Client Readiness Checklist

Accident/Injury Incident Readiness Checklist

Use this checklist to confirm your team is prepared to document a workplace injury or incident quickly, clearly, and consistently.

Important: This is a readiness checklist, not an accident report form or claim submission. Do not enter employee names, medical details, Social Security numbers, or other private information into the notes field.

Readiness progress 0 of 24 complete

Start by checking off the items your team already has in place.

Immediate response

Make sure your team knows what to do right away when an injury or incident happens.

Supervisors know who to contact immediately after a workplace injury or incident.Include internal contacts, HR, safety lead, and claim reporting contacts where appropriate.

First aid supplies and emergency instructions are easy to find.

Managers know when medical care, urgent care, or emergency services may be needed.

There is a clear process for preserving the scene when needed.This may include photos, equipment condition, spill areas, lighting, flooring, or other relevant conditions.

Basic incident details

Confirm your team can capture the basic information usually needed for an incident report.

Your report process captures employee identifying information used by your organization.

Your team documents the date, time, department, and exact location of the incident.

Witness names and contact details are collected when applicable.

Managers know how to add factual comments without guessing, blaming, or diagnosing.

Care and treatment details

Be prepared to document what care was provided and who was involved.

The report process captures whether first aid was given.

The report process captures who provided first aid or directed the response.

Managers know how to document whether outside medical care or hospitalization occurred.

Your team knows where to record provider, clinic, or physician information when applicable.

What happened

Help managers capture a clear factual description while details are still fresh.

Managers document how the incident occurred in plain language.

The job, task, or activity at the time of injury is recorded.

Relevant conditions, methods, equipment, tools, surfaces, or work practices are noted.

Photos, maintenance notes, or other supporting details are gathered when appropriate.

Signatures and follow-through

Make sure the report gets completed, reviewed, and routed quickly.

Employee and supervisor signature steps are clear when signatures are required.

Managers know the report should be completed and returned to HR within 24 hours.

Your team knows where completed reports should be sent or stored.

Claim reporting, OSHA recordkeeping, and internal review steps are assigned to the right person or team.

After the report

Connect the incident report to prevention, return-to-work planning, and communication.

Your team knows when to review the incident for prevention opportunities.

Modified duty or return-to-work planning steps are identified when restrictions may apply.

Supervisors understand what should and should not be discussed with coworkers after an incident.

You have a plan to update training, procedures, or equipment if the review shows a pattern or gap.

Internal notes for your team, optional

Your readiness summary

No items checked yet. Complete the checklist above to see your readiness summary.

This checklist is provided for general educational and risk management discussion purposes only. It is not legal, medical, cybersecurity, OSHA, HR, or claims advice. It does not replace your official accident report form, claim reporting instructions, OSHA recordkeeping process, HR procedures, carrier requirements, or guidance from qualified professionals.