Incident report template

Use our incident report template to automate incident reports from a Google Form
Use incident report template
*Only works on desktops
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Incident reporting template

You can generate incident reports from our Google Forms template in a few easy steps. It is simple to create incident reports which contain all the information you need. After you've opened Portant Workflow, copy the Google Form incident report template workflow, fine tune and customise you report/form and finally turn on 'Auto-create', and voila!, you’ve automated your incident report process!

We know how painful and monotonous it can be to copy and paste data into an incident report template, export it as PDF and share it with your stakeholders. That’s why we’ve come to the rescue.

With Portant you can copy our incident report template, click a few buttons and incident reports will be magically generated whenever you respond to a Google Form. You can then automatically share the incident reports via customised emails or even have them eSigned. Just select the options you require and place your incident reporting on autopilot.

How to automate incident reports from Google Forms and Docs

Select Form
Select the Form that incidents will be reported via
Connect Template
Connect a Google Docs incident report template
Add Tags
Click 'insert' to place tags in a Google Doc template
Then every time a form is submitted, an incident report is created

'How to automate incident reports with Google Forms' tutorial

Step 1 - Copy our incident report template

To copy our incident report template - first log in via your Google account and then authorise Portant to place the files in your drive.

Copy incident report template
*Only works on desktops

Step 2 - Choose your own report template (optional)

When you copy the template, Portant will create an Google Docs incident report template and Form automatically. However you can select your own Google Form or Doc template if you have one.

Step 3 - Customise the incident report template (optional)

If you have added your own incident report template, you will need to open the document block and add {{tags}} into your document.

Copy a tag from the source table
Turn on auto-create

Step 4 - Turn on Auto-create 🎉

Toggle on 'Auto-create' and Portant will take information from your sheet and process invoices created from your Google Docs invoice template. The invoices will be emailed to your customers and also stored in a folder in your Google Drive.

Easy as that 🙌

Eliminate unnecessary manual work

Automatically creating invoices from an invoice template removes manual data entry from your life. Generating documents from an invoice template enables you to get back to the more important stuff.

An animation showing documents being created every time a new line is created in a spreadsheet.
An animation showing text and images being automatically placed inside a Google Presentation.

Make your incident reports more accurate

Typos should be a thing of the past. With Portant's invoice template, all data is sourced from a spreadsheet. Plus, your invoice formatting is guaranteed to be consistent.

Built into Google Workspace

Create invoices with the tools you already use - Google Docs, Sheets, Slides and Forms. Automating your process using an invoice template will help to turbo charge your workflows so you can hit all your goals.

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Frequently asked questions

How do you write an incident report?
What are six things that need to be included in an incident report?
What are the 4 types of incidents?
What are the contents of an incident report?
What are the 5 W's for an incident report?
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