About this template
A risk and incident form is essential for capturing detailed, chronological information on workplace events that impact safety, such as equipment malfunctions, security breaches, unsafe behaviors, or near-misses. Maintaining an accurate record protects workers, supports regulatory compliance, and helps safety teams identify hazards before they escalate into major accidents.
Whether you manage a manufacturing plant, a corporate office, or a service team, use this free Risk and Incident Form template to standardize how safety events are reported across your organization. Doc2Form lets you instantly convert and customize this template into a ready-to-use Google Form, making it simple to collect submissions from employees, supervisors, or witnesses in real time.
Once submitted, all incident details automatically populate a structured Google Sheet, allowing safety officers, HR professionals, and management to investigate findings, implement corrective actions, and maintain a reliable compliance log over time.
Key features
- Standardize safety incident reporting across all departments.
- Capture precise date, time, and location details automatically.
- Collect witness statements and immediate action notes in one place.
- Centralize all submissions instantly in a connected Google Sheet.
- Easily shareable via direct link or QR code on mobile devices.
Use cases
- Recording factory floor equipment malfunctions and safety hazards.
- Documenting office injuries, slips, trips, or falls.
- Reporting security breaches, theft, or workplace policy violations.
- Logging near-miss events to proactively improve site safety.
What this form collects
- Reporter Name (Short answer)Enter your first and last name.
- Reporter Email (Short answer)Provide a secure email address where we can reach you for follow-up questions.
- Contact Phone Number (Short answer)Enter your direct phone number or extension.
- Facility or Location (Short answer)Specify the building, floor, room, or site where the incident occurred.
- Date and Time of Incident (Date)Select the date when the incident took place.
- Type of Incident (Dropdown)Select the category that best describes the event.
- Detailed Incident Description (Paragraph)Provide a clear, objective account of what happened, leading up to and during the incident.
- Supporting Documentation (Paragraph)Please paste a link to your file (Google Drive, Dropbox, etc.) or describe any photos, logs, or documents related to the incident.
- Recommended Risk Mitigation (Paragraph)What immediate or long-term steps do you recommend to prevent this from happening again?
FAQ
What is a Risk and Incident Form used for?
It is used to formally document workplace accidents, injuries, safety violations, and security incidents. This creates an official record for investigation and safety improvement.
Who should complete this incident report?
Typically, the employee involved, an eyewitness, or the supervising manager completes the form as soon as possible after the event occurs.
How does Doc2Form help set up this form?
Doc2Form instantly converts this template into a fully functioning Google Form in your Google Drive, saving you from manual building and formatting.
Where are the submitted incident reports saved?
All responses are securely stored in a Google Sheet linked directly to your Google Form, making it easy to analyze trends and export records for audits.
Can I customize the questions to fit my workplace?
Yes! Once the template is in your Google Drive, you can easily add, remove, or edit any questions to match your organization's specific safety guidelines.
Get this form in your Google Drive
Save a copy to your Google Drive with one click (uses 1 credit). Or build from a PDF or description in the app.