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This document will demonstrate how to create an Near Miss incident record. The Near Miss incident type is an unplanned event that did not result in injury, illness, or damage – but had the potential to do so.


On this page:

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Reporting a Near Miss Incident

(info) In order to create an incident record the 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.

3. Complete the following sections:

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4. Click the Save button.

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


Important Fields

Section Name

Question

Description

Employee / Individual Details


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

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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