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Forms and Checklists Overview

Contractor Foreman comes Pre-loaded with many Forms and Checklists that are ready to use. In Addition, you can revise existing forms to better suit your needs as well as create your own forms. Be sure to review the list thoroughly to become familiar with what is available. There are three main parts to Forms and Checklists. My Forms, Company Forms, and All Forms and Checklist Library.

  • My Forms: These are forms the User has selected and modified for their use. My Forms is unique to each user.
  • Company Forms: These are forms that are available to everybody in the company to use.
  • All Forms and Checklist Library: These are Forms and Checklists Contractor Foreman has provided and are ready to be modified to fit your companies needs.
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Tracking Safety Incident in Contractor Foreman is critical to the continued success of your company. Contractor Foreman gives you the tools to track Incidents and create and track the Federally Required OSHA 300 Log. Without the proper tracking of Incidents and Safety related items, you can be exposed to large OSHA fines and higher insurance costs. Incidents is one of the tools Contractor Foreman provides you with.

To create a new Incident, go to main menu and click on “Incidents” then click on either the small “New” button to the right of Incidents or click on larger blue button “Create New Incident” in middle pane. Required fields are marked with and Asterisk (*.)

Project: Select the appropriate project from the drop down. It also has defaults for Office, Warehouse, Driving and other as Incidents can happen anywhere.

Incident Date and Time: Fill out the date and time the Incident happened.

Type: Select the type of incident that occurred. Accident, Near Miss or Death.

Incident Description: Type a detailed description of what happened. You can add steps taken to correct later.

People Involved: Use the blue button to select who was involved. This is NOT where you put witnesses.

People Notified: Use the blue button to select who was notified of the incident.

When Notified: Use the blue button to show when people (usually management) were notified.

Witnesses:  Use the blue button to select who witnessed the incident.

Incident Images: Select and photos taken of the incident.

Incident #:  System will auto generate and auto populate this field.

Any Injuries: Most times an incident will not result in injuries. It is still important to document the incident. Select Yes or No box. If you select “Yes” a text field will open below where you need to fill out a detailed description of the injury.

Steps Taken to Correct: Write a detailed description of the steps that were taken to correct why the incident happened.

OSHA Violations?: Select “Yes” or “No.” If you select yes a text box titled “Describe OSHA Violation” will open.  Use this to describe the violation.

Note: This is a place to enter any other general notes.

IMPORTANT: If your company is required to complete OSHA 300 logs, Contractor Foreman makes it easy to add Employees to an incident.  Each Employee will have their own OSHA 300 line-item per OSHA requirements. Follow these steps below:

Click “Add Employee” button. A pop up will appear, fill out all fields.

Select Employee: Select Employee from drop down box.

Title: Add the injured employees title.

Where the event Occurred: Write a description of where the injury took place.

Classification: Select the appropriate item from the drop down. Death, Days away from Work, Job transfer or Restriction, or Other Recordable Case.

Days Away from Work: When known enter the amount of days the employee was off work.

Days on Job Transfer or Restriction: When known enter the amount of days the employee was on transfer or restriction.

Injury Illness or Type: Select from one of the items in the drop down.

Select Save to save the record. This will then take you back to the Main Incident Screen.

To save record click on the “Submit” Button

To Edit the record, click on the green pencil icon in the upper right of screen.

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Safety Topics and Toolbox Talks:

Safety Topics are very important in helping you stay current with many OSHA requirements. Contractor Foreman allows you to select topics pertinent to your trade as well as select more general topics.

Safety topics are used in the Safety Meeting portion of the main menu in Contractor Foreman. See below for using the Safety Meeting Feature.

Safety Topic Message: Use this to select either English or Spanish languages for the Safety Topics we provide.

Safety Topic Categories: Here you can use the drop down to select the topics that are most pertinent to your firm. Placing a check in the check box makes that Category available.

You can also use the ‘Show Me All Topics’ slider to have access to all topics regardless of trade. Example: “if the slider is off. you will only see the topics assigned to the trade you select.  If the slider is on, you will see every topic (even those that are not assigned to a trade).  This gives you access to topics that may not directly relate to your trade as a whole but may based on your state or region or work conditions.


Adding Safety Meetings:  

Go to Safety Meetings in main menu. Select blue button in center pane “Start New Safety Meeting.” Select the Drop down titled “Project.” We provide choices other than projects such as Office and Warehouse. Set the date and time of meeting then select the meeting leader. Next Select the topic, this list will populate based on your selection in Settings. Contractor Foreman will then populate the field for “Topic Text.” Next select “Attendees” from the drop down in upper right hand corner of screen. You also have the option of uploading an image to the Safety Meeting. This can be a picture of attendees or a picture of a sign in sheet.

Click submit and the meeting will be saved.

To Edit the record, click the green pencil icon in the upper right corner of screen.

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