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.
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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/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 |
|---|---|---|
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:
 Next Step: |
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Note
Email Incident Summary report will be available Once user saves the incident.
18.3 Update
- For mandatory fields in the particular detail page, Click on the
icon near Incident - Detail Report. - All the Mandatory fields are appeared.
- Allows to save an Incident with Minimal information
- Incident status will remain as Draft until all mandatory fields are filled.
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