Incident report

It is free to fill in online, needs no account, and downloads as a Word document or a PDF. See all Operations and quality templates

• Company or site

  For example: Brightwater Bakery, Cork

• Report number (optional)optional

  For example: INC-2026-017

• Type of incident

• Date of the incident

  For example: 2 December 2026

• Time

  For example: 14:35

• Where it happened

  For example: Production area, next to oven 2

• Reported by

  For example: Sean Murphy, shift lead

• People involved

  Names and roles. Add only what is needed.

  For example: Aoife Byrne (baker), injured person

• Witnesses (optional)optional

  For example: Liam Walsh, Niamh Kelly

• What happened

  Facts in the order they happened. Say what you saw, not what you think.

  For example: At about 14:35 Aoife slipped on spilled flour while carrying a tray to oven 2 and fell onto her right wrist. She was able to stand up and was taken to the first aid room.

• Injuries or damage (optional)optional

  For example: Swollen right wrist. Taken to hospital by taxi at 15:10 for an X-ray.

• Immediate actions taken

  For example: First aid given by Sean Murphy. Floor cleaned and the area closed off. Aoife taken to hospital.

• Likely causes (optional)optional

  For example: Flour on the floor next to the mixer had not been cleaned up, and the cleaning rota did not cover this area in the afternoon.

• Actions to prevent it happening again

  For each action, say who and by when.

  For example: Add an afternoon floor check to the rota (Production manager, by 10 December). Buy a second floor scraper (Sean Murphy, by 7 December).

• Reported to an authority (optional)optional

  If you reported it, say to whom, when and the reference.

  For example: Not required for this injury

1. 11. People involved
2. 22. What happened
3. 33. Immediate actions
4. 44. Causes and prevention
5. 55. Sign off

1. 01

   Fill in

   Type your details in the form. The document fills itself in as you type; click any gap to jump to its field.

2. 02

   Check

   Read it through. Gaps you have not filled stay marked, so nothing goes out half done.

3. 03

   Download

   Save it as a Word document to edit further, or as a PDF to send or print.

What details does this template ask for?

The form asks for 15 details, starting with Company or site, Type of incident, Date of the incident, Time, Where it happened. 5 more are optional.

Can I download this template as Word or PDF?

Yes. When you have filled in the form, save it as a Word document to keep editing, or as a PDF to send or print. It is free and needs no account.

Is what I type sent anywhere?

No. What you type stays in your browser while you fill in the document. It only goes to nerix if you choose to open the template in the chat.

What should I check before I use this template?

Serious injuries, deaths, dangerous events and some data breaches must be reported to an authority within a set time in many countries. Do that first if the law requires it, and keep this report to facts, not blame. Handle injured people's personal and health information with care.

Are these operations templates free?

Most are. Fill in and download them for free as Word or PDF, with no account. A few longer documents are premium: free to fill in, paid once to download, and marked with their price.

Do they meet a standard such as ISO 9001?

They are a practical starting point and certify nothing. Standards and safety laws differ by industry and country, so check what applies to you.

Who should approve a procedure?

The person who owns the process and a manager who can authorise it. The procedure template has fields for both, and for the review date.

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