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Workplace incident report template

Workplace incident report template

Use this template to record incidents that have led to injuries in the workplace. It interrogates many different situations where an incident could have taken place.

Use this template
or download pdf
Workplace incident report template

Use this template to record incidents that have led to injuries in the workplace. It interrogates many different situations where an incident could have taken place.

Use this template
or download pdf

About the Workplace incident report template

A workplace incident can take many forms, from minor injuries to major accidents. As a safety manager or HR professional, you need a reliable way to document these events accurately and efficiently. 

Our workplace incident report template helps you standardize your reporting process, ensuring that all necessary details are captured and easily accessible. By using this template, you can enhance your team’s ability to manage incidents, improve safety protocols, and maintain compliance with industry regulations.

Why you should use a workplace incident report template

Using a workplace incident report template can significantly enhance your incident management process. This template helps you standardize reporting, ensuring that all necessary details are captured consistently. By using a template, you can streamline documentation, making it easier for your team to report incidents promptly and accurately.

A template such as this serves you by improving compliance with industry regulations and internal policies. It also facilitates better communication across your team, as everyone follows the same reporting format. This consistency aids in identifying patterns and trends, allowing you to implement preventive measures more effectively.

Moreover, the template’s built-in features, like action management and analytics, help you track follow-up tasks and analyze data to improve workplace safety continuously. By using the workplace incident report template, you can create a safer work environment, reduce the risk of future incidents, and ensure that every incident is thoroughly documented and addressed.

How to use the workplace incident report template

A workplace incident can disrupt operations and compromise safety, making accurate reporting essential. Here’s how you can effectively use our workplace incident report template to ensure thorough documentation and swift resolution:

  1. Customize the template: Start by accessing the workplace incident report template within the Lumiform app. Tailor it to your specific needs by adding fields relevant to your industry and company policies. This customization ensures that all critical information is captured during an incident.
  2. Educate your team: Make sure all relevant staff members know how to use the template. Conduct a brief training session to walk them through the process of filling out the form. Clear, concise instructions will help minimize errors and ensure consistency across reports.
  3. Immediate documentation: Encourage your team to document incidents as soon as they occur. The template is designed for quick and easy input, allowing staff to record details such as the date, time, location, and a description of the incident, along with any immediate actions taken. Prompt reporting ensures accuracy and completeness.
  4. Assign follow-up tasks: Use the template’s action management feature to assign follow-up tasks. This could include investigating the cause, implementing corrective actions, or scheduling additional training. Assigning tasks directly within the template helps ensure accountability and that all necessary steps are taken.
  5. Review and analyze: Regularly review the incident reports to identify trends and areas for improvement. Utilize the data collected to enhance safety protocols and prevent future incidents. The Lumiform app’s analytics feature provides valuable insights, helping you make informed decisions to improve workplace safety.

By following these steps, you can seamlessly integrate the workplace incident report template into your daily operations, ensuring that every incident is thoroughly documented and addressed. This not only helps maintain compliance but also promotes a safer work environment for everyone.

Incident reporting simplified

Take control of your incident management process by downloading the workplace incident report template from Lumiform. Streamline your reporting, ensure compliance, and boost workplace safety effortlessly. Download the template today and empower your team to handle incidents with precision and confidence. See the difference a standardized approach can make in your organization.

Related categories

  • Health and safety management templates
  • Risk management and compliance templates
  • General templates
  • Professional services templates
  • Incident management templates
  • Workplace safety templates
Preview of the template
Inspection
Victim
Name
Job Title
Store/Department
Work Address
Gender
Contact Number/Email
Alleged Offender(s)
Do you know the person(s) responsible?
Specify Name(s)
Approximate age
Gender
Relationship to the victim/reporting employee
Details of the Incident
Type of Incident
Description of Incident
Description of any injury, illness or property damage
Take/ upload photo evidence of incident, environment, person(s) involved
Date reported to regulatory authority
Completion
Observations and comments
Name & signature of person reporting
This template was downloaded 22 times

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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.

How to write an incident report: Your complete guideIncident management: A deep diveExploring Employee Surveys As A Valuable Workplace Tool
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Template collections

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

4 free workplace incident report templates6 must-use employee incident report templates for freeBest 5 free incident management templates
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Use cases

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

Incident report softwareIncident management softwareSafety Incident Reporting Software
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Other resources

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

How to write a workplace safety policyThe importance of personal protective equipment (PPE) in workplace safety4 benefits of safety management and how to communicate themChoosing a management style to follow

Frequently asked questions

What should I do immediately after a workplace incident?

The first priority is safety—make sure anyone injured gets medical attention and secure the area to prevent further harm. Report the incident to a supervisor as soon as possible, even if it seems minor. If possible, take photos of the scene, document any hazards, and write down key details while they’re still fresh. If there are witnesses, ask them to stay and provide statements.

How can I make sure witness statements are accurate?

Ask witnesses to write their statements as soon as possible. Encourage them to be specific—what did they see, hear, or experience? If multiple witnesses have conflicting accounts, compare their statements for consistency and ask follow-up questions if needed. Recording statements (with consent) or having them sign their written account can also prevent later disputes.

How detailed should an incident description be?

The description should be thorough enough that someone reading it later can clearly understand what happened, even if they weren’t there. Include the exact time, location, people involved, and step-by-step details of what occurred. Describe any hazards, equipment used, or environmental factors (like slippery floors or poor lighting) that contributed to the incident.


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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