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When to use a work incident report

  • Checkmark Any work-related injury, no matter how minor
  • Checkmark When an incident nearly occurs but doesn't
  • Checkmark Incidents that cause damage to company property
  • Checkmark Events where employees engage in unsafe behavior
  • Checkmark Incidents of workplace threats, harassment, or violence

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Clear guidance for drafting a work incident report

Throughout the work incident report template, we explain all the terms and guide you on making the best choices for your report.

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Create a clear and precise report outlining the most important incident details.

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How to create a work incident report in 3 steps

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1

Gather Information

Begin by collecting basic information about the affected parties and any witnesses as well as your basic contact information. If one of the affected parties is an employee, document their name and job title. Make sure you have a general description of the incident at hand as well.  

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2

Answer Key Questions

We help you integrate the information you collected into a document adapted to your needs. As you complete our questionnaire, we inform you about your choices at each step and dynamically ask new questions based on your answers.

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3

Review

Always read your document thoroughly to ensure it contains everything you need and is free of errors. In any case, once you finish creating your document, you will be able to alter it as much as you like in Microsoft Word. That said, if you do not need to make any changes, you can simply download the PDF version.

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Help Guide

Table of contents

You should use a work incident report any time there is an accident, injury, near miss, or unsafe condition at your workplace. Completing timely and factual work incident reports creates an official record of these events, which can help identify risks, liabilities, training needs, and opportunities for improvement in workplace safety and health. This complete guide covers crucial incident report protocols, from what triggers the need for a report to leveraging finished reports to bolster workplace wellness across industries. Companies that create standardized systems for in-depth incident documentation build foundations for legal protection, quality management, informed decision-making and continuous improvement.

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