This document will demonstrate how to create an 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.
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Step-by-Step Instructions:
Reporting a Near Miss
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, Unsafe Act, Unsafe Condition
In order to create an incident record the user
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must navigate to a site/location
to see the Report New Incident menu option.
Navigate to: Desired Location > Modules > Incident Management > Report New Incident
Refer to: Reporting New Incident Overview
Type in Incident Title / Site*
Check off the Near Miss box for your Incident Type*
Complete all mandatory questions marked with the red asterisk(s) (* and **)
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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:
a. General Details
b. Employee / Individual Details
c. Witness Information (Optional)6
4.
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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
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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 |
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(*) 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 |
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Employee / Individual Details |
Allows
| Personnel Type* has the following options available:
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Employee / Individual Involved* allows the user to search for |
any employee |
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Related issues
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Injury/Illness vs. Near Miss
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4. Select Near Miss in Incident Type.
5. Fill all the Mandatory Fields and Click on Save button.
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Email Incident Summary report will be available Once user saves the incident. |
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