Incident Details
Date, time, location, and brief description of the event or hazard; provides the factual basis for investigation and trending.
A consistent form reduces ambiguity, ensures key details are captured, and creates an auditable record for internal reviews and external regulators.
HR teams, safety officers, supervisors, and designated consultants typically complete or review the form during an assessment.
External occupational health advisors and legal counsel may also review completed forms when incidents escalate or regulatory questions arise.
Date, time, location, and brief description of the event or hazard; provides the factual basis for investigation and trending.
Name and contact of the person reporting plus role (employee, contractor, visitor); necessary for follow-up and confidentiality tracking.
Observed hazards, severity, exposure pathways, and affected personnel; supports prioritization and control selection.
Hierarchy of control recommended (elimination, substitution, engineering, administrative, PPE) with rationale and estimated cost or resources.
Specific tasks, owners, due dates, and progress status so remediation is assigned and tracked to completion.
Completion verification, sign-off date, and evidence references (photos, test results) to close the consultation loop.
| Field | Configuration | Required | Conditional based on incident severity |
|---|---|
| Reporter Validation | Email + employee ID lookup; auto-populate contact |
| Risk Score Calculation | Formula field multiplying severity and likelihood |
| Routing Rules | Auto-route high-risk items to EHS and HR concurrently |
| Notifications | Email and in-app alerts on assignment and overdue items |
Choose a platform that supports secure storage, access control, and an immutable audit trail for each form submission.
Acknowledge receipt within 2 business days to the reporter
Complete initial risk assessment within 5 business days
Assign responsible owner within 3 business days of triage
Set corrective action dates based on priority; high-risk within 72 hours
Verify and close the case after evidence is submitted, typically within 10 business days
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial, no credit card | Trial varies by vendor | Trial varies by vendor | Trial varies by vendor | Trial varies by vendor |
| Bulk Send | Yes (Business Premium) | Varies by plan | Varies by plan | Yes | Varies by plan |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA required) | Yes (BAA available) | Yes (BAA available) | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |