Title Page

  • Site conducted

  • Conducted on

  • Reporting supervisor

  • Did the incident happen on this date?

  • When did the incident occur?

  • Is there an aisle location?

  • What aisle did this occur?

  • Name of employee(s) involved

General Information

  • Did the employee report this directly?

  • Who reported this?

  • Are they a full-time employee?

  • What agency do they work for?

  • Have they been notified?

  • Please contact the correct agency.

  • Were there any witness' to the event?

  • Please collect a separate hand written statement from each person describing the incident.

  • What are the name(s) of the witness?

  • What time did the employees shift begin?

  • What time did the incident occur?

  • Were safety protocols being followed?

  • Which policy was being violated?

  • Was the employee sent for a drug screen?

  • What time were they sent?

  • When did they return?

Incident Information

  • An Accident is an incident that caused an injury or damage

  • Damage, in a single event, that needs repaired

  • A Near Miss is an event that could have caused an injury or accident

  • Is this an accident, near miss or did an accident cause damage?

  • If the employee needs assistance call 911

  • Is this an injury or an illness?

  • What body part was affected

  • Did this require more than first aid?

  • How do you qualify the injury?

  • What type of injury was this?

  • Was there a piece of equipment involved

  • Which type?

  • What is the number?

  • What is the number?

  • What is the number?

  • What is the number?

  • What is the number?

  • Please describe. Add photo if possible.

  • Was this caused by an exposure?

  • What was the exposure to?

  • What caused the illness?

  • What equipment was involved?

  • What is the number(s)?

  • Would this have caused an injury or damage?

  • What type of injury could have been caused?

  • Please describe.

  • What would the severity have been?

  • What would have been damaged?

  • What type of building damage?

  • Please describe

  • What would the severity be had this happened?

  • Where did this occur?

  • What could the severity have been?

  • What type of equipment?

  • Please describe.

  • What would the severity be had this happened?

  • Which product would have been affected?

  • How much product would have been affected?

  • What is the location?

  • What was damaged and where?

  • Give a brief description of the incident.

  • Please add photo's of the involved area or equipment. Do not take photo's of an injury.

  • Did you take photo's of directions and placements along with equipment numbers or identification and locations?

Cause and Action

  • Do you know the cause?

  • What was the cause?

  • Were there underlying conditions which contributed to this?

  • What conditions?

  • What is a recommended corrective action for this?

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.