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
In order to create an incident record the user 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*
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)
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.
Important Fields
Section Name | Question | Description |
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Employee / Individual Details |
| Personnel Type* has the following options available:
Employee / Individual Involved* allows the user to search for any employee.
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If Yes is selected the following questions are added:
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