Safety & field forms

Near-Miss & Incident Report

A confidential near-miss and incident report form — type, sequence of events, contributing factors, root cause and preventive actions, filled out while the details are still fresh.

Free downloadPDF · 1 page · 673 KBIR-005
Free download

Near-Miss & Incident Report

PDF · 673 KB · 1 page

Create a free account to download

Free forever, no card. One account unlocks every TreeNerd freebie, the jobsite tools and CEU tracking. Already have one? Sign in.

It handles the full range: near-miss, first aid, recordable injury, property damage or vehicle. Capture who was involved and witnessed it, the task being performed, the equipment, and the contributing factors — PPE, procedure, equipment failure, communication, environment, fatigue.

There's space for the immediate action taken, a brief root cause and recommended preventive actions, with reporter and supervisor sign-off. It's marked confidential and notes that reporting near-misses is encouraged and won't be used for discipline — the only way you actually hear about them.

What's inside

  • Incident type: near-miss, first aid, recordable, property, vehicle
  • People involved and witnesses
  • Sequence of events and task being performed
  • Contributing-factors checklist
  • Immediate action, root cause and preventive actions
  • Reporter and supervisor sign-off
For crews, supervisors & safety managers — and it's free to use on real jobs.

Questions

Why report near-misses?
Near-misses are free lessons — the same conditions that almost hurt someone will eventually hurt someone. The form is marked confidential and non-disciplinary so people actually report them.
Is this an OSHA form?
No. It's an internal investigation and prevention record. It can support your OSHA recordkeeping, but it doesn't replace required OSHA forms like the 300 log or 301.

More free downloads

See all free downloads →