Please refer to the article Creating a New Incident for a full overview of all incident types and how to begin a new record.
The first page of a Near Miss record is the Incident Details tab:
The initial page of the Incident Details tab requires the following data to be added:
Business Unit - The primary location that the hazard was based at
Location - The location below the Business Unit that the hazard was based at
Incident Date - The date the near miss took place
Incident Time - The time the near miss happened
Describe The Incident - Explain the near miss in as much detail as possible to explain what happened. For example, 'A brick fell down from scaffolding and hit the ground next to the driver door of a staff member's parked car.'
Exact Incident Location - Outline exactly where the near miss took place. For example, 'Outside the main entrance, next to the last car parking spot near the office window'.
Reported By - The name of the person that reported the near miss.
Line Manager's Name - The name of the Line Manager.
Line Manager's Email - The email of the Line Manager.
Once you have added the above data, the next step is to confirm a few more details.
These have been explained below:
Incident Category - A drop down box that contains the category of the Near Miss (Slip/Trip, Fall from Height, Hit/Struck by object etc).
Likelihood of Harm - A drop down box to select the likelihood of harm (Very Likely, Likely, Possible, Unlikely, Very Unlikely).
Severity of Harm - A drop down box to select the severity of harm (Nil/Negligible (Scratch/Bruise), Minor (First Aid), Moderate (Lost Time, Medical Treatment), Major (Broken Bones, Serious Injury, Disease), Extreme (Fatality, Permanent Incapacity)).
Worst Possible Outcome - This is automatically calculated using the values selected in the Likelihood of Harm and Severity of Harm selections. The score displayed is based on the following matrix:
Likelihood of Incident Re-Occurrence - A drop down box to select the likelihood of the near miss to happen again (5. Very Likely, 4. Likely, 3. Possible, 2. Unlikely, 1. Very Unlikely).
When all data has been added, click the Save and Next button to continue to the next tab.
Please Note: Certain information is required in order to continue to the next tab in the record. If you try clicking the Save and Next button and some data is missing on the current tab, you will be prompted and all data fields that require information before moving on will be highlighted in red:
Our Advice - If you do not have permission to continue adding information to a record, once you have clicked Save and Next, you will be prompted with a reference number notification similar to the one below:
Additional Information Tabs
The Near Miss record type has the following additional information tabs that need to be completed.
Please click on a link below for help with a particular section:
Our Advice - The additional information tabs may also require mandatory information to be filled in to allow progression to the next information tab.