first aid tracking sheet
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Published by SALUSFirst Aid Record Keeping and Incident Tracking Checklist ========================================================
Date: 2025-08-11
Inspector: \[INSPECTOR NAME]
Location/Area: \[LOCATION/AREA]
Department: \[DEPARTMENT]
Purpose
To ensure accurate and consistent record-keeping of first aid incidents and to maintain proper documentation of incident tracking sheets, facilitating effective monitoring and analysis of workplace injuries and illnesses.
Instructions for Use
- 1\. Obtain the appropriate checklist for first aid record keeping or incident tracking.
- 2\. Review each item on the checklist and verify compliance.
- 3\. Document findings in the 'Verification Criteria' section for each item.
- 4\. If an item fails, document the corrective action needed in the 'Corrective Action' section.
- 5\. Ensure all sections are completed accurately and thoroughly.
- 6\. Submit the completed checklist to the designated authority for review and approval.
Frequency
This checklist should be completed: Monthly
Safety Checklist
First Aid Record Keeping
| Item | Pass | Fail | Comments |
|---|---|---|---|
| Ensure all first aid incidents are recorded in a designated log or record book. Check: A physical or electronic logbook is available and in use for recording all first aid incidents. If failed: Implement a first aid logbook and train personnel on proper record-keeping procedures. | _________________ | ||
| Verify that each entry includes the worker's name, date, and time of injury. Check: Each entry in the logbook contains the worker's full name, the date, and the exact time the injury occurred. If failed: Retrain personnel on the required fields for each entry and review existing entries for completeness. | _________________ | ||
| Confirm that the location and nature of the injury are documented. Check: The specific location within the workplace and a detailed description of the injury are recorded for each incident. If failed: Provide additional training on documenting the location and nature of injuries accurately. | _________________ | ||
| Check that a description of how the injury occurred is included in the record. Check: Each entry includes a clear and concise description of the events leading to the injury. If failed: Emphasize the importance of detailed descriptions during training sessions. | _________________ | ||
| Ensure the type of first aid treatment given is documented. Check: The specific first aid measures administered are clearly recorded for each incident. If failed: Develop a list of common first aid treatments to ensure consistent documentation. | _________________ | ||
| Verify that the time first aid was administered is recorded. Check: The exact time when first aid was given is noted in the logbook. If failed: Remind personnel to record the time of treatment immediately after administering first aid. | _________________ | ||
| Confirm that the worker's and first aid attendant's signatures are present. Check: Both the injured worker and the first aid attendant have signed the record of the incident. If failed: Implement a policy requiring signatures for all entries and provide signature logs. | _________________ | ||
| Ensure the date and time of reporting are documented. Check: The date and time when the injury was reported are recorded in the logbook. If failed: Add a field for the reporting date and time to the logbook template. | _________________ | ||
| Verify that the name of the person to whom the injury was reported is recorded. Check: The name of the supervisor or other personnel to whom the injury was reported is noted in the logbook. If failed: Include a field for the reporting recipient's name in the logbook template. | _________________ |
Incident Tracking Sheet
| Item | Pass | Fail | Comments |
|---|---|---|---|
| Ensure incident tracking sheets are used for all reported incidents, including near misses. Check: Incident tracking sheets are available and used for all reported incidents. If failed: Train personnel on the use of incident tracking sheets and their importance in incident management. | _________________ | ||
| Verify that each incident tracking sheet includes a detailed description of the incident. Check: Each sheet contains a comprehensive description of what occurred during the incident. If failed: Provide guidelines on writing detailed incident descriptions. | _________________ | ||
| Confirm that the root causes of the incident are identified and documented. Check: The underlying causes of each incident are investigated and recorded on the tracking sheet. If failed: Train investigators on root cause analysis techniques. | _________________ | ||
| Ensure that corrective actions are proposed and documented on the tracking sheet. Check: Specific corrective actions to prevent recurrence are listed on each tracking sheet. If failed: Develop a system for tracking the implementation of corrective actions. | _________________ | ||
| Verify that the status of corrective actions (e.g., planned, in progress, completed) is tracked. Check: The current status of each corrective action is updated regularly on the tracking sheet. If failed: Implement a system for monitoring and updating the status of corrective actions. | _________________ | ||
| Confirm that the incident tracking sheet includes the date of the incident and the date of the investigation. Check: Both the incident date and the investigation date are recorded on the tracking sheet. If failed: Add fields for both dates to the tracking sheet template. | _________________ | ||
| Ensure that the names of the individuals involved and the investigators are recorded. Check: The names of all individuals involved in the incident and the names of the investigators are listed on the tracking sheet. If failed: Include fields for all relevant names on the tracking sheet template. | _________________ | ||
| Verify that all supporting documentation (e.g., witness statements, photos) is attached or referenced. Check: All relevant documents are attached to the tracking sheet or their location is clearly referenced. If failed: Establish a protocol for attaching or referencing supporting documents. | _________________ | ||
| Confirm that the tracking sheet is reviewed and approved by a designated authority. Check: A supervisor or safety officer has reviewed and approved the incident tracking sheet. If failed: Implement a review and approval process for all incident tracking sheets. | _________________ |
General Requirements
| Item | Pass | Fail | Comments |
|---|---|---|---|
| Ensure that all first aid records and incident tracking sheets are stored securely and confidentially. Check: Records are stored in a locked cabinet or password-protected electronic system with limited access. If failed: Implement secure storage procedures and train personnel on confidentiality requirements. | _________________ | ||
| Verify that records are retained for the period required by local regulations. Check: The retention period for first aid and incident records complies with local regulatory requirements. If failed: Consult local regulations and update record retention policies accordingly. | _________________ | ||
| Confirm that first aid attendants and investigators receive regular training on record-keeping procedures. Check: Training records show that first aid attendants and investigators are trained on proper record-keeping. If failed: Schedule regular training sessions and maintain training records. | _________________ | ||
| Ensure that a system is in place for analyzing incident data to identify trends and prevent future incidents. Check: Incident data is regularly analyzed to identify trends and develop preventive measures. If failed: Implement a data analysis process and assign responsibility for trend analysis. | _________________ | ||
| Verify that the workplace has a readily available list of nearest medical facilities, including names, addresses, operating hours and telephone numbers. Check: A current list of medical facilities is posted in a visible location or easily accessible electronically. If failed: Create and post a list of nearby medical facilities with relevant contact information. | _________________ |
General Requirements
| Item | Pass | Fail | Comments |
|---|---|---|---|
| Workers trained in first aid should assist a victim. [2] Check: Verify that only trained workers are administering first aid. If failed: Provide first aid training to workers. | _________________ | ||
| Workers should know procedures to be followed when first aid is required. [2] Check: Confirm workers know who to call for help and to remain with the victim until first aid attendants arrive. If failed: Provide emergency preparedness training to workers. | _________________ | ||
| Workers should know the location of first aid room and/or first aid kit(s). [3] Check: Confirm that workers know where the first aid room and kits are located. If failed: Post signs indicating the location of first aid resources. | _________________ | ||
| Workers should know the location of a list of first aid attendants and nearest medical facilities. [3] [3] Check: Verify that workers know where to find the list of first aid attendants and nearest medical facilities. If failed: Post lists in visible locations and provide contact information. | _________________ |
Failed Item Procedures
- 1\. Immediately address any failed items to prevent further incidents.
- 2\. Implement the corrective action as documented on the checklist.
- 3\. Follow up to ensure the corrective action is effective.
- 4\. Document the completion of the corrective action and update the checklist.
- 5\. Report the failed item and corrective action to the supervisor or safety officer.
Documentation Requirements
1\. Maintain all completed checklists in a designated file or electronic system. 2\. Retain records of all first aid incidents and incident tracking sheets. 3\. Keep records of training for first aid attendants and investigators. 4\. Document all corrective actions taken and their outcomes.
Checklist Completion
Overall Status: ☐ Pass ☐ Fail ☐ Corrective Actions Required
Inspector Signature: Date:
Supervisor Review: Date:
Corrective Actions Completed By: Date:
References and Standards
- - Occupational Health and Safety Regulations [1]
- - CSA Standard Z94\.4-18 “Selection, use and care of respirators”
This checklist must be retained for \[RETENTION PERIOD].
Safety powered by SALUS
Sources used for this answer
[1] First Aid - General
Page 4
Open source documentSource excerpt
# First Aid - General (cont.) ## What should workers know about first aid? (cont.) - Location of first aid room and/or first aid kit(s) - Location of a list of first aid attendants which indicates where to find the attendant or a telephone number - Location of a list of nearest medical facilities (name, address, operating hours and telephone numbers) - Location of a list of the organization's key personnel by name, title and telephone numbers that are prioritized by "call first, call second, etc." ## Do I need to do a hazard assessment for first aid? While a first aid hazard assessment is not required in all jurisdictions, conducting one will ensure the workplace is prepared for all likely emergencies and the types of first aid treatment that may be needed. It is essential to know the exact hazards in the workplace as being prepared will also help reduce the severity of any events. For example, if you work in an autobody repair shop, provisions should be made to have training and first aid supplies for: - Burns and welding flash from welding - Burns and eye injuries from grinding - Cuts, scrapes, etc., from general work - Chemical exposure to the eye or skin from paints, thinners, gasoline, etc - Muscle injuries from lifting and bending - Etc. Depending on the workplace, there may also be a need to consider: - Chemicals that may require a specific sequence of treatment steps, emergency eye- wash stations or showers, or an antidote. Please see the OSH Answers on First Aid for Chemical Exposures for more details. - Crowd control (e.g., at schools, retail stores, music concerts, fairgrounds, etc.). - Special needs (e.g., persons with disabilities, known medical conditions, age of persons regularly in the workplace — especially children or elderly). - Allergic reactions to certain medications, foods, insect bites or stings, chemicals, materials or products. Please see the OSH Answers about using Epinephrine Auto- injector for more details. - W…
[2] First Aid - General
Page 2
Open source documentSource excerpt
# First Aid - General (cont.) ## What are first aid requirements? (cont.) First aid regulations will specify, in detail, your jurisdiction's requirements. These details will include: - The need for a first aid attendant - The availability of first aid attendants during working hours - The level of training or certification required for the first aid attendant - The number of first aid attendants required (during operational hours or per shift) - The type and amount of first aid supplies and facilities (content of first aid kits and room equipment) - The location of kits and notices (in some cases) - Emergency transportation - Incident documentation and reporting requirements Legislation may also specify that first aid supplies are to be, for example: - Stocked with required and appropriate items - Kept clean and dry - Checked regularly for expiry dates - Maintained so they meet the regulations - Requirements, at a minimum (e.g., restocked when supplies are used) - Stored in a visible and accessible location Since legislation varies by jurisdiction, contact your local jurisdiction for exact details. A list is available in the OSH Answers on Canadian Governmental Occupational Health and Safety. Departments. A list of which acts and regulations that cover first aid is available on our website. Please note that while you can see the list of legislation for free, you will need a subscription to view the actual documentation. What should a workplace do if they choose to have additional first aid procedures available? First Aid - General CCOHS
[3] First Aid - General
Page 3
Open source documentSource excerpt
# First Aid - General (cont.) ## What are first aid requirements? (cont.) If an employer opts to offer additional first aid measures (including over-the-counter medications, administration of oxygen, use of epinephrine auto-injectors, naloxone, etc.), it is suggested that they first seek legal counsel so that they are aware of any liability issues, and to check with your local jurisdiction responsible for health and safety. For example, in some jurisdictions, distribution of over-the-counter medications is not recommended (although an individual who can purchase using a vending machine may be permissible). In other jurisdictions, distribution of over-the-counter medications may be permitted under specific circumstances (including the appropriate training of first aid personnel). ## What documentation is required? Employers are usually required to maintain written records of all injuries and treatments given in a first-aid treatment record book or log. Each event should be recorded and include: - Worker's name - Date and time of injury - Location and nature of the injury - Description of how the injury occurred - Type or description of first aid treatment given - Time first aid was given - Worker's/Patient's signature - First aid attendant's signature - Date and time of reporting - Name of the person to whom the injury was reported Where this record is kept and who has access to it may vary with the need for privacy. ## What should workers know about first aid? Only workers trained in first aid should assist a victim. Never give first aid treatment for which you are not trained. As part of their emergency preparedness training, workers should know how to respond during an injury or illness situation. In terms of first aid, workers should know: Procedures to be followed when first aid is required (including what types of injuries should be reported) (e.g., who to call for help, remain with the victim until first aid attendants arrive, etc.) F…
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