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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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Table of Contents
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What

Step-by-Step Instructions:  

Reporting a Near Miss Incident

(info) In order to create an incident record user must navigate to a site/locationImage Modifiedto see the Report New Incident menu option.

Navigate to: Desired Location  > Modules > Incident Management > Report New Incident  Refer to: Reporting New Incident Overview 


  1. Type in Incident Title / Site*

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

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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Complete the following sections:

      a. General Details

      b. Employee / Individual Details

      cWitness Information (Optional)6

4.

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 Click the Save button.

 information (i)  (*) Indicates that it is required in order to Save.

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  (**) Indicates that it is required in order to generate notifications and complete section.

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Important Fields

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

Employee / Individual Involved* allows the user to search for any employee.

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

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