Record the facts
Who was involved, where, when, the equipment involved and what happened in order, without opinions or blame.

FREE INCIDENT REPORT FORM
A two-page form staff can complete straight after an incident. It records the facts, the first aid given and the witnesses, prompts the notification decision, and keeps corrective actions with an owner until they are done.
By Callan, ClubPilot · Updated
Free PDF · Print and adapt · No sign-up required

AT A GLANCE
Who was involved, where, when, the equipment involved and what happened in order, without opinions or blame.
First aid, AED use, ambulance and what happened next, plus witness details.
The cause, the corrective actions, who owns each one and who reviewed and closed the report.
NOTIFIABLE INCIDENTS
Under the model WHS laws, deaths, serious injuries or illnesses (for example, a person admitted to hospital as an in-patient) and dangerous incidents must be notified to the WHS regulator immediately, and the site preserved unless you need to make it safe or help someone. This applies to members and visitors as well as staff. Victoria and Western Australia have their own laws, so check your regulator's guidance and keep records of notified incidents.
Keep recurring safety servicing on schedule and turn corrective actions into owned tasks across every club.
Open pageGOOD PRACTICE
A report helps most when it is written soon, sticks to facts and leads to action.
PRACTICAL CHECKLIST
This operational guide is a starting point. Your approved procedures, leases, manufacturer instructions and legal duties remain the source of truth.
STRAIGHT ANSWERS
Yes. A near miss is a warning that costs nothing. Recording it lets you fix the cause before someone is hurt.
The staff member who responded or saw the incident, as soon as practicable. The manager then reviews it, agrees actions and closes it once they are done.
Model WHS laws require records of notifiable incidents to be kept for at least five years. Many gyms keep all incident reports for at least that long; check with your insurer and adviser.
No. It is a practical starting point. Your regulator's guidance, insurer and legal advice decide what you must record and report.
FREE RESOURCES
A risk matrix, controls guide and 14 common gym hazards ready to assess. Free PDF
Contacts, roles and procedures for evacuation, medical emergencies and unstaffed hours. Free PDF
Kit and defibrillator checks with a 12-month log. Free PDF
Help a new manager learn the club, establish responsibilities and agree priorities before changing routines. Use weekly checkpoints with the area manager to turn observations into practical actions. Free PDF
Give each feedback item a response owner, due date and closure check. Keep sensitive member information in your approved member system and use references here. Free PDF
Record the opening float, approved additions, receipt-backed spending and counted closing cash. Investigate differences before sign-off. This is an operational record, not tax advice. Free PDF
A PRACTICAL NEXT STEP
In ClubPilot, corrective actions become assigned tasks or maintenance jobs with an owner, a due date and evidence, so nothing ends at the form.