Forms kit · PDF and Word
Incident Report Kit: every form from the injury to the closed file
When someone gets hurt on site, the paperwork has deadlines. This kit gives your supervisors the forms in the order they need them: what to do in the first hour, the incident report with every item OSHA Form 301 asks for, witness statements, the investigation, and the rules on what to record and what to phone in to OSHA. Not sure yet? Start with the free one-page incident report form.
- 9 printable forms, 6 short guides
- Report carries the Form 301 information
- 8 and 24 hour OSHA reporting rules, with a script
- Editable Word files for your logo
How the kit follows an incident
The clock starts when someone gets hurt
First hour
Care for the injured worker, make the area safe, keep the scene as it is, take photos and notify the right people. The supervisor checklist walks through it.
Within 8 or 24 hours
A work-related death goes to OSHA within 8 hours. If a worker is admitted to hospital as an in-patient, loses an eye or has an amputation, you have 24 hours. The guide has the rule and a phone script. [OSHA]
The same shift
The injured worker, witnesses and the supervisor write down the facts while they are fresh: the incident report, witness statements and any near miss.
The next days
Find out why it happened with the investigation worksheet, decide whether it is recordable on the OSHA 300 Log, and assign fixes on the corrective action tracker.
What is inside
15 forms and guides, in the order you use them
- 1
Start Here: How to Use This Kit
What to do in the first hour, on day one, in the first week, and when you close the file
- 2
First Hour Checklist: Injury on Site
For the supervisor or foreman in charge. Work down the list and note the time as you go.
- 3
Severe Injury Reporting: The 8 and 24 Hour Calls
Which events OSHA must hear about, when the clock starts, how to report, what they will ask, and a phone script
- 4
Employee Injury and Illness Incident Report
Construction incident report. Items marked [301] are the questions on OSHA Form 301.
- 5
Filled-In Example (EXAMPLE ONLY)
A fictional incident with fictional names and companies, showing the level of detail to aim for
- 6
Witness Statement
One statement per person. Write what you saw and heard yourself, in your own words.
- 7
Vehicle and Equipment Incident Report
For crashes and collisions with company vehicles or mobile equipment, on the road or on site.
- 8
Is It Recordable? The OSHA 300 Log Decision
How to decide in four questions, the full first aid list, counting days, and a yes or no table for common site injuries
- 9
First Aid Log
For injuries treated with first aid only. Anything more goes on the incident report.
- 10
Incident Investigation Worksheet
Find the root causes, not someone to blame. Use for injuries, illnesses and near misses.
- 11
Corrective Action Tracker
Every fix from incidents, near misses and inspections, with an owner and a date, until it is checked and closed.
- 12
Near Miss (Close Call) Report
Something almost hurt someone. Write it down so it gets fixed before it does.
- 13
Incident Reporting and Investigation Procedure
Company template: fill in the blanks, sign it, and add it to your safety program or prequalification file
- 14
Toolbox Talk: Report Every Injury
Five minutes, plain words. Read it out, ask the questions, and have the crew sign in on the next page.
- 15
Toolbox Talk Sign-In: Report Every Injury
Record of who attended the "Report every injury" talk and what the crew raised
Spanish add-on (+$10): Reporte de incidente: lesión o enfermedad de un empleado, Declaración de testigo, Reporte de casi accidente, Charla de seguridad: reporte toda lesión, Lista de asistencia: reporte toda lesión.
Inside the PDF
Print it as it comes, or edit the Word files
Questions
Common questions, short answers
Something not covered here? Email help@jobstepsafety.com and we will answer.
Ready when you are
Get the kitCan I use this report instead of OSHA Form 301?
OSHA lets an employer use its own form in place of Form 301 if it holds the same information, is as readable and understandable, and is completed the same way. The kit report is laid out to carry every item Form 301 asks for, so a completed copy can stand as your 301 equivalent. You still keep the OSHA 300 Log and 300A summary if your company is required to.
What is the difference between this and the free incident report form?
The free form is a one-page basic report for writing down what happened. The kit is the whole process: the full report with the Form 301 information, near miss and witness forms, a supervisor checklist for the first hour, an investigation worksheet, a corrective action tracker, a first aid log, a vehicle incident report, the guides on what is recordable and what must be phoned in to OSHA, a written reporting procedure and a crew talk.
Is it for construction only?
It is written for construction contractors: sites, general contractors, crews and trucks. The forms and the OSHA recordkeeping and reporting rules it explains (29 CFR 1904) apply across industries, so a shop or service company can use it too.
What do I get, and in what format?
One PDF with every form and guide, ready to print, and a ZIP of editable Word files, one per form or guide, so you can add your company name and logo. With the Spanish add-on you also get the worker forms in Spanish as a PDF and Word files.
Which forms are in Spanish?
The ones your crew fills in: the incident report, the near miss report, the witness statement, and the "report every injury" crew talk with its sign-in sheet. The supervisor and office guides are in English.
Is this a subscription?
No. One payment, and the files are yours to keep and print. If the kit is not right for you, email us within 14 days for a full refund.
Be ready before the next incident, not after
Get the kit, $29