Workers compensation workplace visit report app
When an injured worker is getting ready to return, a rehabilitation consultant or case manager visits the workplace to see the actual job: what the duties involve, the weights and postures, the hours, and which tasks could be modified. The report gives the treating doctor and the insurer a realistic suitable-duties plan, so it has to describe the work precisely rather than generically.
Built for case managers running teams of roughly 3–50 inspectors.
Sample Workplace visit report
An illustrative excerpt. The site, readings and findings are fictional; the layout is yours to set.
Workplace visit report
Job demands — picker/packer (fictional)
- Claim
- WC-63318 (fictional)
- Workplace
- Fictional Foods distribution centre
- Visited
- 10 March 2026
| Task | Demand observed | Suitable now? |
|---|---|---|
| Carton picking to pallet | Lifts 8–15 kg, floor to waist, ~40 per hour | Suitable now?: No |
| Labelling at bench | Standing, < 2 kg, self-paced | Suitable now?: Yes |
| Scanning returns | Sit or stand, light items | Suitable now?: Yes |
| Forklift operation | Sustained sitting, vibration | Suitable now?: Check with doctor |
Fields captured on site
Your firm builds the form in-app, so these are a starting point rather than a fixed schema. Every field is captured on the device, with or without signal, and lands in the workplace visit report where your template puts it.
Visit
- Worker’s pre-injury role
- Supervisor and return-to-work coordinator
- Current medical restrictions
Per task
- Task description
- Weights, frequency and postures
- Duration per shift
- Suitable now, later or not suitable
- Photos of workstation
Plan
- Proposed duties and hours
- Workplace modifications
- Review date
Standards the report works to
- Code of PracticeSafe Work Australia — Hazardous manual tasks
- The framework for describing force, posture and repetition in each task.
Load the standards you hold into your reference library and the drafted prose is written against them rather than against a general model.
How the workplace visit report gets built
Capture it once, offline
Your firm builds the workers comp workplace visit form in-app — 25 field types, nesting repeatable groups, compound AND/OR visibility rules, reusable modules and calculated fields. Field capture works with no signal: jobs, forms, photos, notes and audio all queue in an idempotent outbox that only clears once the server confirms receipt.
Link it to your buildings and rooms
Enter buildings and rooms once, as a register. Every one of your damage observations and scope lines then points at a stored row rather than a name somebody typed — and the links survive a disconnected device.
Render your own template
The workplace visit report renders into the Word template you already use — your letterhead, your section order, your clause library — with conditionals, loops over repeats, composable sub-templates and photo grids.
Reviewed before it leaves
You write the review framework: a checklist of what a workplace visit report must contain, plus the prose standards you would mark a junior against. Link it to a report template and it runs every time that template renders. Each finding comes back graded info, minor or major, quoting the sentence at fault, and a person accepts or dismisses every one.
Because the structured submission behind the report is held too, the review is a comparison rather than a proofread: The report says the escape of water was confined to the ground floor; the scope carries three first-floor rooms.
Checks a insurance framework usually carries
- Cause, extent and policy response agree with one another
- Every scope line traces back to a damage that was actually observed
- The reserve is supported by the scope rather than asserted
- Every section the insurer’s template requires is present and populated
Questions
- Can we build a suitable duties plan from the task list?
- Tasks marked suitable can render straight into the plan section with their hours, so the plan and the job analysis cannot disagree.
- Can we photograph a workstation without identifying other workers?
- Photo fields capture whatever the consultant frames; what to photograph is your protocol, and the report places only the photos you select.
- Can a later visit update the same plan?
- The next visit can be a new job on the same claim, with the earlier tasks attached for comparison as hours and duties are upgraded.
What this is not
Worth knowing before you book a demo, so neither of us wastes the half hour.
- Not field-service dispatch. No timesheets, no parts, no inventory. Scheduling exists to get an inspector to a site.
- No signature capture. If your deliverable has to carry a signed sign-off on the artefact itself, this is not the tool yet.
- Field capture is what works offline — jobs, forms, photos, notes and audio. Reports, chat, scheduling and the inbox need a connection.
- No client portal. Reports go out as a file or a password-protected link.
Other insurance work we cover
- Marine claim surveysMarine claim report
- Motor assessing inspectionsMotor assessment report
- Mould remediation verificationClearance verification report
- Pre-insurance risk surveysRisk survey report
- Storm damage make-safe assessmentsMake-safe scope report
- Thatch and heritage property surveysSpecial risk report
- Burst pipe water damage scopesWater damage scope
- Business interruption verificationsBI verification report
Other disciplines
Rebuild your workplace visit report in SurveyThanks
Bring the Word template you already send clients. If you are coming off another field-forms tool, a filled report can be uploaded, read field by field, and re-rendered into your template.