10 Free Incident Report Templates in ClickUp Docs, Word, and Excel

Alex York

Senior Content Marketing Manager

December 30, 2022

Max 10min read

As much as we all hate to admit it, accidents happen. 🤷🏼‍♀️

And when it comes down to it, accountability and honesty are always the best policies—but that’s a blog for another time! No matter how severe the incident was or even if something major was just narrowly missed, you must record and report the situation.

It sounds a little scary, but it doesn’t have to be.

Incident reporting doesn’t just keep track of your HR department’s top KPI, it ensures that history doesn’t repeat itself and keeps your team operating efficiently, and most importantly, safely.

Your safety is every company’s top priority, so there’s a lot riding on incident reports to tell the entire story including key details, dates, parties involved, circumstances, and follow-ups.

Plus, many companies report to even bigger companies to prove how they’re following safety protocols across the board when it comes to security, first aid, exposure, or damage.

An incident report form or template makes this process significantly easier. These tools can ease your mind in stressful situations by making sure every incident report is filled out providing ways to improve your worklife going forward.

And to find your next incident report form or template, you’ve come to the right place. 🙂

We’ll guide you through the top incident reporting FAQs, top template features to look for, and provide 10 free examples for ClickUp, Word, Excel, and more. 🙌🏼

What is an Incident Report Template?

Let’s say your team nearly misses a major accident at work. Luckily, no one was hurt—but you’re all a bit shaken and the incident could’ve been avoided altogether.

After everyone’s nerves are settled and cups of water have been distributed, your manager will fill out an incident report detailing exactly what happened.

Instead of opening a blank document, incident management software and a customizable report template will guide you through the next steps.

An incident report form or template is a pre-built and formatted document for managers to record incidents including damage, injuries, workplace safety, close calls, and more. These templates are typically followed from top to bottom and cover the situation’s who, what, where, when, why, and how.

These documents are often stored and tracked using designated HR software to keep monitor HR KPIs over time or even shared with other companies that oversee workplace safety.

What Makes for a Good Incident Report Template?

All incident reports must include a lot of key details, but no two templates look alike. The same goes for their formatting! Your incident reporting process may revolve around documents, spreadsheets, or forms to gather the necessary information.

Still, there are a few essential features to look for in your next incident report form or template to make sure safety stays at the forefront of your business:

• Rich formatting and styling to support multiple sections, nested pages, tables, or embedded media in the report.
• Collaboration features like live editing with multiple team members, comments within the template to communicate approvals, and @mentions.
• Security, permissions, and sharing to make sure sensitive information stays between the right people.
• Integrations to extend the functionality of your template, bring in additional context through embedding, and keep your reports secure and organized among the rest of your work.

10 Incident Report Templates

Now that we’ve covered the basics, let’s put your newfound knowledge to the test!

Knowing the qualities of top incident report templates and their role in company safety, comb through some of the best templates on the market today—and access them all directly from this article!

Here are the top 10 free incident report templates to improve safety and security at work for ClickUp, Word, and Excel.

1. ClickUp Employee Incident Report Template

An Employee Incident Report is an important document to file for any incident or incident-related activity involving a current or former employee at a business. It’s commonly completed by the company’s Human Resources (HR) department.

Typically these reports are used to record relevant details such as the date, time, incident type, incident location, parties involved, incident description, and any action taken as a result of the incident.

The ClickUp Employee Incident Report Template will help you create an incident report quickly and standardize the process for recording employee incidents. The Doc breaks down an incident reporting process that’s easy to navigate. These documents can be used for incident tracking, incident analysis, and incident prevention purposes.

2. ClickUp Incident Action Plan Template

An Incident Action Plan (IAP) is a document outlining immediate plans to respond to an incident or emergency. Incident action plans include details such as resources, operational period information, safety considerations, communication protocols, and incident tracking methods.

By using the ClickUp Incident Action Plan Template as a starting point, businesses can save time and ensure that all necessary information is included in each IAP they develop. This will help companies create reliable records of incident-related activity and put effective strategies in place!

The template includes color-coded sections to capture all the information required for approval: 

• Situation Summary: brief summary of the Incident Action Plan
• Execution Plan: Objectives and strategies
• Incident Team Contact Information: Methods of contact for personnel on scene
• Incident Organization List: Operations, Planning, Logistics, and Finance teams
• Incident Assignment List: Tasks for supervisors and team members
• Map/Situation Summary: Incident site/region or other graphics

Incident Plan Approval: Submitted by, Date Submitted, and Signature

3. ClickUp Security Incident Report Template

A security incident report form captures all the details about any incident or incident-related activities. It also includes key indicators such as urgency level and severity of the incident. This is especially important for high-risk incidents, such as workplace accidents, injuries sustained, and medical treatment situations. 

Security incident reports will help analyze the overall effectiveness of an organization’s security systems and processes. By understanding how incidents occur and how they can be prevented in the future, companies can work towards creating more secure environments for their employees.

Directly share the ClickUp Security Incident Report Template URL among your team or export it for paper filing purposes. You can even protect your ClickUp Docs using the privacy and edit controls to prevent unwanted changes to the report information! 🔐

By tracking all incidents with accurate data points over a period of time, enterprises can gain a better understanding of security trends within their environment and develop effective strategies for addressing them in the future.

Learn how to reduce cyber security risks in remote project management!

4. ClickUp IT Incident Report Template

An IT incident report is an internal document companies use to record and monitor IT incident-related information. By having comprehensive incident reports that are detailed and accurate, companies can identify incident trends which help them improve the response process and ensure compliance with legal requirements. 

Additionally, these documents help IT teams collaborate more effectively on incident response efforts while improving containment and resolution times. In turn, organizations save reliable records of all past incidents associated with their environment which can be used to assess current security posture and plan for future threats accordingly.

The ClickUp IT Incident Report Template includes a detailed description, a checklist, subtasks, and Custom Fields any manager can use to create a thorough, effective reporting of an IT incident. This task template provides a structure for developing your report, but it’s completely customizable to fit your organizational processes and procedures!

5. ClickUp Simple After Action Report Template

An After-Action Report is a strategic document used to evaluate and review the success or failure of a project, activity, or event. It is designed to assess both the positive and negative results to analyze what went well and what could have been improved.

And with the ClickUp Simple After Action Report Template, you’ll cover all your bases with this detailed Doc. The report is divided into four subpages:

• Exercise Overview
• Core Capability Analysis
• Core Capability Report
• Improvement Plan

Whether you’re new to After Action Reports or need new ideas to make an impact on stakeholders, this is a great template to work through on your own or with your team!

6. ClickUp Service Incident Report Template

A service report is a document detailing the activities and result of a service. A properly completed service report can be an invaluable tool for businesses and customers. It provides documentation of the services performed, which helps businesses track service history and maintain customer satisfaction. For customers, it acts as a record of the service that was performed and any changes or improvements made. 

The ClickUp Service Report Template is designed to enhance the description process with embedding features, rich text editing, media file sharing, and more. The task template is prebuilt with the general details of an acceptable service report, but feel free to customize it even further so it meets your organization’s standards.

Discover the top issue tracking software to resolve customer concerns!

7. ClickUp End of Day Report Template

An End of Day Incident Report is an incident document generated at the end of each business day. These reports contain detailed incident information such as incident severity level, impacted assets or systems, involved personnel or teams, and an incident timeline.

Additionally, these reports provide insight into the incident resolution process, corrective actions taken by the organization, and any lessons learned. They also allow organizations to gain an understanding of their incident trends over a longer period of time and plan for threats in advance. 

The ClickUp End of Day Report Template is a great starter option for businesses looking to identify gaps or weaknesses in response processes that should be addressed in order to improve containment and resolution times in the future. It comes with a self-assessment for the employees to rate their productivity, their backlogs, and tasks for the next day.

Check out the Getting Started guide for tips and examples to make it your own!

8. ClickUp Corrective Action Plan Template

A Corrective Action Plan is a set of steps designed to identify, correct, and prevent the recurrence of potential or existing errors and problems. This plan outlines the strategies that an organization should take in order to remediate the incident and restore normal operations. The plan typically includes actions such as root cause analysis, data documentation, risk management practices, and incident closure activities.

It’s sometimes a time-consuming process to get everyone on the same page. Especially when information can be used for regulatory reporting purposes and court cases if needed. Try the ClickUp Corrective Action Plan Template to align communication and tasks to save time! 

The main elements of a CAP in this Whiteboard template are organized to shorten the time it takes from identifying an incident to implementing a solution:

• Areas for Improvement: Identify the fields around your business operations or team performance that needs changes and attention
• Problems and Root Causes: Define the challenges, roadblocks, and supporting information of each to analyze and develop a solution
• Possible Solutions: Consider every factor involved in your corrective plan, and list down all the possible solutions to make a change for improvement
• Measure of Success: Define your success that’s measurable through key performance indicators or metrics that are applicable and beneficial to your team and overall operations
• Task Owners: Assign specific team members to every task 
• Timeline: Allocate enough time to prepare for change and improvement as you go through this template

9. Microsoft Word Incident Report Template

A Microsoft Word incident report template is an editable document for workplace incidents and injury accidents. It serves as a starting point for anyone to create new documents quickly, saving them time and effort in formatting the document. 

The template has dedicated sections for key details: the Introduction, Objectives, Incident Information, Methodology, Findings, Conclusion, and Recommendations.

10. Excel Incident Report Template

If you’re looking for an incident report template that’s still text-based but not paragraph-heavy, try an incident report in Excel! This template is organized into four key areas:

• Incident Type Checklist
• Incident Severity Scale
• Incident Categories
• Key Contact Information

As you start to build a library of incident report forms, using Excel will get more difficult. A report template in Excel is not remote or collaboration-friendly, so versional control could get out of hand. Integrate Excel with a project management tool like ClickUp to bring all work in one place. You can access the ClickUp platform anywhere—mobile, desktop, email add-on, and Chrome Extension! 

Stay a Step Ahead of Incidents With Templates by ClickUp

Your safety is every company’s top priority. So when accidents happen, you don’t want your incident report going into a drawer, never to be seen again.

Instead, follow that report, and take steps to make sure preventative measures are taken in the future!

The best way to do this? Find an incident report template that works with software designed to keep your work together, secure, and compliant—like ClickUp. 🙂

ClickUp is the only productivity platform powerful enough to streamline your safety processes, store valuable information, and keep the team aligned on all critical policies. With its own built-in and dynamic document editor, ClickUp is the ideal solution for incident reports of all kinds. Nested pages, live editing, assigned comments, and rich formatting are just a few of the features that make ClickUp Docs so valuable—but the best part? It comes at absolutely no cost.

Explore hundreds of templates for every use case, over 1,000 integrations, and rich reporting features across every pricing plan when you sign up for ClickUp, and watch your team’s productivity soar. 🛫