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Get the free Incident/Performance Report

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Use this form to record any incidents, workplace performance or behavior problems, including circumstances requiring drug tests.
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How to fill out incidentperformance report

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How to fill out Incident/Performance Report

01
Begin with the date and time of the incident or performance issue.
02
Provide a clear and concise description of the incident or performance issue.
03
Include the location where the incident occurred.
04
List the individuals involved, including their roles and contact details if necessary.
05
Document any actions taken to resolve the issue at the time it occurred.
06
Record any witnesses to the incident, if applicable.
07
Specify any follow-up actions that are needed to resolve the issue fully.
08
Include any relevant supporting documentation, such as photographs or emails.
09
Review the report for accuracy and completeness before submission.
10
Submit the report to the appropriate parties.

Who needs Incident/Performance Report?

01
Management for oversight and review.
02
Human Resources for employee-related incidents.
03
IT department for performance-related issues.
04
Compliance and legal teams for regulatory requirements.
05
Safety officers for incidents impacting workplace safety.
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An Incident/Performance Report is a formal document that records details of an incident or performance-related situation within an organization, typically used to analyze the event and inform necessary actions or improvements.
Employees involved in the incident or performance issue, supervisors, and management are generally required to file an Incident/Performance Report to ensure proper documentation and follow-up.
To fill out an Incident/Performance Report, one should collect relevant details such as the date, time, location, individuals involved, a description of the incident or performance issue, actions taken, and recommended follow-up steps.
The purpose of an Incident/Performance Report is to provide a clear account of incidents or performance issues to facilitate investigation, promote accountability, prevent future occurrences, and improve organizational practices.
The information that must be reported typically includes the date and time of the incident, location, individuals involved, a detailed description of the incident or performance issue, any immediate actions taken, and recommendations for future prevention.
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