











Incident Reporting Toolkit
Build a Safer, Stronger Workplace — Starting with Better Incident Reporting.
This customizable digital toolkit makes it easy for small businesses to introduce a clear, professional incident reporting process into their operations.
Accidents happen — and sometimes they aren’t accidents. Knowing the difference starts with how your business documents, reviews, and retains critical events that could have bigger 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 protecting your team and 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)
Additional Statement Page (to aid in the detailed reporting of accidents and incidents)
IR Recordkeeping Workbook (Excel file)
IR Instructions (PDF Document)
IR Policy Template (Word Doc)
Incident Reporting Awareness Signage (3, 11x17” printable PDF)
Please Note:
This toolkit provides general templates and guidance. It is the responsibility of each business to review and modify documents as needed to meet any specific legal, regulatory, or insurance requirements.
Build a Safer, Stronger Workplace — Starting with Better Incident Reporting.
This customizable digital toolkit makes it easy for small businesses to introduce a clear, professional incident reporting process into their operations.
Accidents happen — and sometimes they aren’t accidents. Knowing the difference starts with how your business documents, reviews, and retains critical events that could have bigger 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 protecting your team and 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)
Additional Statement Page (to aid in the detailed reporting of accidents and incidents)
IR Recordkeeping Workbook (Excel file)
IR Instructions (PDF Document)
IR Policy Template (Word Doc)
Incident Reporting Awareness Signage (3, 11x17” printable PDF)
Please Note:
This toolkit provides general templates and guidance. It is the responsibility of each business to review and modify documents as needed to meet any specific legal, regulatory, or insurance requirements.
Build a Safer, Stronger Workplace — Starting with Better Incident Reporting.
This customizable digital toolkit makes it easy for small businesses to introduce a clear, professional incident reporting process into their operations.
Accidents happen — and sometimes they aren’t accidents. Knowing the difference starts with how your business documents, reviews, and retains critical events that could have bigger 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 protecting your team and 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)
Additional Statement Page (to aid in the detailed reporting of accidents and incidents)
IR Recordkeeping Workbook (Excel file)
IR Instructions (PDF Document)
IR Policy Template (Word Doc)
Incident Reporting Awareness Signage (3, 11x17” printable PDF)
Please Note:
This toolkit provides general templates and guidance. It is the responsibility of each business to review and modify documents as needed to meet any specific legal, regulatory, or insurance requirements.