Incident Report Checklist
Incident Report Checklist
Quick Summary
An incident report checklist helps contractors document workplace incidents accurately and consistently. Proper reporting creates a clear record of what happened, who was involved, and what actions were taken afterward. This checklist is useful for supervisors, foremen, safety coordinators, project managers, and business owners handling jobsite incidents.
When to Use This Checklist
- After a workplace injury or illness.
- Following a near miss or close call.
- After equipment, vehicle, or property damage.
- When a safety concern results in an incident.
- When customer or public property is damaged.
- Any time an event requires formal documentation.
Before You Start
- Confirm any injured individuals have received appropriate attention.
- Secure the incident area if necessary.
- Gather incident reporting forms and documentation tools.
- Identify employees, witnesses, and involved parties.
- Collect preliminary information while details are fresh.
- Notify appropriate company personnel as required.
Safety Checks
- The area has been evaluated for ongoing hazards.
- Work has been stopped where necessary to prevent further incidents.
- Equipment involved has been identified and documented.
- Temporary controls have been implemented if needed.
- Potential risks to other workers have been addressed.
- Relevant hazards have been documented for follow-up review.
Tools, Equipment, and Materials
- Incident report form.
- Camera or mobile device for photos.
- Witness statement forms if used by the company.
- Jobsite records and project information.
- Notebook or device for collecting notes.
- Equipment or vehicle identification information if applicable.
Incident Report Checklist
- Incident date and time have been recorded.
- Incident location has been documented.
- Individuals involved have been identified.
- Witness names and contact information have been collected.
- A clear description of the incident has been recorded.
- Work activity being performed at the time has been documented.
- Equipment, tools, or vehicles involved have been identified.
- Injuries, damages, or losses have been described.
- Photos of the scene have been taken if appropriate.
- Immediate actions taken after the incident have been documented.
- Potential contributing factors have been identified.
- Corrective actions have been recommended.
- Responsible parties for follow-up actions have been assigned.
- Supervisor review has been completed.
- Incident report has been finalized and submitted.
Documentation Needed
- Completed incident report form.
- Witness statements if available.
- Scene photographs and supporting images.
- Equipment or vehicle information related to the incident.
- Corrective action records and follow-up notes.
- Supervisor review and approval documentation.
Common Mistakes to Avoid
- Waiting too long to gather information and statements.
- Recording incomplete or vague descriptions.
- Failing to document witness information.
- Skipping photographs or supporting evidence.
- Focusing only on damage instead of contributing factors.
- Failing to track corrective actions after the report is completed.
End-of-Day / Final Review
- All incident details have been documented.
- Supporting photos and records have been attached.
- Corrective actions have been assigned.
- Supervisor review has been completed.
- Incident records have been filed and stored properly.
Checklist Completion
Project / Job Name
Jobsite / Location
Completed By
Role / Title
Completed Date
Completed Time
Signature
Reviewed / Approved By, if needed
Notes / Follow-Up Items
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