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OSHA incident report form

OSHA incident report form

Download our essential OSHA incident report form template to meticulously document workplace incidents. Ensure your reports are thorough, compliant, and enhance overall safety. Explore expert tips, best practices, and key elements to streamline your incident reporting process.

Use this template
or download pdf
OSHA incident report form

Download our essential OSHA incident report form template to meticulously document workplace incidents. Ensure your reports are thorough, compliant, and enhance overall safety. Explore expert tips, best practices, and key elements to streamline your incident reporting process.

Use this template
or download pdf

About the OSHA incident report form

Workplace incidents can range from minor injuries to significant accidents, each requiring thorough documentation. As a safety manager or HR professional, you need a reliable method to document these events accurately. The OSHA incident report form template is designed to help you streamline and standardize your incident reporting process and set preventive measures to avoid future incidents.

OSHA, the Occupational Safety and Health Administration, mandates strict reporting guidelines to ensure workplace safety and compliance. This template ensures that every detail, from the initial incident description to follow-up actions, is captured comprehensively, aiding in compliance with OSHA regulations and improving overall workplace safety. Use this form to maintain thorough and consistent documentation, enhancing your safety protocols and protecting your team.

What is included in an OSHA incident report form?

The OSHA incident report form template is meticulously designed to ensure comprehensive and standardized incident reporting, which is crucial for maintaining workplace safety and compliance. 

This template includes several key sections that help streamline the reporting process, making it easier for you to document incidents accurately and avoid confusion. By using this form, you can ensure that all necessary details are captured, facilitating thorough investigations and supporting continuous safety improvements.

  1. Incident details: Captures the date, time, and location of the incident to provide a clear record of when and where it occurred. This standardization helps in tracking patterns and identifying high-risk areas.
  2. Description of incident: A detailed account of what happened, including the sequence of events leading up to the incident. This clarity helps avoid confusion and ensures all relevant information is documented.
  3. Injured employee information: Includes the name, job title, and contact information of the affected employee. This makes it easier to follow up and provide necessary support.
  4. Witness statements: Collects statements from witnesses to provide multiple perspectives on the incident. This helps in thorough investigations and ensures no detail is overlooked.
  5. Immediate actions taken: Documents the immediate response to the incident, such as first aid administered or emergency services contacted. This section helps in evaluating the effectiveness of the initial response.
  6. Root cause analysis: Identifies the underlying causes of the incident. This is crucial for implementing corrective actions to prevent future occurrences.
  7. Corrective actions: Outlines the steps taken to address the root causes and prevent recurrence. This ensures continuous improvement in workplace safety.
  8. Follow-up actions: Tracks any additional measures taken after the initial response, ensuring ongoing monitoring and support.

Capture all necessary data for OSHA

Using the OSHA incident report form template ensures you capture all necessary details for incidents that must be reported to OSHA. OSHA mandates that any work-related fatalities be reported within 8 hours. Additionally, you must report any work-related inpatient hospitalizations, amputations, or losses of an eye within 24 hours. 

This template helps you document these critical incidents efficiently, ensuring compliance with OSHA’s stringent reporting requirements. By thoroughly recording every aspect of the incident, from initial description to follow-up actions, you can ensure that serious incidents are investigated and addressed properly. This not only keeps you compliant but also enhances your ability to manage and improve workplace safety proactively. 

Use this template to streamline your reporting process, protect your team, and maintain a safe working environment.

Also, regularly review and update your incident report forms. This ensures they remain relevant and compliant with any changes in OSHA regulations. Consistency in using the form across your organization helps in maintaining a standardized approach to incident reporting.

Start using the OSHA incident report form now 

Simplify your incident reporting process with the OSHA incident report form on Lumiform. Tailor it to fit your needs, document incidents accurately, and assign follow-up actions in seconds. Download the form or start using it directly in the Lumiform app to ensure compliance and improve workplace safety. Try it today! 

Related categories

  • Health and safety management templates
  • General templates
  • Incident management templates
  • Workplace safety templates
Preview of the template
Page 1
Incident Details
Date of Incident
geolocation!!!
Describe Incident
Injured/Affected Employees
Name of Injured/Affected Employee
Job Title
Part of Body Affected
Nature of Injury/Illness
Did Employee Receive Medical Treatment?
Was Employee Hospitalized Overnight as an In-patient?
Incident Investigation
What was the employee doing just before the incident occurred?
What went wrong?
Why did the incident occur?
What has been done to prevent recurrence?
Reporting and Review
Date Report Completed
Supervisor Review
Management Review

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Related resources

Access a complete set of resources aimed at maximizing safety, quality, and operational excellence, including detailed guides, related templates, and real-world use cases.

Topic guides

Read in-depth guides covering key topics related to this article.

OSHA regulations: A compliance guide for professionalsHow to write an incident report: Your complete guideIncident management: A deep diveLaser safety: A complete guide to incident prevention
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Template collections

See comprehensive collections of best practice templates related to this topic.

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Use cases

Check out how the Lumiform software can be utilized for related use cases.

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Other resources

Explore all the additional resources we offer to assist you in mastering this topic.

OSHA: Fatal four construction hazards5 types of incident reportsHow to implement operational excellence4 benefits of safety management and how to communicate them

Frequently asked questions

Why is accurate incident reporting important for workplace safety?

Accurate incident reporting helps identify the root causes of workplace injuries or illnesses. By documenting every detail, you can analyze trends, address recurring hazards, and implement preventive measures. This proactive approach not only ensures compliance but also protects employees and reduces the risk of future incidents.

How can businesses stay compliant with OSHA reporting requirements?

To stay compliant, businesses must document all workplace injuries and illnesses using forms like the OSHA 301 form. Reports should be submitted within the required timeframe, and records must be maintained for at least five years. Regular training and audits can also help ensure compliance with OSHA standards.

What are the benefits of using a digital OSHA incident report form?

A digital OSHA incident report form streamlines the reporting process by allowing you to capture details, attach photos, and assign follow-up actions in one place. It ensures accuracy, reduces paperwork, and makes it easier to track trends and share reports in real time, improving overall workplace safety management.

How can I encourage employees to report workplace incidents?

Encourage incident reporting by fostering a culture of safety and trust. Make the process simple and accessible, ensure employees understand the importance of reporting, and emphasize that there will be no repercussions for reporting incidents. Regularly communicate how reporting helps prevent future accidents and improve workplace conditions.


This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.
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