Taking Care of Business
| Incident Reports |


Write of Way

Rogers - Write of Way

Section

Section 1 - Taking Care of Business

Section 2 - Acing Written Teests

Section 3 - Writing for Your Life

Business Letters | Memos | Job Applications and Résumés | Incident Reports | Progress Reports | Formal Reports |

For many people, taking care of business requires writing brief reports about significant incidents or progress made on projects. Everyone has filed incident reports. Your first may have been about the disgusting things your baby brother was putting in his mouth while he sat in his infant seat at that picnic at the beach. Later, your mom may have asked you to verbally report on interesting happenings at kindergarten. Such reporting starts with the urge or need to communicate something about what you've experienced.

 


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Creating the Content of an Incident Report

To report, follow this procedure adapted from Blicq and Moretto. Begin by thinking, "I want to send a message (Which communication medium will I use? Written? Oral?) to ______ (Who is my audience?) saying _______ (How can I summarize my main message?). Then provide additional information to support your message.

If you worked in a group home, for example, you might be asked to recommend that a resident be transferred to a more secure residence because the resident broke important house rules. (That's the summary of your main message.) You might need to tell the parents of the resident. (They're your audience.) And you might decide to report this incident in a letter. (That's the communications medium.) You might be asked to telephone (communications medium) your supervisor (audience) about a common room being damaged by water from a broken pipe (the summary of your main message about the incident.) You might decide to e-mail a memo to all your colleagues informing them that William Glasser will conduct a workshop at the nearby community college. Your union president might ask you to speak to your union brothers and sisters to urge them to work for a political candidate who is sympathetic to the needs of children in the community.

Here's how to create the content of your message.

  • Construct a message that meets the needs of your audience for information—and respect.
  • Begin with a summary of your main message.
  • Then, marshal the details your reader needs to be convinced your message is sound. (This process is like creating the specific support for the main points of an essay.) Neither belabour the obvious nor leave out essential detail.
  • Be sure to create a message with a respectful tone. Your efforts to create a message will come to nothing if your reader is distracted or offended by sexism or slang in your communication.

Kim Chan, a caseworker in a sheltered workshop for clients with intellectual deficits, has to write an incident report. One of his clients, Pat Cummings, a thirty-year-old man with Down Syndrome, has been counselled several times about inappropriately touching another workshop participant, Samantha Steele. As he hugs Samantha, Pat shouts "I love you, Sam. You're my girlfriend." Samantha says, "Don't touch me. I don't like it when you hug me." She has complained to staff every time Pat has thrown his arms around her. At his last counselling session, Pat agreed that if he chose again to hug anyone, he would be choosing to stay at home and miss workshop for two weeks. As part of suspending Pat, Kim must write an incident report.

Kim's employer requires brief written reports about any incidents like this. He knows his audience is the Executive Director. Now Kim must decide how much information to include in the report and how to set a businesslike tone.

As Kim thinks about the content of his message he is imagining his reader and thinking about his main message. How can he summarize that message? What is the most important point he must make to the director? Blicq and Moretto suggest finding that message by completing the hidden words at the front of most first sentences in reports: I want to tell you that . . . "because Pat Cummings has persisted in hugging another client against her will, he must be excluded from the sheltered workshop for the next two weeks." Kim has begun to create the content of his incident report. (He won't include the hidden words in his first sentence.)

In the body of the report, Kim must write the details that support his main message. He needs to ask: What does my reader need to know? Certainly the director needs to know some of the events that led up to the incident, the background to the incident. She will also want Kim to describe the incident. (Kim chose to write a chronological narrative of what happened.) Finally, Kim needs to tell how the staff responded to the event, the outcome of the incident.

 


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Organizing an Incident Report

Most readers of business reports appreciate brevity, so present the most important information in the first sentence. The first paragraphs may be a single sentence. Most incident reports need only two sections:

  • a succinct summary of your main message and
  • specific support for the summary of the key message.

Kim organized his report into only five paragraphs (see figure 1). In his first paragraph—a single sentence—Kim summarized his main message. Then, after reviewing his notes detailing the specific support for his point, he created four additional paragraphs, each beginning with a topic sentence.

Figure 1: Example of an Incident Report
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Creating a Professional Appearance for the Brief Report

Choose the most effective format for a brief report. If you are writing to a business colleague, you may send a memo to report an incident. Many organizations make it easier to file an incident report by requiring employees to complete a form, often electronic. Figure 1 shows the incident-report form used by employees of Shelter Workshop. Case workers would send a business letter to report an incident to a parent or guardian. (Figure 2 shows an example of an incident reported in a letter.) To ensure your incident report looks professional, study the conventions for the type of document you send.

Figure 2: Example of an Incident Report in Letter Format
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Activity 1: Practice Writing an Incident Report

You are a caseworker at Haven Group Home, a group home for young offenders. Residents are forbidden to possess drugs, including alcohol. Curfew is midnight. Youth who do not observe the house rules of this open custody facility are transferred to Haven Residence, a more secure setting. Sherry Lynn rings the front door bell at 5:00 a.m., obviously intoxicated, and you find that she is carrying a bag of marijuana. She does not rise to attend school; school attendance is another requirement of the home. When she gets up later in the day, she refuses to discuss her behaviour with her counsellor. This is the third time in a month that she has stayed out all night and arrived back drunk.

  1. Write an incident report for her file. Use the model report above. Strive to create the appropriate content, organize it effectively, express it in standard written Canadian English, and create a professional appearance that makes a good impression.
  2. Write a letter to inform her sole-support mother about the actions taken by the home. Observe the conventions for business correspondence.
  3. Address an envelope for the letter to the mother. Be sure to observe the addressing guidelines from Canada Post.

 


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Some Concluding Thoughts

"Incident Reports" summarizes widely held ideas about how to report important events in the workplace. As always, though, you'll have to carefully analyze the audience in your workplace. Your supervisor, your reader, may provide guidelines for incident reports. If you don't receive such guidelines, ask to see exemplary reports. That way you'll write reports that meet your audience's need for information and respect.

 



Works Cited


Blicq, Ron S. and Lisa A. Moretto. Guidelines for Report Writing. 4th ed. Scarborough: Prentice Hall Canada, 2000.


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