Incident Summary
Concise description of what happened, where, and when, including immediate effects and whether the incident was work-related.
Timely, accurate reports meet federal obligations, reduce citation risk, and create an auditable record for investigations. They support injury prevention, help calculate injury rates, and provide documentation for insurance and legal reviews.
Use role-based responsibilities to ensure consistent completion, prompt investigation, and timely submission when required by OSHA.
Concise description of what happened, where, and when, including immediate effects and whether the incident was work-related.
Full legal name, job title, employer ID, and contact information to match personnel and payroll records accurately.
Nature of injury or illness, body part affected, treatment level (first aid, medical treatment, hospitalization), and time away from work.
Names, contact details, and short statements describing observations; note who collected each statement and when.
Immediate and underlying causes with contributing factors such as equipment failure, procedure gaps, or training deficits.
Actions taken and planned, responsible parties, and target completion dates to prevent recurrence.
| Field | Configuration |
|---|---|
| Incident Date/Time | Required; MM/DD/YYYY format |
| Injury Classification | Dropdown with standardized codes |
| Approver | EHS manager required sign-off |
| Retention Flag | Auto-archive after retention period |
Ensure the platform can export signed reports, store audit logs, and meet any applicable compliance requirements such as HIPAA if health details are included.
Report to OSHA within 8 hours when a work-related fatality occurs.
Report to OSHA within 24 hours for qualifying hospitalizations.
Record qualifying cases on the OSHA 300 log within the calendar year.
Prepare and retain OSHA 300A annual summary each year.
Notify EHS and HR immediately after medical stabilization.
| 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 | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | Yes |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |