity of future claims — which directly improves the WCB experience rating over time. More immediately, a well-documented investigation supports modified work offers and return-to-work planning, which reduces claim duration and cost. WCB also looks at investigation quality when assessing claims and employer cooperation.

A thorough investigation is your best protection.

Call us as soon as the immediate emergency is addressed. We'll advise on scene preservation and your immediate obligations while we arrange to get involved. Time matters here.

Talk to our team about your incident