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Customer Injury & Accident

Customer Injury & Accident

Case Template

Enterprise Solution

Customer Injury & Accident preview 1

About this Template

The Customer Injury / Accident Template provides a structured way to capture and investigate incidents involving customers, guests, or vendors injured on company property. Whether it’s a slip and fall in a retail store or an accident in a distribution center, the template ensures consistent documentation, evidence collection, and workflow routing.

By replacing ad-hoc reporting through emails or calls, it centralizes injury reporting into a trackable, audit-ready system—reducing liability and improving compliance.

Key capabilities include:

  • Immediate capture of incidents at the point of occurrence.

  • Automated notifications to Risk, Safety, Legal, and Facility leaders.

  • Documentation of incident details, medical response, and witness statements.

  • Consolidation of photos, videos, and other evidence.

  • Analytics integration to identify hazards, trends, and high-risk areas.

Adopting this template strengthens safety practices, ensures compliance, and promotes accountability across locations.

Template Details

Type

Case Template

Developer

ThinkLP

Last Updated

9/4/2025

Key Features

Structured Guest Injury Reporting – Ensure all customer/guest accidents are documented consistently.
Customer/Vendor Data Capture – Record details of the injured party (name, contact, age, visitor type).
Injury & Medical Tracking – Document type of injury, severity, treatment provided, and recovery status.
Evidence Collection – Attach photos, video, and supporting documentation directly to the case record.
Witness Logging – Capture statements and contact details from employees or customers who observed the incident.
Location & Hazard Tracking – Tie incidents to specific store, property, or facility locations and note contributing hazards.
Corrective Actions – Assign safety measures, environmental fixes, or follow-up tasks to prevent recurrence.
Customizable Workflows – Automate notifications to Risk, Safety, Legal, and Store/Facility leadership.
Audit-Ready Records – Maintain defensible documentation to reduce liability and support claims handling.

Sample Questions

1. Case Overview
Case Number, Record Type, Status, Owner, Assigned Investigator, Outcome
2. Incident Details
Incident Date & Time, Location (Store, Property, Facility), Incident Type (Slip/Trip/Fall, Struck-by, Equipment Accident, Medical Emergency, etc.), Severity of Incident (Minor, Moderate, Severe), Method/Cause, Incident Description
3. Individuals Involved
Injured Customer (Name, Contact Information, Visitor Type), Witnesses (Name, Title/Role if employee, Contact Information, Statement)
4. Injury & Medical Tracking
Injury type, Body part affected, Medical attention provided (First Aid, ER visit, hospitalization), Treatment facility, Follow-up details
5. Merchandise / Equipment Involved
Product, equipment, or items involved, Condition (damaged / defective / operational)
6. Evidence
Photos or video of the scene, Supporting documents (incident reports, medical notes)
7. Corrective / Follow-up Actions
Hazard remediation (clean-up, repair, signage, etc.), Safety measures taken, Staff retraining assigned, Legal/risk team notified, Next steps required
8. Audit Trail
Case created by (employee, date/time), Last modified by (employee, date/time), Case Report Completed By

Information

Last Updated

9/4/2025

Supported Platforms

Desktop

Developer

ThinkLP