Incident reporting, investigation and recordkeeping

A ready-made course you customise for your organisation, with a live session deck and two surveys. You only add the 9 details that are specific to your organisation.

See the live deck See the full outline

Try the course Preview the survey

Length: 35 min
Lessons: 6 lessons
Frequency: At onboarding for supervisors
Last reviewed: 21 Oct 2026

The first hour: care, making safe and preserving the scene

What would you do?

A worker cuts a hand on a sheet

Try it: this is one of 15 interactive activities in the course.

What's included

Three pieces that work together

Copy once, get everything. Learners prepare on their own, you answer questions live, and the surveys tell you what stuck.

Self-paced course

Short lessons with real workplace scenarios, not walls of text.

6 lessons, about 35 minutes
Sorting activity, process, scenario, timeline and quizzes

Live session deck

An AhaSlides presentation to run after the course, in person or online.

10 slides
Poll, quiz, word cloud, scale slides
A closing slide for your contacts

Two surveys

Find out what landed, and whether people use it on the job.

Post-course feedback, about 2 minutes
30-day check-in
Anonymous by default
Results feed your next refresher

Learning objectives

At the end of this course, learners can

Each objective and the lesson that covers it.

ID	Objective	Source	Where it's covered
TO 369.0	Achieve ≥ 80% on the final assessment	-	Whole course
SO 369.1	Decide what to report: injuries, near misses and dangerous occurrences	ISO 45001:2018 cl. 10.2 (incident, nonconformity and corrective action) [source: report anchor, unverified]	Whole course
SO 369.2	Act in the first hour: care, make safe and preserve the scene	Employer's procedure; best practice	Whole course
SO 369.3	Collect facts and interview without blame	Best practice	Whole course
SO 369.4	Find root causes with five whys or a fishbone	ISO 45001:2018 cl. 10.2 [source: report anchor, unverified]	Whole course
SO 369.5	Record and notify the authority and insurer on time, and close corrective actions + your info	OSHA 29 CFR Part 1904; UK RIDDOR 2013 [source: report anchor, unverified]; local law your local ohs law	Whole course

Your part: what a template can't do for you

Your workplace details: fill in the 9 highlighted fields so the course describes your own policies, contacts and locations.
Records: record completion in your own LMS or record system.

Course outline

6 lessons, about 35 minutes

Minutes per lesson are an estimate, shared out by page count.

ContentInteractiveVideoYou customise

What to report: injuries, near misses and dangerous occurrences

3 pages

7 min

Before you beginNoteList

Harbourview DepotTextImage

What countsSorting activityNoteYour infoQuiz

The first hour: care, making safe and preserving the scene

2 pages

5 min

The first hourProcessYour info

Try itScenarioQuiz

Collecting facts and interviewing without blame

2 pages

5 min

Good questionsSorting activity

Blame-free toneKey factQuiz

Finding root causes with five whys or a fishbone

3 pages

7 min

Five whysTimeline

Order the chainSorting activityQuiz

FishboneTabs

Recording, notifying on time and closing the loop

2 pages

4 min

Time limitsNoteTable

Corrective actionsChecklistMatching quiz

Corrective actions and next steps

3 pages

7 min

Close itProcess

Next stepsProcessYour infoYour infoYour infoNote

PracticeQuizKey factNoteButtonYour info

Live deck and surveys

10 slides to run live, two surveys to close the loop

Pink slides are interactive. Both surveys are anonymous; pink questions are written for this course.

ContentTitle, agenda, "report, learn, fix

Word cloudOne reason people do not report

PollHave you ever seen something and not reported it?

Content · customiseWhat to report and how, with the route {{INCIDENT_REPORT_ROUTE}}

QuizA near miss should be… (Reported ✔ · Ignored · Hidden · Reported only if someone is hurt)

QuizScenario: a worker cuts a hand. You… (First aid, make safe, preserve the scene and report ✔ · Clear it away · Carry on · Hide it)

PollWhat stops reports?

ScaleHow confident are you that a report here would be acted on?

Open-ended / Q&AOne reporting question

Content · customiseClosing {{SAFETY_CONTACT}}, {{SURVEY_2_URL}}, {{COURSE_URL}}

Post-course feedback: 11 questions, about 2 min

Overall rating 5 stars
Relevant, realistic, right length, helpful activities agree/disagree grid
What was most useful? multi-select
Confidence before this course, and now 1-5 scale
Which part is still unclear? multiple choice
Post-course confidence reporting an incident 1-5 scale
What would make reporting easier? open text
I believe a report here would be acted on and not used to blame me. 1-5 scale
One thing we should change or add open text
Would you recommend this course? NPS

30-day check-in

Have you used what you learned since the course? multiple choice
How confident are you today? Compare with day 1 1-5 scale
Do you know where to find the incident report route? yes / no / not sure
A moment where the training helped, or where you weren't sure open text
Which topics should the next refresher focus on? ranking

Results show whether people use the training on the job, not just whether they finished it.

Make it yours

9 fields to fill in, and you're ready

Everything else is done. These are the details only your organisation knows; each one is highlighted inside the course.

Safety contact{{SAFETY_CONTACT}}
Incident report route{{INCIDENT_REPORT_ROUTE}}
Safety policy link{{SAFETY_POLICY_LINK}}
Local ohs law{{LOCAL_OHS_LAW}}
Insurer notification route{{INSURER_NOTIFICATION_ROUTE}}
Local reporting rules{{LOCAL_REPORTING_RULES}}

Show all 9 fields

LMS or record system{{LMS_OR_RECORD_SYSTEM}}
Survey 2 URL{{SURVEY_2_URL}}
Course URL{{COURSE_URL}}

FAQ

Common questions

Can I run incident reporting, investigation and recordkeeping training online?

Yes. The course is self-paced and online, and the live deck lets you add a live session in the room or online.

How often is this training needed?

At onboarding for supervisors, yearly for those who log incidents, and after any significant event.

Who needs this training?

Supervisors, safety officers, HR and managers who log and investigate incidents; run by EHS and HR.

What records should I keep?

Record completion in your own LMS or record system, so you can show who finished the course and when.

Can I edit the content?

Yes, everything. Change the wording, swap scenarios for ones from your workplace, add your logo, or remove parts that don't apply.

Related templates

Often taught together

All Safety management templates →

Global

Hazard identification and risk assessment for teams

Supervisors · Safety management

40 min

Global

Safety law, committees, management systems and audits

Committee members · Safety management

40 min

Global

Supervisor, manager and safety representative duties

Line supervisors · Safety management

45 min

Last reviewed: 21 October 2026Templates are a starting point, not legal advice.

Ready to run it?

Open the live deck to see how the session runs alongside the course and both surveys.

See the live deck