Free Incident Report Template
Anyone can report an incident from their phone, and a structured report is filed and emailed to the right people in seconds.
| Reported by | {{Reported By}} |
| Location | {{Location}} |
| Date of incident | {{Incident Date}} |
| Severity | {{Severity}} |
- Root cause:
- Corrective action:
- Owner and due date:
What’s in this template
A health and safety incident report with a report number and submission timestamp, who reported it, where and when, severity, a description and the immediate action, plus a follow-up section for the safety lead.
Make it yours
- Add injury and witness questions if your regulator requires them.
- Create an escalation memo for High severity with its own email list.
- Keep a Google Docs copy so follow-up can be completed in the document.
How to use this template
Download and open in Google Docs
Upload the .docx to Google Drive, open it with Google Docs and choose File → Save as Google Docs. Swap “YOUR COMPANY” for your details and add your logo.
Copy the ready-made Google Form
Make a copy of the ready-made form. Its question titles already match the placeholders. Or build it yourself:
| Question title | Type | Example answer |
|---|---|---|
| Reported By | Short answer | Sarah Tan |
| Location | Short answer | Warehouse B, loading bay |
| Incident Date | Date | 2026-10-28 |
| Severity | Multiple choice | High |
| Description | Paragraph | Pallet fell from forklift; no injuries. |
| Immediate Action Taken | Paragraph | Area cordoned off; forklift tagged out. |
Placeholders in this template
Built-ins (starting with _) are filled automatically: date, time, response ID.
Generate it on every submission
Install AutoDoc, pick this file as your template and a Drive folder, and each response creates a finished Incident Report automatically, emailed if you like.
Install AutoDoc freePro tips
- Email to list: send every report to your safety inbox.
- Add a condition to CC management only when Severity equals “High”, using a second template with its own email.
- Keep a Google Docs copy so the safety lead can complete the follow-up section.
Frequently asked questions
Is the Incident Report template really free?
Yes. Download the .docx file, upload it to Google Drive and open it with Google Docs. You can use it with or without AutoDoc.
How do I use it in Google Docs?
Upload the file to Drive, open it with Google Docs, then File → Save as Google Docs. Replace YOUR COMPANY text and keep the {{placeholders}}.
Do the placeholders need to match my form?
Yes. Each {{placeholder}} must match a question title exactly (case-sensitive). The question list on this page matches the template.