Simplify incident reporting: Capture, track, and manage safety events with zero paperwork hassle.

Our incident report form template is a digital tool for documenting workplace safety events, including injuries, near-misses, and equipment or property damage. Capture critical incident details, such as a detailed description, involved personnel, and immediate actions taken from any device, right from the job site.

Workflow

This template streamlines the entire incident report and investigation process with:

• A comprehensive form pre-built with conditional logic that reveals only relevant fields or sections based on the type of incident.
• A dedicated review section for safety managers to track investigations, document corrective actions, and maintain detailed notes.
• An integrated workflow that automatically sends a confirmation email to the reporting employee and assigns a task to the designated safety manager.

Cognito Forms enables your team to accelerate incident response times and enhance your safety management. Our features transform your workflow through real-time data collection, the elimination of manual data entry, and automatic notifications.

Connected form

This template includes a connected Construction Employee List that:

• Centralizes employee information for your construction management team, contractors, and other key participants in one form.
• Leverages Person fields to pull in the right people when needed, automatically capturing who submitted the form and enabling the easy selection of involved team members.
• Automatically assigns new submissions to the appropriate safety manager.

How to get started

1. Copy the template and connected form to your account.
2. Customize the form’s fields, style, and workflow to meet your needs.
3. Add employee data to your Construction Employee List source form.
4. Share the form’s public link with your team or embed it directly on your website.