Global

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 deckSee the full outline
Try the coursePreview 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.

IDObjectiveSourceWhere it's covered
TO 369.0Achieve ≥ 80% on the final assessment-Whole course
SO 369.1Decide what to report: injuries, near misses and dangerous occurrencesISO 45001:2018 cl. 10.2 (incident, nonconformity and corrective action) [source: report anchor, unverified]Whole course
SO 369.2Act in the first hour: care, make safe and preserve the sceneEmployer's procedure; best practiceWhole course
SO 369.3Collect facts and interview without blameBest practiceWhole course
SO 369.4Find root causes with five whys or a fishboneISO 45001:2018 cl. 10.2 [source: report anchor, unverified]Whole course
SO 369.5Record and notify the authority and insurer on time, and close corrective actions + your infoOSHA 29 CFR Part 1904; UK RIDDOR 2013 [source: report anchor, unverified]; local law your local ohs lawWhole 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
1

What to report: injuries, near misses and dangerous occurrences

3 pages

7 min
Before you beginNoteList
Harbourview DepotTextImage
What countsSorting activityNoteYour infoQuiz
2

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

2 pages

5 min
The first hourProcessYour info
Try itScenarioQuiz
3

Collecting facts and interviewing without blame

2 pages

5 min
Good questionsSorting activity
Blame-free toneKey factQuiz
4

Finding root causes with five whys or a fishbone

3 pages

7 min
Five whysTimeline
Order the chainSorting activityQuiz
FishboneTabs
5

Recording, notifying on time and closing the loop

2 pages

4 min
Time limitsNoteTable
Corrective actionsChecklistMatching quiz
6

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
  1. Overall rating 5 stars
  2. Relevant, realistic, right length, helpful activities agree/disagree grid
  3. What was most useful? multi-select
  4. Confidence before this course, and now 1-5 scale
  5. Which part is still unclear? multiple choice
  6. Post-course confidence reporting an incident 1-5 scale
  7. What would make reporting easier? open text
  8. I believe a report here would be acted on and not used to blame me. 1-5 scale
  9. One thing we should change or add open text
  10. Would you recommend this course? NPS
30-day check-in
  1. Have you used what you learned since the course? multiple choice
  2. How confident are you today? Compare with day 1 1-5 scale
  3. Do you know where to find the incident report route? yes / no / not sure
  4. A moment where the training helped, or where you weren't sure open text
  5. 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.

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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