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This document will demonstrate how to create an Near Miss incident record.  Near Miss is any event  the incident did not happen but had the potential of happening, which should be reported as a near miss incident.


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Step-by-Step Instructions:  

Reporting a Near Miss Incident

(info) In order to create an incident record user

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must navigate to a site/locationImage Modifiedto see the Report New Incident menu option.


Navigate to: Desired Location  > Modules > Incident Management > Report New Incident

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  Refer to: Reporting New Incident Overview 

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  1. Type in Incident Title / Site*

  2. Check off the Near Miss box for your Incident Type*

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information (i) Near Miss and General Liability incident types are stand-alone incident types and cannot be combined with other incident types.

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information (i) Complete all mandatory questions marked with the red asterisk(s) (* and **) 

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5. Image RemovedImage Added (Optional)

6. Click the Save button.

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  • After saving and completing the Incident Detail Report the Incident Summary screen will be displayed. 
  • Users can then access the other components from the incident detail summary screen.  Refer to: Near Miss Detail Summary
Tip
titleNext Step:

After saving and completing the Incident Detail Report the Incident Summary screen will be displayed. 

Users can then access the other components from the incident detail summary screen.  Refer to: Near Miss Detail Summary

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Important Fields

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Section Name

Question

Description

Employee / Individual Details

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(lightbulb) If Yes is selected the following questions are added:

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Personnel Type* has the following options available:

  • Employee

  • Supervised Contract Employee

  • Unsupervised Contract Employee

  • Visitor

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Employee / Individual Involved* allows the user to search for

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any employee

        

 

 

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  • The search box will bring up only employees based on location selected.
  • The picklist button will search for employees at other locations.


(tick) Next Step:
  • After saving and completing the Incident Detail Report the Incident Summary screen will be displayed.

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  •  
  • Users can then access the other components

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  • from the incident detail summary screen.  Refer to: Near Miss Detail Summary


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Related issues

Note

 Injury/Illness vs. Near Miss

  • There are two types of work related incidents which can be reported – Injury/Illness and Near Miss.  

    • Injury/Illness incident someone was injured or became ill.

    • Near Miss incident someone could have been injured or become ill.

4. Select Near Miss in Incident Type.

5. Fill all the Mandatory Fields and Click on Save button.

             

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