How to create an incident report form

You can build an incident report form that asks when and where something happened, what happened, and for photos. You can add a follow-up that only shows when someone was hurt, and a signature to sign it off.

Makeform doesn't have an incident report template, so you start with the AI builder.

#Describe the form

1. Click Create Form in the sidebar.
2. In What do you want to make?, say who fills it in and what you need them to report.
3. Read the draft, then fix what you need on the canvas.

#Check the questions

Your form should have these:

• A Date question and a Time question for when it happened.
• A Short text question for the place.
• A Long text question for what happened.
• A File upload question for photos.

Don't use the Location question for the place. It records the respondent's country from their IP address. It doesn't record a GPS position or the name of your site.

#Add a follow-up for injuries

1. Add a Single choice question, such as "Was anyone injured?", with Yes and No.
2. Add a Long text question after it for the details.
3. Select that second question and turn on Conditional visibility.
4. Choose Show, then set the rule so your Yes/No question equals "Yes".

Hang the follow-up on a Single choice question. A Grid answer can't trigger one.

For more on this rule, see Show or hide a question.

#Add a signature

Add a Signature question at the end. Your respondent draws in a box, and the image is saved with their report.

#File limits

On Free, a file can be up to 20 MB, and so can all the files in one report together. An upload question takes 1 to 10 files.