Workplace Incident Report Form

Who this template is for

Workplace Incident Report Form is built for teams with a niche process that generic forms don't cover who need to capture reproducible detail on first contact.

• Teams with a niche process that generic forms don't cover working in healthcare, legal & specialized.
• Teams who need to capture reproducible detail on first contact without writing code or paying for a custom build.
• Anyone replacing requests that need three replies before work can start with one structured record per enquiry.
• Respondents are the specific group this workflow serves — the form asks them 30 questions across 4 screens.
• Mobile-heavy audiences, thanks to the one-question-per-screen card layout.

Why this form is useful

It removes the cost of requests that need three replies before work can start and turns each submission into a record your team can act on immediately.

• 16 questions are required, so submissions arrive complete instead of needing a follow-up email.
• It captures a phone number for urgent follow-up.
• It accepts a document or photo upload as evidence.
• It records a signature you can keep as proof of agreement.
• It pins the request to a specific date.
• Conditional logic hides 5 questions until they are relevant — shorter forms convert better than long ones.
• Splitting the form across 4 pages keeps each screen short and shows respondents how much is left.
• Every response is stored, searchable and exportable, so nothing depends on one person's inbox.

How to use this template

From copy to live form is a few minutes of work, and every step is reversible.

1. 1Press “Use this template” — a fresh copy of Workplace Incident Report Form lands in your workspace, ready to edit.
2. 2Rename or delete any question, and change what is required. Nothing here is fixed.
3. 3Open Notifications and add the email addresses that should be alerted on each submission; add an auto-reply to the respondent if the form collects an email address.
4. 4Check the upload limits on the file question so respondents can attach what you actually need.
5. 5Publish it, then either share the link directly or paste the embed snippet into your site — the embedded form resizes to fit and loads no marketing or advertising trackers.
6. 6Watch responses land in Submissions, where you can filter, label and export them to CSV or PDF.

Logic and conditions blueprint

Exactly how this form behaves as it is answered — 5 conditional rules ship with it.

• Features skip logic: if “Type of incident” is Near miss, respondents jump straight to “Injury details” and skip everything in between.
• Features conditional validation: if “Was anyone injured?” is Yes, “Part of the body affected” becomes mandatory before the form can be sent.
• Features conditional validation: if “Treatment given” is Hospital treatment, “Is this reportable to the regulator?” becomes mandatory before the form can be sent.
• Features conditional validation: if “Were there any witnesses?” is Yes, “Witness name and contact” becomes mandatory before the form can be sent.
• Features conditional validation: if “Has corrective action been agreed?” is Yes, “Corrective action owner” becomes mandatory before the form can be sent.
• All 5 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.