Incident documentation template 2026

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  1. Click ‘Get Form’ to open the incident documentation template in the editor.
  2. Begin by entering the date and time of the incident. Specify whether it is AM or PM for accuracy.
  3. Fill in the licensed establishment name and LID number, followed by the patron's name, address, phone number, employer, and age. Indicate if the age was verified or approximated.
  4. Document whether the patron’s ID was checked, who checked it, and what type of ID was presented along with its number.
  5. Record the time of arrival and departure for the patron. Include details about where they were before arriving at your establishment.
  6. List the number and types of drinks served, along with how quickly they were served. Note if food was consumed during their visit.
  7. Indicate if the patron was injured and whether professional attention was needed. Document any contributions to their injury.
  8. State if law enforcement was called, including who made the call and names of responding officers.
  9. Confirm whether the patron drove from your establishment and provide vehicle details if applicable.
  10. Describe weather conditions if relevant to the incident and provide a detailed account of what occurred, including eyewitness accounts.
  11. Complete all signature fields for employees and witnesses involved in documenting this incident.

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2017 4.8 Satisfied (56 Votes)
2013 4.1 Satisfied (32 Votes)
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