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Users can create a near miss incident by checking the Near Miss incident type.

Step-by-step guide

1. Click on Modules Icon.
2. Click on Incident Management menu item.
3. Click on Report New Incident menu item.
4. Select Near Miss in incident type.
5. Fill all the Mandatory Fields and Click on Save button.

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This document will demonstrate how to create a 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.

Step-by-Step Instructions: 

Reporting a Near Miss, Unsafe Act, Unsafe Condition

 In order to create an incident record the user must navigate to a site/locationImage Addedto 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*

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

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3. Complete the following sections:

      a. General Details

      b. Employee / Individual Details

      c. Witness Information (Optional)

4. Click the Save button.

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

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Important Fields

Next 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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