Ranch Incident Documentation Form
Use this form to document all workplace injuries, illnesses, and near-misses. Complete within 24 hours of incident. Keep records for minimum of 5 years.
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SECTION 1: BASIC INFORMATION
Report Information
| Field | Entry |
|---|---|
| Report Number | _________________________________ |
| Date of Report | _________________________________ |
| Time of Report | _________________________________ |
| Report Completed By | _________________________________ |
| Title/Position | _________________________________ |
Incident Information
| Field | Entry |
|---|---|
| Date of Incident | _________________________________ |
| Time of Incident | _________________________________ |
| Exact Location | _________________________________ |
| GPS Coordinates (if remote) | _________________________________ |
| Weather Conditions | _________________________________ |
SECTION 2: INJURED PERSON INFORMATION
Personal Details
| Field | Entry |
|---|---|
| Full Name | _________________________________ |
| Date of Birth | _________________________________ |
| Home Address | _________________________________ |
| City, State, ZIP | _________________________________ |
| Home Phone | _________________________________ |
| Cell Phone | _________________________________ |
| _________________________________ |
Employment Information
| Field | Entry |
|---|---|
| Job Title | _________________________________ |
| Department/Area | _________________________________ |
| Supervisor Name | _________________________________ |
| Employment Status | [ ] Full-time [ ] Part-time [ ] Seasonal [ ] Family [ ] Contractor |
| Date of Hire | _________________________________ |
| Years in Current Position | _________________________________ |
SECTION 3: INCIDENT DESCRIPTION
What Happened
________________________________________________________________
________________________________________________________________
________________________________________________________________
________________________________________________________________
________________________________________________________________
________________________________________________________________
________________________________________________________________
Incident Classification
- [ ] Struck against object
- [ ] Caught in/between
- [ ] Fall - same level
- [ ] Fall - different level
- [ ] Overexertion
- [ ] Contact with temperature extreme
- [ ] Contact with electric current
- [ ] Contact with harmful substance
- [ ] Transportation incident
- [ ] Animal-related
- [ ] Equipment malfunction
- [ ] Fire/explosion
- [ ] Other: _______________________________
- [ ] Yes - Specify: ________________________________________
- [ ] Operating normally
- [ ] Not operating properly
- [ ] Safety devices bypassed
- [ ] Being repaired/maintained
SECTION 4: INJURY/ILLNESS DETAILS
Nature of Injury/Illness
- [ ] Amputation
- [ ] Animal bite/sting
- [ ] Bruise/Contusion
- [ ] Burn - chemical
- [ ] Burn - thermal
- [ ] Concussion
- [ ] Crush injury
- [ ] Cut/Laceration
- [ ] Dislocation
- [ ] Electric shock
- [ ] Eye injury
- [ ] Fracture
- [ ] Hearing loss
- [ ] Heat illness
- [ ] Hernia
- [ ] Internal injury
- [ ] Poisoning
- [ ] Puncture
- [ ] Respiratory condition
- [ ] Sprain/Strain
- [ ] Other: _______________________________
Body Part(s) Affected
HEAD & FACE TORSO [ ] Head/Skull [ ] Neck [ ] Face [ ] Upper back [ ] Eye - Left [ ] Lower back [ ] Eye - Right [ ] Chest [ ] Ear - Left [ ] Abdomen [ ] Ear - Right [ ] Shoulder - Left [ ] Nose [ ] Shoulder - Right [ ] Mouth/Teeth
UPPER EXTREMITIES LOWER EXTREMITIES [ ] Arm - Left Upper [ ] Hip - Left [ ] Arm - Left Lower [ ] Hip - Right [ ] Arm - Right Upper [ ] Leg - Left Upper [ ] Arm - Right Lower [ ] Leg - Left Lower [ ] Elbow - Left [ ] Leg - Right Upper [ ] Elbow - Right [ ] Leg - Right Lower [ ] Wrist - Left [ ] Knee - Left [ ] Wrist - Right [ ] Knee - Right [ ] Hand - Left [ ] Ankle - Left [ ] Hand - Right [ ] Ankle - Right [ ] Fingers - Left [ ] Foot - Left [ ] Fingers - Right [ ] Foot - Right [ ] Toes - Left [ ] Toes - Right
[ ] Multiple body parts [ ] Internal organs [ ] Body system (circulatory, nervous, etc.) ```
Injury Severity Assessment
- [ ] Moderate - Medical treatment required
- [ ] Serious - Hospitalization required
- [ ] Severe - Life-threatening
- [ ] Fatal
SECTION 5: TREATMENT PROVIDED
On-Site First Aid
- [ ] Wound cleaning
- [ ] Bandaging
- [ ] Ice/cold pack
- [ ] Splinting
- [ ] CPR
- [ ] AED used
- [ ] Tourniquet applied
- [ ] Eye irrigation
- [ ] Burn treatment
- [ ] Other: _______________________________
Medical Treatment
- [ ] Yes, at scene (EMS)
- [ ] Yes, urgent care
- [ ] Yes, emergency room
- [ ] Yes, doctor's office
- [ ] Yes, hospitalized
- [ ] Self-transported
- [ ] Transported by supervisor/coworker
- [ ] Ambulance
- [ ] Helicopter
SECTION 6: WITNESS INFORMATION
Witnesses Present
|-------|-------| | Name | _________________________________ | | Position | _________________________________ | | Phone | _________________________________ | | Witness Statement Attached | [ ] Yes [ ] No |
|-------|-------| | Name | _________________________________ | | Position | _________________________________ | | Phone | _________________________________ | | Witness Statement Attached | [ ] Yes [ ] No |
|-------|-------| | Name | _________________________________ | | Position | _________________________________ | | Phone | _________________________________ | | Witness Statement Attached | [ ] Yes [ ] No |
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SECTION 7: CONTRIBUTING FACTORS
Environmental Factors
- [ ] Inadequate lighting
- [ ] Wet/slippery surface
- [ ] Uneven terrain
- [ ] Extreme heat
- [ ] Extreme cold
- [ ] Dust/visibility
- [ ] Noise
- [ ] Confined space
- [ ] Weather conditions
- [ ] Other: _______________________________
Equipment Factors
- [ ] Equipment defect/malfunction
- [ ] Missing safety guard
- [ ] Inadequate PPE
- [ ] Wrong tool for job
- [ ] Equipment not maintained
- [ ] Improper storage
- [ ] Other: _______________________________
Human Factors
- [ ] Inadequate training
- [ ] Lack of experience
- [ ] Fatigue
- [ ] Rushing/time pressure
- [ ] Distraction
- [ ] Failure to follow procedures
- [ ] Not using available PPE
- [ ] Working alone when shouldn't
- [ ] Physical limitation
- [ ] Other: _______________________________
Organizational Factors
- [ ] Inadequate procedures
- [ ] Inadequate supervision
- [ ] Inadequate communication
- [ ] Understaffed
- [ ] Time pressure from management
- [ ] Other: _______________________________
SECTION 8: PERSONAL PROTECTIVE EQUIPMENT
|----------|----------|------------|-----------| | Hard hat | [ ] | [ ] | _________ | | Safety glasses | [ ] | [ ] | _________ | | Hearing protection | [ ] | [ ] | _________ | | Gloves (type: _____) | [ ] | [ ] | _________ | | Safety boots | [ ] | [ ] | _________ | | High-visibility vest | [ ] | [ ] | _________ | | Respirator | [ ] | [ ] | _________ | | Face shield | [ ] | [ ] | _________ | | Fall protection | [ ] | [ ] | _________ | | Other: _____________ | [ ] | [ ] | _________ |
________________________________________________________________
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SECTION 9: WORK STATUS
Time Lost
- [ ] Yes
| Field | Entry |
|---|---|
| Last day worked | _________________________________ |
| First day of absence | _________________________________ |
| Date returned to work | _________________________________ |
| Total days away | _________________________________ |
Work Restrictions
- [ ] Yes
| Field | Entry |
|---|---|
| Restriction start date | _________________________________ |
| Expected end date | _________________________________ |
| Days on restricted duty | _________________________________ |
SECTION 10: CORRECTIVE ACTIONS
Immediate Actions Taken
________________________________________________________________
________________________________________________________________
________________________________________________________________
Long-Term Corrective Actions
| Action | Responsible Party | Target Date | Completed |
|---|---|---|---|
| ______ | ________________ | ___________ | [ ] |
| ______ | ________________ | ___________ | [ ] |
| ______ | ________________ | ___________ | [ ] |
| ______ | ________________ | ___________ | [ ] |
Similar Incidents
- [ ] Yes - Describe: ________________________________________
________________________________________________________________
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SECTION 11: REGULATORY REPORTING
OSHA Recordability
- [ ] Yes
- [ ] Days away from work
- [ ] Restricted work or transfer
- [ ] Medical treatment beyond first aid
- [ ] Loss of consciousness
- [ ] Significant injury diagnosed by healthcare provider
Workers' Compensation
| Field | Entry |
|---|---|
| WC claim filed | [ ] Yes [ ] No [ ] Pending |
| Claim number | _________________________________ |
| Date filed | _________________________________ |
| Insurance carrier notified | [ ] Yes [ ] No |
| Date notified | _________________________________ |
SECTION 12: SIGNATURES
Injured Employee
I have reviewed this report and confirm the information is accurate to the best of my knowledge.
| Field | Entry |
|---|---|
| Signature | _________________________________ |
| Date | _________________________________ |
Supervisor
| Field | Entry |
|---|---|
| Signature | _________________________________ |
| Print Name | _________________________________ |
| Date | _________________________________ |
Safety Manager/Owner
| Field | Entry |
|---|---|
| Signature | _________________________________ |
| Print Name | _________________________________ |
| Date | _________________________________ |
ATTACHMENTS CHECKLIST
- [ ] Witness statements
- [ ] Photographs of incident scene
- [ ] Photographs of injuries (with consent)
- [ ] Medical records/reports
- [ ] Equipment inspection records
- [ ] Training records
- [ ] Previous incident reports (if related)
- [ ] Other: _______________________________
FOLLOW-UP LOG
| Date | Action/Update | By |
|---|---|---|
| ____ | ____________ | ___ |
| ____ | ____________ | ___ |
| ____ | ____________ | ___ |
| ____ | ____________ | ___ |
| ____ | ____________ | ___ |
Form ID: 7.5.3 Category: Health & First Aid Tools Last Updated: January 2026 Retain completed forms for minimum 5 years
