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Accident and Near-Miss Reporting Safety Checklist

Use our Checklist creator tool to create customised workplace safety documents. Learn more about Accident and Near-Miss Reporting Safety Checklist Template below

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Safety Checklist Creator

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Create a Safety Checklist in 4 Easy Steps: Complete the checklist details below, add or edit the questions, add your logo and sign-off, then export a professional, print-ready PDF with Yes / No / N/A tick-boxes and a comments space.

Checklist Details

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Checklist Questions

Every question is included by default. Untick any you want to leave out, or delete the ones you don't need.

Click Add Question to add your own custom checks. Click a row to edit its wording, and drag to reorder.

The Yes / No / N/A tick-boxes and comments space are added automatically on the exported PDF or Word document.

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Print-ready PDF with Yes / No / N/A tick-boxes and a comments space.

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An editable Word (.doc) version with Yes / No / N/A tick-boxes and a comments space.

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A spreadsheet version for digital tracking and filtering.

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Risk Assessment Description:

This accident and near-miss reporting safety checklist template from Health & Safety Zone helps managers, supervisors and safety representatives confirm their reporting and investigation process is robust. It applies across all industries — offices, sites, factories, warehouses, retail and care.

It covers the full reporting cycle: immediate response and first aid, recording in the accident book, deciding what is reportable, notifying the enforcing authority, investigating root cause and closing out corrective actions. It references RIDDOR 2013 and the Management of Health and Safety at Work Regulations 1999.

Use this checklist for:

Incident response — confirm every accident and near miss is captured and acted on
RIDDOR decisions — check whether an event is reportable and reported in time
Investigation and review — verify root cause analysis and corrective actions are completed

Work through each question and answer Yes, No or N/A. Any No answer flags an action to resolve, so you can record findings, assign follow-up and keep a clear audit trail for audits and inspections. The template is straightforward enough for any manager, supervisor or safety representative to complete without specialist training, and it gives a consistent, repeatable record every time it is used. Completing it regularly helps demonstrate active monitoring and continual improvement of your health and safety arrangements.

Fully editable and shareable — customise the questions to your site, download as a PDF and share with your team. Save your completed checklist and return to edit it anytime.

Compliant with: RIDDOR 2013; Management of Health and Safety at Work Regulations 1999.

Sample PDF Document Image:

Checks covered in this Accident and Near-Miss Reporting checklist

This Accident and Near-Miss Reporting safety checklist template covers 26 checks. Customise the questions to your workplace, then download a professional, print-ready PDF with Yes / No / N/A tick-boxes and a comments space.

#	Checklist item
1	Is there a documented incident reporting procedure in place and accessible to all staff?
2	Is the incident reporting procedure approved by senior management and regularly reviewed?
3	Has the incident been classified correctly as an accident, near‑miss or dangerous occurrence?
4	Was the incident reported to the designated person (e.g., line manager or safety officer) within the required timeframe?
5	Is the incident record completed on the Accident and Near‑Miss Reporting Form?
6	Are all required details (date, time, location, persons involved) recorded accurately?
7	Has the incident been logged in the central incident register as per HSE guidance?
8	Was the injured or affected person provided with appropriate first‑aid or medical attention?
9	Are witnesses identified and have they provided statements where relevant?
10	Is the incident scene secured and any hazards isolated to prevent further incidents?
11	Is appropriate signage or barriers used to restrict access to the incident area?
12	Is the incident cause analysis (e.g., root cause) documented and reviewed?
13	Have corrective actions been assigned, with clear responsibility and target dates?
14	Is there evidence that corrective actions have been implemented and verified?
15	Are records of any follow‑up inspections or monitoring actions retained?
16	Has the incident been communicated to all staff as part of learning and prevention?
17	Is the incident file stored securely for the statutory retention period?
18	Are any required notifications to HSE (under RIDDOR) completed and acknowledged?
19	Is there a review of the incident reporting process to identify improvement opportunities?
20	Are all relevant health and safety documents (risk assessments, method statements) updated where necessary?
21	Is the workplace environment returned to a safe condition following the incident?
22	Has any equipment involved been inspected for damage after the incident?
23	Have any training or competency gaps identified during the investigation been addressed?
24	Is there a record of the incident discussion and sign‑off by senior management?
25	Is appropriate PPE provided to any personnel responding to the incident?
26	Is emergency/welfare support (first aid, medical assistance, emergency contacts) available and activated as required?

Frequently asked questions

Are these safety checklist templates really free to download?

Yes — completely free. Customise any checklist to your workplace and download a professional, print-ready PDF in minutes. No paywall, and no signup required for guests.

What format do the safety checklists download in?

Checklists download as a professional PDF, ready to print and complete on-site — each question has clear Yes / No / N/A tick-boxes and a comments space. You choose portrait or landscape at download. Word and spreadsheet formats are being added.

Can I customise the checklist questions to my workplace?

Yes — fully. Add your own questions, edit or remove any of the pre-written ones, and reorder them to suit your site, task or inspection before you download.

Are the safety checklists suitable for UK workplaces?

Yes. The checklists are written around UK health and safety good practice and HSE guidance, and are suitable for inspections, audits, toolbox checks and routine workplace monitoring.

Do I need an account to use the checklist templates?

No — guests can build and download a checklist for free without signing up. Register a free account if you want to save checklists to your dashboard and edit them later.

Can I add my company logo and branding to the checklist?

Yes — add your company logo, colours and details on Standard and Pro plans, so the exported checklist carries your own branding. Guests and Free downloads carry Health & Safety Zone branding.

How do I complete the checklist once it is downloaded?

The exported checklist is a blank, ready-to-use document: print it and tick Yes, No or N/A against each question and write any comments in the notes space, then sign and date it in the sign-off section.

What types of safety checklist can I create?

We are building specialist checklists across a wide range of subjects and industries — fire safety, workplace inspections, equipment and machinery checks, site inductions, vehicle checks, PPE, first aid and more. Browse by category to find the right one.

How often should safety checklists be completed?

It depends on the activity and your risk assessment — many checks are daily, weekly or monthly, while others are done before each task or shift. Completed, dated checklists provide a useful record of your monitoring.

Are the checklists a substitute for a risk assessment?

No. A checklist is a monitoring and inspection tool that complements your risk assessments and method statements — it helps confirm that controls are in place and working. Use them alongside your risk assessments.