Template

Incident Checklist for Retail and Hospitality

by Kim Piavanini, from the Community

Use this incident checklist to manage workplace incidents from start to finish. Secure and preserve the scene, assess risks, and prioritize the safety of people. Record key details including date, time, location, people and equipment involved, and environmental conditions. Notify the store manager or owner via phone, text, or email, and document the time and method of reporting. Gather evidence with photos, collect witness and participant statements, and conduct drug and alcohol testing where required. Complete a risk assessment and log the incident in the issue register to support accurate reporting and follow-up actions.

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Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

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Confirm accountability and compliance with a digital log

With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

About author

Community

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.

Template
Hazard and Incident Report Form
Use this hazard and incident report form to record workplace hazards, near misses, and incidents in a consistent way. Log report and incident types, time and location, people involved, and witness details. Add photo evidence and assess risk by severity and likelihood to prioritize corrective actions. Capture root causes, assign follow up tasks, and track resolution to strengthen safety and compliance across your organization.
by Edward Abrahamsen, from the Community
Downloads: 10+
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Template
Incident Report: First Response and Investigation
Use this incident report template to capture first response details and conduct thorough investigations. Document incident type, date and time, location, supervisors, and environmental conditions. Attach and log evidence, vehicles, equipment, damages, and other items. Record people involved, statements, injuries, affected body parts, and causes. Add corrective actions and follow-up tasks, then sign off to close the report. Ideal for fast, accurate incident documentation and compliance across worksites.
by Maria Nilsen, from the Community
Downloads: 10+
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Template
Incident Report Detailed
Use this detailed incident report template to document workplace incidents on construction sites and other environments. Record incident type and priority, date and location, weather conditions, and loss time. Log evidence, equipment and vehicle details, damages, and other items. Document people involved, statements, injuries and affected body parts, and medical attention provided. Add corrective actions, assign follow-ups, and complete sign-off to support compliance, investigations, and continuous safety improvement.
by Greg McGee, from the Community
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Template
Security Incident Report Template
This Security Incident Report template helps teams document incidents quickly and consistently. Capture the date and time, incident type and location, a detailed narrative, and evidence found. Record people involved with contact details, track police attendance and actions, document injuries and first aid provided, and note any property damage with photos. Add immediate causes, corrective actions, and responsibilities to drive follow-up. The form includes space for the reporting officer’s signature, phone number, and security licence number. Ideal for security teams, facilities managers, and property management across sites such as offices, retail, hospitality, and events to improve response, compliance, and record keeping.
by Cole Baird, from the Community
Downloads: 0
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Incident Checklist for Retail and Hospitality

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Hazard and Incident Report Form

Incident Report: First Response and Investigation

Incident Report Detailed

Security Incident Report Template

You might also like

Hazard and Incident Report Form

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