Title Page

  • Please input the basic details of the incident on this page on the day of the incident.

  • Prepared by

  • Conducted on

  • Location
  • Company Working For

  • Division

  • Job Number

Employee/Supervision Information

  • Employee Involved/Employee Number

  • Employee Job Classification

  • Employee Phone Number

  • Supervisor/Foreman Name/Employee Number

  • Supervisor/ Foreman Phone Number

  • General Foreman Name/Employee Number

  • General Foreman Phone Number

  • Division Manager Name/Employee Number

  • Division Manager Phone Number

  • Division Manager email address

Incident Type

  • Types of Incidents:


    Worker's Compensation

    An incident involving an employee who was injured on the job



    General Liability

    An incident involving bodily injury or property damage to a 3rd party allegedly from work performed by your Company


    Company Property Damage

    An incident involving damage to property owned by your Company


    Automobile Property Damage

    An incident involving a motor vehicle resulting in injury and/or damage to another person or object

  • Reporter - Name

  • Reporter - Job Classification

  • Reporter - Phone Number

  • Reporter - Email

  • Is this claim questionable?

  • Please explain:

  • Type of Incident Being Reported (Multiple selections are possible if applicable)

  • Injury Date and Time

  • Time Work Began (use military time i.e. 7:00 AM is 0700)

  • Who was the Injury reported to: (Name and Phone Number)

  • When was the injury reported? (Date and Time)

  • Injured Employee's Name/Employee Number

  • Injured Employee's Phone Number (Area Code-XXX-XXXX)

  • Injured Employee's Home Address (Street, City, State, Zip Code)

  • Injured Employee's Date of Birth (Month/Day/Year)

  • Injured Employee's Gender

  • Injured Employee's Marital Status

  • Injured Employee's State of Hire

  • List Foreign County

  • Injured Employee's Work State

  • Injured Employee's Employment Status

  • Injured Employee's Number of Dependents

  • Injured Employee's Number of Hours paid on Date of Injury

  • Injured Employee's Number of Days Worked per Week

  • Injured Employee's Number of Hours per Day Worked

  • Accident Description (detailed)

  • Specific Job Being Done at Time of Accident (i.e. - Hooking up trailer, changing cable, etc.)

  • Type/Cause of Injury - Select All That Apply

  • Detailed Type/Cause of Injury - Select All That Apply

  • Nature of Injury - Select All That Apply

  • Body Part(s) Affected - Select All That Apply

  • Add photos if possible

  • Initial treatment

  • Type of Treatment

  • Name and Address of ER

  • Name and Address of Hospital

  • Name and Address of Clinic

  • Name and Address of Clinic

  • Was Employee Drug and Alcohol tested?

  • Why?

  • Did Injury Result in Death?

  • Employee Death Date

  • Description of Exact Location of Accident/Illness (Tower inside jobsite)

  • Accident Site Address (Address, City, State, Zip, County)

  • Were safeguards used?

  • Please explain why safeguards were not used:

  • Description of equipment used during the accident:

  • Describe the activity and work process engaged in during the accident:

  • Did employee do or fail to do that caused or contributed to the accident?

  • Explain failure that lead to accident:

  • What may have caused or contributed to above unsafe CONDITION(s)- Select all that apply

  • What may have caused or contributed to above unsafe ACTION(s)? - Select All That Apply

  • Employee who investigated the incident (Name/Phone Number/Title)

  • Was corrective action taken?

  • Person responsible for corrective action (Name/Phone Number/Title)

  • Is employee expected to miss work from injury?

  • Date Loss time began

  • Person responsible for monitoring lost-time activity?

  • Is the injury the result of a pre-existing condition?

  • What is the pre-existing condition?

  • Type of Party Injured or Damaged

  • Injured Party name

  • Injured Party phone number

  • Injured party address (street, city, state, zip, county)

  • Business Name

  • Business Phone Number

  • Business address (street, city, state, zip, county)

  • Business owner contact name

  • Date of Incident

  • Accident premises indicator

  • Did accident occur at a different location than the business owner address?

  • Accident address (street, city, state, zip, county)

  • Describe in detail the accident:

  • Was the property owner contacted?

  • Name and Phone number of the property owner

  • Type of property that is damaged:

  • Estimate of damage (rough initial estimate based on what you know is damaged)

  • Was a utility or line damaged?

  • Was mechanical equipment being used at the time of the incident?

  • Type of mechanical equipment being used:

  • Was the equipment rented?

  • Where was equipment rented from?

  • Company Equipment Number

  • Was there damage to the equipment?

  • Describe damage:

  • Utility that was damaged (mark all that apply)

  • Miss utility/8-1-1/One Call Contacted?

  • Locate ticket information (locate number, date and time called in, name of individual who called in locate request)

  • Why was locates not called in for this project?

  • Was the line/conduit properly marked?

  • Please explain:

  • Was the utility owner or representative contacted?

  • Name, phone number and company name of representative contacted:

  • Did representative respond to the jobsite?

  • What could have prevented the damage?

  • Company Loss Location (address, city, state, zip and county)

  • Company loss property description (i.e. vehicle, tools, etc. A detailed question about loss will be asked further down)

  • Was company loss due to employee use/misuse?

  • What actions lead to property loss?

  • Was company loss due to theft?

  • Was police report filed for company loss?

  • Name of Police department and report number if available

  • Why was a police report not completed for property loss?

  • Company items loss/damaged and estimated values (add detailed information i.e. Milwaukee grinder $299.00, Kobalt tool set $199.00, etc.)

  • Total loss value in dollars ($1500.00)

  • Accident detailed description:

  • Authorities contacted?

  • undefined

  • Name of Police Department

  • Name of Fire Department

  • Name of EMS Paramedic Service

  • Was this due to a fatality?

  • Why was OSHA contacted?

  • Was this due to a chemical spill

  • Why was the EPA contacted?

  • Did the employee receive a citation for the accident?

  • Explain why the employee was cited:

  • Were Hazardous Materials, other than fuel, spilled from the motor vehicles involved?

  • Please explain:

  • Road Characteristics

  • Road Surface

  • Road Defects

  • Traffic Control

  • Light

  • Weather

  • Company vehicle Unit number

  • Company Vehicle Type

  • Company Vehicle Year, Make and Model

  • Company Vehicle VIN

  • Description of Damage

  • Is the Company Vehicle driveable?

  • Was the Company Vehicle Towed?

  • If towed, location of the vehicle:

  • Remember to take picture of all four sides of the company vehicle(s) involved, all four sides of any other vehicles involved and a full scene photo that captures the traffic flow, weather elements, etc. and attach all photos to Primeline US Claims

  • Is the company driver CDL licensed?

  • Was company driver wearing their seat belt?

  • For all at-fault accidents, company driver must be drug and alcohol tested within two hours of the event

  • Name and address of drug and alcohol testing facility

  • Was the company driver or any passengers injured?

  • If injuries to any company representatives, complete the injury report portion for each employee injured

  • Make model and year of other vehicle(s) involved

  • Damage to other vehicle(s)

  • Driver(s) of other vehicles (Name(s) and Phone numbers)

  • Are there apparent injuries of the other vehicles driver(s) or any passengers?

  • Please list names (if available) and any apparent injuries. If names are not available, use (Male- vehicle 1 driver- head laceration)

  • Were other vehicles involved towed from the scene?

  • Were any citations given to the other driver's involved?

  • Are there traffic or business cameras installed close to the accident scene that are visible?

  • Please list the business name or street location of the traffic or business cameras). This footage could be used if the incident goes to litigation.

Witness Information

  • Were there any witnesses to the incident reported?

  • Please add the name and phone number of any witnesses involved

  • Are the witnesses company employees?

Additional Comments

  • Please include any other information not asked during this incident description that is pertinent information to the incident prior to submitting to PrimelineUS claims.

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.