Title Page

  • Site

  • Date of incident

  • Prepared by

  • Last name of effected employee

  • Incident type

General Information

Employee Information

  • Employee's name

  • Employee's address

  • Employee's department

  • Employee's Date of Birth

  • Employee's Date of Hire

  • Gender

Project Information

  • Project address

  • GC/Client

  • This is a joint-venture

  • Select one

Incident Information

  • Date and time of incident

  • Date and time the incident was reported

  • Shift start time

  • Shift end time

  • What time did the employee start?

  • Who was the incident reported to?

  • Is this a late report? (Not reported on the same day as incident)

  • Employee's immediate supervisor

  • Employee's level of experience

  • Location (on jobsite)

Witnesses

  • Were there any witnesses present?

  • Please provide witness information. Select "Witness Information/statement" and fill out the section for each witness. Note: Witness statements should be attached to the report. Alternatively, the person filling out the report may complete a narrative--or have the witness complete a narrative--directly in the report and have the witness sign.

  • Witness Information/statement
  • Witness name

  • Was a witness statement taken?

  • Witness statement.

  • Witness Signature

Drug and Alcohol Testing

  • Was the employee informed they would need to submit a sample for drug/alcohol testing?

  • STOP!! Drug/alcohol testing is required after any injury/illness and following any property damage or other loss.

  • Did the employee submit a sample for drug/alcohol testing? (select "No" for employee refusal)

  • Where did the testing occur?

  • When did the testing occur?

  • Results.

IBEW Status

  • Individual is non-union

  • Local

  • What is employee's home local?

  • This employee is a traveler

  • Employee's title

Injury/illness and Treatment Information

  • Provide information regarding the employee's treatment. This is only required if there was an Injury or Illness (not required for personal medical).

  • Describe the injury/illness (i.e. "laceration to left thumb")

  • Treatment rendered

  • Was the employee seen/treated in a hospital or other healthcare facility?

  • Employee was treated in an emergency room

  • Employee was hospitalized overnight as an in-patient (excluding observation and diagnostics)

  • Address of facility

  • Doctor or healthcare provider responsible for treatment

  • Describe treatment

  • This is a preexisting condition

OSHA Information

  • The information in the section is required by OSHA.

  • This is an OSHA Recordable incident

  • Select one

  • How long is the employee expected to be out?

  • What is the expected return-to-work date?

  • Describe the employee's limitations

  • Is the employee being transferred to another job/role/location?

  • Describe the employee's transfer

  • Describe what made the incident an OSHA recordable.

  • When did death occur?

  • Which of the following are most applicable?

  • Describe the illness

  • Action being performed when/just before the incident occurred; task

  • Event or exposure (i.e. slip/trip/fall, manual lift, climbing ladder)

  • Source of injury/illness (i.e. floor, knife, electricity)

Incident Narrative

  • Describe the incident--in chronological order--starting from events leading up to the incident through the control and reporting of the incident. This section should only consist of facts and claims made by the individuals involved. A timeline of events may be helpful.

Narrative

  • Describe the actions/inactions of the individuals/things which led up to the events.

Root Cause and Factors

  • This section is used to record the root cause(s) and contributing factors. There should be at least one root cause and multiple contributing factors.

  • Root Cause
  • Identify a root cause and explain why it is a root cause (verse a contributing factor).

  • undefined

  • Contributing Factor
  • Identify a contributing factor and why it is a contributing factor (verse a root cause)

  • undefined

Corrective Actions

  • Explain the corrective actions take to reduce the likelihood/eliminate the chances of this incident from reoccurring. Identify responsible parties and set goal completion dates.

  • Corrective Action
  • Describe the corrective action

  • Responsible person(s)/parties

  • Target completion

  • This item is completed

  • Date of completion

Attachments/Supporting documents

  • Identify all attachments that are submitted with the report (either as part of the report or independently but should accompany the report). i.e., photos, documents, videos, etc.

  • List of attachments/Supporting documents

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.