











Incident Reporting Toolkit
This customizable digital toolkit makes it easy for small businesses to introduce a clear, professional incident reporting process into their operations.
How your business documents, reviews, and retains critical event information, regardless of industry, could have bigger (and expensive) implications down the road.
With ready-to-use templates and easy-to-follow instructions, this toolkit helps you create a safer, more resilient workplace — while helping to protect your business if claims or compliance issues arise.
Key Features:
Instant digital download — no waiting, no shipping
Fully editable — customize for your business needs and branding
Simple to use — compatible with standard programs (Word, Excel, Adobe Reader)
Professional templates designed to strengthen your workplace documentation
Helps meet general documentation best practices and support compliance efforts
Included in this digital toolkit:
Incident Report Template (8.5x11”, Fillable PDF, 2 sided)
Statement Page (8.5x11”, Fillable PDF, 1 sided)
IR Recordkeeping Workbook (Excel file)
IR Instructions (PDF Document)
IR Policy Template (Word Doc)
IR Awareness Signage (3, 11x17” printable PDF)
DISCLAIMER:
The content of this toolkit has been designed for general use. It is the responsibility of each business to review and modify documents as needed to comply any specific legal, regulatory, or insurance requirements.
This customizable digital toolkit makes it easy for small businesses to introduce a clear, professional incident reporting process into their operations.
How your business documents, reviews, and retains critical event information, regardless of industry, could have bigger (and expensive) implications down the road.
With ready-to-use templates and easy-to-follow instructions, this toolkit helps you create a safer, more resilient workplace — while helping to protect your business if claims or compliance issues arise.
Key Features:
Instant digital download — no waiting, no shipping
Fully editable — customize for your business needs and branding
Simple to use — compatible with standard programs (Word, Excel, Adobe Reader)
Professional templates designed to strengthen your workplace documentation
Helps meet general documentation best practices and support compliance efforts
Included in this digital toolkit:
Incident Report Template (8.5x11”, Fillable PDF, 2 sided)
Statement Page (8.5x11”, Fillable PDF, 1 sided)
IR Recordkeeping Workbook (Excel file)
IR Instructions (PDF Document)
IR Policy Template (Word Doc)
IR Awareness Signage (3, 11x17” printable PDF)
DISCLAIMER:
The content of this toolkit has been designed for general use. It is the responsibility of each business to review and modify documents as needed to comply any specific legal, regulatory, or insurance requirements.