Incident Report
Record incident context, affected parties, findings, immediate response actions, and corrective measures for clear records and safety follow-up.
Complete and download the PDF before creating an account
When to use and what to include
Capture incident details while the facts are available, then generate a PDF for internal follow-up and any required reporting process. Record who was involved, what was observed, immediate care or response, witnesses, notifications, evidence, and assigned corrective actions without guessing at fault or cause.
What to include
- Date, time, and exact location of the incident, the names of all persons involved and witnesses, and who was notified (supervisor, client, emergency services).
- Factual description of what happened: the sequence of events leading up to the incident, what the injured person was doing, what went wrong, and the immediate result.
- Injury or damage details: type and severity of injury, body part affected, first aid or medical treatment provided, and whether the person was transported to a medical facility.
- Root cause analysis: what hazard caused the incident, whether the JHA identified it, whether controls were in place and followed, and what failed or was missing.
Common questions
- Can I document this Incident Report online immediately after an event?
- Yes. Record timeline, parties involved, and observed conditions while facts are still accurate.
- Can I save this Incident Report for investigation and corrective-action tracking?
- Yes. With an account, save and revisit the report as root cause and corrective actions are finalized.
- Who should write the incident report?
- The supervisor or company owner, based on firsthand observation and witness statements. The injured person should review and sign it if able.
- What should I review before using the completed Incident Report?
- Review the parties, job or property details, dates, amounts, notes, and signatures entered in the Incident Report. Confirm that the PDF matches the underlying job or agreement and any legal, tax, technical, filing, or notice requirements that apply to the location.