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Incident report

For supervisors and safety leads documenting a workplace injury, near miss, property damage, vehicle or security incident while details are fresh. It captures facts, people and witnesses, treatment given, and then the follow-up: cause and corrective actions with owners and dates.

Fields
53
Pages
2
Paper
Letter
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Reviewed

Before you start

What you need to fill it in

  • Date, time and exact location of the incident
  • Names and contact details of everyone involved and any witnesses
  • What happened, in order, as factually as possible
  • First aid or medical treatment given
  • Who was notified, and any police or insurance claim numbers

What's inside

53 fields, ready to fill

  • 35Typed answersnames, addresses, descriptions
  • 8Dateschecked as real dates
  • 8Choicescheckboxes, options, dropdowns
  • 2Signaturessignature and initials

6 required — the editor counts down how many are left while you fill.

Instructions

How to fill out the Incident report

  1. 1

    Classify the incident

    Tick every type that applies and fill the date, time and location.

  2. 2

    List people and witnesses

    Enter each person involved with their role and whether they were injured, then witnesses with contact details.

  3. 3

    Describe what happened

    Write the sequence of events in plain, factual language. Avoid guessing at blame.

  4. 4

    Record treatment and notifications

    Choose the level of treatment and note who was notified and when, including any report numbers.

  5. 5

    Plan corrective actions

    After review, write the root cause and list actions with an owner and due date.

  6. 6

    Sign

    The person reporting signs, then the supervisor reviews and signs.

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What filling it looks like

The PDFBetter editor in Edit & fill mode: an invoice template with the bill-to details and line items typed in, and each amount calculated from quantity and unit price
  1. Edit & fill, Invite to sign and Create form are three modes of the same editor
  2. Amounts are formula fields: they calculate as you type
  3. The field navigator counts what's left and jumps to the next field

Shown with our invoice template. Sample content; names are fictional.

Written for: General (US)

This is a general-purpose template. Check that its terms and fields match your situation and any rules that apply where you use it before you rely on it.

Written by PDFBetter and last reviewed October 15, 2026. Spotted a problem? Tell us.

Incident report: questions people ask

Does this replace OSHA Form 301?

Not necessarily. OSHA accepts an equivalent form if it contains the same information, but employers covered by recordkeeping rules must still maintain the OSHA 300 log. Check OSHA's requirements; this is not legal advice.

When must serious injuries be reported to OSHA?

Under federal rules, a work-related fatality must be reported within 8 hours, and an inpatient hospitalization, amputation or loss of an eye within 24 hours. State plans may differ.

Should near misses be reported?

Yes. Near misses show hazards before someone is hurt, and tracking them is one of the most useful safety practices.

Who should see completed reports?

Limit access to people who need it. Injury reports contain personal and medical information; store them separately from general files.

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