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First Aid Report Template

The line between first aid and medical treatment is not clinical judgement, it is a closed list in the OSHA regulation. Anything on that list is first aid regardless of who provides it; anything not on it is medical treatment and makes the case recordable. Getting this wrong in either direction distorts every injury figure the organisation reports.

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Defined by
A closed list in 1904.7(b)(5)
Not by
Who provided the treatment

Summary

In short

  • The first aid list at 1904.7(b)(5)(ii) is exhaustive. If a treatment is not on it, it is medical treatment and the case is recordable.
  • Who provides the treatment is irrelevant. A physician applying a bandage is providing first aid; a first aider giving prescription-strength medication is providing medical treatment.
  • Butterfly bandages and Steri-Strips are first aid. Sutures, staples and adhesives used to close a wound are medical treatment.
  • The distinction is a regulatory classification and it is routinely made clinically, which distorts injury rates in both directions.
  • Record potential severity alongside actual treatment. A first aid case where the object passed close to an eye is not a minor event.
  • First aid cases are the highest-volume injury data most sites hold and the least analysed, because they are not recordable and therefore not reported upward.

What it is

What it is

What is a first aid report?

A record of an injury or illness treated at the workplace, capturing what happened, the treatment given, and enough information to determine whether the case is recordable and whether the event warrants investigation.

What counts as first aid under OSHA?

29 CFR 1904.7(b)(5)(ii) contains a closed list: non-prescription medication at non-prescription strength, tetanus immunisation, cleaning or flushing wounds on the surface of the skin, wound coverings such as bandages and butterfly bandages, hot or cold therapy, non-rigid means of support, temporary immobilisation for transport, drilling a nail to relieve pressure, eye patches, removing foreign bodies from the eye by irrigation or cotton swab, removing splinters by simple means, finger guards, massage, and drinking fluids for heat stress.

When to use it

When to use it, and when not to

This records treatment given at the workplace. Recordability determination and investigation follow from it.

Use it for

  • Any injury or illness treated at the workplace, however minor
  • Treatment provided by a first aider, occupational health nurse or any other person
  • Cases where someone declined treatment but an injury occurred
  • Events where treatment was given and no injury is apparent, such as eye irrigation after a splash
  • Capturing the information needed to determine recordability

Not for

  • The OSHA 300 log and recordability determination, which follows from this record
  • The incident report and investigation, which addresses the event rather than the treatment
  • Occupational health and medical records, which are confidential and held separately
  • Workers compensation claims, which follow different criteria
  • Return to work records, which address the absence rather than the treatment

Standards

What it is built against

Recordability is defined precisely in the OSHA recordkeeping rule, with first aid provision required separately.

ClauseRequirementWhere it lands
29 CFR 1904.7(b)(5)Medical treatment beyond first aid makes a case recordable, with first aid defined by an exhaustive listTreatment
29 CFR 1904.7(b)(5)(ii)The closed list of treatments constituting first aid regardless of who provides themTreatment
29 CFR 1904.4Recording criteria: work-related injury or illness meeting one or more general recording criteriaSeverity and potential
29 CFR 1904.5Determination of work-relatedness, including the exceptionsWhat happened
29 CFR 1910.151(b)Adequate first aid provision where no infirmary or clinic is in near proximityHeader
29 CFR 1904.35Employee reporting procedures that do not deter or discourage reportingEvent
ISO 45001 cl.10.2Incident investigation, applied proportionately including to minor injuries with serious potentialFollow up
RIDDOR (GB)Separate reporting criteria based on injury type and absence durationSeverity and potential

What it does not cover

  • The OSHA 300 log, which records cases meeting the criteria this record helps determine.
  • Incident investigation, which addresses how the event occurred.
  • Occupational health records, which are confidential and held separately.
  • Workers compensation claims, which follow different criteria entirely.
  • Return to work records, addressing absence rather than treatment.

Filling it in

Filling it in well

Record the treatment precisely, classify against the list, and capture potential as well as outcome.

Describe the treatment specifically

Not treated or dressing applied, but what was actually done: wound irrigated, butterfly bandage applied, cold pack applied for fifteen minutes. Recordability turns on the specific treatment, and a vague description forces someone to reconstruct it later or to guess, usually in the direction that produces a lower number.

Classify against the list, not by impression

Check the treatment given against 1904.7(b)(5)(ii). Anything on the list is first aid; anything not on it is medical treatment and the case is recordable. The identity and qualification of the person providing it does not enter the determination at any point.

Record potential severity separately

A splinter in a finger and a metal fragment that struck a safety spectacle lens are both first aid cases. One of them nearly cost someone an eye. Without a potential field, first aid data is ranked by treatment given, which correlates poorly with how serious the event was.

Make reporting free of consequence

First aid cases are the highest-volume injury data a site holds and they are the most sensitive to reporting culture, because they are minor enough that not reporting is easy. Where a first aid visit prompts a conversation about performance, the data thins out and the leading indicator disappears.

Audit findings

Common audit findings

First aid findings concentrate on classification and on what happens to the data.

FindingClauseWhat fixes it
Recordability determined by who treated the injury.1904.7(b)(5)The list is the test; the provider's qualification is irrelevant.
Treatment described too vaguely to classify.1904.7(b)(5)(ii)Record the specific treatment; recordability turns on it.
Prescription-strength medication treated as first aid.1904.7(b)(5)(ii)(A)Only non-prescription medication at non-prescription strength is first aid.
Wound closure by sutures, staples or adhesive treated as first aid.1904.7(b)(5)(ii)Only butterfly bandages and Steri-Strips are on the list; closure devices are medical treatment.
Potential severity not recorded.ISO 45001 cl.10.2Treatment given is a poor proxy for how close the event came to being serious.
First aid data not analysed for patterns.ISO 45001 cl.6.1.2It is the highest-volume injury data most sites hold and the least examined.
Reporting associated with performance consequences.1904.35Any cost attached to reporting removes the highest-volume leading indicator.
Work-relatedness determination not recorded.1904.5Record the reasoning, including where an exception was applied.
Contractor and agency first aid cases not captured.ISO 45001 cl.8.1.4Include them; exclusion produces a site injury picture missing the higher-risk work.
Cases where treatment was declined not recorded at all.1904.7An injury occurred; recordability may still apply and the event still matters.

Worked case

Case in point: the nurse and the bandage

A site employed an occupational health nurse and applied a working rule that anything the nurse treated was medical treatment while anything a first aider handled was first aid. It was simple, consistently applied, and produced a recordable rate substantially higher than comparable sites.

The rule has no basis in the regulation. Under 1904.7(b)(5), first aid is defined by an exhaustive list of treatments, and the qualification of the person providing them is not part of the test. A nurse cleaning a wound and applying a butterfly bandage is providing first aid.

Correcting the classification reduced the recordable rate considerably. It also revealed that several cases had been classified the other way, as first aid because a first aider handled them, where the treatment given was outside the list.

Definitions

Definitions and key terms

First aid
Treatment appearing on the exhaustive list at 1904.7(b)(5)(ii), regardless of who provides it.
Medical treatment
Management and care of a patient to combat disease or disorder, excluding the listed first aid treatments, making a case recordable.
Recordable case
A work-related injury or illness meeting the general recording criteria, including medical treatment beyond first aid.
Work-relatedness
Whether an event in the work environment caused or contributed to the condition, subject to defined exceptions.
Butterfly bandage
A wound closure strip explicitly listed as first aid, distinguished from sutures, staples and adhesives.
Non-prescription strength
Medication at over-the-counter dosage. Prescription strength, even of an over-the-counter drug, is medical treatment.
Potential severity
How serious the event could have been, recorded separately from the treatment actually required.
Leading indicator
Data preceding serious harm, of which first aid cases are the highest-volume example most sites hold.

FAQ

Frequently asked questions

Does it matter who provides the treatment?+

No, and this is the most common misunderstanding. 29 CFR 1904.7(b)(5) defines first aid by an exhaustive list of treatments. A physician applying a butterfly bandage is providing first aid. A first aider giving prescription-strength medication is providing medical treatment. The qualification of the provider is not part of the test at any point.

What is on the first aid list?+

Non-prescription medication at non-prescription strength, tetanus immunisation, cleaning or flushing surface wounds, wound coverings including butterfly bandages, hot or cold therapy, non-rigid support, temporary immobilisation for transport, drilling a nail to relieve pressure, eye patches, removing eye foreign bodies by irrigation or swab, removing splinters by simple means, finger guards, massage, and fluids for heat stress. Anything else is medical treatment.

Are butterfly bandages really first aid?+

Yes, and so are Steri-Strips. Sutures, staples and wound closure adhesives are medical treatment. This is one of the clearest examples of a distinction that has no clinical logic and is entirely a matter of what the regulation lists, which is why classifying by impression produces wrong answers.

Why record potential severity?+

Because treatment given is a poor proxy for seriousness. A metal fragment stopped by a safety lens produces no treatment at all, and a splinter produces a first aid case. Without a potential field, the highest-volume injury data a site holds is ranked by how much treatment was needed rather than by how close the event came to being serious.

What should we do with first aid data?+

Analyse it. It is the largest injury dataset most sites hold, it is closest in time to the conditions producing harm, and because the cases are not recordable it is rarely reported upward or examined for pattern. Aggregating by location, task and body part is straightforward and routinely reveals concentrations nobody had noticed.

The agents

What the agents do with it

The record captures treatment. What fails is classification by impression and data nobody analysed.

KnowSafe

Records the specific treatment, classifies against the regulatory list rather than by provider, and captures potential alongside outcome.

Ella

Aggregates first aid cases by location, task and body part, surfacing concentrations in the largest injury dataset a site holds.

KnowHealth

Keeps clinical detail separate from the operational record while making the recordability determination auditable.

KnowContractor

Captures contractor and agency cases, whose exclusion produces an injury picture missing the higher-risk work.

This template lives in KnowSafesafety and compliance. Incidents, hazards, permits, inspections and the critical controls behind them.

Meet KnowSafe

Sources

Sources

  • 29 CFR 1904.7, general recording criteria including the first aid list, OSHA
  • 29 CFR 1904.5, determination of work-relatedness, OSHA
  • 29 CFR 1904.35, employee involvement and reporting procedures, OSHA
  • 29 CFR 1910.151, medical services and first aid, OSHA
  • ISO 45001:2018 clauses 10.2 and 6.1.2

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