{"id":42789,"date":"2018-10-26T14:17:57","date_gmt":"2018-10-26T18:17:57","guid":{"rendered":"https:\/\/www.atlantictraining.com\/blog\/?p=42789"},"modified":"2024-06-23T00:33:03","modified_gmt":"2024-06-23T00:33:03","slug":"write-effective-osha-incident-report-5-steps","status":"publish","type":"post","link":"https:\/\/www.atlantictraining.com\/blog\/write-effective-osha-incident-report-5-steps\/","title":{"rendered":"Write an Effective Incident Report in 5 Steps"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">With proper safety training and an air-tight safety program in your workplace, you won\u2019t have to write too many incident reports. However, sometimes things slip through the cracks and it results in an incident or <\/span><span style=\"font-weight: 400;\">near-miss<\/span><span style=\"font-weight: 400;\">. When this happens, it\u2019s not only mandated by <\/span><a href=\"https:\/\/www.osha.gov\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">OSHA<\/span><\/a><span style=\"font-weight: 400;\"> to report it, but it can be imperative in future prevention of like incidents.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The best way to go about reporting an incident is to fill out an incident report and using a <a href=\"https:\/\/www.safetysoft.com\/\" target=\"_blank\" rel=\"noopener\">safety software<\/a> for recordkeeping. The following steps will help you to write an effective incident report that covers all of the necessary elements needed for further action.<\/span><\/p>\n<h3><a href=\"https:\/\/www.atlantictraining.com\/blog\/safety-training-topics\/\"><img decoding=\"async\" class=\"aligncenter wp-image-43688\" src=\"https:\/\/www.atlantictraining.com\/blog\/wp-content\/uploads\/2018\/10\/Banner-245345-2-1024x427.png\" alt=\"SafetySoft Download this Blog Post As A PDF.\" width=\"751\" height=\"313\" srcset=\"https:\/\/www.atlantictraining.com\/blog\/wp-content\/uploads\/2018\/10\/Banner-245345-2-1024x427.png 1024w, https:\/\/www.atlantictraining.com\/blog\/wp-content\/uploads\/2018\/10\/Banner-245345-2-300x125.png 300w, https:\/\/www.atlantictraining.com\/blog\/wp-content\/uploads\/2018\/10\/Banner-245345-2-768x320.png 768w, https:\/\/www.atlantictraining.com\/blog\/wp-content\/uploads\/2018\/10\/Banner-245345-2-1536x640.png 1536w, https:\/\/www.atlantictraining.com\/blog\/wp-content\/uploads\/2018\/10\/Banner-245345-2.png 1800w\" sizes=\"(max-width: 751px) 100vw, 751px\" \/><\/a><\/h3>\n<h3><b>\u00a0 \u00a0 \u00a0 \u00a0 1. Respond in a Timely Manner<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">You should begin to gather the details almost immediately after receiving news and becoming aware of the incident. This will help you gather details that are fresh in the minds of those involved, and will help you be able to piece together the factors involved in the incident\u2019s occurrence.<\/span><\/p>\n<h3><b>\u00a0 \u00a0 \u00a0 \u00a0 2. Gather All of the Details and Facts<\/b><\/h3>\n<h3><img decoding=\"async\" class=\"wp-image-42792 size-medium alignnone\" src=\"https:\/\/www.atlantictraining.com\/blog\/wp-content\/uploads\/2018\/10\/digital-training-1-300x200.jpg\" alt=\"Male and female safety professional discussing something about the workplace using a tablet\" width=\"300\" height=\"200\" \/><\/h3>\n<p><span style=\"font-weight: 400;\">Having all the facts is important in being able to decipher what caused the incident and how it can be prevented in the future. It\u2019s also necessary for business insurance purposes and to help make decisions in the final stages of analysis. Critical facts of the incident to include are:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">The date and time it occurred<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">The specific location of the incident<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">All of those who were involved and their immediate supervisors<\/span>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Names<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Title of their position<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">The department of employees involved<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Their immediate supervisor(s)<\/span><\/li>\n<\/ul>\n<\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Names and accounts of those who witnessed the incident<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">The series of events that took place leading up to the incident<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">What the employee(s) involved were doing at the exact time of the incident<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">The environmental conditions of the location in which it occurred<\/span>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">For example, were the floors slippery? Was the area cluttered? Was there a lot of noise? Etc.<\/span><\/li>\n<\/ul>\n<\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">The circumstance or materials involved when it took place<\/span>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">For example, the tools, machinery, equipment or PPE that was involved.<\/span><\/li>\n<\/ul>\n<\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">The specific injuries that were sustained to the involved parties, and what area of the body were affected<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">The treatment that was administered to the employees who were injured<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Any and all damage to the equipment, materials, areas, etc.<\/span><\/li>\n<\/ul>\n<p>Another resource that is beneficial for documenting events is to take pictures of where the incident took place. Note the conditions of the area and the scene(s) of the\u00a0incident. If available, CCTV footage is another avenue of reviewing the chain of events that led to the incident.<\/p>\n<a href=\"https:\/\/share.hsforms.com\/1PbEg-9qmQUKqLEc-MiGxtA39lf6\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"alignnone size-large wp-image-45491\" src=\"https:\/\/www.atlantictraining.com\/blog\/wp-content\/uploads\/2022\/01\/CTA-Blog-Banner-3-1024x391.png\" alt=\"Free Safety Courses\" width=\"680\" height=\"260\" srcset=\"https:\/\/www.atlantictraining.com\/blog\/wp-content\/uploads\/2022\/01\/CTA-Blog-Banner-3-1024x391.png 1024w, https:\/\/www.atlantictraining.com\/blog\/wp-content\/uploads\/2022\/01\/CTA-Blog-Banner-3-300x114.png 300w, https:\/\/www.atlantictraining.com\/blog\/wp-content\/uploads\/2022\/01\/CTA-Blog-Banner-3-768x293.png 768w, https:\/\/www.atlantictraining.com\/blog\/wp-content\/uploads\/2022\/01\/CTA-Blog-Banner-3-1536x586.png 1536w, https:\/\/www.atlantictraining.com\/blog\/wp-content\/uploads\/2022\/01\/CTA-Blog-Banner-3-2048x781.png 2048w\" sizes=\"(max-width: 680px) 100vw, 680px\" \/><\/a>\n<h3><b>\u00a0 \u00a0 \u00a0 \u00a0 3. Piece Together the Sequence of Events<\/b><\/h3>\n<h3><img decoding=\"async\" class=\"aligncenter wp-image-42793 size-medium\" src=\"https:\/\/www.atlantictraining.com\/blog\/wp-content\/uploads\/2018\/10\/3452660_s-3-300x200.jpg\" alt=\"Safety professional in a warehouse piecing together a sequence of events\" width=\"300\" height=\"200\" \/><\/h3>\n<p><span style=\"font-weight: 400;\">Piecing together the sequence of events will help determine which factors were involved and how they were involved at the time the incident occurred. <\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><b>The details of the events leading up to the incident.<\/b>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">What specific actions the employee was doing prior to the incident<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">What materials, tools, equipment was involved<\/span><\/li>\n<\/ul>\n<\/li>\n<li style=\"font-weight: 400;\"><b>Determine what was involved in the incident.<\/b>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">What exactly happened to the employee<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">How they were injured<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Why they were injured<\/span><\/li>\n<\/ul>\n<\/li>\n<li style=\"font-weight: 400;\"><b>Identify what happened after the incident.<\/b>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">What did the employee do after the incident<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">What kind of reaction did they have<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">How did they signal for help if they were able to<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">How was it discovered that the incident occurred<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">The details gathered above should be specific enough so that anyone reading the report can seamlessly create a story in their mind, and can, therefore, view the incident as a whole. It often helps to create a diagram to start to visually analyze the incident.<\/span><\/p>\n<h3>\u00a0 \u00a0 \u00a0 \u00a0 4.\u00a0<b>Analyze Your Findings of the Incident<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">You can now begin to create an in-depth analysis of what caused the events, the factors involved, and ultimately answer the \u201cwhy\u201d of the incident. With the details you gathered, you should be able to speculate the following items:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">The primary cause (Ex: a machine that wasn\u2019t locked out released hazardous energy)<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">The secondary causes (Ex. an employee did not check to see if the machine was locked out prior to maintenance)<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Additional factors (Ex. Employees haven\u2019t received their refresher <\/span><a href=\"https:\/\/www.atlantictraining.com\/course\/lockout-tagout-secure-safely-training-course\"><span style=\"font-weight: 400;\">lockout tagout training<\/span><\/a><span style=\"font-weight: 400;\">)<\/span><\/li>\n<\/ul>\n<h3><b>\u00a0 \u00a0 \u00a0 \u00a0 5. Formulate a Preventative Action Plan<\/b><\/h3>\n<img decoding=\"async\" class=\"aligncenter wp-image-42791 size-medium\" src=\"https:\/\/www.atlantictraining.com\/blog\/wp-content\/uploads\/2018\/10\/72-2-300x206.jpg\" alt=\"\" width=\"300\" height=\"206\" srcset=\"https:\/\/www.atlantictraining.com\/blog\/wp-content\/uploads\/2018\/10\/72-2-300x206.jpg 300w, https:\/\/www.atlantictraining.com\/blog\/wp-content\/uploads\/2018\/10\/72-2-768x529.jpg 768w, https:\/\/www.atlantictraining.com\/blog\/wp-content\/uploads\/2018\/10\/72-2.jpg 834w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/>\n<p><span style=\"font-weight: 400;\">An incident report is useless without a plan to correct actions for future prevention. Every incident is a hard lesson that has yet to be learned or has been overlooked. The following items are examples of areas that may need correcting based on the facts surrounding the incident:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Adequate employee <\/span><a href=\"https:\/\/www.safetysoft.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">safety training<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Adequate and proper maintenance of machinery, equipment, workspace, etc.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Re-evaluating standard operating procedures regarding certain jobs, and re-assessing how they should be carried out<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Identifying and conducting a job hazard analysis (JHA) to thoroughly cover all risks associated with certain job tasks, and carrying out the necessary safety training.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Operational changes and adjustment that include more thorough safety measures, such as adding additional safety equipment, changing procedures, etc.<\/span><\/li>\n<\/ul>\n<h3><b>Bottom Line<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">A good incident report identifies the problem using in-depth analysis and research and offers a viable solution to that problem. A thorough, well-prepared report will accurately pinpoint what corrective action is necessary so that you may prevent future incidents and keep your team safe!<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>With proper safety training and an air-tight safety program in your workplace, you won\u2019t have to write too many incident reports. However, sometimes things slip through the cracks and it results in an incident or near-miss. When this happens, it\u2019s not only mandated by OSHA to report it, but it can be imperative in future &#8230;<\/p>\n","protected":false},"author":1,"featured_media":42809,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[83,1305],"tags":[],"class_list":["post-42789","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-safety-training","category-featured"],"_links":{"self":[{"href":"https:\/\/www.atlantictraining.com\/blog\/wp-json\/wp\/v2\/posts\/42789","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.atlantictraining.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.atlantictraining.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.atlantictraining.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.atlantictraining.com\/blog\/wp-json\/wp\/v2\/comments?post=42789"}],"version-history":[{"count":10,"href":"https:\/\/www.atlantictraining.com\/blog\/wp-json\/wp\/v2\/posts\/42789\/revisions"}],"predecessor-version":[{"id":58295,"href":"https:\/\/www.atlantictraining.com\/blog\/wp-json\/wp\/v2\/posts\/42789\/revisions\/58295"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.atlantictraining.com\/blog\/wp-json\/wp\/v2\/media\/42809"}],"wp:attachment":[{"href":"https:\/\/www.atlantictraining.com\/blog\/wp-json\/wp\/v2\/media?parent=42789"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.atlantictraining.com\/blog\/wp-json\/wp\/v2\/categories?post=42789"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.atlantictraining.com\/blog\/wp-json\/wp\/v2\/tags?post=42789"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}